account_balance
Investment manager · 13F filer · SEC CIK 1800465
XML Financial, LLC
Reported value$1.39Bas of Sep 30, 2026
Positions463 47 new, 31 sold out
Top 10 weight26.9%SCHG alone is 4%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
4.4%Added +2%
DGROiShares Tr
3.2%
SCHVSchwab Strategic Tr
3.1%
AAPLApple Inc
2.7%
VGTVanguard World Fd
2.6%
IWFiShares Tr
2.5%
IWBiShares Tr
2.4%
IVViShares Tr
2.1%Added +4%
MSFTMicrosoft Corp
2.0%Trimmed −4%
BSVVanguard Bd Index FDS
1.8%Added +2%
IWRiShares Tr
1.7%Trimmed −3%
PTYPimco Corporate & Income Opp
1.4%Added +3%
SCHGSchwab Strategic Tr
4.4%Added +2%
DGRO3.2%
SCHV3.1%
AAPLApple Inc
2.7%
VGTVanguard World Fd
2.6%
IWFiShares Tr
2.5%
IWB2.4%
IVV2.1%
MSFT2.0%BSV1.8%
IWR1.7%
PTY1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 4.4% Added +2%
DGRO iShares Tr 3.2% Held
SCHV Schwab Strategic Tr 3.1% Held
AAPL Apple Inc 2.7% HeldVGT Vanguard World Fd 2.6% Held
IWF iShares Tr 2.5% Held
IWB iShares Tr 2.4% Held
IVV iShares Tr 2.1% Added +4%
MSFT Microsoft Corp 2.0% Trimmed −4%BSV Vanguard Bd Index FDS 1.8% Added +2%
IWR iShares Tr 1.7% Trimmed −3%
PTY Pimco Corporate & Income Opp 1.4% Added +3%What changed