XML Financial, LLC

Q3 2026 13F Holdings

Location
Bethesda, MD
Holdings as of
9/30/2026
Value ($000)
$1,392,470
Num holdings
463
Date filed
10/29/2026
Form type
13F-HR
Prev filing
7/24/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type