93 Financial Group, LLC holds a concentrated book of 9 stocks worth $253.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they trimmed Schwab US Mid Cap ETF. Their largest long position is Vanguard Russell 1000 Growth at 30% of the equity book. Cloning the disclosed picks since 2026 would be +4% (+10.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2112320/holdings"
Use Arkolith to show 93 Financial Group, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning 93 Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as 93 Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9 / 9 | $9.7B |
| US BANCORP \DE\ | 9 / 9 | $4.1B |
| UBS Group AG | 9 / 9 | $3.9B |
| LPL Financial LLC | 9 / 9 | $2.9B |
| MORGAN STANLEY | 9 / 9 | $1.8B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 / 9 | $1.8B |
| Cetera Investment Advisers | 9 / 9 | $1.3B |
| HighTower Advisors, LLC | 9 / 9 | $1.2B |
Ranked by how many of 93 Financial Group, LLC's top 9 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS VNG RUS1000GRW | $76.9M | 601.4K | 30.3% | ▲+0.4% Added · +2K sh | |
| 2 | Schwab Strategic TR US MID-CAP ETF | $55.3M | 1.50M | 21.8% | ▼−5.3% Reduced · −84K sh | |
| 3 | Schwab Strategic TR US SML CAP ETF | $54.5M | 1.51M | 21.5% | ▼−6.2% Reduced · −100K sh | |
| 4 | Ishares TR CRE U S REIT ETF | $23.4M | 351.9K | 9.2% | ▼−6.6% Reduced · −25K sh | |
| 5 | Schwab Strategic TR EMRG MKTEQ ETF | $22.4M | 617.3K | 8.8% | ▼−0.9% Reduced · −6K sh | |
| 6 | SPDR Series Trust ST STR BACKE ETF | $17.9M | 801.4K | 7.1% | ▲+2.8% Added · +22K sh | |
| 7 | Schwab Strategic TR US LRG CAP ETF | $2.5M | 84.8K | 1.0% | ▲+11% Added · +9K sh | |
| 8 | SPDR Series Trust ST STR CONV ETF | $302K | 2.8K | 0.1% | ▼−9.6% Reduced · −298 sh | |
| 9 | Schwab Strategic TR US TIPS ETF | $222K | 8.4K | 0.1% | ▲+3.5% Added · +283 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.