account_balance
Investment manager · 13F filer · SEC CIK 1800465
XML Financial, LLC
Reported value$1.39Bas of Sep 30, 2026
Positions463 48 new, 32 sold out
Top 10 weight27%SCHG alone is 4%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHG
Schwab Strategic Tr
4.4%Added
DGRO
Ishares Tr
3.2%
SCHV
Schwab Strategic Tr
3.1%
AAPL
Apple Inc
2.7%
VGT
Vanguard World Fd
2.6%
IWF
Ishares Tr
2.5%
IWB
Ishares Tr
2.4%
IVV
Ishares Tr
2.1%Added
MSFT
Microsoft Corp
2.0%Trimmed
BSV
Vanguard Bd Index FDS
1.8%Added
453 others
73.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed