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Portfolio (Quarterly) Guide ↗

XML Financial, LLC

· CIK 0001800465
13F Portfolio $1.2B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 442 New
Page 2 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 63,389.0 $13.1M 1.07% NEW $206.95 +9.5%
22 SPTM SPDR SERIES TRUST 158,114.0 $13.0M 1.06% NEW $82.50 +8.3%
23 GSLC GOLDMAN SACHS ETF TR 98,121.0 $13.0M 1.06% NEW $132.37 +5.8%
24 AMZN AMAZON COM INC Consumer Cyclical 54,693.0 $12.6M 1.03% NEW $230.82 +14.7%
25 NVDA NVIDIA CORPORATION Technology 64,159.0 $12.0M 0.98% NEW $186.50 +20.8%
26 COWZ PACER FDS TR 194,250.0 $11.7M 0.95% NEW $60.17 +5.7%
27 SCHD SCHWAB STRATEGIC TR 423,055.0 $11.6M 0.95% NEW $27.43 +16.8%
28 BAC BANK AMERICA CORP Financial Services 204,423.0 $11.2M 0.92% NEW $55.00 -9.5%
29 IWP ISHARES TR 80,517.0 $11.0M 0.90% NEW $136.94 -0.7%
30 GOOGL ALPHABET INC Communication Services 33,880.0 $10.6M 0.86% NEW $313.00 +26.8%
31 QCOM QUALCOMM INC Technology 61,822.0 $10.6M 0.86% NEW $171.05 +17.8%
32 IWM ISHARES TR 41,970.0 $10.3M 0.84% NEW $246.16 +12.1%
33 CSCO CISCO SYS INC Technology 130,053.0 $10.0M 0.82% NEW $77.03 +53.5%
34 SPHD INVESCO EXCH TRADED FD TR II 200,001.0 $9.6M 0.78% NEW $48.00 +3.5%
35 FUMB FIRST TR EXCH TRADED FD III 476,298.0 $9.6M 0.78% NEW $20.06 -0.0%
36 IWS ISHARES TR 67,661.0 $9.5M 0.78% NEW $141.05 +10.2%
37 RTX RTX CORPORATION Industrials 51,557.0 $9.5M 0.77% NEW $183.40 -6.7%
38 IBM INTERNATIONAL BUSINESS MACHS Technology 29,506.0 $8.7M 0.71% NEW $296.21 -26.0%
39 VYM VANGUARD WHITEHALL FDS 60,398.0 $8.7M 0.71% NEW $143.52 +9.1%
40 PYLD PIMCO ETF TR 320,240.0 $8.5M 0.70% NEW $26.68 -1.8%
Page 2 of 23  ·  442 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 25.5%
Financial Services 24.5%
Industrials 12.0%
Healthcare 10.4%
Communication Services 6.5%
Consumer Cyclical 5.7%
Energy 5.5%
Consumer Defensive 3.4%
Real Estate 2.6%
Basic Materials 2.1%