XML Financial, LLC
XML Financial, LLC reported 447 positions worth $1.37B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: SCHG (4.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $57.0M | 4.14% | 1,683,381 | — | — | |
| ▸ 2 | DGRO | SH | $44.4M | 3.23% | 585,875 | — | — | |
| ▸ 3 | SCHV | SH | $43.6M | 3.17% | 1,253,900 | — | — | |
| ▸ 4 | VGT | SH | $35.0M | 2.55% | 292,783 | — | — | |
| ▸ 5 | IWF | SH | $34.9M | 2.54% | 281,379 | — | — | |
| ▸ 6 | IWB | SH | $33.6M | 2.44% | 81,941 | — | — | |
| ▸ 7 | AAPL | SH | $33.6M | 2.44% | 115,961 | — | — | |
| ▸ 8 | IVV | SH | $28.0M | 2.04% | 37,445 | — | — | |
| ▸ 9 | IWR | SH | $25.8M | 1.88% | 233,838 | — | — | |
| ▸ 10 | BSV | SH | $24.7M | 1.80% | 317,267 | — | — |
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Frequently Asked Questions
What stocks does XML Financial, LLC hold as of Q2 2026?
XML Financial, LLC reported 447 positions worth $1.37B in its Q2 2026 13F filing. Largest positions: SCHG (4.1%), DGRO (3.2%), SCHV (3.2%), VGT (2.5%) and IWF (2.5%).
What did XML Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did XML Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.