XML Financial, LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio consisting of 463 equity securities. The filing, submitted on October 29, 2026, by Chief Compliance Officer Jennifer Szaro, details the firm's holdings as of the specified quarter-end date.
The portfolio includes a diverse mix of technology, healthcare, and industrial companies. Notable positions include Microsoft Corporation, with 55,389 shares, and NVIDIA Corporation, holding 75,952 shares. Other significant holdings include Amazon.com Inc. with 52,086 shares, Apple Inc. with 113,884 shares, and Visa Inc. with 223,323 shares.
The filing also lists substantial positions in healthcare and financial sectors. AbbVie Inc. is held at 9,706 shares, while Merck & Co. Inc. holds 57,643 shares. In the financial sector, JPMorgan Chase & Co. is listed with 193,616 shares, and BlackRock Inc. with 281 shares.
The report includes a variety of exchange-traded funds and other investment vehicles, such as the SPDR S&P 500 ETF Trust and the Schwab Strategic Trust U.S. Large Cap Growth ETF, which holds 1,719,166 shares.
