XML Financial, LLC - Portfolio Stock Holdings
XML Financial, LLC disclosed 464 stock positions in a recent SEC 13F filing. $1,374,264,678 of stock holdings were filed, with the largest holdings including SCHG, DGRO, and SCHV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $3,298,062,805 and has 54 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
464Est. Stock Holding Value:
$1,374,264,678Top Stock Holdings By Sector
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Portfolio Stock Holdings - XML Financial, LLC
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