XY Planning Network, Inc. — 13F Holdings & Portfolio
CIK 1873438 · latest 13F-HR filed 2026-04-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$626.0M
Long-equity book
Holdings
273
Distinct positions
Period
2026-03-31
Filed 2026-04-14
Q/Q Activity
+32 / −7 / ↑127 / ↓41
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$2.7M +10.6%
- VANGUARD TAX-MANAGED FDS$2.2M +14.2%
- EA SERIES TRUST$2.0M +623.0%
- ISHARES TR$2.0M +68.6%
- VANGUARD SCOTTSDALE FDS$1.7M +10.7%
Top Trims
- VANGUARD INDEX FDS-$4.3M -11.3%
- DIMENSIONAL ETF TRUST-$3.3M -93.1%
- ISHARES INC-$1.1M -59.1%
- PACER FDS TR-$1.1M -64.5%
- INVESCO EXCH TRD SLF IDX FD-$849.1K -59.7%
New Positions
- BLACKROCK ETF TRUST$1.9M
- ISHARES TR$1.7M
- GOLDMAN SACHS ETF TR$1.2M
- WISDOMTREE TR$916.9K
- ISHARES TR$825.6K
Exited Positions
- INVESCO EXCHANGE TRADED FD T$2.0M
- SCHWAB STRATEGIC TR$491.6K
- ISHARES TR$481.6K
- ISHARES TR$322.0K
- VANECK ETF TRUST$318.8K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $37.2M | 5.94% | 950,162 | SH |
| 2 | VANGUARD INDEX FDS | VTI | 922908769 | $34.1M | 5.45% | 105,586 | SH |
| 3 | VANGUARD INDEX FDS | VOO | 922908363 | $28.0M | 4.48% | 46,544 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $18.1M | 2.89% | 502,259 | SH |
| 5 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $18.0M | 2.87% | 275,743 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $17.3M | 2.76% | 209,677 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $13.1M | 2.09% | 309,411 | SH |
| 8 | PIMCO ETF TR | MUNI | 72201R866 | $11.3M | 1.81% | 216,985 | SH |
| 9 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $11.2M | 1.79% | 233,977 | SH |
| 10 | SPDR SERIES TRUST | SPMD | 78464A847 | $10.7M | 1.71% | 179,274 | SH |
| 11 | VANGUARD STAR FDS | VXUS | 921909768 | $10.6M | 1.69% | 135,545 | SH |
| 12 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $9.6M | 1.53% | 14,653 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $9.3M | 1.48% | 346,201 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $9.0M | 1.44% | 166,254 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $8.8M | 1.41% | 253,398 | SH |
| 16 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $8.1M | 1.29% | 113,071 | SH |
| 17 | ISHARES TR | IVV | 464287200 | $7.9M | 1.26% | 12,021 | SH |
| 18 | VANGUARD MALVERN FDS | VTIP | 922020805 | $7.9M | 1.26% | 157,714 | SH |
| 19 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $7.7M | 1.23% | 106,219 | SH |
| 20 | VANGUARD INDEX FDS | VUG | 922908736 | $7.6M | 1.21% | 17,204 | SH |
| 21 | INVESCO EXCHANGE TRADED FD T | XMHQ | 46137V472 | $7.5M | 1.19% | 71,439 | SH |
| 22 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $7.0M | 1.11% | 68,313 | SH |
| 23 | SPDR SERIES TRUST | SPTI | 78464A672 | $6.5M | 1.04% | 227,423 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.3M | 1.01% | 35,971 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $6.2M | 0.99% | 24,166 | SH |
| 26 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $5.9M | 0.95% | 169,013 | SH |
| 27 | SPDR SERIES TRUST | SPSM | 78468R853 | $5.7M | 0.91% | 117,355 | SH |
| 28 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $5.6M | 0.90% | 96,572 | SH |
| 29 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $5.3M | 0.84% | 66,475 | SH |
| 30 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $5.0M | 0.80% | 35,954 | SH |
| 31 | ISHARES TR | SGOV | 46436E718 | $4.9M | 0.79% | 49,250 | SH |
| 32 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $4.8M | 0.76% | 205,904 | SH |
| 33 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $4.5M | 0.73% | 77,457 | SH |
| 34 | SPDR SERIES TRUST | SPYM | 78464A854 | $4.5M | 0.73% | 58,869 | SH |
| 35 | TIMOTHY PLAN | TPIF | 887432334 | $4.3M | 0.69% | 117,713 | SH |
| 36 | ISHARES TR | IVE | 464287408 | $4.1M | 0.65% | 19,384 | SH |
| 37 | TWO RDS SHARED TR | AESR | 90214Q733 | $4.0M | 0.64% | 233,715 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $3.9M | 0.63% | 114,201 | SH |
| 39 | INVESCO EXCHANGE TRADED FD T | SPHQ | 46137V241 | $3.8M | 0.61% | 50,547 | SH |
| 40 | ISHARES TR | IVW | 464287309 | $3.5M | 0.56% | 30,372 | SH |
| 41 | ISHARES TR | REET | 46434V647 | $3.5M | 0.55% | 136,181 | SH |
| 42 | VANGUARD INDEX FDS | VTV | 922908744 | $3.4M | 0.54% | 17,325 | SH |
| 43 | SPDR SERIES TRUST | SPYG | 78464A409 | $3.4M | 0.54% | 34,258 | SH |
| 44 | ANGEL OAK FUNDS TRUST | UYLD | 03463K752 | $3.2M | 0.52% | 63,626 | SH |
| 45 | WISDOMTREE TR | DXJ | 97717W851 | $3.2M | 0.52% | 19,921 | SH |
| 46 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $3.2M | 0.51% | 64,735 | SH |
| 47 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $3.2M | 0.51% | 70,065 | SH |
| 48 | NORTHERN LTS FD TR IV | PTL | 66537J796 | $3.2M | 0.51% | 12,652 | SH |
| 49 | CME GROUP INC | CME | 12572Q105 | $3.1M | 0.49% | 10,291 | SH |
| 50 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $3.0M | 0.48% | 81,277 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $626.0M | 273 | 0001754960-26-000253 |
| 2025-12-31 | 2026-01-26 | $573.8M | 248 | 0001754960-26-000116 |