Xml Financial, LLC - Q12026 Holdings

Xml Financial, LLC holds 421 stocks with a total portfolio value of $ 1.24B as of Q12026. In Q12026, Xml Financial, LLC added 30 new positions, increased stakes in 163 stocks, reduced 186 holdings, and fully exited 50 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 3.83% of the total portfolio.