XML Financial, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1800465
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.4B
Holdings
447
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
XML Financial, LLC disclosed 447 positions worth $1.4B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 43 new positions and exited 17 and a full exit from $CRS. The portfolio is most concentrated in Other (57.5% of disclosed assets). All figures are sourced directly from XML Financial, LLC’s Form 13F-HR filing with the SEC under CIK 1800465.
AI Fund Analysis
ConcentratingSCHWAB STRATEGIC TR - US L
4.1% weight
Held 10 quarters
ISHARES TR - CORE DIV GRWT
3.2% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US L
3.2% weight
Held 10 quarters
VANGUARD WORLD FD - INF TE
2.5% weight
Held 10 quarters
ISHARES TR - RUS 1000 GRW
2.5% weight
Held 10 quarters
$GOOG9 quarters accumulating
$IVZ9 quarters accumulating
EXCHANGE LISTED FDS TR - S
9 quarters accumulating
$AGCO9 quarters accumulating
ISHARES TR - CORE S&P US V
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$57.0M1,683,381 shISHARES TR - CORE DIV GRWTH
—Quality
$44.4M585,875 shSCHWAB STRATEGIC TR - US LCAP VA ETF
—Quality
$43.6M1,253,900 shVANGUARD WORLD FD - INF TECH ETF
—Quality
$35.0M292,783 shISHARES TR - RUS 1000 GRW ETF
—Quality
$34.9M281,379 shISHARES TR - RUS 1000 ETF
—Quality
$33.6M81,941 sh- 76.4
Quality
$33.6M115,961 sh ISHARES TR - CORE S&P500 ETF
—Quality
$28.0M37,445 shISHARES TR - RUS MID CAP ETF
—Quality
$25.8M233,838 sh- 79.6
Quality
$24.7M317,267 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $57.0M | 1,683,381 |
| ISHARES TR - CORE DIV GRWTH | — | $44.4M | 585,875 |
| SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $43.6M | 1,253,900 |
| VANGUARD WORLD FD - INF TECH ETF | — | $35.0M | 292,783 |
| ISHARES TR - RUS 1000 GRW ETF | — | $34.9M | 281,379 |
| ISHARES TR - RUS 1000 ETF | — | $33.6M | 81,941 |
 Apple Inc.$AAPL | 76.4 | $33.6M | 115,961 |
| ISHARES TR - CORE S&P500 ETF | — | $28.0M | 37,445 |
| ISHARES TR - RUS MID CAP ETF | — | $25.8M | 233,838 |
 Meta Platforms, Inc.$META | 79.6 | $24.7M | 317,267 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of XML Financial, LLC's 447 positions.
Showing top 10 of 447 holdings.
Sector Allocation
Other
$790.7M
Technology
$211.9M
Financials
$132.9M
Industrials
$62.2M
Healthcare
$54.9M
Consumer Discretionary
$30.6M
Energy
$29.9M
Materials
$19.0M
Top Holdings — XML Financial, LLC (Q2 2026)
Top 150 of 447 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $57.0M | 4.1% | +3% | — |
| 2 | — | ISHARES TR - CORE DIV GRWTH | $44.4M | 3.2% | +2% | — |
| 3 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $43.6M | 3.2% | +1% | — |
| 4 | — | VANGUARD WORLD FD - INF TECH ETF | $35.0M | 2.5% | +704% | — |
| 5 | — | ISHARES TR - RUS 1000 GRW ETF | $34.9M | 2.5% | +296% | — |
| 6 | — | ISHARES TR - RUS 1000 ETF | $33.6M | 2.4% | -1% | — |
| 7 | $AAPL | Apple Inc. | $33.6M | 2.4% | +1% | 76.4 |
| 8 | — | ISHARES TR - CORE S&P500 ETF | $28.0M | 2.0% | +3% | — |
| 9 | — | ISHARES TR - RUS MID CAP ETF | $25.8M | 1.9% | -2% | — |
| 10 | $META | Meta Platforms, Inc. | $24.7M | 1.8% | +17% | 79.6 |
| 11 |  $MSFT | MICROSOFT CORP | $21.6M | 1.6% | +3% | 79.8 |
| 12 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $21.1M | 1.5% | +10% | — |
| 13 | — | SPDR SERIES TRUST - ST STR CONV ETF | $19.6M | 1.4% | -3% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $18.1M | 1.3% | +7% | 73.8 |
| 15 | — | PIMCO ETF TR - INV GRD CRP BD | $17.7M | 1.3% | -1% | — |
| 16 |  $GLD | SPDR GOLD TRUST | $15.7M | 1.1% | -1% | — |
| 17 |  $JNJ | JOHNSON & JOHNSON | $15.4M | 1.1% | -4% | 69 |
| 18 |  $NVDA | NVIDIA CORP | $14.9M | 1.1% | +11% | 85.9 |
| 19 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $14.8M | 1.1% | +2% | — |
| 20 | — | ISHARES TR - U.S. FINLS ETF | $14.5M | 1.1% | +0% | — |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $14.3M | 1.0% | -5% | 70.3 |
| 22 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $14.1M | 1.0% | -3% | — |
| 23 | $GOOG | Alphabet Inc. | $13.0M | 0.9% | +1% | 78.2 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $13.0M | 0.9% | -0% | 70.7 |
| 25 | — | PACER FDS TR - US CASH COWS 100 | $13.0M | 0.9% | +3% | — |
| 26 | — | ISHARES TR - RUSSELL 2000 ETF | $12.9M | 0.9% | -0% | — |
| 27 |  $AMZN | AMAZON COM INC | $12.5M | 0.9% | -2% | 68.7 |
| 28 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $12.4M | 0.9% | -3% | — |
| 29 | — | ISHARES TR - RUS MD CP GR ETF | $12.2M | 0.9% | +1% | — |
| 30 | — | ISHARES TR - RUS 1000 VAL ETF | $12.2M | 0.9% | +2% | — |
| 31 |  $CNS | COHEN & STEERS, INC. | $12.2M | 0.9% | +7% | 64 |
| 32 | — | ISHARES TR - CORE S&P SCP ETF | $12.1M | 0.9% | -4% | — |
| 33 | $IVZ | Invesco Ltd. | $11.8M | 0.9% | +4% | — |
| 34 | — | ISHARES TR - RUS MDCP VAL ETF | $11.2M | 0.8% | +0% | — |
| 35 |  $BAC | BANK OF AMERICA CORP /DE/ | $11.1M | 0.8% | -3% | 67.6 |
| 36 | — | VANGUARD INDEX FDS - MID CAP ETF | $11.0M | 0.8% | +337% | — |
| 37 | — | SPDR INDEX SHS FDS - ST STR SP N AM | $10.7M | 0.8% | +12% | — |
| 38 | — | FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | $10.4M | 0.8% | NEW | — |
| 39 |  $QCOM | QUALCOMM INC/DE | $10.1M | 0.7% | -9% | 70.5 |
| 40 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $9.6M | 0.7% | -2% | — |
| 41 | — | PIMCO ETF TR - INFLATION PLUS | $9.5M | 0.7% | NEW | — |
| 42 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $9.4M | 0.7% | -9% | — |
| 43 |  $AMAT | APPLIED MATERIALS INC /DE | $9.0M | 0.7% | -11% | 72.3 |
| 44 |  $RTX | RTX Corp | $9.0M | 0.7% | -6% | 73.2 |
| 45 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $8.8M | 0.6% | +0% | — |
| 46 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $8.6M | 0.6% | +1% | — |
| 47 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.6M | 0.6% | +2% | — |
| 48 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.2M | 0.6% | -4% | 70 |
| 49 |  $GOOGL | Alphabet Inc. | $7.9M | 0.6% | -2% | 78.2 |
| 50 | — | ISHARES TR - RUS 2000 GRW ETF | $7.8M | 0.6% | -3% | — |
| 51 |  $MRK | Merck & Co., Inc. | $7.6M | 0.6% | -3% | 59.9 |
| 52 | — | ISHARES TR - RUS 2000 VAL ETF | $7.2M | 0.5% | +1% | — |
| 53 |  $KMI | KINDER MORGAN, INC. | $7.0M | 0.5% | -6% | 71.3 |
| 54 | — | EXCHANGE LISTED FDS TR - SABA INT RATE | $6.9M | 0.5% | +17% | — |
| 55 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD | $6.8M | 0.5% | +5% | — |
| 56 |  $AMGN | AMGEN INC | $6.8M | 0.5% | -4% | 79.2 |
| 57 | — | VANGUARD INDEX FDS - SMALL CP ETF | $6.6M | 0.5% | +5% | — |
| 58 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $6.4M | 0.5% | +3% | — |
| 59 |  $SPY | SPDR S&P 500 ETF TRUST | $6.3M | 0.5% | +4% | — |
| 60 | — | GLOBAL X FDS - S&P 500 COVERED | $6.2M | 0.5% | +10% | — |
| 61 | — | ISHARES TR - S&P 500 GRWT ETF | $6.1M | 0.4% | -2% | — |
| 62 | — | GLOBAL X FDS - DOW 30 CO CA ETF | $6.0M | 0.4% | +352% | — |
| 63 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $6.0M | 0.4% | -50% | — |
| 64 |  $CVX | CHEVRON CORP | $5.8M | 0.4% | -3% | 62.8 |
| 65 |  $WT | WisdomTree, Inc. | $5.8M | 0.4% | -6% | 59.9 |
| 66 |  $XOM.R34088 | EXXON MOBIL CORP | $5.7M | 0.4% | -6% | 57.9 |
| 67 |  $AMD | ADVANCED MICRO DEVICES INC | $5.6M | 0.4% | -9% | 79.8 |
| 68 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $5.5M | 0.4% | +19% | — |
| 69 |  $INTC | INTEL CORP | $5.4M | 0.4% | -22% | 45.6 |
| 70 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.2M | 0.4% | +250% | 73.8 |
| 71 | — | ISHARES TR - SHRT NAT MUN ETF | $5.1M | 0.4% | +0% | — |
| 72 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $5.1M | 0.4% | +8% | — |
| 73 |  $AVGO | Broadcom Inc. | $4.8M | 0.3% | -12% | 84.5 |
| 74 |  $EMR | EMERSON ELECTRIC CO | $4.8M | 0.3% | -6% | 65.3 |
| 75 |  $VZ | VERIZON COMMUNICATIONS INC | $4.8M | 0.3% | -5% | 65.8 |
| 76 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.7M | 0.3% | +23% | — |
| 77 |  $CVS | CVS HEALTH Corp | $4.4M | 0.3% | -6% | 59.4 |
| 78 | — | ISHARES TR - ISHS 5-10YR INVT | $4.4M | 0.3% | +420% | — |
| 79 |  $CMI | CUMMINS INC | $4.2M | 0.3% | -7% | 58.1 |
| 80 |  $UL | UNILEVER PLC | $4.2M | 0.3% | -16% | — |
| 81 | — | ISHARES TR - PFD AND INCM SEC | $4.1M | 0.3% | -1% | — |
| 82 | — | ISHARES TR - MSCI EAFE ETF | $4.1M | 0.3% | -3% | — |
| 83 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $4.1M | 0.3% | +10% | — |
| 84 |  $T | AT&T INC. | $3.8M | 0.3% | -7% | 65.7 |
| 85 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3.8M | 0.3% | -9% | 61.4 |
| 86 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $3.7M | 0.3% | +16% | — |
| 87 |  $GS | GOLDMAN SACHS GROUP INC | $3.7M | 0.3% | -6% | 73.5 |
| 88 |  $LMT | LOCKHEED MARTIN CORP | $3.5M | 0.3% | -0% | 65.6 |
| 89 | — | PIMCO ETF TR - INTER MUN BD ACT | $3.5M | 0.3% | +22% | — |
| 90 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.5M | 0.3% | +0% | 66.2 |
| 91 |  $CAT | CATERPILLAR INC | $3.4M | 0.3% | -38% | 66.5 |
| 92 |  $TFC | TRUIST FINANCIAL CORP | $3.3M | 0.2% | -3% | 76.4 |
| 93 |  $USB | US BANCORP \DE\ | $3.3M | 0.2% | +6% | 65.3 |
| 94 |  $ANET | Arista Networks, Inc. | $3.3M | 0.2% | +1% | 81.9 |
| 95 | — | ISHARES TR - CORE S&P MCP ETF | $3.3M | 0.2% | +3% | — |
| 96 | $IVZ | Invesco Ltd. | $3.2M | 0.2% | -0% | — |
| 97 | — | VANGUARD INDEX FDS - VALUE ETF | $3.2M | 0.2% | +0% | — |
| 98 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.1M | 0.2% | -6% | — |
| 99 |  $UPS | UNITED PARCEL SERVICE INC | $3.0M | 0.2% | -1% | 58.6 |
| 100 |  $WMT | Walmart Inc. | $2.8M | 0.2% | -1% | 60.2 |
| 101 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $2.8M | 0.2% | -3% | — |
| 102 |  $GE | GENERAL ELECTRIC CO | $2.7M | 0.2% | -3% | 73.8 |
| 103 |  $UNP | UNION PACIFIC CORP | $2.7M | 0.2% | -0% | 69.7 |
| 104 |  $HD | HOME DEPOT, INC. | $2.7M | 0.2% | -6% | 60.3 |
| 105 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.7M | 0.2% | -10% | 70.4 |
| 106 |  $D | DOMINION ENERGY, INC | $2.6M | 0.2% | -1% | 69.9 |
| 107 | — | ISHARES TR - CORE US AGGBD ET | $2.6M | 0.2% | +10% | — |
| 108 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $2.6M | 0.2% | -7% | 56.5 |
| 109 |  $MU | MICRON TECHNOLOGY INC | $2.6M | 0.2% | +15% | 86.2 |
| 110 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.6M | 0.2% | +1% | 64.4 |
| 111 |  $TSLA | Tesla, Inc. | $2.5M | 0.2% | +3% | 53.9 |
| 112 |  $ABBV | AbbVie Inc. | $2.5M | 0.2% | -2% | 72.6 |
| 113 | — | WISDOMTREE TR - EM EX ST-OWNED | $2.5M | 0.2% | +3% | — |
| 114 | — | ISHARES TR - CORE MSCI TOTAL | $2.5M | 0.2% | -0% | — |
| 115 |  $FDX | FEDEX CORP | $2.4M | 0.2% | -6% | 60.3 |
| 116 |  $PFE | PFIZER INC | $2.4M | 0.2% | -15% | 62 |
| 117 |  $PSX | Phillips 66 | $2.3M | 0.2% | -10% | 57.8 |
| 118 |  $LLY | ELI LILLY & Co | $2.3M | 0.2% | +21% | 87.5 |
| 119 |  $V | VISA INC. | $2.3M | 0.2% | +7% | 82.9 |
| 120 |  $WCC | WESCO INTERNATIONAL INC | $2.2M | 0.2% | -0% | 48.8 |
| 121 |  $PFH | PRUDENTIAL FINANCIAL INC | $2.2M | 0.2% | -1% | 58.7 |
| 122 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.1M | 0.2% | +21% | — |
| 123 |  $ORCL | ORACLE CORP | $2.1M | 0.2% | -1% | 66.2 |
| 124 |  $KO | COCA COLA CO | $2.1M | 0.1% | +9% | 69.5 |
| 125 | — | ISHARES TR - MORNINGSTAR GRWT | $2.1M | 0.1% | +0% | — |
| 126 |  $NEM | NEWMONT Corp /DE/ | $2.1M | 0.1% | -9% | 86.8 |
| 127 | $META | Meta Platforms, Inc. | $2.0M | 0.1% | -8% | 79.6 |
| 128 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.1% | +7% | 64.6 |
| 129 |  $GD | GENERAL DYNAMICS CORP | $2.0M | 0.1% | -2% | 68.7 |
| 130 |  $GOOD | GLADSTONE COMMERCIAL CORP | $2.0M | 0.1% | -15% | 62.1 |
| 131 |  $APH | AMPHENOL CORP /DE/ | $1.9M | 0.1% | +4% | 79.3 |
| 132 | — | PACER FDS TR - US LRG CP CASH | $1.9M | 0.1% | +9% | — |
| 133 |  $MCD | MCDONALDS CORP | $1.9M | 0.1% | -3% | 69 |
| 134 |  $PEP | PEPSICO INC | $1.8M | 0.1% | +3% | 63.4 |
| 135 |  $BA | BOEING CO | $1.8M | 0.1% | -4% | 61.6 |
| 136 | — | ALPS ETF TR - ALERIAN ENERGY | $1.8M | 0.1% | -2% | — |
| 137 |  $BX | Blackstone Inc. | $1.8M | 0.1% | -14% | 74.4 |
| 138 | — | TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE | $1.8M | 0.1% | -7% | — |
| 139 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.8M | 0.1% | -2% | — |
| 140 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $1.7M | 0.1% | -61% | — |
| 141 |  $DELL | Dell Technologies Inc. | $1.7M | 0.1% | -38% | 71.2 |
| 142 | — | LEGG MASON ETF INVT - FRANKLIN US LOW | $1.7M | 0.1% | -1% | — |
| 143 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $1.7M | 0.1% | +0% | — |
| 144 |  $PANW | Palo Alto Networks Inc | $1.7M | 0.1% | +18% | 65.5 |
| 145 | — | ISHARES TR - SELECT DIVID ETF | $1.6M | 0.1% | +4% | — |
| 146 |  $ABT | ABBOTT LABORATORIES | $1.6M | 0.1% | +7% | 65.5 |
| 147 | — | ISHARES TR - U S EQUITY FACTR | $1.6M | 0.1% | +161% | — |
| 148 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.6M | 0.1% | -5% | — |
| 149 | $AGCO | AGCO CORP /DE | $1.6M | 0.1% | +0% | 51.8 |
| 150 |  $DHR | DANAHER CORP /DE/ | $1.6M | 0.1% | +4% | 64.8 |
New Positions (43)
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN$10.4M
PIMCO ETF TR - INFLATION PLUS$9.5M
$STT STATE STREET CORP$923,467
$HONA Honeywell Aerospace Inc.$691,317 PACER FDS TR - TRENDP US LAR CP$562,096
$FDXF FedEx Freight Holding Company, Inc.$514,759
$BE Bloom Energy Corp$486,742
$HUT Hut 8 Corp.$447,465
$CRWD CrowdStrike Holdings, Inc.$434,227 VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$413,862
$SIMO Silicon Motion Technology CORP$408,329
$LII LENNOX INTERNATIONAL INC$400,069
$STX Seagate Technology Holdings plc$363,473 TEMA ETF TRUST - SPACE INNOV ETF$347,022
ISHARES TR - 0-5YR HI YL CP$338,071
Exited Positions (17)
$CRS CARPENTER TECHNOLOGY CORP
$SLV iShares Silver Trust
$OXY OCCIDENTAL PETROLEUM CORP /DE/
$FUTU Futu Holdings Ltd
$EMN EASTMAN CHEMICAL CO
$ROP ROPER TECHNOLOGIES INC
$WHR WHIRLPOOL CORP /DE/
$OUNZ VanEck Merk Gold ETF
$BNY Bank of New York Mellon Corp
$BAH Booz Allen Hamilton Holding Corp
$MTN VAIL RESORTS INC J P MORGAN EXCHANGE TRADED F
$KVUE Kenvue Inc.
$RMI RiverNorth Opportunistic Municipal Income Fund, Inc.
$ONDS Ondas Inc.Browse Top Institutional Investors
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