Xml Financial
$1.2B Assets Reported
470 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 1,631,157 | $48M | 3.8% |
| DGRO | ISHARES TR | 576,049 | $40M | 3.3% |
| SCHV | SCHWAB STRATEGIC TR | 1,244,250 | $38M | 3.1% |
| IWF | ISHARES TR | 71,032 | $30M | 2.4% |
| IWB | ISHARES TR | 82,562 | $29M | 2.4% |
| AAPL | APPLE INC | 115,126 | $29M | 2.4% |
| VGT | VANGUARD WORLD FD | 36,394 | $25M | 2.0% |
| IVV | ISHARES TR | 36,340 | $24M | 1.9% |
| IWR | ISHARES TR | 237,554 | $23M | 1.9% |
| BSV | VANGUARD BD INDEX FDS | 271,551 | $21M | 1.7% |
Track Xml Financial's 13F portfolio: $1.2B in reported holdings, 470 positions. Top holdings, AUM, and quarterly changes on SentiSense.