Xml Financial
$1.4B 13F equity value
465 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Xml Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 1,683,381 | $57M | 4.1% |
| DGRO | ISHARES TR | 585,875 | $44M | 3.2% |
| SCHV | SCHWAB STRATEGIC TR | 1,253,900 | $44M | 3.2% |
| VGT | VANGUARD WORLD FD | 292,783 | $35M | 2.5% |
| IWF | ISHARES TR | 281,379 | $35M | 2.5% |
| IWB | ISHARES TR | 81,941 | $34M | 2.4% |
| AAPL | APPLE INC | 115,961 | $34M | 2.4% |
| IVV | ISHARES TR | 37,445 | $28M | 2.0% |
| IWR | ISHARES TR | 233,838 | $26M | 1.9% |
| BSV | VANGUARD BD INDEX FDS | 317,267 | $25M | 1.8% |
Track Xml Financial's 13F portfolio: $1.4B in reported holdings, 465 positions. Top holdings and quarterly changes on SentiSense.
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