John Welch

93 Financial Group, Llc

Assets Managed

$224.268M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 10d ago

Growth Rate

-2.33%(2Q avg: -1.16%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in 93 Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of 93 Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 224.268M in assets, with a quarterly growth rate of -2.33% and a 2-quarter average growth rate of -1.16%. The portfolio is managed by John Welch, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VONG Vanguard Russell 1000 Growth Recent Activity Increased 1.26%	29.31%	$65.726M 599,199 shares@ $109.69 avg price	Increased 1.26%
SCHM Schwab Us Mid Cap Etf Recent Activity Decreased -2.07%	21.86%	$49.014M 1.583M shares@ $30.97 avg price	Decreased -2.07%
SCHA Schwab Us Small-cap Etf Recent Activity Decreased -3.56%	20.86%	$46.779M 1.609M shares@ $29.09 avg price	Decreased -3.56%
USRT Ishares Core Us Reit Etf Recent Activity Increased 3.17%	9.95%	$22.31M 376,929 shares@ $59.2 avg price	Increased 3.17%
SCHE Schwab Emrg Mrkts Eqty Etf Recent Activity Decreased -3.45%	9.16%	$20.528M 623,006 shares@ $32.95 avg price	Decreased -3.45%
SPMB Spdr Portfolio Mortgage Back Recent Activity Increased 3.07%	7.79%	$17.457M 779,674 shares@ $22.4 avg price	Increased 3.07%
SCHX Schwab Us Large-cap Etf Recent Activity Decreased -0.37%	0.88%	$1.953M 76,175 shares@ $25.65 avg price	Decreased -0.37%
CWB Spdr Bloomberg Convertible S Recent Activity Decreased -5.48%	0.13%	$283,926 3,102 shares@ $91.53 avg price	Decreased -5.48%
SCHP Schwab U.s. Tips Etf Recent Activity Decreased -1.04%	0.1%	$215,720 8,107 shares@ $26.61 avg price	Decreased -1.04%

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