93 Financial Group, LLC Top Holdings and 13F Report (2026) About 93 Financial Group, LLCInvestment Activity93 Financial Group, LLC has $224.27 million in total holdings as of March 31, 2026.93 Financial Group, LLC owns shares of 9 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 0.90% of the portfolio was purchased this quarter.About 1.57% of the portfolio was sold this quarter.This quarter, 93 Financial Group, LLC has purchased 9 new stocks and bought additional shares in 3 stocks.93 Financial Group, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $65,726,100Schwab U.S. Mid-Cap ETF $49,014,055Schwab US Small-Cap ETF $46,779,408iShares Core U.S. REIT ETF $22,310,447Schwab Emerging Markets Equity ETF $20,528,034 Largest Purchases this Quarter Vanguard Russell 1000 Growth ETF 7,455 shares (about $817.74K)iShares Core U.S. REIT ETF 11,548 shares (about $683.53K)SPDR Portfolio Mortgage Backed Bond ETF 23,200 shares (about $519.45K) Largest Sales this Quarter Schwab US Small-Cap ETF 59,515 shares (about $1.73M)Schwab U.S. Mid-Cap ETF 33,537 shares (about $1.04M)Schwab Emerging Markets Equity ETF 22,310 shares (about $735.11K)SPDR Bloomberg Convertible Securities ETF 180 shares (about $16.48K)Schwab US Large-Cap ETF 289 shares (about $7.41K) Sector Allocation Over TimeMap of 500 Largest Holdings of93 Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONGVanguard Russell 1000 Growth ETF$65,726,100$817,738 â–²1.3%599,19929.3%ETFSCHMSchwab U.S. Mid-Cap ETF$49,014,055$1,038,306 â–¼-2.1%1,583,14121.9%ETFSCHASchwab US Small-Cap ETF$46,779,408$1,730,697 â–¼-3.6%1,608,64520.9%ETFUSRTiShares Core U.S. REIT ETF$22,310,447$683,527 â–²3.2%376,9299.9%ETFSCHESchwab Emerging Markets Equity ETF$20,528,034$735,114 â–¼-3.5%623,0069.2%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$17,456,905$519,448 â–²3.1%779,6747.8%ETFSCHXSchwab US Large-Cap ETF$1,953,136$7,410 â–¼-0.4%76,1750.9%ETFCWBSPDR Bloomberg Convertible Securities ETF$283,926$16,475 â–¼-5.5%3,1020.1%ETFSCHPSchwab U.S. TIPS ETF$215,720$2,288 â–¼-1.0%8,1070.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
