SEC Form 13F

XML Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$1,374,863,033
Positions447

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$56,965,6061,683,381
ISHARES TRDGROCORE DIV GRWTH$44,403,429585,875
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$43,648,2701,253,900
VANGUARD WORLD FDVGTINF TECH ETF$34,993,437292,783
ISHARES TRIWFRUS 1000 GRW ETF$34,938,809281,379
ISHARES TRIWBRUS 1000 ETF$33,554,68581,941
APPLE INCAAPLCOM$33,554,323115,961
ISHARES TRIVVCORE S&P500 ETF$28,042,16437,445
ISHARES TRIWRRUS MID CAP ETF$25,796,998233,838
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$24,718,229317,267

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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