XML Financial, LLC: 13F holdings
CIK 18004652026Q2
| Positions | 447 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 1,683,381 | $57.0m | 4.1% |
| DGRO ISHARES TR | 585,875 | $44.4m | 3.2% |
| SCHV SCHWAB STRATEGIC TR | 1,253,900 | $43.6m | 3.2% |
| VGT VANGUARD WORLD FD | 292,783 | $35.0m | 2.5% |
| IWF ISHARES TR | 281,379 | $34.9m | 2.5% |
| IWB ISHARES TR | 81,941 | $33.6m | 2.4% |
| AAPL APPLE INC | 115,961 | $33.6m | 2.4% |
| IVV ISHARES TR | 37,445 | $28.0m | 2.0% |
| IWR ISHARES TR | 233,838 | $25.8m | 1.9% |
| BSV VANGUARD BD INDEX FDS | 317,267 | $24.7m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800465")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.