93 Financial Group, LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of approximately $241.96 million as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategy and portfolio diversification.
The company, based in Woburn, Massachusetts, operates in the financial services sector. It is classified under the SIC code, which encompasses various financial activities. 93 Financial Group has been active in submitting filings, with its most recent submissions including a 13F-HR form on October 21, 2026, and previous filings dating back to July 30, 2026.
What the Filing Says
The filing indicates that the company holds investments in several exchange-traded funds (ETFs). Notably, the total value of the reported holdings amounts to $241,955,494. The filing includes eight entries detailing the various ETFs in which 93 Financial Group has invested.
Impact
This update may affect stakeholders in the financial services industry, particularly those involved in investment management. The reported holdings reflect a strategic approach to portfolio management, which may influence competitors and other financial entities as they assess their own investment strategies.
What's Next
The filing does not say what happens next.
Detailed Holdings
The filing provides a breakdown of the specific ETFs in which 93 Financial Group has invested. The largest holding is in the Vanguard Scottsdale Funds with a total value of approximately $77,480,135, representing a significant portion of the overall portfolio. Other notable investments include the Schwab Strategic Trust ETFs, which collectively account for substantial values across various categories, including US Large Cap ETF valued at $2,650,000 and US Mid-Cap ETF valued at $51,012,491.
Additionally, the company has invested in the iShares Trust with holdings in the CRE U S REIT ETF valued at $21,754,203 and the Schwab Strategic Trust Emerging Markets Equity ETF valued at $22,470,159. The SPDR Series Trust also features prominently, with investments in both the ST STR BACKE ETF valued at $17,167,159 and the ST STR CONV ETF valued at $241,426.
Management and Compliance
The filing was signed by John Welch, the Chief Compliance Officer of 93 Financial Group, indicating the company's commitment to regulatory compliance and transparency in its financial reporting. The contact number listed for the firm is (781) 938-6361, suggesting accessibility for stakeholders seeking further information.
Conclusion
While the filing offers a comprehensive overview of the current holdings, it does not provide insights into the company's future investment strategies or any anticipated changes in portfolio management. Stakeholders may be keen to learn how these holdings align with broader market trends and the company's long-term objectives.