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XML Financial, LLC 13F holdings

Filed 2026-07-24 · XML Financial, LLC · 447 positions · $1.4B

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TickerCompanySharesValue% of portfolio
SCHGSCHWAB STRATEGIC TR1.7M$57.0M4.1%
DGROISHARES TR585.9K$44.4M3.2%
SCHVSCHWAB STRATEGIC TR1.3M$43.6M3.2%
VGTVANGUARD WORLD FD292.8K$35.0M2.5%
IWFISHARES TR281.4K$34.9M2.5%
IWBISHARES TR81.9K$33.6M2.4%
AAPLAPPLE INC116.0K$33.6M2.4%
IVVISHARES TR37.4K$28.0M2.0%
IWRISHARES TR233.8K$25.8M1.9%
BSVVANGUARD BD INDEX FDS317.3K$24.7M1.8%
MSFTMICROSOFT CORP57.8K$21.6M1.6%
PTYPIMCO CORPORATE & INCOME OPP1.8M$21.1M1.5%
CWBSPDR SERIES TRUST181.5K$19.6M1.4%
BRK-BBERKSHIRE HATHAWAY INC DEL36.1K$18.1M1.3%
CORPPIMCO ETF TR182.7K$17.7M1.3%
GLDSPDR GOLD TR42.5K$15.7M1.1%
JNJJOHNSON & JOHNSON60.7K$15.4M1.1%
NVDANVIDIA CORPORATION74.3K$14.9M1.1%
GSLCGOLDMAN SACHS ETF TR104.4K$14.8M1.1%
IYFISHARES TR113.8K$14.5M1.1%
CSCOCISCO SYS INC122.0K$14.3M1.0%
SPTMSPDR SERIES TRUST155.6K$14.1M1.0%
GOOGLALPHABET INC36.4K$13.0M0.9%
JPMJPMORGAN CHASE & CO39.6K$13.0M0.9%
COWZPACER FDS TR208.2K$13.0M0.9%
IWMISHARES TR43.1K$12.9M0.9%
AMZNAMAZON COM INC52.6K$12.5M0.9%
SCHDSCHWAB STRATEGIC TR390.8K$12.4M0.9%
IWPISHARES TR83.4K$12.2M0.9%
IWDISHARES TR50.2K$12.2M0.9%
XRNPXCOHEN & STEERS REIT & PFD &598.7K$12.2M0.9%
IJRISHARES TR81.3K$12.1M0.9%
SPHDINVESCO EXCH TRADED FD TR II232.7K$11.8M0.9%
IWSISHARES TR68.1K$11.2M0.8%
BACBANK OF AMER CORP195.6K$11.1M0.8%
VOVANGUARD INDEX FDS136.3K$11.0M0.8%
NANRSPDR INDEX SHS FDS142.2K$10.7M0.8%
FSMBFIRST TR EXCH TRADED FD III519.3K$10.4M0.8%
QCOMQUALCOMM INC54.9K$10.1M0.7%
VYMVANGUARD WHITEHALL FDS60.9K$9.6M0.7%
—PIMCO ETF TR189.8K$9.5M0.7%
GPIQGOLDMAN SACHS ETF TR159.2K$9.4M0.7%
AMATAPPLIED MATLS INC12.5K$9.0M0.7%
RTXRTX CORPORATION47.6K$9.0M0.7%
UCONFIRST TR EXCHNG TRADED FD VI354.5K$8.8M0.6%
SPDWSPDR INDEX SHS FDS171.1K$8.6M0.6%
QQQINVESCO QQQ TR11.7K$8.6M0.6%
IBMINTERNATIONAL BUSINESS MACHS29.2K$8.2M0.6%
GOOGALPHABET INC22.4K$7.9M0.6%
IWOISHARES TR19.8K$7.8M0.6%
MRKMERCK & CO INC59.1K$7.6M0.6%
IWNISHARES TR32.4K$7.2M0.5%
KMIKINDER MORGAN INC DEL220.3K$7.0M0.5%
CEFSEXCHANGE LISTED FDS TR270.3K$6.9M0.5%
IGLDFIRST TR EXCHANGE-TRADED FD323.0K$6.8M0.5%
AMGNAMGEN INC18.7K$6.8M0.5%
VBVANGUARD INDEX FDS21.8K$6.6M0.5%
VOOVANGUARD INDEX FDS9.3K$6.4M0.5%
SPYSTATE STR SPDR S&P 500 ETF T8.4K$6.3M0.5%
XYLDGLOBAL X FDS152.5K$6.2M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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