XML Financial, LLC - Portfolio overview

XML Financial, LLC has 459 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 3.78%
2. DGRO - ISHARES TR, 3.21%
3. SCHV - SCHWAB STRATEGIC TR, 3.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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