Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Scottsdale FdsVNG RUS1000GRW | VNG RUS1000GRW | $76.9M | 30.3% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $55.3M | 21.8% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $54.5M | 21.5% |
| iShares TRCRE U S REIT ETF | CRE U S REIT ETF | $23.4M | 9.2% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $22.4M | 8.8% |
| SPDR Series TrustST STR BACKE ETF | ST STR BACKE ETF | $17.9M | 7.1% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $2.5M | 1.0% |
| SPDR Series TrustST STR CONV ETF | ST STR CONV ETF | $302K | 0.1% |
| Schwab Strategic TRUS TIPS ETF | US TIPS ETF | $222K | 0.1% |
- Class
- VNG RUS1000GRW
- Share
- 30.3%
- Class
- US MID-CAP ETF
- Share
- 21.8%
- Class
- US SML CAP ETF
- Share
- 21.5%
- Class
- CRE U S REIT ETF
- Share
- 9.2%
- Class
- EMRG MKTEQ ETF
- Share
- 8.8%
- Class
- ST STR BACKE ETF
- Share
- 7.1%
- Class
- US LRG CAP ETF
- Share
- 1.0%
- Class
- ST STR CONV ETF
- Share
- 0.1%
- Class
- US TIPS ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 9 largest of 9 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2112320
- File number
- 028-26669
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $224M at 31 March 2026
- Positions opened
- 0
- Positions closed
- 0
Common questions
What are 93 Financial Group’s 13F holdings worth?
$253 million across 9 positions for the quarter ended 30 June 2026.
What is 93 Financial Group’s largest 13F holding?
VANGUARD SCOTTSDALE FDS (VNG RUS1000GRW) was the largest position at $76.9 million, or 30.3% of reported 13F value, as of 30 June 2026.
How concentrated is 93 Financial Group’s 13F portfolio?
The ten largest positions accounted for 100.0% of reported value and the twenty-five largest for 100.0%, across 9 positions as of 30 June 2026.
Does Form 13F show everything 93 Financial Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does 93 Financial Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.