—

XML Financial, LLC

Q1 2026 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    421

  • Value ($000)

    $1,239,487

  • Date Filed
    04/16/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$47.52M
4 %

1,631,157

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$40.43M
3 %

576,049

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$37.95M
3 %

1,244,250

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$30.29M
2 %

71,032

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$29.44M
2 %

82,562

A
AAPL

APPLE INC

COM
037833100
$29.22M
2 %

115,126

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$25.39M
2 %

36,394

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.74M
2 %

36,340

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$23.1M
2 %

237,554

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$21.29M
2 %

271,551

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 421