Institutions / XY Planning Network, Inc.
XY Planning Network, Inc.
CIK 1873438 · Institution · as of Dec 31, 2025
Portfolio value
$573.80M
Positions
248
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 248 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $38.46M | 6.7% |
| Dimensional ETF Trust | $36.33M | 6.3% |
| Vanguard Index Fds | $25.36M | 4.4% |
| Dimensional ETF Trust | $16.49M | 2.9% |
| Vanguard Tax-Managed Fds | $15.73M | 2.7% |
| Vanguard Scottsdale Fds | $15.64M | 2.7% |
| Dimensional ETF Trust | $11.42M | 2.0% |
| Vanguard Star Fds | $10.48M | 1.8% |
| SPDR S&P 500 ETF Tr | $9.96M | 1.7% |
| Vanguard Charlotte Fds | $9.82M | 1.7% |
| PIMCO ETF Tr | $9.81M | 1.7% |
| SPDR Series Trust | $9.69M | 1.7% |
| Vanguard Intl Equity Index F | $8.21M | 1.4% |
| Dimensional ETF Trust | $8.19M | 1.4% |
| Dimensional ETF Trust | $7.93M | 1.4% |
| Dimensional ETF Trust | $7.87M | 1.4% |
| Vanguard Malvern Fds | $7.08M | 1.2% |
| Dimensional ETF Trust | $7.07M | 1.2% |
| Vanguard Index Fds | $7.00M | 1.2% |
| Apple Inc. | $6.95M | 1.2% |
| iShares Tr | $6.86M | 1.2% |
| NVIDIA Corp | $6.66M | 1.2% |
| Invesco Exchange Traded Fd T | $5.99M | 1.0% |
| American Centy ETF Tr | $5.99M | 1.0% |
| Vanguard Scottsdale Fds | $5.73M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.