XML Financial, LLC
XML Financial, LLC reported a Form 13F information table total of $1.24 billion in 421 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1800465): holdings report, quarter ended 2026-03-31, filed 2026-04-16; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | United States | $1.239B | 178 |
| First Financial Bank - Trust Division | United States | $1.242B | 392 |
| Washington Trust Advisors, Inc. | United States | $1.237B | 870 |
| Retirement Investment Advisors, Inc. | United States | $1.242B | 67 |
| WEATHERLY ASSET MANAGEMENT L. P. | United States | $1.236B | 186 |
| CULLINAN ASSOCIATES INC | United States | $1.236B | 207 |
| Hemenway Trust Co LLC | United States | $1.243B | 135 |
| BlackBarn Capital Partners LP | United States | $1.243B | 21 |
| Stony Point Capital LLC | United States | $1.243B | 32 |
| MANGROVE PARTNERS IM, LLC | United States | $1.236B | 427 |