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CIK: 0001873438
Total reported value
$797.1M
$797.1M
273 檔
17.0%
In Q1 2026, XY Planning Network, Inc.'s U.S. equity holdings reached a combined market value of $797.1M, distributed across 273 disclosed stock positions.
In Q1 2026, XY Planning Network, Inc. displayed an active expansion posture, initiating 32 new positions and adding to 122 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.94% | -0.51% | +3.54% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.45% | -0.29% | -7.95% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.48% | -0.27% | +15.12% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 2.89% | -0.33% | +4.93% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.87% | +0.38% | +9.48% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.76% | -0.48% | +12.31% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.09% | -0.26% | +15.35% | |
| 8 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.81% | -0.26% | +15.88% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.79% | +0.09% | +15.14% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.71% | -0.23% | +7.17% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.69% | -0.18% | -2.45% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | -0.14% | +0.29% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.48% | -0.12% | +11.66% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.44% | -0.22% | +8.84% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.41% | -0.04% | +5.67% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.29% | +0.01% | +6.56% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.07% | +19.96% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.26% | -0.07% | +10.21% | |
| 19 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.23% | — | +10.58% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.21% | +0.72% | +19.92% | |
| 21 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.19% | +0.11% | +22.14% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.11% | -0.06% | +7.19% | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.04% | -0.14% | +20.45% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.24% | +0.66% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.99% | -0.31% | -5.42% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.95% | -0.12% | +19.80% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.91% | -0.07% | +11.28% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.90% | -0.16% | -0.96% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.84% | -0.13% | +4.09% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.80% | -0.12% | +28.68% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.79% | +0.27% | +68.56% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.76% | -0.14% | +3.81% | |
| 33 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.73% | -0.07% | +26.52% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.60% | +40.85% | |
| 35 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.69% | -0.69% | EXIT | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.16% | +30.80% | |
| 37 | AESR | Anfield US Equity Sector Rot | ETF-Other | 0.64% | -0.64% | EXIT | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.63% | -0.07% | -14.96% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.61% | -0.06% | +6.98% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.04% | +25.81% | |
| 41 | REET | Ishares Global Reit ETF | ETF-Other | 0.55% | -0.09% | +12.67% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.91% | +23.90% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +5.60% | |
| 44 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.52% | -0.08% | +35.39% | |
| 45 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.52% | -0.09% | — | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.51% | -0.08% | +25.78% | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.51% | -0.09% | +6.21% | |
| 48 | PTL | Inspire 500 ETF | ETF-Other | 0.51% | -0.51% | EXIT | |
| 49 | CME | Cme Group Inc | Stock-Financials | 0.49% | -0.22% | -7.39% | |
| 50 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.48% | -0.06% | +5.54% |
According to official SEC Form 13F filings, XY Planning Network, Inc. reported a total U.S. public equity portfolio value of $797.1M across 273 disclosed positions in Q1 2026.
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 DFAC, VTI, VOO) accounted for 17.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $1.9M
Top Position Liquidated / Trimmed
XLG
前期市值: $2.0M
During Q1 2026, XY Planning Network, Inc.'s top holdings by market value included DFAC (5.9%)、VTI (5.5%)、VOO (4.5%). The largest single position, DFAC, represented 5.9% of total portfolio value.
In Q1 2026, XY Planning Network, Inc. made 198 total portfolio adjustments, initiating 32 new buys, adding to 122 positions, trimming 37 holdings, and fully liquidating 7 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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