Q3 2026 13F · SEC CIK 1873438

XY Planning Network, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $929.3M
Reported positions: 380
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.9 yrs

XY Planning Network, Inc. is a wealth manager that reported 380 positions worth $929.3M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Vanguard Index Fds (VTI, 5.4%), Vanguard Index Fds (VOO, 3.7%), Dimensional ETF Trust (DFAC, 3.6%).

XY Planning Network, Inc. holdings largest 50 of 380 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

XY Planning Network, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	5.4%	5.2%	133,353	+20.0%	$49.9M
VOOVanguard Index Fds	3.7%	4.2%	49,358	+1.1%	$34.6M
DFACDimensional ETF Trust	3.6%	5.4%	749,295	-23.2%	$33.3M
VEAVanguard Ftse Developed Markets Index Fu	3.4%	3.2%	452,099	+24.5%	$31.9M
DFICDimensional ETF Trust	2.6%	2.6%	636,138	+16.1%	$23.9M
DFCFDimensional ETF Trust	2.3%	1.8%	527,673	+52.6%	$21.2M
VCITVanguard Scottsdale Fds	2.0%	2.3%	241,575	+9.7%	$18.9M
VUGVanguard Index Fds	1.8%	1.9%	189,422	+6.0%	$17.1M
BNDXVanguard Charlotte Fds	1.8%	1.9%	350,272	+12.9%	$16.4M
DFAUDimensional ETF Trust	1.5%	—	271,683	—	$14.2M
DFSVDfa Invt Dimensions Group in	1.5%	—	378,659	—	$14.2M
XMHQInvesco Exchange Traded Fd T	1.4%	1.3%	119,092	+30.2%	$13.3M
VTVVanguard Index Fds	1.4%	1.4%	59,089	+11.5%	$12.8M
AVUSAvantis U.S. Equity ETF	1.4%	0.7%	98,470	+138.0%	$12.6M
IVVIshares Tr	1.3%	1.3%	16,308	+15.6%	$12.5M
VXUSVanguard Star Fds	1.3%	1.5%	146,603	+3.9%	$12.5M
MUNIPimco ETF Tr	1.3%	1.5%	250,390	+6.8%	$12.4M
DFGRDimensional ETF Trust	1.3%	1.4%	455,858	+21.8%	$12.3M
AVDVAmerican Centy ETF Tr	1.3%	1.0%	112,267	+38.7%	$12.3M
SPLGSpdr Series Trust	1.3%	1.3%	130,578	+8.4%	$11.7M
SPYState Str Spdr S&p 500 ETF T	1.2%	1.4%	14,968	+1.1%	$11.4M
DFUSDimensional ETF Trust	1.2%	1.3%	136,487	+8.1%	$11.3M
SPMDSpdr Series Trust	1.2%	1.5%	173,467	-0.4%	$10.9M
DFEMDimensional ETF Trust	1.1%	1.4%	266,268	-1.2%	$10.6M
AVEMAmerican Centy ETF Tr	1.1%	0.7%	106,861	+88.4%	$10.0M
VWOVanguard Intl Equity Index F	1.1%	1.2%	165,992	+1.8%	$9.8M
VTIPVanguard Malvern Fds	1.1%	1.2%	199,617	+5.9%	$9.8M
SGOVIshares Tr	1.0%	1.1%	90,260	+7.3%	$9.1M
DCORDfa Invt Dimensions Group in	1.0%	—	109,692	—	$9.1M
SPTISpdr Series Trust	0.9%	0.9%	292,197	+16.0%	$8.0M
AAPLApple Inc	0.8%	0.7%	23,712	+27.4%	$7.9M
VCRBVanguard Malvern Fds	0.8%	0.9%	105,729	+11.9%	$7.8M
NVDANvidia Corporation	0.8%	0.8%	33,565	+9.5%	$7.7M
DFSDDimensional Short-Duration Fixed Income	0.7%	0.6%	140,300	+34.3%	$6.5M
ACWXIshares Tr	0.7%	—	82,889	—	$6.3M
SPSMSpdr Series Trust	0.7%	0.8%	117,622	+0.8%	$6.2M
DYNFBlackrock ETF Trust	0.7%	0.7%	89,308	+15.6%	$6.2M
VGSHVanguard Scottsdale Fds	0.7%	0.7%	107,371	+6.5%	$6.2M
VTVanguard Intl Equity Index F	0.7%	0.7%	38,589	+12.5%	$6.1M
VCSHVanguard Scottsdale Fds	0.7%	0.7%	78,222	+9.2%	$6.0M
IVWIshares Tr	0.6%	0.6%	39,903	+13.9%	$5.7M
SCHZSchwab Strategic Tr	0.6%	0.6%	242,594	+14.1%	$5.4M
IUSBIshares Tr	0.5%	0.5%	114,223	+31.2%	$5.0M
DFAIDimensional ETF Trust	0.5%	0.6%	117,936	+8.1%	$4.9M
DUHPDfa Invt Dimensions Group in	0.5%	—	115,367	—	$4.8M
DISVDimensional ETF Trust	0.5%	—	107,764	—	$4.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.5%	0.5%	37,447	+2.4%	$4.6M
AESRHorizon Fds	0.5%	0.6%	230,152	-0.4%	$4.6M
CRWDCrowdstrike Hldgs Inc	0.5%	0.4%	16,935	+271.5%	$4.5M
MSFTMicrosoft Corp	0.5%	—	8,692	—	$4.5M

What XY Planning Network, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$929.3M	380
Q2 2026	$797.1M	340
Q1 2026	$626.0M	273
Q4 2025	$573.8M	248
Q3 2025	$293.7M	173
Q2 2025	$293.7M	173
Q1 2025	$149.9M	102
Q4 2024	$133.2M	92

Questions about XY Planning Network, Inc.'s portfolio

What stocks does XY Planning Network, Inc. own?

XY Planning Network, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 380 positions worth $929.3M. The largest are Vanguard Index Fds (VTI) at 5.4%, Vanguard Index Fds (VOO) at 3.7%, Dimensional ETF Trust (DFAC) at 3.6%, Vanguard Ftse Developed Markets Index Fu (VEA) at 3.4% and Dimensional ETF Trust (DFIC) at 2.6%.

What did XY Planning Network, Inc. buy last quarter?

In Q3 2026, XY Planning Network, Inc. added Crowdstrike Hldgs Inc (CRWD) (+271.5% shares), Avantis U.S. Equity ETF (AVUS) (+138.0% shares) and American Centy ETF Tr (AVEM) (+88.4% shares), compared with its Q2 2026 filing.

What did XY Planning Network, Inc. sell last quarter?

In Q3 2026, XY Planning Network, Inc. cut from its top 50 Dimensional US Core Equity 1 ETF (DCOR), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Dimensional ETF Trust (DFAX), cut from its top 50 Invesco Exchange Traded Fd T (SPHQ), cut from its top 50 Ishares Tr (IVE) and Dimensional ETF Trust (DFAC) (-23.2% shares), compared with its Q2 2026 filing.

When is XY Planning Network, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. XY Planning Network, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.