XY Planning Network, Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$626.0M

Reporting period: 2026-03-31 · Number of holdings: 273

XY Planning Network, Inc. disclosed 273 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $626.0M and a quarterly turnover rate of 17.0%.

Personality snowflake

Concentration: 6.67
Portfolio Stability: 16.97
Momentum/Contrarian: 100
Sector conviction: 61.05
Diversification: 100
Sizing Uniformity: 81.11

Recent moves

Trim VTI
-8.0%　-$4.3M
Trim DFSD
-93.1%　-$3.3M
Trim DFAC
+3.5%　$838.3K
Add BOXX
+616.1%　$2.0M
Add SGOV
+68.6%　$2.0M
Trim AAPL
-5.4%　-$768.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	5.94%	-0.39%	+3.54%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	5.45%	-1.25%	-7.95%
3	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	4.48%	+0.06%	+15.12%
4	DFIC	Dimensional International Co	ETF-Other	2.89%	+0.02%	+4.93%
5	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.87%	+0.13%	+9.48%
6	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	2.76%	+0.04%	+12.31%
7	DFCF	Dimensional Core Fixed INC	ETF-Other	2.09%	+0.10%	+15.35%
8	MUNI	Pimco Intermediate Municipal	ETF-Other	1.81%	+0.10%	+15.88%
9	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.79%	+0.08%	+15.14%
10	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-Other	1.71%	+0.02%	+7.17%
11	VXUS	Vanguard Total Intl Stock	ETF-Other	1.69%	—	-2.45%
12	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.53%	—	+0.29%
13	DFGR	Dim Global Real Estate ETF	ETF-Other	1.48%	+0.05%	+11.66%
14	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.44%	+0.01%	+8.84%
15	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	1.41%	+0.03%	+5.67%
16	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	1.29%	—	+6.56%
17	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.26%	+0.06%	+19.96%
18	VTIP	Vanguard Short-term Tips	ETF-Other	1.26%	+0.03%	+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%	—	+19.92%
21	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	1.19%	+0.15%	+22.14%
22	AVDV	Avantis Intl S/c Value ETF	ETF-Other	1.11%	+0.07%	+7.19%
23	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-Other	1.04%	+0.09%	+20.45%
24	NVDA	Nvidia CORP	Stock-Tech	1.01%	—	+0.66%
25	AAPL	Apple INC	Stock-Tech	0.99%	-0.22%	-5.42%
26	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	0.95%	+0.14%	+19.80%
27	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	0.91%	+0.05%	+11.28%
28	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.90%	—	-0.96%
29	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.84%	—	+4.09%
30	VT	Vanguard Tot World Stk ETF	ETF-Other	0.80%	+0.11%	+28.68%
31	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.79%	+0.28%	+68.56%
32	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.76%	—	+3.81%
33	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.73%	+0.08%	+26.52%
34	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.73%	+0.15%	+40.85%
35	TPIF	Timothy Plan Intl ETF	ETF-Other	0.69%	—	+10.03%
36	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.65%	+0.10%	+30.80%
37	AESR	Anfield US Equity Sector Rot	ETF-Other	0.64%	—	—
38	DFAX	Dimensional World Ex US Core	ETF-Other	0.63%	—	-14.96%
39	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	0.61%	—	+6.98%
40	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.56%	—	+25.81%
41	REET	Ishares Global Reit ETF	ETF-Other	0.55%	—	+12.67%
42	VTV	Vanguard Value ETF	ETF-Other	0.54%	+0.07%	+23.90%
43	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.54%	—	+5.60%
44	UYLD	Angel Oak Ultrashort Income	ETF-Other	0.52%	+0.10%	+35.39%
45	DXJ	Wisdomtree Japan Hedged Eq	ETF-Other	0.52%	—	—
46	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	0.51%	+0.06%	+25.78%
47	FBND	Fidelity Total Bond ETF	ETF-Other	0.51%	—	+6.21%
48	PTL	Inspire 500 ETF	ETF-Other	0.51%	—	+13.66%
49	CME	Cme Group INC	Stock-Financials	0.49%	—	-7.39%
50	DUHP	Dimensional US High Profi Et	ETF-Other	0.48%	—	+5.54%

1–50 of 273

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	273	$626.0M	17	1DFAC 2VTI 3VOO Top holdings2026-03-31 1.DFAC 2.VTI 3.VOO 4.DFIC 5.VEA 6.VCIT 7.DFCF 8.MUNI 9.BNDX 10.SPMD
2025-12-31	248	$573.8M	69	1VTI 2DFAC 3VOO Top holdings2025-12-31 1.VTI 2.DFAC 3.VOO 4.DFIC 5.VEA 6.VCIT 7.DFCF 8.VXUS 9.SPY 10.BNDX
2025-09-30	173	$293.7M	50	1VTI 2DFAC 3VCIT Top holdings2025-09-30 1.VTI 2.DFAC 3.VCIT 4.DFCF 5.IVV 6.VEA 7.SPY 8.MUNI 9.VOO 10.DFIC
2025-06-30	173	$293.7M	0	1VTI 2DFAC 3VCIT Top holdings2025-06-30 1.VTI 2.DFAC 3.VCIT 4.DFCF 5.IVV 6.VEA 7.SPY 8.MUNI 9.VOO 10.DFIC
2025-03-31	102	$149.9M	0	1DFAC 2DFCF 3VCIT Top holdings2025-03-31 1.DFAC 2.DFCF 3.VCIT 4.MUNI 5.DFGR 6.VEA 7.AVDV 8.DFIC 9.VTI 10.VWO
2024-12-31	92	$133.2M	0	1DFAC 2DFCF 3MUNI Top holdings2024-12-31 1.DFAC 2.DFCF 3.MUNI 4.VCIT 5.DFGR 6.AVDV 7.VUG 8.VWO 9.IJH 10.DFIC

Holding changes this quarter

XY Planning Network, Inc.'s most significant position changes for 2026-03-31: Sold out: Invesco S&p 500 Top 50 ETF (XLG); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares Msci Acwi Ex US ETF (ACWX); New buy: Goldman Sachs Ultra Short Bo (GSST); New buy: Wisdomtree US Efficient Core (NTSX).

Position changes disclosed by XY Planning Network, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BOXX	Alpha Architect 1-3 Mnth Box	+0.3%	+616.14%	Add
2	SGOV	Ishares 0-3 Month Treasury B	+0.3%	+68.56%	Add
3	AVEM	Avantis Emerging Markets Eq	+0.2%	+60.87%	Add
4	XMHQ	Invesco S&p Midcap Qual ETF	+0.2%	+22.14%	Add
5	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.2%	+40.85%	Add
6	JNJ	Johnson & Johnson	+0.2%	+151.04%	Add
7	DFSV	Dimensional US Small Cap Val	+0.1%	+19.80%	Add
8	VEA	Vanguard Ftse Developed ETF	+0.1%	+9.48%	Add
9	GLDM	Spdr Gold Minishares Trust	+0.1%	+97.76%	Add
10	VT	Vanguard Tot World Stk ETF	+0.1%	+28.68%	Add
11	DFCF	Dimensional Core Fixed INC	+0.1%	+15.35%	Add
12	MUNI	Pimco Intermediate Municipal	+0.1%	+15.88%	Add
13	IVE	Ishares S&p 500 Value ETF	+0.1%	+30.80%	Add
14	UYLD	Angel Oak Ultrashort Income	+0.1%	+35.39%	Add
15	SPTI	Ss Spdr P Int Term Tsy ETF	+0.1%	+20.45%	Add
16	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+15.14%	Add
17	DYNF	Ishrs US E F R A Etf-usd INC	+0.1%	+26.52%	Add
18	AVDV	Avantis Intl S/c Value ETF	+0.1%	+7.19%	Add
19	VTV	Vanguard Value ETF	+0.1%	+23.90%	Add
20	VOO	Vanguard S&p 500 ETF	+0.1%	+15.12%	Add
21	IVV	Ishares Core S&p 500 ETF	+0.1%	+19.96%	Add
22	VUSB	Vanguard Ultra Short Bond Et	+0.1%	+25.78%	Add
23	DFGR	Dim Global Real Estate ETF	+0.1%	+11.66%	Add
24	SPSM	Ss Spdr P S&p 600 Small Cap	+0.1%	+11.28%	Add
25	VCIT	Vanguard Int-term Corporate	0%	+12.31%	Add
26	DFEM	Dimensional Emrg Mrkt Core	0%	+5.67%	Add
27	VTIP	Vanguard Short-term Tips	0%	+10.21%	Add
28	DFIC	Dimensional International Co	0%	+4.93%	Add
29	SPMD	Ss Spdr P S&p 400 Midcap ETF	0%	+7.17%	Add
30	VWO	Vanguard Ftse Emerging Marke	0%	+8.84%	Add
31	DCOR	Dimensional US Core Eq 1 ETF	—	+10.58%	Add
32	BSCU	Invesco Bulletshares 2030 Cb	-0.1%	-65.82%	Trim
33	BSCS	Invesco Bulletshares 2028 Cb	-0.1%	-38.69%	Trim
34	BRK-A	Berkshire Hathaway Inc-cl A	-0.2%	-50.00%	Trim
35	BSCT	Invesco Bulletshares 2029 Cb	-0.2%	-59.34%	Trim
36	PTLC	Pacer Trendpilot US Large Ca	-0.2%	-62.55%	Trim
37	IEMG	Ishares Core Msci Emerging	-0.2%	-60.84%	Trim
38	AAPL	Apple INC	-0.2%	-5.42%	Trim
39	DFAC	Dimensional US Core Equity 2	-0.4%	+3.54%	Add
40	DFSD	Dimensional Short Duration	-0.6%	-93.05%	Trim
41	VTI	Vanguard Total Stock Mkt ETF	-1.3%	-7.95%	Trim
42	XLG	Invesco S&p 500 Top 50 ETF	—	EXIT	Sold out
43	CORO	Ish Intl Ctry Rot Act ETF	—	NEW	New buy
44	ACWX	Ishares Msci Acwi Ex US ETF	—	NEW	New buy
45	GSST	Goldman Sachs Ultra Short Bo	—	NEW	New buy
46	NTSX	Wisdomtree US Efficient Core	—	NEW	New buy
47	GOVT	Ishares US Treasury Bond ETF	—	NEW	New buy
48	IWD	Ishares Russell 1000 Value E	—	NEW	New buy
49	PYLD	Pimco Multisector Bond Actv	—	NEW	New buy
50	QGRW	Wisdomtree US Quality Growth	—	NEW	New buy

FAQ

What is XY Planning Network, Inc. and what type of investor is it?

XY Planning Network, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $626.0M, spread across 273 disclosed positions.

What are XY Planning Network, Inc.'s largest equity positions?

Based on the latest 13F filing, XY Planning Network, Inc.'s top holdings by market value are: 1. Dimensional US Core Equity 2 (DFAC) — $37.2M (5.9%) 2. Vanguard Total Stock Mkt ETF (VTI) — $34.1M (5.5%) 3. Vanguard S&p 500 ETF (VOO) — $28.0M (4.5%) 4. Dimensional International Co (DFIC) — $18.1M (2.9%) 5. Vanguard Ftse Developed ETF (VEA) — $18.0M (2.9%)

What changes did XY Planning Network, Inc. make in its most recent portfolio filing?

In the latest reported quarter, XY Planning Network, Inc. made 50 notable position adjustments: 8 new positions were initiated, 32 existing holdings were added to, 9 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Invesco S&p 500 Top 50 ETF (XLG); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares Msci Acwi Ex US ETF (ACWX); New buy: Goldman Sachs Ultra Short Bo (GSST); New buy: Wisdomtree US Efficient Core (NTSX)

What sectors does XY Planning Network, Inc. focus on?

XY Planning Network, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.6% • Financials: 19.6% • Communication Services: 9.7% • Consumer Staples: 8.9% • Consumer Discretionary: 7.1% • Health Care: 6.5%