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CIK: 0001873438
Total reported value
$929.3M
$929.3M
340 檔
17.7%
As reported in its official Q2 2026 Form 13F filing, XY Planning Network, Inc.'s tracked investment portfolio stood at $929.3M with 340 total positions.
In Q2 2026, XY Planning Network, Inc. displayed an active expansion posture, initiating 69 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 340 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.43% | -1.85% | +2.71% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.16% | +0.21% | +5.23% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.21% | -0.49% | +4.88% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.25% | +0.19% | +31.68% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 2.56% | +0.01% | +9.08% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.28% | -0.24% | +5.03% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.93% | -0.09% | +938.43% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.88% | -0.11% | +32.56% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.83% | +0.45% | +11.76% | |
| 10 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.55% | -0.21% | +8.02% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.51% | -0.17% | +4.06% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.48% | -0.30% | -2.88% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.45% | -0.08% | +205.75% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | -0.16% | +1.04% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.37% | -0.23% | +6.35% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.36% | -0.03% | +8.12% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | -0.07% | +104.65% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.01% | +17.34% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.30% | -0.08% | +11.62% | |
| 20 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.30% | +0.13% | +28.01% | |
| 21 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.23% | -1.23% | EXIT | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.22% | -0.16% | -1.92% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.19% | -0.13% | +19.52% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.06% | -0.08% | +70.77% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.05% | +0.27% | +18.51% | |
| 26 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.92% | -0.08% | — | |
| 27 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.90% | -0.04% | +10.81% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.84% | -0.17% | -0.59% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.83% | -0.83% | EXIT | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.05% | -14.82% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.74% | -0.08% | +4.40% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.71% | -0.06% | +7.74% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.69% | +0.39% | +53.44% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.17% | -22.98% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.68% | -0.02% | -4.58% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.66% | +0.70% | +77.52% | |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.66% | +0.01% | -0.29% | |
| 38 | DFSD | Dimensional Short Duration | ETF-Other | 0.63% | +0.07% | +1905.99% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.62% | -0.04% | +3.26% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.01% | +15.35% | |
| 41 | ✓ | Stock-Other | 0.60% | -0.11% | — | ||
| 42 | DFAI | Dimensional International Co | ETF-Other | 0.56% | -0.03% | +171.64% | |
| 43 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.56% | -0.12% | +5.50% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.55% | -0.07% | -3.67% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | -0.05% | +6.73% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.50% | +0.04% | +80.12% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.04% | -11.36% | |
| 48 | REET | Ishares Global Reit ETF | ETF-Other | 0.46% | -0.07% | -1.72% | |
| 49 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.44% | -0.10% | +7.28% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.44% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +0.9% | NEW | New buy |
| 2 | VTV | Vanguard Value ETF | +0.9% | +205.75% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.7% | +938.43% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +104.65% | Add |
| 5 | ✓ | +0.6% | NEW | New buy | |
| 6 | DFSD | Dimensional Short Duration | +0.6% | +1905.99% | Add |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | NEW | New buy |
| 8 | NUBD | Nuveen Esg US Aggregate Bond | +0.4% | NEW | New buy |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.4% | +31.68% | Add |
| 10 | ESGV | Vanguard Esg US Stock ETF | +0.4% | NEW | New buy |
| 11 | DFAI | Dimensional International Co | +0.3% | +171.64% | Add |
| 12 | BSV | Vanguard Short-term Bond ETF | +0.3% | +499.45% | Add |
| 13 | DFAE | Dimensional Emerging Core Eq | +0.3% | +514.84% | Add |
| 14 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +70.77% | Add |
| 15 | VBR | Vanguard Small-cap Value ETF | +0.3% | +358.50% | Add |
| 16 | ✓ | +0.3% | NEW | New buy | |
| 17 | AVUS | Avantis U.s. Equity ETF | +0.2% | +77.52% | Add |
| 18 | AVEM | Avantis Emerging Markets Eq | +0.2% | +53.44% | Add |
| 19 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +170.01% | Add |
| 20 | SUSB | Ishares Esg Aware 1-5 Year U | +0.2% | NEW | New buy |
| 21 | BND | Vanguard Total Bond Market | +0.2% | +737.90% | Add |
| 22 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.2% | +340.48% | Add |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +80.12% | Add |
| 24 | MSFT | Microsoft CORP | +0.1% | +119.46% | Add |
| 25 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 26 | FLMI | Franklin Dynamic Municipal B | +0.1% | NEW | New buy |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | NEW | New buy |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +28.01% | Add |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +57.62% | Add |
| 30 | GUMI | Ultra Short Municipal Income | +0.1% | NEW | New buy |
| 31 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +32.56% | Add |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | +40.47% | Add |
| 33 | DFAS | Dimensional US Small Cap ETF | +0.1% | +60.67% | Add |
| 34 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +137.28% | Add |
| 35 | GGOV | Ishares Global Gb Usd Ha ETF | +0.1% | NEW | New buy |
| 36 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 37 | VONG | Vanguard Russell 1000 Growth | +0.1% | NEW | New buy |
| 38 | UNH | Unitedhealth Group Inc | +0.1% | +182.90% | Add |
| 39 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | NEW | New buy |
| 40 | JMST | JPM Ultra-short Muni Income | +0.1% | NEW | New buy |
| 41 | DGRO | Ishares Core Dividend Growth | +0.1% | NEW | New buy |
| 42 | IVV | Ishares Core S&p 500 ETF | +0.1% | +17.34% | Add |
| 43 | VGT | Vanguard Info Tech ETF | +0.1% | +1017.47% | Add |
| 44 | DFAR | Dimensional US Real Est ETF | +0.1% | NEW | New buy |
| 45 | FDVV | Fidelity High Dividend ETF | +0.1% | NEW | New buy |
| 46 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | NEW | New buy |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | NEW | New buy |
| 49 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | +36.26% | Add |
| 50 | DFAU | Dimensional US Core Equity M | +0.1% | +43.80% | Add |
According to official SEC Form 13F filings, XY Planning Network, Inc. reported a total U.S. public equity portfolio value of $929.3M across 340 disclosed positions in Q2 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 17.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
VCRB
市值: $7.3M
Top Position Liquidated / Trimmed
TPIF
前期市值: $4.3M
During Q2 2026, XY Planning Network, Inc.'s top holdings by market value included DFAC (5.4%)、VTI (5.2%)、VOO (4.2%). The largest single position, DFAC, represented 5.4% of total portfolio value.
In Q2 2026, XY Planning Network, Inc. made 200 total portfolio adjustments, initiating 69 new buys, adding to 91 positions, trimming 25 holdings, and fully liquidating 15 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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