Investor
93 Financial Group, LLC
CIK 0002112320 · filed 2026-05-05 · SEC filing
13F book
$224.3M
Positions
9
Largest name
29.3%
Vanguard Scottsdale Fds
Est. mark
−$3.93M
Price effect on 9 names still held. Flow −$1.44M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 599.2K | $65.7M | 29.3% | −$7.14M | Added−$6.32M |
| Schwab Strategic Tr | — | 1.58M | $49M | 21.9% | $1.41M | Cut$400.5K |
| Schwab Strategic Tr | — | 1.61M | $46.8M | 20.9% | $965.2K | Cut−$729.8K |
| Ishares Tr | — | 376.9K | $22.3M | 9.9% | $814.8K | Added$1.5M |
| Schwab Strategic Tr | — | 623K | $20.5M | 9.2% | $124.6K | Cut−$606K |
| Spdr Series Trust | — | 779.7K | $17.5M | 7.8% | −$18.9K | Added$500.5K |
| Schwab Strategic Tr | — | 76.2K | $1.95M | 0.9% | −$96.7K | Cut−$104.5K |
| Spdr Series Trust | — | 3.1K | $283.9K | 0.1% | $7.22K | Cut−$8.83K |
| Schwab Us Tips Etf | — | 8.11K | $215.7K | 0.1% | $962 | Cut−$1.32K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.