XY Planning Network, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1873438
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$797.1M
Holdings
340
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
XY Planning Network, Inc. disclosed 340 positions worth $797.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 81 new positions and exited 18. The portfolio is most concentrated in Other (87.0% of disclosed assets). All figures are sourced directly from XY Planning Network, Inc.’s Form 13F-HR filing with the SEC under CIK 1873438.
AI Fund Analysis
DiversifyingDIMENSIONAL ETF TRUST - US
5.4% weight
Held 7 quarters
VANGUARD INDEX FDS - TOTAL
5.2% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
4.2% weight
Held 7 quarters
VANGUARD TAX-MANAGED FDS -
3.3% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - IN
2.6% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - US
3 quarters accumulating
VANGUARD INDEX FDS - S&P 5
3 quarters accumulating
VANGUARD TAX-MANAGED FDS -
3 quarters accumulating
DIMENSIONAL ETF TRUST - IN
3 quarters accumulating
VANGUARD SCOTTSDALE FDS -
3 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$43.3M975,919 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$41.1M111,109 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$33.5M48,815 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$25.9M363,090 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$20.4M547,885 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$18.2M220,232 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$15.4M178,651 shVANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
—Quality
$15.0M310,169 shDIMENSIONAL ETF TRUST - CORE FIXE IN ETF
—Quality
$14.6M345,812 shPIMCO ETF TR - INTER MUN BD ACT
—Quality
$12.3M234,381 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $43.3M | 975,919 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $41.1M | 111,109 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $33.5M | 48,815 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $25.9M | 363,090 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $20.4M | 547,885 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $18.2M | 220,232 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $15.4M | 178,651 |
| VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $15.0M | 310,169 |
| DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $14.6M | 345,812 |
| PIMCO ETF TR - INTER MUN BD ACT | — | $12.3M | 234,381 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of XY Planning Network, Inc.'s 340 positions.
Showing top 10 of 340 holdings.
Sector Allocation
Other
$693.6M
Financials
$47.8M
Technology
$31.6M
Industrials
$9.4M
Consumer Discretionary
$4.7M
Healthcare
$4.1M
Consumer Staples
$2.8M
Energy
$1.7M
Top Holdings — XY Planning Network, Inc. (Q2 2026)
Top 150 of 340 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $43.3M | 5.4% | +3% | — |
| 2 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $41.1M | 5.2% | +5% | — |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $33.5M | 4.2% | +5% | — |
| 4 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $25.9M | 3.3% | +32% | — |
| 5 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $20.4M | 2.6% | +9% | — |
| 6 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $18.2M | 2.3% | +5% | — |
| 7 | — | VANGUARD INDEX FDS - GROWTH ETF | $15.4M | 1.9% | +938% | — |
| 8 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $15.0M | 1.9% | +33% | — |
| 9 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $14.6M | 1.8% | +12% | — |
| 10 | — | PIMCO ETF TR - INTER MUN BD ACT | $12.3M | 1.6% | +8% | — |
| 11 | — | VANGUARD STAR FDS - VG TL INTL STK F | $12.1M | 1.5% | +4% | — |
| 12 | — | SPDR SERIES TRUST - ST STR P400MID | $11.8M | 1.5% | -3% | — |
| 13 | — | VANGUARD INDEX FDS - VALUE ETF | $11.5M | 1.4% | +206% | — |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $11.1M | 1.4% | +1% | — |
| 15 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $11.0M | 1.4% | +6% | — |
| 16 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $10.8M | 1.4% | +8% | — |
| 17 | — | SPDR SERIES TRUST - ST STR P500ETF | $10.6M | 1.3% | +105% | — |
| 18 | — | ISHARES TR - CORE S&P500 ETF | $10.6M | 1.3% | +17% | — |
| 19 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $10.3M | 1.3% | +12% | — |
| 20 |  $IVZ | Invesco Ltd. | $10.3M | 1.3% | +28% | — |
| 21 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $9.8M | 1.2% | +12% | — |
| 22 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.7M | 1.2% | -2% | — |
| 23 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $9.5M | 1.2% | +20% | — |
| 24 | — | ISHARES TR - 0-3 MTH TREASURY | $8.5M | 1.1% | +71% | — |
| 25 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $8.3M | 1.1% | +19% | — |
| 26 | — | VANGUARD MALVERN FDS - CORE BD ETF | $7.3M | 0.9% | NEW | — |
| 27 | — | SPDR SERIES TRUST - ST INTER ETF | $7.2M | 0.9% | +11% | — |
| 28 | — | SPDR SERIES TRUST - ST STR SP600 SML | $6.7M | 0.8% | -1% | — |
| 29 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $6.6M | 0.8% | +1% | — |
| 30 |  $NVDA | NVIDIA CORP | $6.1M | 0.8% | -15% | 85.9 |
| 31 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $5.9M | 0.7% | +4% | — |
| 32 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $5.7M | 0.7% | +8% | — |
| 33 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $5.5M | 0.7% | +53% | — |
| 34 |  $AAPL | Apple Inc. | $5.4M | 0.7% | -23% | 76.4 |
| 35 |  $DOV | DOVER Corp | $5.4M | 0.7% | -5% | 58.1 |
| 36 | — | AMERICAN CENTY ETF TR - US EQT ETF | $5.3M | 0.7% | +78% | — |
| 37 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $5.3M | 0.7% | -0% | — |
| 38 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $5.0M | 0.6% | +1906% | — |
| 39 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $4.9M | 0.6% | +3% | — |
| 40 | — | ISHARES TR - S&P 500 GRWT ETF | $4.8M | 0.6% | +15% | — |
| 41 | — | HORIZON FDS - ANFIELD US EQTY | $4.8M | 0.6% | NEW | — |
| 42 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $4.5M | 0.6% | +172% | — |
| 43 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $4.4M | 0.6% | +5% | — |
| 44 | $IVZ | Invesco Ltd. | $4.4M | 0.6% | -4% | — |
| 45 | — | SPDR SERIES TRUST - ST STR P500GRW | $4.4M | 0.6% | +7% | — |
| 46 | — | ISHARES TR - CORE UNIVRSL USD | $4.0M | 0.5% | +80% | — |
| 47 | — | ISHARES TR - S&P 500 VAL ETF | $3.9M | 0.5% | -11% | — |
| 48 | — | ISHARES TR - GLOBAL REIT ETF | $3.7M | 0.5% | -2% | — |
| 49 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | $3.5M | 0.4% | +7% | — |
| 50 |  $CRWD | CrowdStrike Holdings, Inc. | $3.5M | 0.4% | NEW | 67.7 |
| 51 |  $WT | WisdomTree, Inc. | $3.5M | 0.4% | +0% | 59.9 |
| 52 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $3.4M | 0.4% | +20% | — |
| 53 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $3.4M | 0.4% | +6% | — |
| 54 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $3.3M | 0.4% | -2% | — |
| 55 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $3.3M | 0.4% | +4% | — |
| 56 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $3.3M | 0.4% | +5% | — |
| 57 | — | ISHARES TR - FLTG RATE NT ETF | $3.3M | 0.4% | +30% | — |
| 58 |  $META | Meta Platforms, Inc. | $3.2M | 0.4% | +499% | 79.6 |
| 59 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $3.2M | 0.4% | +3% | — |
| 60 | — | NUSHARES ETF TR - NUVEEN ESG US | $3.2M | 0.4% | NEW | — |
| 61 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $3.1M | 0.4% | +515% | — |
| 62 | — | ISHARES INC - MSCI EMRG CHN | $3.0M | 0.4% | -6% | — |
| 63 |  $GOOGL | Alphabet Inc. | $2.9M | 0.4% | +40% | 78.2 |
| 64 | — | ISHARES TR - MSCI ACWI EX US | $2.9M | 0.4% | +58% | — |
| 65 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $2.9M | 0.4% | +36% | — |
| 66 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.9M | 0.4% | +7% | — |
| 67 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.8M | 0.3% | +3% | — |
| 68 | — | ISHARES TR - RUSSELL 3000 ETF | $2.8M | 0.3% | -2% | — |
| 69 | — | VANGUARD WORLD FD - ESG US STK ETF | $2.8M | 0.3% | NEW | — |
| 70 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $2.7M | 0.3% | +358% | — |
| 71 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $2.7M | 0.3% | +170% | — |
| 72 |  $MSFT | MICROSOFT CORP | $2.7M | 0.3% | +119% | 79.8 |
| 73 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $2.6M | 0.3% | -1% | — |
| 74 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $2.5M | 0.3% | -0% | — |
| 75 | — | ISHARES TR - NATIONAL MUN ETF | $2.5M | 0.3% | +27% | — |
| 76 | — | ISHARES TR - CORE S&P US VLU | $2.5M | 0.3% | +2% | — |
| 77 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $2.4M | 0.3% | -12% | — |
| 78 | — | ISHARES TR - CORE S&P TTL STK | $2.4M | 0.3% | -1% | — |
| 79 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $2.4M | 0.3% | +1% | — |
| 80 | — | ISHARES INC - MSCI EQUAL WEITE | $2.3M | 0.3% | +3% | — |
| 81 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $2.3M | 0.3% | -5% | — |
| 82 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $2.2M | 0.3% | +50% | — |
| 83 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.2M | 0.3% | +61% | — |
| 84 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $2.2M | 0.3% | +44% | — |
| 85 |  $CME | CME GROUP INC. | $2.1M | 0.3% | -6% | 69.5 |
| 86 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $2.1M | 0.3% | -4% | — |
| 87 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $2.1M | 0.3% | -4% | — |
| 88 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $2.1M | 0.3% | +32% | — |
| 89 | — | ISHARES TR - CORE 1 5 YR USD | $2.1M | 0.3% | +32% | — |
| 90 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $2.0M | 0.3% | +1% | — |
| 91 |  $AMZN | AMAZON COM INC | $2.0M | 0.3% | +5% | 68.7 |
| 92 | — | HORIZON FDS - ANFIELD UNIVERSL | $2.0M | 0.3% | NEW | — |
| 93 | — | ISHARES TR - MSCI USA MIN ETF | $1.9M | 0.2% | -9% | — |
| 94 | $IVZ | Invesco Ltd. | $1.9M | 0.2% | +2% | — |
| 95 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.9M | 0.2% | +738% | — |
| 96 | — | ISHARES TR - CORE S&P MCP ETF | $1.9M | 0.2% | +5% | — |
| 97 | — | ISHARES TR - CORE S&P SCP ETF | $1.8M | 0.2% | +1% | — |
| 98 |  $AVGO | Broadcom Inc. | $1.8M | 0.2% | +10% | 84.5 |
| 99 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $1.8M | 0.2% | -2% | — |
| 100 | — | ISHARES INC - MSCI GBL MIN VOL | $1.8M | 0.2% | -3% | — |
| 101 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.8M | 0.2% | +1% | — |
| 102 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $1.7M | 0.2% | +340% | — |
| 103 | — | VANGUARD WORLD FD - INF TECH ETF | $1.7M | 0.2% | +1017% | — |
| 104 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | $1.7M | 0.2% | +34% | — |
| 105 |  $GOOG | Alphabet Inc. | $1.6M | 0.2% | -9% | 78.2 |
| 106 | $WT | WisdomTree, Inc. | $1.6M | 0.2% | -9% | 59.9 |
| 107 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.2% | +1% | 69 |
| 108 | — | ISHARES TR - ESG AWRE 1 5 YR | $1.6M | 0.2% | NEW | — |
| 109 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.2% | -4% | 73.8 |
| 110 | — | EA SERIES TRUST - ALPHA ARCHITECT | $1.5M | 0.2% | +12% | — |
| 111 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $1.4M | 0.2% | +137% | — |
| 112 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $1.4M | 0.2% | +39% | — |
| 113 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $1.4M | 0.2% | +27% | — |
| 114 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | $1.4M | 0.2% | +0% | — |
| 115 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $1.4M | 0.2% | +5% | — |
| 116 | — | ISHARES TR - MBS ETF | $1.4M | 0.2% | +12% | — |
| 117 | — | ISHARES TR - SHRT NAT MUN ETF | $1.4M | 0.2% | +61% | — |
| 118 | — | ISHARES TR - US TREAS BD ETF | $1.3M | 0.2% | +63% | — |
| 119 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $1.3M | 0.2% | -27% | — |
| 120 |  $WMT | Walmart Inc. | $1.3M | 0.2% | +33% | 60.2 |
| 121 | — | GLOBAL X FDS - DEFENSE TECH ETF | $1.3M | 0.2% | +114% | — |
| 122 | — | EA SERIES TRUST - US QUAN MOMENTUM | $1.3M | 0.2% | -14% | — |
| 123 | $IVZ | Invesco Ltd. | $1.3M | 0.2% | +0% | — |
| 124 | — | ISHARES TR - BROAD USD HIGH | $1.3M | 0.2% | +2% | — |
| 125 | — | EA SERIES TRUST - US QUAN VALUE | $1.2M | 0.1% | -12% | — |
| 126 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.2M | 0.1% | +41% | — |
| 127 | $WT | WisdomTree, Inc. | $1.2M | 0.1% | +1% | 59.9 |
| 128 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.2M | 0.1% | +33% | — |
| 129 | — | ISHARES TR - CORE MSCI EAFE | $1.2M | 0.1% | +20% | — |
| 130 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $1.2M | 0.1% | -31% | — |
| 131 | — | ISHARES TR - ESG AW MSCI EAFE | $1.1M | 0.1% | +5% | — |
| 132 | — | ISHARES INC - CORE MSCI EMKT | $1.1M | 0.1% | +21% | — |
| 133 |  $CAT | CATERPILLAR INC | $1.1M | 0.1% | -16% | 66.5 |
| 134 | — | WISDOMTREE TR - EM EX ST-OWNED | $1.1M | 0.1% | +8% | — |
| 135 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $1.1M | 0.1% | NEW | — |
| 136 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.1% | +12% | 57.9 |
| 137 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | $1.1M | 0.1% | NEW | — |
| 138 |  $STT | STATE STREET CORP | $1.1M | 0.1% | +8% | 71.5 |
| 139 | $WT | WisdomTree, Inc. | $1.1M | 0.1% | +3% | 59.9 |
| 140 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.1M | 0.1% | +32% | — |
| 141 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $1.1M | 0.1% | +48% | — |
| 142 |  $GLDM | World Gold Trust | $1.0M | 0.1% | -20% | — |
| 143 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $1.0M | 0.1% | +19% | — |
| 144 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +4% | — |
| 145 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +4% | — |
| 146 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +4% | — |
| 147 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.0M | 0.1% | +1% | — |
| 148 | — | ISHARES TR - IBDS DEC28 ETF | $981,738 | 0.1% | NEW | — |
| 149 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $979,514 | 0.1% | +8% | — |
| 150 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | $962,396 | 0.1% | +1% | — |
New Positions (81)
VANGUARD MALVERN FDS - CORE BD ETF$7.3M
HORIZON FDS - ANFIELD US EQTY$4.8M
$CRWD CrowdStrike Holdings, Inc.$3.5M NUSHARES ETF TR - NUVEEN ESG US$3.2M
VANGUARD WORLD FD - ESG US STK ETF$2.8M
HORIZON FDS - ANFIELD UNIVERSL$2.0M
ISHARES TR - ESG AWRE 1 5 YR$1.6M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$1.1M
FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN$1.1M
ISHARES TR - IBDS DEC28 ETF$981,738
GOLDMAN SACHS ETF TR - ULT SHO MUN ETF$830,385
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$692,795
$MU MICRON TECHNOLOGY INC$683,340 VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW$680,125
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$673,878
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