XML Financial, LLC
All 13F Filings
- Location
- Bethesda, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,239,487
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 563.2 K | 45.4% | 0 | 262.5 K | -262.5 K |
| ETFs | 651.1 K | 52.5% | 274.5 K | 0 | 274.5 K |
| Debt | 23.92 K | 1.9% | 1.946 K | 0 | 1.946 K |
| Other | 1.227 K | 0.1% | 0 | 58 | -58 |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
1,239,487
Holdings
421
QoQ value change ($000)
13,605
(1.1%)
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.