Filer Snapshot

XML Financial, LLC

CIK 0001800465. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

26

Latest filing

16 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

SCHG

$47.52M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 16 Apr 2026 for CIK 0001800465.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$1.24B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$1.24B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
SCHG DGRO SCHV IWF IWB
+15 moreAAPL VGT IVV IWR BSV MSFT PTY GLD CORP CWB BRKB GCOR JNJ IYF GSLC

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SCHG DGRO SCHV IWF IWB AAPL VGT IVV
+12 moreIWR BSV MSFT PTY GLD CORP CWB BRKB GCOR JNJ IYF GSLC
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about XML Financial, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.24B across 421 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SCHG at $47.52M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 421 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 16 Apr 2026

Top 5 concentration

15%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$185.62M

Compared with $1.24B total 13F value.

Top 5 net change

+$6.81M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: GCOR ยท Largest trim: PYLD

SCHG DGRO SCHV IWF IWB Other holdings

SCHG

3.8%

Schwab Strategic Tr

$47.52M

DGRO

3.3%

Ishares Tr

$40.43M

SCHV

3.1%

Schwab Strategic Tr

$37.95M

IWF

2.4%

Ishares Tr

$30.29M

IWB

2.4%

Ishares Tr

$29.44M

Latest update

What changed recently for XML Financial, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 16 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

XML Financial, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001800465 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
26
First seen
04 Feb 2020
Latest filing
16 Apr 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

XML Financial, LLC SEC filings XML Financial, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 26 SEC filings for XML Financial, LLC.

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13F-HR

13F-HR filing

Filing date
16 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
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Verify source filing
13F-HR

13F-HR filing

Filing date
11 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
20 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
17 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
22 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
17 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
01 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
22 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
06 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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