AI Portfolio Summary
In 2026 Q1, 93 Financial Group, LLC maintained a portfolio of 9 distinct positions. They heavily accumulated shares in VANGUARD SCOTTSDALE , increasing their position by 1.3%. The fund also reduced its exposure to SPDR SERIES TRUST by 5.5%.
Total Positions
9
Quarter
2026 Q1
Top Holding
VONG (29.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VONG
VANGUARD SCOTTS...
|
ETF | 29.31% | 31.37% |
#1
Prev: #1
|
6.5 | 7,455 | 1.3% |
P
S
|
599,199 | $65,726,100 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 21.86% | 21.17% |
#2
Prev: #2
|
6.0 | -33,537 | -2.1% |
P
S
|
1,583,141 | $49,014,055 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 20.86% | 20.69% |
#3
Prev: #3
|
5.5 | -59,515 | -3.6% |
P
S
|
1,608,645 | $46,779,408 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
USRT
ISHARES TR
|
ETF | 9.95% | 9.06% |
#4
1
Prev: #5
|
5.0 | 11,548 | 3.2% |
P
S
|
376,929 | $22,310,447 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 9.15% | 9.20% |
#5
1
Prev: #4
|
4.7 | -22,310 | -3.5% |
P
S
|
623,006 | $20,528,034 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPMB
SPDR SERIES TRU...
|
ETF | 7.78% | 7.38% |
#6
Prev: #6
|
3.6 | 23,200 | 3.1% |
P
S
|
779,674 | $17,456,905 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.87% | 0.90% |
#7
Prev: #7
|
0.8 | -289 | -0.4% |
P
S
|
76,175 | $1,953,136 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CWB
SPDR SERIES TRU...
|
ETF | 0.13% | 0.13% |
#8
Prev: #8
|
0.6 | -180 | -5.5% |
P
S
|
3,102 | $283,926 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.10% | 0.09% |
#9
Prev: #9
|
0.5 | -86 | -1.0% |
P
S
|
8,107 | $215,720 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-9 of 9 holdings