Sign In
test

JENNIFER SZARO

Xml Financial, Llc

Assets Managed
$1.239B
Holdings
421
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
1.11%(2Q avg: 0.46%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Xml Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 421 positions.

Assets under management

The assets under management (AUM) of Xml Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.239B in assets, with a quarterly growth rate of 1.11% and a 2-quarter average growth rate of 0.46%. The portfolio is managed by JENNIFER SZARO, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 8.63%
3.84%
$47.516M
1.631M shares@ $29.14 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 13.47%
3.27%
$40.427M
576,049 shares@ $70.18 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 7.18%
3.07%
$37.95M
1.244M shares@ $30.51 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -11.48%
2.45%
$30.288M
71,032 shares@ $426.4 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -1.24%
2.38%
$29.438M
82,562 shares@ $356.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.21%
2.36%
$29.218M
115,126 shares@ $253.79 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 1.11%
2.05%
$25.393M
36,394 shares@ $697.74 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.66%
1.92%
$23.738M
36,340 shares@ $653.21 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -2.77%
1.87%
$23.097M
237,554 shares@ $97.24 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 8.22%
1.72%
$21.292M
271,551 shares@ $78.41 avg price

1-10 of 421