Xml Financial, LLC - Q42025 Holdings

Xml Financial, LLC holds 441 stocks with a total portfolio value of $ 1.23B as of Q42025. In Q42025, Xml Financial, LLC added 69 new positions, increased stakes in 150 stocks, reduced 188 holdings, and fully exited 19 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 4.00% of the total portfolio.