XML Financial, LLC
Q4 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
442
- Value ($000)
$1,225,882
- Date Filed02/11/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $48.98M | 4 % | 1,501,657 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $37.98M | 3 % | 80,253 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $35.24M | 3 % | 507,686 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $34.38M | 3 % | 1,160,962 | ||
APPLE INC | COM | 037833100 | $31.36M | 3 % | 115,371 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $31.22M | 3 % | 83,601 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $27.13M | 2 % | 35,998 | ||
MICROSOFT CORP | COM | 594918104 | $26.7M | 2 % | 55,204 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $24.01M | 2 % | 35,060 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | $23.52M | 2 % | 244,325 |
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