XML Financial, LLC

Q3 2025 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    392

  • Value ($000)

    $1,228,457

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • CIK
    0001800465
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$50.69M
4 %

1,588,681

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$37.99M
3 %

81,096

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$35.53M
3 %

1,220,524

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$34.60M
3 %

508,226

M
MSFT

MICROSOFT CORP

COM
594918104
$31.33M
3 %

60,484

A
AAPL

APPLE INC

COM
037833100
$31.04M
3 %

121,920

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$30.89M
3 %

84,513

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$27.32M
2 %

36,592

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$23.64M
2 %

244,819

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$22.76M
2 %

34,004

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