Institutions / XML Financial, LLC
XML Financial, LLC
CIK 1800465 · Institution · as of Dec 31, 2025
Portfolio value
$1.23B
Positions
441
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 441 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $48.98M | 4.0% |
| iShares Tr | $37.98M | 3.1% |
| iShares Tr | $35.24M | 2.9% |
| Schwab Strategic Tr | $34.38M | 2.8% |
| Apple Inc. | $31.36M | 2.6% |
| iShares Tr | $31.22M | 2.5% |
| Vanguard World Fd | $27.13M | 2.2% |
| Microsoft Corp | $26.70M | 2.2% |
| iShares Tr | $24.01M | 2.0% |
| iShares Tr | $23.52M | 1.9% |
| PIMCO Corporate & Income Opportunity FundPTY | $20.60M | 1.7% |
| Vanguard Bd Index Fds | $19.78M | 1.6% |
| Warren E. Buffett | $17.44M | 1.4% |
| PIMCO ETF Tr | $17.27M | 1.4% |
| SPDR Series Trust | $16.78M | 1.4% |
| SPDR Gold Tr | $15.90M | 1.3% |
| iShares Tr | $14.92M | 1.2% |
| iShares Tr | $14.53M | 1.2% |
| iShares Tr | $13.97M | 1.1% |
| JPMorgan Chase & Co | $13.20M | 1.1% |
| Johnson & Johnson | $13.12M | 1.1% |
| SPDR Series Trust | $13.04M | 1.1% |
| Goldman Sachs ETF Tr | $12.99M | 1.1% |
| Amazon.com Inc | $12.62M | 1.0% |
| NVIDIA Corp | $11.97M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.