93 Financial Group, LLC holds a concentrated book of 9 reported positions worth $253.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-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 reported non-option book. Cloning the disclosed picks since 2026 would be +9% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning 93 Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as 93 Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Sims Investment Management, LLC | 3 / 9 | $162.1M |
| Sage Financial Group Inc | 5 / 9 | $758.5M |
| FSA Investment Group, LLC | 3 / 9 | $120.8M |
| Diversified Enterprises, LLC | 6 / 9 | $611.5M |
| Kohmann Bosshard Financial Services, LLC | 7 / 9 | $343.8M |
| Fidelis iM, LLC | 4 / 9 | $85.4M |
| Koss-Olinger Consulting, LLC | 2 / 9 | $377.3M |
| Christensen, King & Associates Investment Services, Inc. | 5 / 9 | $69.6M |
Ranked by the share of each fund's own book sitting in the names it shares with 93 Financial Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show 93 Financial Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.