XML Financial, LLC
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,374,863
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 447 | 1,374,863 | 13F-HR | XML Financial, LLC |
| Q1 2026 | 4/16/2026 | 421 | 1,239,487 | 13F-HR | XML Financial, LLC |
| Q4 2025 | 2/11/2026 | 442 | 1,225,882 | 13F-HR | XML Financial, LLC |
| Q3 2025 | 10/20/2025 | 392 | 1,228,457 | 13F-HR | XML Financial, LLC |
| Q2 2025 | 7/17/2025 | 393 | 1,155,805 | 13F-HR | XML Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 604 K | 43.9% | 40.72 K | 0 | 40.72 K |
| ETFs | 741.6 K | 53.9% | 90.53 K | 0 | 90.53 K |
| Debt | 27.69 K | 2.0% | 3.772 K | 0 | 3.772 K |
| Other | 1.563 K | 0.1% | 336 | 0 | 336 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
1,374,863
Holdings
447
QoQ value change ($000)
135,376
(10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.