XY Planning Network, Inc.
CIK: 0001873438SEC EDGAR →
Portfolio Value
$573.8M
Holdings
248
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 114,709 | $38.5M | 6.70% |
| 2 | DIMENSIONAL ETF TRUST | 917,707 | $36.3M | 6.33% |
| 3 | VANGUARD INDEX FDS | 40,432 | $25.4M | 4.42% |
| 4 | DIMENSIONAL ETF TRUST | 478,664 | $16.5M | 2.87% |
| 5 | VANGUARD TAX-MANAGED FDS | 251,855 | $15.7M | 2.74% |
| 6 | VANGUARD SCOTTSDALE FDS | 186,690 | $15.6M | 2.72% |
| 7 | DIMENSIONAL ETF TRUST | 268,242 | $11.4M | 1.99% |
| 8 | VANGUARD STAR FDS | 138,955 | $10.5M | 1.83% |
| 9 | SPDR S&P 500 ETF TR | 14,610 | $10.0M | 1.74% |
| 10 | VANGUARD CHARLOTTE FDS | 203,212 | $9.8M | 1.71% |
Quarterly Changes
Top Buys
New Positions (85)
$4.6M · 198K shares
$3.7M · 61K shares
$3.5M · 47K shares
$3.5M · 32K shares
$3.4M · 42K shares
$3.0M · 66K shares
$3.0M · 24K shares
$2.3M · 94K shares
$2.2M · 31K shares
$2.1M · 11K shares
$2.1M · 42K shares
$2.0M · 33K shares
$1.9M · 42K shares
$1.9M · 29K shares
$1.6M · 15K shares
$1.5M · 32K shares
$1.5M · 2 shares
$1.4M · 75K shares
$1.3M · 28K shares
$1.3M · 26K shares
$1.2M · 16K shares
$1.2M · 36K shares
$1.2M · 32K shares
$1.1M · 30K shares
$992K · 19K shares
$954K · 8K shares
$953K · 56K shares
$911K · 8K shares
$908K · 10K shares
$847K · 14K shares
$841K · 19K shares
$822K · 10K shares
$750K · 13K shares
$744K · 15K shares
$737K · 6K shares
$658K · 7K shares
$628K · 13K shares
$628K · 12K shares
$588K · 10K shares
$569K · 15K shares
$498K · 5K shares
$481K · 1K shares
$469K · 3K shares
$460K · 22K shares
$450K · 7K shares
$441K · 1K shares
$419K · 9K shares
$371K · 6K shares
$366K · 7K shares
$361K · 17K shares
$361K · 11K shares
$360K · 7K shares
$344K · 4K shares
$344K · 2K shares
$343K · 1K shares
$335K · 14K shares
$328K · 4K shares
$322K · 1K shares
$322K · 19K shares
$321K · 3K shares
$321K · 869 shares
$318K · 4K shares
$310K · 784 shares
$308K · 6K shares
$304K · 3K shares
$303K · 1K shares
$293K · 3K shares
$292K · 4K shares
$281K · 3K shares
$271K · 3K shares
$265K · 6K shares
$264K · 5K shares
$256K · 4K shares
$254K · 237 shares
$246K · 4K shares
$237K · 949 shares
$229K · 7K shares
$229K · 3K shares
$224K · 5K shares
$224K · 5K shares
$214K · 261 shares
$210K · 8K shares
$208K · 4K shares
$207K · 6K shares
$202K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 207 | $533.1M | 92.9% |
| Technology | 6 | $17.6M | 3.1% |
| Unknown | 13 | $9.1M | 1.6% |
| Communication Services | 4 | $3.9M | 0.7% |
| Consumer Cyclical | 4 | $3.0M | 0.5% |
| Consumer Defensive | 5 | $2.9M | 0.5% |
| Healthcare | 5 | $1.8M | 0.3% |
| Industrials | 2 | $1.0M | 0.2% |
| Utilities | 1 | $737K | 0.1% |
| Energy | 1 | $558K | 0.1% |