93 Financial Group, LLC

Q3 2026 13F-HR Holdings

Location
Woburn, MA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$241,955
Net value change ($000)
-11,371 (-4.5%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 614 0.8%
SCHX 153 6.1%
SCHE 87 0.4%
Top Reduces (Value $000, Stocks/ETFs)
SCHA -5,337 -9.8%
SCHM -4,266 -7.7%
USRT -1,628 -7.0%
SPMB -712 -4.0%
SCHP -222 -100.0%
CWB -61 -20.2%
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