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Portfolio (Quarterly) Guide ↗

XML Financial, LLC

· CIK 0001800465
13F Portfolio $1.2B AUM 421 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 153 Added 175 Reduced 51 Exited
Page 1 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 71,032.0 $30.3M 2.44% -9K -11.5% $426.40 -70.9%
2 IWB ISHARES TR 82,562.0 $29.4M 2.38% -1K -1.2% $356.56 +12.9%
3 IWR ISHARES TR 237,554.0 $23.1M 1.86% -7K -2.8% $97.23 +6.6%
4 CWB SPDR SERIES TRUST 186,523.0 $17.1M 1.38% -2K -0.8% $91.52 +13.3%
5 BERKSHIRE HATHAWAY INC DEL 33,835.0 $16.2M 1.31% -868.0 -2.5% $479.21
6 JNJ JOHNSON & JOHNSON Healthcare 62,889.0 $15.4M 1.24% -500.0 -0.8% $244.44 -7.6%
7 SCHD SCHWAB STRATEGIC TR 403,228.0 $12.4M 1.00% -20K -4.7% $30.68 +3.3%
8 JPM JPMORGAN CHASE & CO Financial Services 39,671.0 $11.7M 0.94% -1K -3.1% $294.16 +1.6%
9 AMZN AMAZON COM INC Consumer Cyclical 53,757.0 $11.2M 0.90% -936.0 -1.7% $208.27 +26.7%
10 IWD ISHARES TR 49,297.0 $10.5M 0.85% -17K -25.8% $213.67 +8.8%
11 IJR ISHARES TR 84,337.0 $10.5M 0.85% -40K -32.1% $124.31 +8.0%
12 CSCO CISCO SYS INC Technology 127,797.0 $9.9M 0.80% -2K -1.7% $77.59 +52.6%
13 BAC BANK AMERICA CORP Financial Services 201,942.0 $9.8M 0.79% -2K -1.2% $48.75 +2.7%
14 RTX RTX CORPORATION Industrials 50,854.0 $9.8M 0.79% -703.0 -1.4% $192.90 -11.0%
15 KMI KINDER MORGAN INC DEL Energy 233,351.0 $7.8M 0.63% -6K -2.4% $33.53 -0.4%
16 QCOM QUALCOMM INC Technology 60,329.0 $7.8M 0.63% -1K -2.4% $128.78 +61.9%
17 XOM EXXON MOBIL CORP Energy 44,515.0 $7.6M 0.61% -3K -5.4% $169.66 -8.3%
18 CVX CHEVRON CORPORATION Energy 35,946.0 $7.4M 0.60% -7K -15.4% $206.90 -8.5%
19 MRK MERCK & CO INC Healthcare 61,160.0 $7.4M 0.59% -2K -2.9% $120.29 -7.5%
20 AMGN AMGEN INC Healthcare 19,346.0 $6.8M 0.55% -634.0 -3.2% $351.85 -8.4%
Page 1 of 9  ·  175 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.7%
Financial Services 23.6%
Industrials 13.0%
Healthcare 10.9%
Energy 7.0%
Communication Services 6.7%
Consumer Cyclical 5.0%
Consumer Defensive 3.6%
Basic Materials 2.5%
Utilities 2.0%