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CIK: 0001873438
Total reported value
$797.1M
$797.1M
248 檔
16.6%
The Q4 2025 SEC filing reveals that XY Planning Network, Inc. held a total portfolio value of $797.1M, covering 248 public equity positions.
In Q4 2025, XY Planning Network, Inc. displayed an active expansion posture, initiating 16 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.70% | -0.29% | +66.46% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.33% | -0.51% | +100.95% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.42% | -0.27% | +299.64% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 2.87% | -0.33% | +165.14% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.74% | +0.38% | +89.07% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.72% | -0.48% | +56.42% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.99% | -0.26% | +18.04% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.83% | -0.18% | +148.14% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.74% | -0.14% | +20.96% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.71% | +0.09% | +215.72% | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.71% | -0.26% | +30.49% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.69% | -0.23% | +102.53% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.43% | -0.22% | +50.72% | |
| 14 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.43% | -0.12% | +63.94% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.38% | -0.04% | +123.23% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.37% | +0.01% | +58.09% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.23% | -0.07% | +72.46% | |
| 18 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.23% | — | +628.93% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.22% | +0.72% | +18.78% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.21% | -0.31% | +49.81% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.07% | -23.26% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | -0.24% | +130.47% | |
| 23 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.04% | +0.11% | +418.19% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.04% | -0.06% | +5.12% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.00% | -0.16% | +80.86% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.95% | -0.14% | +668.80% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.89% | -0.13% | +84.66% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.86% | -0.07% | +241.26% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.81% | -0.12% | -1.37% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.81% | -0.14% | — | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.77% | -0.07% | -2.28% | |
| 32 | AESR | Anfield US Equity Sector Rot | ETF-Other | 0.69% | -0.64% | EXIT | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.69% | -0.12% | +111.07% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.65% | -0.07% | — | |
| 35 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.65% | -0.69% | EXIT | |
| 36 | DFSD | Dimensional Short Duration | ETF-Other | 0.63% | +0.59% | +8.10% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.62% | -0.06% | — | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.01% | — | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.60% | — | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | -0.16% | +988.83% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.53% | -0.09% | — | |
| 42 | CME | Cme Group Inc | Stock-Financials | 0.53% | -0.22% | +48.66% | |
| 43 | DFAT | Dimensional US Target Value | ETF-Other | 0.53% | -0.04% | -10.69% | |
| 44 | REET | Ishares Global Reit ETF | ETF-Other | 0.53% | -0.09% | +106.08% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.04% | — | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.51% | +0.27% | +83.92% | |
| 47 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.51% | -0.06% | +761.34% | |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.50% | -0.09% | -12.77% | |
| 49 | PTL | Inspire 500 ETF | ETF-Other | 0.48% | -0.51% | EXIT | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.47% | -0.05% | -18.84% |
According to official SEC Form 13F filings, XY Planning Network, Inc. reported a total U.S. public equity portfolio value of $797.1M across 248 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, DFAC, VOO) accounted for 16.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHZ
市值: $4.6M
Top Position Liquidated / Trimmed
VGT
前期市值: $2.0M
During Q4 2025, XY Planning Network, Inc.'s top holdings by market value included VTI (6.7%)、DFAC (6.3%)、VOO (4.4%). The largest single position, VTI, represented 6.7% of total portfolio value.
In Q4 2025, XY Planning Network, Inc. made 50 total portfolio adjustments, initiating 16 new buys, adding to 33 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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