XML Financial, LLC

Q2 2026 13F Holdings

Location
Bethesda, MD
Holdings as of
6/30/2026
Value ($000)
$1,374,863
Num holdings
447
Date filed
7/24/2026
Form type
13F-HR
Prev filing
4/16/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type