13F Insight
DOSSIER · 13F-HR · Q2 2026

XML Financial, LLC

$1.4B in tracked AUM across 447 positions as of Q2 2026.

XF
CIK 0001800465 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
447
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

XML Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$57M1.7M4.1%02
DGRO
ISHARES TR
$44M586K3.2%03
SCHV
SCHWAB STRATEGIC TR
$44M1.3M3.2%04
VGT
VANGUARD WORLD FD
$35M293K2.5%05
IWF
ISHARES TR
$35M281K2.5%06
IWB
ISHARES TR
$34M82K2.4%07
AAPL
APPLE INC
$34M116K2.4%08
IVV
ISHARES TR
$28M37K2.0%09
IWR
ISHARES TR
$26M234K1.9%10
BSV
VANGUARD BD INDEX FDS
$25M317K1.8%

Filing history

2026Q2Jun 30
$1.4B▲ 10.9%
447 positionsView →2026Q1Mar 31
$1.2B▲ 1.1%
421 positionsView →2025Q4Dec 31
$1.2B▼ 0.2%
442 positionsView →2025Q3Sep 30
$1.2B▲ 6.3%
393 positionsView →2025Q2Jun 30
$1.2B▲ 7.8%
393 positionsLocked2025Q1Mar 31
$1.1B▼ 1.8%
373 positionsLocked2024Q4Dec 31
$1.1B▲ 1.4%
358 positionsLocked2024Q3Sep 30
$1.1B▲ 8.4%
348 positionsLocked2024Q2Jun 30
$994M▲ 1.8%
337 positionsLocked2024Q1Mar 31
$977M▲ 3.0%
340 positionsLocked2023Q4Dec 31
$948M▲ 13.6%
332 positionsLocked2023Q3Sep 30
$834M▼ 3.5%
316 positionsLocked
Showing 12 of 27