XML Financial, LLC
Q2 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
393
- Value ($000)
$1,155,805
- Date Filed07/17/2025
- Form type13F-HR
- CIK0001800465
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $46.62M | 4 % | 1,595,988 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $34.45M | 3 % | 81,135 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $33.33M | 3 % | 1,204,671 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $32.25M | 3 % | 504,449 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $30.37M | 3 % | 61,059 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $28.94M | 3 % | 85,227 | ||
AAPL APPLE INC | COM | 037833100 | $25.22M | 2 % | 122,937 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $24.03M | 2 % | 36,230 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $23.04M | 2 % | 250,513 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $21.59M | 2 % | 293,210 |
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