Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
XML Financial, LLC (CIK 1800465) reported $1.24B across 421 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($47.5M, 3.83%), DGRO ($40.4M, 3.26%), SCHV ($37.9M, 3.06%), IWF ($30.3M, 2.44%), IWB ($29.4M, 2.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $47.5M | 3.83% | 1.6M | Added |
| 2 | DGRO | ISHARES TR | $40.4M | 3.26% | 576,049 | Added |
| 3 | SCHV | SCHWAB STRATEGIC TR | $37.9M | 3.06% | 1.2M | Added |
| 4 | IWF | ISHARES TR | $30.3M | 2.44% | 71,032 | Trimmed |
| 5 | IWB | ISHARES TR | $29.4M | 2.38% | 82,562 | Trimmed |
| 6 | AAPL | APPLE INC | $29.2M | 2.36% | 115,126 | Trimmed |
| 7 | VGT | VANGUARD WORLD FD | $25.4M | 2.05% | 36,394 | Added |
| 8 | IVV | ISHARES TR | $23.7M | 1.92% | 36,340 | Added |
| 9 | IWR | ISHARES TR | $23.1M | 1.86% | 237,554 | Trimmed |
| 10 | BSV | VANGUARD BD INDEX FDS | $21.3M | 1.72% | 271,551 | Added |
| 11 | MSFT | MICROSOFT CORP | $20.8M | 1.68% | 56,098 | Added |
| 12 | PTY | PIMCO CORPORATE & INCOME OPP | $19.2M | 1.55% | 1.6M | Trimmed |
| 13 | GLD | SPDR GOLD TR | $18.4M | 1.49% | 42,807 | Added |
| 14 | CORP | PIMCO ETF TR | $17.8M | 1.44% | 184,228 | Added |
| 15 | CWB | SPDR SERIES TRUST | $17.1M | 1.38% | 186,523 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.2M | 1.31% | 33,835 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $15.4M | 1.24% | 62,889 | Trimmed |
| 18 | GCOR | GOLDMAN SACHS ETF TR | $15.4M | 1.24% | 372,878 | New |
| 19 | IYF | ISHARES TR | $13.4M | 1.08% | 113,726 | Added |
| 20 | GSLC | GOLDMAN SACHS ETF TR | $12.8M | 1.04% | 102,663 | Added |
| 21 | SPTM | SPDR SERIES TRUST | $12.7M | 1.02% | 160,153 | Added |
| 22 | COWZ | PACER FDS TR | $12.7M | 1.02% | 202,328 | Added |
| 23 | SCHD | SCHWAB STRATEGIC TR | $12.4M | 1.00% | 403,228 | Trimmed |
| 24 | VCIT | VANGUARD SCOTTSDALE FDS | $11.9M | 0.96% | 144,203 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $11.7M | 0.94% | 67,023 | Added |
Source: SEC Form 13F filings · as of 2026-03-31