Xy Planning Network, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$626.0M
Q ending 2026-03-31
Prior quarter
$573.8M
Q ending 2025-12-31
Change
+9.1% QoQ · +317.6% YoY
Positions
273
reported holdings
Largest positions
Top 100 of 273 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $37.2M | 950K |
| Vanguard Index Fds | VTI | Shares | $34.1M | 106K |
| Vanguard Index Fds | VOO | Shares | $28.0M | 47K |
| Dimensional Etf Trust | DFIC | Shares | $18.1M | 502K |
| Vanguard Tax-Managed Fds | VEA | Shares | $18.0M | 276K |
| Vanguard Scottsdale Fds | VCIT | Shares | $17.3M | 210K |
| Dimensional Etf Trust | DFCF | Shares | $13.1M | 309K |
| Pimco Etf Tr | MUNI | Shares | $11.3M | 217K |
| Vanguard Charlotte Fds | BNDX | Shares | $11.2M | 234K |
| Spdr Series Trust | SPMD | Shares | $10.7M | 179K |
| Vanguard Star Fds | VXUS | Shares | $10.6M | 136K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $9.6M | 15K |
| Dimensional Etf Trust | DFGR | Shares | $9.3M | 346K |
| Vanguard Intl Equity Index F | VWO | Shares | $9.0M | 166K |
| Dimensional Etf Trust | DFEM | Shares | $8.8M | 253K |
| Dimensional Etf Trust | DFUS | Shares | $8.1M | 113K |
| Ishares Tr | IVV | Shares | $7.9M | 12K |
| Vanguard Malvern Fds | VTIP | Shares | $7.9M | 158K |
| Dimensional Etf Trust | DCOR | Shares | $7.7M | 106K |
| Vanguard Index Fds | VUG | Shares | $7.6M | 17K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $7.5M | 71K |
| American Centy Etf Tr | AVDV | Shares | $7.0M | 68K |
| Spdr Series Trust | SPTI | Shares | $6.5M | 227K |
| Nvidia Corporation | NVDA | Shares | $6.3M | 36K |
| Apple Inc | AAPL | Shares | $6.2M | 24K |
| Dimensional Etf Trust | DFSV | Shares | $5.9M | 169K |
| Spdr Series Trust | SPSM | Shares | $5.7M | 117K |
| Vanguard Scottsdale Fds | VGSH | Shares | $5.6M | 97K |
| Vanguard Scottsdale Fds | VCSH | Shares | $5.3M | 66K |
| Vanguard Intl Equity Index F | VT | Shares | $5.0M | 36K |
| Ishares Tr | SGOV | Shares | $4.9M | 49K |
| Schwab Strategic Tr | SCHZ | Shares | $4.8M | 206K |
| Blackrock Etf Trust | DYNF | Shares | $4.5M | 77K |
| Spdr Series Trust | SPYM | Shares | $4.5M | 59K |
| Timothy Plan | TPIF | Shares | $4.3M | 118K |
| Ishares Tr | IVE | Shares | $4.1M | 19K |
| Two Rds Shared Tr | Shares | $4.0M | 234K | |
| Dimensional Etf Trust | DFAX | Shares | $3.9M | 114K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $3.8M | 51K |
| Ishares Tr | IVW | Shares | $3.5M | 30K |
| Ishares Tr | REET | Shares | $3.5M | 136K |
| Vanguard Index Fds | VTV | Shares | $3.4M | 17K |
| Spdr Series Trust | SPYG | Shares | $3.4M | 34K |
| Angel Oak Funds Trust | UYLD | Shares | $3.2M | 64K |
| Wisdomtree Tr | DXJ | Shares | $3.2M | 20K |
| Vanguard Bd Index Fds | VUSB | Shares | $3.2M | 65K |
| Fidelity Merrimack Str Tr | FBND | Shares | $3.2M | 70K |
| Northern Lts Fd Tr Iv | PTL | Shares | $3.2M | 13K |
| Cme Group Inc | CME | Shares | $3.1M | 10K |
| Dimensional Etf Trust | DUHP | Shares | $3.0M | 81K |
| American Centy Etf Tr | AVEM | Shares | $3.0M | 37K |
| Schwab Strategic Tr | SCHF | Shares | $2.9M | 114K |
| Dimensional Etf Trust | DFAT | Shares | $2.8M | 44K |
| Ishares Tr | EFV | Shares | $2.7M | 36K |
| American Centy Etf Tr | AVUS | Shares | $2.6M | 23K |
| Schwab Strategic Tr | SCHD | Shares | $2.6M | 85K |
| Schwab Strategic Tr | SCHO | Shares | $2.6M | 107K |
| American Centy Etf Tr | AVUV | Shares | $2.5M | 23K |
| Dimensional Etf Trust | DISV | Shares | $2.5M | 64K |
| Ishares Tr | IWV | Shares | $2.5M | 7K |
| Ishares Tr | FLOT | Shares | $2.5M | 49K |
| Ishares Inc | EMXC | Shares | $2.5M | 31K |
| Ea Series Trust | BOXX | Shares | $2.3M | 20K |
| Nushares Etf Tr | NUSC | Shares | $2.3M | 51K |
| Timothy Plan | TPSC | Shares | $2.3M | 54K |
| Ishares Tr | QUAL | Shares | $2.3M | 12K |
| Ishares Tr | IUSV | Shares | $2.3M | 22K |
| Ishares Tr | IUSB | Shares | $2.2M | 48K |
| Invesco Qqq Tr | QQQ | Shares | $2.2M | 4K |
| Ishares Tr | ITOT | Shares | $2.1M | 15K |
| Vaneck Etf Trust | MOAT | Shares | $2.0M | 21K |
| Ishares Tr | USMV | Shares | $2.0M | 22K |
| Ishares Inc | EUSA | Shares | $2.0M | 20K |
| Ishares Inc | ESGE | Shares | $2.0M | 44K |
| Dimensional Etf Trust | DFGP | Shares | $2.0M | 37K |
| Two Rds Shared Tr | Shares | $2.0M | 214K | |
| Dimensional Etf Trust | DFSU | Shares | $2.0M | 47K |
| Ishares Tr | MUB | Shares | $1.9M | 18K |
| Blackrock Etf Trust | CORO | Shares | $1.9M | 58K |
| Ishares Tr | DMXF | Shares | $1.9M | 25K |
| Ishares Inc | ACWV | Shares | $1.8M | 15K |
| Blackrock Etf Trust | BAI | Shares | $1.8M | 52K |
| Alphabet Inc | GOOG | Shares | $1.7M | 6K |
| Nushares Etf Tr | NULG | Shares | $1.7M | 19K |
| Bondbloxx Etf Trust | XTEN | Shares | $1.7M | 37K |
| Ishares Tr | ACWX | Shares | $1.7M | 24K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Wisdomtree Tr | IHDG | Shares | $1.6M | 33K |
| Dimensional Etf Trust | DFUV | Shares | $1.6M | 33K |
| Dimensional Etf Trust | DFAI | Shares | $1.6M | 40K |
| Ishares Tr | IJH | Shares | $1.6M | 23K |
| Dimensional Etf Trust | DFNM | Shares | $1.6M | 33K |
| World Gold Tr | GLDM | Shares | $1.6M | 16K |
| Ishares Tr | ISTB | Shares | $1.6M | 32K |
| Blackrock Etf Trust | THRO | Shares | $1.5M | 42K |
| Ishares Tr | IJR | Shares | $1.5M | 12K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.5M | 3K |
| Johnson & Johnson | JNJ | Shares | $1.5M | 6K |
| Dimensional Etf Trust | DUSB | Shares | $1.5M | 29K |
| Alphabet Inc | GOOGL | Shares | $1.5M | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.