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JENNIFER SZARO

Xml Financial, Llc

Assets Managed
$1.375B
Holdings
447
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.93%(2Q avg: 6.02%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Xml Financial, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 447 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.375B in assets, with a quarterly growth rate of 10.93% and a 2-quarter average growth rate of 6.02%. The portfolio is managed by JENNIFER SZARO, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 3.21%
4.15%
$56.966M
1.683M shares@ $33.84 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 1.71%
3.23%
$44.403M
585,875 shares@ $75.79 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 0.78%
3.18%
$43.648M
1.254M shares@ $34.82 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 704.49%
2.55%
$34.993M
292,783 shares@ $119.53 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 296.13%
2.55%
$34.939M
281,379 shares@ $124.17 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.75%
2.45%
$33.555M
81,941 shares@ $409.5 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.73%
2.45%
$33.554M
115,961 shares@ $289.36 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.05%
2.04%
$28.042M
37,445 shares@ $748.89 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -1.56%
1.88%
$25.797M
233,838 shares@ $110.32 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 16.84%
1.8%
$24.718M
317,267 shares@ $77.91 avg price

1-10 of 447