Xml Financial, LLC Portfolio Holdings
Xml Financial, LLC
- $1.2 Billion
- Q3 2025
Xml Financial, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 393 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $50.7M, Ishares Russell 1000 Gr ETF with a value of $38M, Schwab Strategic Tr Us Large C with a value of $35.5M, Ishares Core Dividend Growth E with a value of $34.6M, and Microsoft Corp with a value of $31.3M.
Examining the 13F form we can see an increase of $69.8M in the current position value, from $1.13B to 1.2B.
Below you can find more details about Xml Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
ETFs: $678 Million
Technology: $133 Million
Financial Services: $114 Million
Industrials: $60.9 Million
Healthcare: $52 Million
Communication Services: $39.3 Million
Energy: $31.2 Million
Consumer Cyclical: $29.1 Million
Other: $58.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 393
- Current Value $1.2 Billion
- Prior Value $1.13 Billion
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 32 stocks
- Additional Purchases 138 stocks
- Sold out of 0 stocks
- Reduced holdings in 158 stocks