Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

93 Financial Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

93 Financial Group, LLC (CIK 2112320) reported $253.3M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VONG ($76.9M, 30.34%), SCHM ($55.3M, 21.82%), SCHA ($54.5M, 21.52%), USRT ($23.4M, 9.23%), SCHE ($22.4M, 8.84%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VONGVANGUARD SCOTTSDALE FDS$76.9M30.34%601,405Added
2SCHMSCHWAB STRATEGIC TR$55.3M21.82%1.5MTrimmed
3SCHASCHWAB STRATEGIC TR$54.5M21.52%1.5MTrimmed
4USRTISHARES TR$23.4M9.23%351,878Trimmed
5SCHESCHWAB STRATEGIC TR$22.4M8.84%617,288Trimmed
6SPMBSPDR SERIES TRUST$17.9M7.06%801,374Added
7SCHXSCHWAB STRATEGIC TR$2.5M0.99%84,839Added
8CWBSPDR SERIES TRUST$302,3760.12%2,804Trimmed
9SCHPSCHWAB STRATEGIC TR$222,3300.09%8,390Added

Source: SEC Form 13F filings · as of 2026-06-30