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Institutional portfolios / 13F

93 Financial Group, LLC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$253,325,686
As of June 30, 2026
Positions
9
Across disclosed securities
Top 5 weight
91.7%
Share of reported value

View SEC filing · Published 2026-07-29 21:00 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW
Holding details

Reported CUSIP: 92206C680

Issuer filings on SEC

Reported row 9 · 0002112320-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 601,405 SH $76,865,575 30.34%30.34% —Comparison unavailable
SCHWAB STRATEGIC TRUS MID-CAP ETF
Holding details

Reported CUSIP: 808524508

Issuer filings on SEC

Reported row 4 · 0002112320-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,499,269 SH $55,278,060 21.82%21.82% —Comparison unavailable
SCHWAB STRATEGIC TRUS SML CAP ETF
Holding details

Reported CUSIP: 808524607

Issuer filings on SEC

Reported row 5 · 0002112320-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,508,904 SH $54,516,706 21.52%21.52% —Comparison unavailable
ISHARES TRCRE U S REIT ETF
Holding details

Reported CUSIP: 464288521

Issuer filings on SEC

Reported row 1 · 0002112320-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 351,878 SH $23,382,295 9.23%9.23% —Comparison unavailable
SCHWAB STRATEGIC TREMRG MKTEQ ETF
Holding details

Reported CUSIP: 808524706

Issuer filings on SEC

Reported row 2 · 0002112320-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 617,288 SH $22,382,872 8.84%8.84% —Comparison unavailable
SPDR SERIES TRUSTST STR BACKE ETF
Holding details

Reported CUSIP: 78464A383

Issuer filings on SEC

Reported row 7 · 0002112320-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 801,374 SH $17,878,648 7.06%7.06% —Comparison unavailable
SCHWAB STRATEGIC TRUS LRG CAP ETF
Holding details

Reported CUSIP: 808524201

Issuer filings on SEC

Reported row 3 · 0002112320-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 84,839 SH $2,496,824 0.99%0.99% —Comparison unavailable
SPDR SERIES TRUSTST STR CONV ETF
Holding details

Reported CUSIP: 78464A359

Issuer filings on SEC

Reported row 8 · 0002112320-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,804 SH $302,376 0.12%0.12% —Comparison unavailable
SCHWAB STRATEGIC TRUS TIPS ETF
Holding details

Reported CUSIP: 808524870

Issuer filings on SEC

Reported row 6 · 0002112320-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 8,390 SH $222,330 0.09%0.09% —Comparison unavailable