XML Financial, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 17, 2025
Value $
$1.15B
Signature - Title
Jennifer Szaro - CHIEF COMPLIANCE OFFICER
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by XML Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. XML Financial, LLC reported 375 stock holdings with total value $1.15B as of Q2 2025. Top holdings included SCHG, IWF, SCHV, DGRO, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 375 $1.15B +$61.7M -$43.2M +$18.5M SCHG, IWF, SCHV, DGRO, MSFT 13F-HR 7/17/2025, 04:45 PM
Q1 2025 357 $1.07B +$45.5M -$46.5M -$955K SCHG, SCHV, DGRO, AAPL, IWF 13F-HR 4/22/2025, 04:36 PM
Q4 2024 356 $1.09B +$119M -$40.5M +$79M SCHG, AAPL, IWF, SCHV, DGRO 13F-HR 1/17/2025, 11:18 AM
Q3 2024 348 $1.08B +$54.6M -$28.9M +$25.7M SCHG, SCHV, IWF, AAPL, DGRO 13F-HR 11/1/2024, 12:43 PM
Q2 2024 337 $994M +$46.8M -$34.3M +$12.6M SCHG, IWF, MSFT, AAPL, SCHV 13F-HR 7/22/2024, 03:53 PM
Q1 2024 340 $977M +$53.1M -$84.6M -$31.5M SCHG, SCHV, MSFT, IWF, DGRO 13F-HR 5/15/2024, 02:02 PM
Q4 2023 332 $948M +$59.4M -$24M +$35.5M SCHG, MSFT, AAPL, SCHV, IWF 13F-HR 2/14/2024, 08:42 AM
Q3 2023 347 $834M +$68.9M -$60.2M +$8.63M SCHG, AAPL, MSFT, SCHV, DGRO 13F-HR 11/6/2023, 03:14 PM
Q2 2023 341 $864M +$68.4M -$42.3M +$26.2M AAPL, MSFT, SCHG, DGRO, SCHV 13F-HR 8/7/2023, 12:41 PM
Q1 2023 333 $819M +$40.1M -$18.1M +$22M AAPL, MSFT, DGRO, IWR, IWB 13F-HR 5/15/2023, 09:39 AM
Q4 2022 329 $796M +$49.7M -$28.1M +$21.6M AAPL, DGRO, IWR, MSFT, SCHV 13F-HR 2/9/2023, 05:36 PM
Q3 2022 316 $720M +$331M -$10.7M +$321M AAPL, IWR, MSFT, DGRO, SCHV 13F-HR 11/4/2022, 04:48 PM
Q2 2022 230 $439M +$33.2M -$167M -$134M IWR, DGRO, SCHV, IWB, SCHG 13F-HR 8/1/2022, 08:26 AM
Q1 2022 330 $837M +$68.7M -$19.2M +$49.6M AAPL, IWR, MSFT, DGRO, SCHG 13F-HR 5/2/2022, 03:44 PM
Q4 2021 317 $825M +$41M -$8.79M +$32.2M AAPL, MSFT, IWR, SCHG, IWB 13F-HR 2/1/2022, 11:29 AM
Q3 2021 311 $744M +$319M -$19.6M +$299M IWR, AAPL, MSFT, IWB, SCHG 13F-HR 11/1/2021, 10:52 AM
Q2 2021 225 $451M +$32.2M -$10.1M +$22.1M IWR, SCHG, IWB, DGRO, IJR 13F-HR 8/10/2021, 10:21 AM
Q1 2021 212 $407M +$20.6M -$17.7M +$2.85M IWR, IWB, SCHG, DGRO, IJR 13F-HR 5/14/2021, 02:31 PM
Q4 2020 210 $383M +$36.5M -$6.36M +$30.1M IWR, SCHG, IWB, DGRO, CWB 13F-HR 2/8/2021, 10:09 AM
Q3 2020 193 $318M +$35.1M -$8.41M +$26.7M IWR, SCHG, IWB, CWB, BND 13F-HR 11/13/2020, 09:29 AM
Q2 2020 189 $287M +$29M -$7.59M +$21.4M IWR, IWB, SCHG, BND, CWB 13F-HR 7/31/2020, 03:56 PM
Q1 2020 169 $230M +$41.5M -$14.7M +$26.7M IWR, IWB, BND, SCHG, IJR 13F-HR 5/7/2020, 05:53 PM
Q4 2019 177 $274M IWR, IWB, SCHG, SCHV, IJR 13F-HR 2/4/2020, 02:26 PM