93 Financial Group, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$224.3M
Q ending 2026-03-31
Prior quarter
$229.6M
Q ending 2025-12-31
Change
-2.3% QoQ
Positions
9
reported holdings

Largest positions

All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Scottsdale FdsVONGShares$65.7M599K
Schwab Strategic TrSCHMShares$49.0M1.6M
Schwab Strategic TrSCHAShares$46.8M1.6M
Ishares TrUSRTShares$22.3M377K
Schwab Strategic TrSCHEShares$20.5M623K
Spdr Series TrustSPMBShares$17.5M780K
Schwab Strategic TrSCHXShares$2.0M76K
Spdr Series TrustCWBShares$284K3K
Schwab Strategic TrSCHPShares$216K8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.