93 Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Woburn, MA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$253,326
Net value change ($000)
+29,058 (13.0%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VONG 11,140 16.9%
SCHA 7,738 16.5%
SCHM 6,264 12.8%
SCHE 1,855 9.0%
USRT 1,072 4.8%
SCHX 544 27.9%
SPMB 422 2.4%
CWB 18 6.3%
SCHP 6 2.8%
Top Reduces (Value $000, Stocks/ETFs)
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Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type