CIK 1800465
XML Financial, LLC
Institutional 13F holdings & portfolio
Holdings
441
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 441
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 1.5M | $1M+ | SH |
| IWF | ISHARES TR | 80K | $1M+ | SH |
| DGRO | ISHARES TR | 508K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 1.2M | $1M+ | SH |
| AAPL | APPLE INC | 115K | $1M+ | SH |
| IWB | ISHARES TR | 84K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 36K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 55K | $1M+ | SH |
| IVV | ISHARES TR | 35K | $1M+ | SH |
| IWR | ISHARES TR | 244K | $1M+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 1.6M | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 251K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 35K | $1M+ | SH |
| CORP | PIMCO ETF TR | 176K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 188K | $1M+ | SH |
| GLD | SPDR GOLD TR | 40K | $1M+ | SH |
| IJR | ISHARES TR | 124K | $1M+ | SH |
| IYF | ISHARES TR | 113K | $1M+ | SH |
| IWD | ISHARES TR | 66K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 41K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 63K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 158K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 98K | $1M+ | SH |
| AMZN | AMAZON COM INC | 55K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 64K | $1M+ | SH |
| COWZ | PACER FDS TR | 194K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 423K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 204K | $1M+ | SH |
| IWP | ISHARES TR | 81K | $1M+ | SH |
| GOOGL | ALPHABET INC | 34K | $1M+ | SH |
| QCOM | QUALCOMM INC | 62K | $1M+ | SH |
| IWM | ISHARES TR | 42K | $1M+ | SH |
| CSCO | CISCO SYS INC | 130K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 200K | $1M+ | SH |
| FUMB | FIRST TR EXCH TRADED FD III | 476K | $1M+ | SH |
| IWS | ISHARES TR | 68K | $1M+ | SH |
| RTX | RTX CORPORATION | 52K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 30K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 60K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 320K | $1M+ | SH |
| NANR | SPDR INDEX SHS FDS | 124K | $1M+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 158K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| RNP | COHEN & STEERS REIT & PFD & | 417K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 313K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 12K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 162K | $1M+ | SH |
| IGLD | FIRST TR EXCHANGE-TRADED FD | 284K | $1M+ | SH |
| GOOG | ALPHABET INC | 21K | $1M+ | SH |
| IWO | ISHARES TR | 21K | $1M+ | SH |