XY Planning Network, Inc.
Sector Allocation
- Other86.2%$801.1M
- Financials6.0%$55.7M
- Technology4.6%$43.1M
- Industrials1.0%$9.1M
- Healthcare0.6%$5.6M
- Consumer Staples0.5%$5.0M
- Consumer Discretionary0.5%$4.9M
- Energy0.4%$3.3M
- Utilities0.1%$985,372
- Communication Services0.1%$508,077
AUM History
13fpro.ai/research/fund/xy-planning-network-inc-1873438
Conviction and streaks
Diversifying · top 10 = 28.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$49.9M
- VANGUARD$34.6M
- DIMENSIONAL$33.3M
- VANGUARD$31.9M
- DIMENSIONAL$23.9M
- DIMENSIONAL$21.2M
- VANGUARD$18.9M
- VANGUARD$17.1M
- VANGUARD$16.4M
- DIMENSIONAL$14.2M
- DFA$14.2M
IVZ
$13.3M- VANGUARD$12.8M
- AMERICAN$12.6M
- ISHARES$12.5M
- VANGUARD$12.5M
- PIMCO$12.4M
- DIMENSIONAL$12.3M
- AMERICAN$12.3M
- SPDR$11.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/xy-planning-network-inc-1873438
XY Planning Network, Inc. 13F holdings — Q3 2026
$929.3M portfolio (+16.6% QoQ) · 380 holdings · Q3 2026 13F · top 10 are 28% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$49.9M
5.4% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$34.6M
3.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$33.3M
3.6% of stocks
-23%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$31.9M
3.4% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$23.9M
2.6% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$21.2M
2.3% of stocks
+53%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$18.9M
2.0% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$17.1M
1.8% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$16.4M
1.8% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$14.2M
1.5% of stocks
+552%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $49.9M | 5.4% | +20% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $34.6M | 3.7% | +1% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $33.3M | 3.6% | -23% | — | — | — | — | |
| 4 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $31.9M | 3.4% | +25% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $23.9M | 2.6% | +16% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $21.2M | 2.3% | +53% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $18.9M | 2.0% | +10% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $17.1M | 1.8% | +6% | — | — | — | — | |
| 9 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $16.4M | 1.8% | +13% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $14.2M | 1.5% | +552% | — | — | — | — |
All holdings — XY Planning Network, Inc. (Q3 2026)
380 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL | — | $14.2M | 1.5% | 379K | New | — | — | 13F |
| 12 | Invesco Ltd. | Financials | $13.3M | 1.4% | 119K | +30% | 8+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $12.8M | 1.4% | 59K | +12% | — | — | 13F |
| 14 | — | AMERICAN CENTY ETF TR - US EQT ETFetf/fund | — | $12.6M | 1.4% | 98K | +138% | — | — | 13F |
| 15 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $12.5M | 1.3% | 16K | +16% | — | — | 13F |
| 16 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $12.5M | 1.3% | 147K | +4% | — | — | 13F |
| 17 | — | PIMCO ETF TR - INTER MUN BD ACTetf/fund | — | $12.4M | 1.3% | 250K | +7% | — | — | 13F |
| 18 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL ESTetf/fund | — | $12.3M | 1.3% | 456K | +22% | — | — | 13F |
| 19 | — | AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund | — | $12.3M | 1.3% | 112K | +39% | — | — | 13F |
| 20 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $11.7M | 1.3% | 131K | +8% | — | — | 13F |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $11.4M | 1.2% | 15K | +1% | 8+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 22 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETFetf/fund | — | $11.3M | 1.2% | 136K | +8% | — | — | 13F |
| 23 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $10.9M | 1.2% | 173K | -0.4% | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $10.6M | 1.1% | 266K | -1% | — | — | 13F |
| 25 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $10.0M | 1.1% | 107K | +88% | — | — | 13F |
| 26 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $9.8M | 1.1% | 166K | +2% | |||
| 27 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $9.8M | 1.1% | 200K | +6% | |||
| 28 | — | ISHARES TR - 0-3 MTH TREASURY | — | $9.1M | 1.0% | 90K | +7% | |||
| 29 | — | DFA INVT DIMENSIONS GROUP IN - U.S. CORE EQTY 1 | — | $9.1M | 1.0% | 110K | New | |||
| 30 | — | SPDR SERIES TRUST - ST INTER ETF | — | $8.0M | 0.9% | 292K | +16% | |||
| 31 | $AAPL | Apple Inc. | Technology | $7.9M | 0.8% | 24K | +27% | |||
| 32 | — | VANGUARD MALVERN FDS - CORE BD ETF | — | $7.8M | 0.8% | 106K | +12% | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $7.7M | 0.8% | 34K | +10% | |||
| 34 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $6.5M | 0.7% | 140K | +34% | |||
| 35 | — | ISHARES TR - MSCI ACWI EX US | — | $6.3M | 0.7% | 83K | +116% | |||
| 36 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $6.2M | 0.7% | 118K | +0.8% | |||
| 37 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $6.2M | 0.7% | 89K | +16% | |||
| 38 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $6.2M | 0.7% | 107K | +6% | |||
| 39 | $DOV | DOVER Corp | Industrials | $6.1M | 0.7% | 39K | +12% | |||
| 40 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $6.0M | 0.7% | 78K | +9% | |||
| 41 | — | ISHARES TR - S&P 500 GRWT ETF | — | $5.7M | 0.6% | 40K | +14% | |||
| 42 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $5.4M | 0.6% | 243K | +14% | |||
| 43 | — | ISHARES TR - CORE UNIVRSL USD | — | $5.0M | 0.5% | 114K | +31% | |||
| 44 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $4.9M | 0.5% | 118K | +8% | |||
| 45 | — | DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI | — | $4.8M | 0.5% | 115K | New | |||
| 46 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $4.7M | 0.5% | 108K | +70% | |||
| 47 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $4.6M | 0.5% | 37K | +2% | |||
| 48 | — | HORIZON FDS - ANFIELD US EQTY | — | $4.6M | 0.5% | 230K | -0.4% | |||
| 49 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $4.5M | 0.5% | 17K | +271% | |||
| 50 | $MSFT | MICROSOFT CORP | Technology | $4.5M | 0.5% | 8,692 | +22% | |||
| 51 | $IVZ | Invesco Ltd. | Financials | $4.5M | 0.5% | 53K | +9% | |||
| 52 | — | TIMOTHY PLAN - INTL ETF | — | $4.3M | 0.5% | 117K | New | |||
| 53 | — | ISHARES TR - S&P 500 VAL ETF | — | $4.2M | 0.5% | 18K | +7% | |||
| 54 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $4.1M | 0.4% | 112K | -7% | |||
| 55 | — | ISHARES TR - FLTG RATE NT ETF | — | $4.0M | 0.4% | 78K | +23% | |||
| 56 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $3.9M | 0.4% | 143K | +20% | |||
| 57 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $3.8M | 0.4% | 115K | +26% | |||
| 58 | $WT | WisdomTree, Inc. | Financials | $3.6M | 0.4% | 20K | +0.1% | |||
| 59 | — | ISHARES TR - GLOBAL REIT ETF | — | $3.6M | 0.4% | 139K | +4% | |||
| 60 | $META | Meta Platforms, Inc. | Technology | $3.5M | 0.4% | 46K | +11% | |||
| 61 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $3.5M | 0.4% | 29K | +6% | |||
| 62 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $3.4M | 0.4% | 94K | +18% | |||
| 63 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $3.4M | 0.4% | 69K | +0.1% | |||
| 64 | — | NORTHERN LTS FD TR IV - INSPIRE 500 ETF | — | $3.4M | 0.4% | 12K | New | |||
| 65 | — | ISHARES INC - MSCI EMRG CHN | — | $3.3M | 0.4% | 33K | +14% | |||
| 66 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $3.3M | 0.3% | 84K | +10% | |||
| 67 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.3M | 0.3% | 4,431 | +16% | |||
| 68 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | — | $3.2M | 0.3% | 63K | -8% | |||
| 69 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | — | $3.1M | 0.3% | 60K | +61% | |||
| 70 | $GOOG | Alphabet Inc. | Technology | $3.0M | 0.3% | 8,911 | +7% | |||
| 71 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.9M | 0.3% | 12K | +39% | |||
| 72 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $2.9M | 0.3% | 121K | +15% | |||
| 73 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $2.9M | 0.3% | 21K | +2% | |||
| 74 | — | ISHARES TR - CORE S&P US VLU | — | $2.8M | 0.3% | 25K | +13% | |||
| 75 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $2.8M | 0.3% | 12K | +7% | |||
| 76 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $2.8M | 0.3% | 42K | -9% | |||
| 77 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $2.6M | 0.3% | 7,784 | +6% | |||
| 78 | — | ISHARES TR - MSCI USA MIN ETF | — | $2.6M | 0.3% | 27K | +33% | |||
| 79 | — | ISHARES TR - NATIONAL MUN ETF | — | $2.6M | 0.3% | 26K | +10% | |||
| 80 | — | ISHARES TR - CORE S&P TTL STK | — | $2.5M | 0.3% | 15K | +5% | |||
| 81 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $2.5M | 0.3% | 54K | +17% | |||
| 82 | — | ISHARES TR - CORE S&P MCP ETF | — | $2.5M | 0.3% | 35K | +45% | |||
| 83 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | — | $2.4M | 0.3% | 48K | +9% | |||
| 84 | — | ISHARES INC - MSCI EQUAL WEITE | — | $2.4M | 0.3% | 22K | +5% | |||
| 85 | — | TIMOTHY PLAN - U S SM CP CORE | — | $2.4M | 0.3% | 53K | New | |||
| 86 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $2.3M | 0.3% | 53K | -28% | |||
| 87 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $2.2M | 0.2% | 49K | +13% | |||
| 88 | — | NUSHARES ETF TR - NUVEEN ESG US | — | $2.2M | 0.2% | 106K | -26% | |||
| 89 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $2.2M | 0.2% | 41K | -0.8% | |||
| 90 | $CME | CME GROUP INC. | Financials | $2.2M | 0.2% | 8,485 | -13% | |||
| 91 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $2.1M | 0.2% | 44K | +26% | |||
| 92 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $2.1M | 0.2% | 45K | +0.1% | |||
| 93 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $2.1M | 0.2% | 20K | -0.8% | |||
| 94 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.1M | 0.2% | 16K | +26% | |||
| 95 | $NU | Nu Holdings Ltd. | Financials | $2.0M | 0.2% | 42K | New | |||
| 96 | — | ISHARES TR - CORE 1 5 YR USD | — | $2.0M | 0.2% | 42K | -0.4% | |||
| 97 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.9M | 0.2% | 12K | +48% | |||
| 98 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $1.9M | 0.2% | 43K | +42% | |||
| 99 | — | HORIZON FDS - ANFIELD UNIVERSL | — | $1.9M | 0.2% | 209K | — | |||
| 100 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.9M | 0.2% | 27K | +6% | |||
| 101 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.8M | 0.2% | 6,932 | +11% | |||
| 102 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | — | $1.8M | 0.2% | 46K | +13% | |||
| 103 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.8M | 0.2% | 14K | +0.1% | |||
| 104 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $1.8M | 0.2% | 32K | +0.2% | |||
| 105 | — | ISHARES TR - ESG EAFE ETF | — | $1.8M | 0.2% | 21K | New | |||
| 106 | — | ISHARES INC - MSCI GBL MIN VOL | — | $1.8M | 0.2% | 14K | -2% | |||
| 107 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $1.8M | 0.2% | 16K | New | |||
| 108 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $1.8M | 0.2% | 32K | +20% | |||
| 109 | $GOOGL | Alphabet Inc. | Technology | $1.7M | 0.2% | 5,059 | +12% | |||
| 110 | $AVGO | Broadcom Inc. | Technology | $1.7M | 0.2% | 4,935 | +4% | |||
| 111 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.7M | 0.2% | 3,362 | +11% | |||
| 112 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.6M | 0.2% | 50K | +2% | |||
| 113 | — | EA SERIES TRUST - ALPHA ARCHITECT | — | $1.6M | 0.2% | 64K | +2% | |||
| 114 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $1.6M | 0.2% | 52K | +31% | |||
| 115 | $WT | WisdomTree, Inc. | Financials | $1.6M | 0.2% | 30K | -1% | |||
| 116 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.6M | 0.2% | 15K | +17% | |||
| 117 | — | ISHARES TR - US TREAS BD ETF | — | $1.6M | 0.2% | 71K | +20% | |||
| 118 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $1.5M | 0.2% | 35K | +14% | |||
| 119 | — | FIS TR - BRIG PO EQUI ETF | — | $1.5M | 0.2% | 41K | New | |||
| 120 | — | ISHARES INC - CORE MSCI EMKT | — | $1.5M | 0.2% | 19K | +36% | |||
| 121 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $1.4M | 0.2% | 59K | -5% | |||
| 122 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | — | $1.4M | 0.1% | 32K | -0.1% | |||
| 123 | — | ISHARES TR - CORE MSCI EAFE | — | $1.4M | 0.1% | 15K | +20% | |||
| 124 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | — | $1.4M | 0.1% | 16K | — | |||
| 125 | $CRM | Salesforce, Inc. | Technology | $1.4M | 0.1% | 6,022 | New | |||
| 126 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $1.4M | 0.1% | 6,962 | +35% | |||
| 127 | $JPM | JPMORGAN CHASE & CO | Financials | $1.3M | 0.1% | 4,076 | +45% | |||
| 128 | $WT | WisdomTree, Inc. | Financials | $1.3M | 0.1% | 27K | +13% | |||
| 129 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.3M | 0.1% | 37K | +124% | |||
| 130 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | — | $1.3M | 0.1% | 56K | +29% | |||
| 131 | — | ISHARES TR - BROAD USD HIGH | — | $1.3M | 0.1% | 36K | +8% | |||
| 132 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.1% | 12K | +7% | |||
| 133 | — | EA SERIES TRUST - US QUAN VALUE | — | $1.3M | 0.1% | 22K | -1% | |||
| 134 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $1.2M | 0.1% | 21K | -4% | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.1% | 5,970 | +0.1% | |||
| 136 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.1% | 63K | +20% | |||
| 137 | $GLDM | World Gold Trust | Financials | $1.2M | 0.1% | 15K | +14% | |||
| 138 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.1% | 61K | +20% | |||
| 139 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | — | $1.2M | 0.1% | 17K | -6% | |||
| 140 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.1% | 1,650 | +13% | |||
| 141 | — | EA SERIES TRUST - US QUAN MOMENTUM | — | $1.2M | 0.1% | 17K | +3% | |||
| 142 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $1.2M | 0.1% | 27K | +6% | |||
| 143 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.2M | 0.1% | 22K | -2% | |||
| 144 | — | ISHARES TR - ESG AW MSCI EAFE | — | $1.2M | 0.1% | 11K | +0.0% | |||
| 145 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.1M | 0.1% | 6,786 | +3% | |||
| 146 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $1.1M | 0.1% | 15K | -45% | |||
| 147 | — | WISDOMTREE TR - EM EX ST-OWNED | — | $1.1M | 0.1% | 23K | +1% | |||
| 148 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.1% | 56K | +6% | |||
| 149 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.1M | 0.1% | 12K | +0.3% | |||
| 150 | $WT | WisdomTree, Inc. | Financials | $1.0M | 0.1% | 11K | +182% |
What changed in Q3 2026
Against the previous quarter's 13F: 58 new, 241 added to, 63 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (58)
- DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL$14.2M
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. CORE EQTY 1$9.1M
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$4.8M
first bought this quarter
- TIMOTHY PLAN - INTL ETF$4.3M
first bought this quarter
- NORTHERN LTS FD TR IV - INSPIRE 500 ETF$3.4M
first bought this quarter
- TIMOTHY PLAN - U S SM CP CORE$2.4M
first bought this quarter
+52 more in the Excel export
Added to (241)
- DIMENSIONAL ETF TRUST - US CORE EQT MKT+552%
now $14.2M
- VANGUARD INDEX FDS - MRNGSTR TTL STK+20%
now $49.9M
- AMERICAN CENTY ETF TR - US EQT ETF+138%
now $12.6M
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+53%
now $21.2M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+25%
now $31.9M
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT+88%
now $10.0M
+235 more in the Excel export
Trimmed (63)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-23%
now $33.3M
- DIMENSIONAL ETF TRUST - US SMALL CAP ETF-45%
now $1.1M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF-28%
now $2.3M
- NUSHARES ETF TR - NUVEEN ESG US-26%
now $2.2M
- ISHARES TR - RUS 1000 VAL ETF-72%
now $243K
- DIMENSIONAL ETF TRUST - WORLD EX US CORE-7%
now $4.1M
+57 more in the Excel export
Sold out (17)
- DIMENSIONAL ETF TRUST - US COR EQU 1 ETFwas $9.8M
- DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $3.3M
- ISHARES TR - RUSSELL 3000 ETFwas $2.8M
- EA SERIES TRUST - ALPHA ARCH 1-3was $2.4M
- ISHARES TR - MBS ETFwas $1.4M
- DIMENSIONAL ETF TRUST - US REAL ESTA ETFwas $570K
+11 more in the Excel export
Holdings by quarter
Every 13F XY Planning Network, Inc. has filed, 7 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of XY Planning Network's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+0.0%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 19% over the last 4
Top 10 weight
28%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
84%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
XY Planning Network, Inc. disclosed 380 positions worth $929.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 58 new positions and exited 17. The portfolio is most concentrated in Other (86.2% of disclosed assets). All figures are sourced directly from XY Planning Network, Inc.’s Form 13F-HR filing with the SEC under CIK 1873438.
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AI-Powered Hedge Fund Analysis: XY Planning Network, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For XY Planning Network, Inc. (SEC CIK: 1873438), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in XY Planning Network, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.