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93 Financial Group, LLC

Q1 2026 13F Holdings

  • Location
    woburn, MA
  • Num holdings

    9

  • Value ($000)

    $224,268

  • Date Filed
    05/05/2026
  • Form type
    13F-HR
  • CIK
    0002112320
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$65.73M
29 %

599,199

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
808524508
$49.01M
22 %

1,583,141

S
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$46.78M
21 %

1,608,645

U
USRT

ISHARES TR

CRE U S REIT ETF
464288521
$22.31M
10 %

376,929

S
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
808524706
$20.53M
9 %

623,006

S
SPMB

SPDR SERIES TRUST

STATE STREET SPD
78464A383
$17.46M
8 %

779,674

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$1.95M
1 %

76,175

---

SPDR SERIES TRUST

STATE STREET SPD
78464A359
$283.93K
0 %

3,102

S
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$215.72K
0 %

8,107

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