XML Financial, LLC
Q3 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
392
- Value ($000)
$1,228,457
- Date Filed10/20/2025
- Form type13F-HR
- CIK0001800465
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $50.69 M | 4 % | 1,588,681 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $37.99 M | 3 % | 81,096 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $35.53 M | 3 % | 1,220,524 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $34.60 M | 3 % | 508,226 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $31.33 M | 3 % | 60,484 | ||
AAPL APPLE INC | COM | 037833100 | $31.04 M | 3 % | 121,920 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $30.89 M | 3 % | 84,513 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $27.32 M | 2 % | 36,592 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $23.64 M | 2 % | 244,819 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $22.76 M | 2 % | 34,004 |
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