Xy Planning Network, Inc. Portfolio Stock Holdings
Xy Planning Network, Inc. disclosed 340 stock positions valued at approximately $797.1 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 340
- Portfolio Value
- $797.1M
Holdings by Sector
Xy Planning Network, Inc. Portfolio Holdings in Q2 2026
322 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 5.43% | 975,919 | +25,757 | +2.71% | $43,291,760 |
| VANGUARD INDEX FDS | VTI | Other | 5.16% | 111,109 | +5,523 | +5.23% | $41,114,766 |
| VANGUARD INDEX FDS | VOO | Other | 4.21% | 48,815 | +2,271 | +4.88% | $33,526,303 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.25% | 363,090 | +87,347 | +31.68% | $25,870,167 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 2.56% | 547,885 | +45,626 | +9.08% | $20,414,188 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.28% | 220,232 | +10,555 | +5.03% | $18,202,231 |
| VANGUARD INDEX FDS | VUG | Other | 1.93% | 178,651 | +161,447 | +938.43% | $15,389,001 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.88% | 310,169 | +76,192 | +32.56% | $15,021,507 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.83% | 345,812 | +36,401 | +11.76% | $14,596,692 |
| PIMCO ETF TR | MUNI | Other | 1.55% | 234,381 | +17,396 | +8.02% | $12,328,431 |
| VANGUARD STAR FDS | VXUS | Other | 1.51% | 141,044 | +5,499 | +4.06% | $12,057,894 |
| SPDR SERIES TRUST | SPMD | Other | 1.48% | 174,104 | -5,170 | -2.88% | $11,762,482 |
| VANGUARD INDEX FDS | VTV | Other | 1.45% | 52,971 | +35,646 | +205.75% | $11,543,884 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.39% | 14,805 | +152 | +1.04% | $11,055,637 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.37% | 269,500 | +16,102 | +6.35% | $10,952,451 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.36% | 374,316 | +28,115 | +8.12% | $10,843,918 |
| SPDR SERIES TRUST | SPLG | Other | 1.33% | 120,473 | +61,604 | +104.65% | $10,587,124 |
| ISHARES TR | IVV | Other | 1.33% | 14,106 | +2,085 | +17.34% | $10,563,471 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.30% | 126,210 | +13,139 | +11.62% | $10,341,643 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 1.30% | 91,449 | +20,010 | +28.01% | $10,322,795 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 1.23% | 119,331 | +13,112 | +12.34% | $9,782,757 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.22% | 163,066 | -3,188 | -1.92% | $9,733,453 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.19% | 188,498 | +30,784 | +19.52% | $9,468,260 |
| ISHARES TR | SGOV | Other | 1.06% | 84,102 | +34,852 | +70.77% | $8,466,548 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.05% | 80,955 | +12,642 | +18.51% | $8,342,408 |
| VANGUARD MALVERN FDS | VCRB | Other | 0.92% | 94,460 | +94,460 | +100.00% | $7,295,401 |
| SPDR SERIES TRUST | SPTI | Other | 0.90% | 251,997 | +24,574 | +10.81% | $7,154,196 |
| SPDR SERIES TRUST | SPSM | Other | 0.84% | 116,659 | -696 | -0.59% | $6,727,671 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.83% | 171,402 | +2,389 | +1.41% | $6,648,694 |
| NVIDIA CORPORATION | NVDA | Technology | 0.77% | 30,640 | -5,331 | -14.82% | $6,130,717 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.74% | 100,823 | +4,251 | +4.40% | $5,867,886 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.71% | 71,619 | +5,144 | +7.74% | $5,660,052 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.69% | 56,733 | +19,758 | +53.44% | $5,474,174 |
| APPLE INC | AAPL | Technology | 0.68% | 18,613 | -5,553 | -22.98% | $5,385,855 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.68% | 34,309 | -1,645 | -4.58% | $5,384,798 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.66% | 41,375 | +18,068 | +77.52% | $5,299,310 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.66% | 77,229 | -228 | -0.29% | $5,252,371 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.63% | 104,472 | +99,264 | +1905.99% | $4,988,528 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.62% | 212,609 | +6,705 | +3.26% | $4,917,656 |
| ISHARES TR | IVW | Other | 0.60% | 35,035 | +4,663 | +15.35% | $4,818,307 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.56% | 109,068 | +68,916 | +171.64% | $4,499,075 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.56% | 120,482 | +6,281 | +5.50% | $4,438,565 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.55% | 48,694 | -1,853 | -3.67% | $4,387,308 |
| SPDR SERIES TRUST | SPYG | Other | 0.55% | 36,564 | +2,306 | +6.73% | $4,350,721 |
| ISHARES TR | IUSB | Other | 0.50% | 87,081 | +38,734 | +80.12% | $4,018,788 |
| ISHARES TR | IVE | Other | 0.49% | 17,182 | -2,202 | -11.36% | $3,901,394 |
| ISHARES TR | REET | Other | 0.46% | 133,840 | -2,341 | -1.72% | $3,696,648 |
| ANGEL OAK FUNDS TRUST | UYLD | Other | 0.44% | 68,260 | +4,634 | +7.28% | $3,481,601 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.44% | 4,559 | +4,559 | +100.00% | $3,479,155 |
| WISDOMTREE TR | DXJ | Other | 0.43% | 19,946 | +25 | +0.13% | $3,461,030 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.43% | 27,600 | +4,663 | +20.33% | $3,443,291 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.43% | 68,626 | +3,891 | +6.01% | $3,416,185 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.42% | 79,964 | -1,313 | -1.62% | $3,336,886 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.42% | 72,939 | +2,874 | +4.10% | $3,318,017 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.41% | 119,333 | +5,469 | +4.80% | $3,305,537 |
| ISHARES TR | FLOT | Other | 0.41% | 63,859 | +14,879 | +30.38% | $3,260,025 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.40% | 41,386 | +34,482 | +499.45% | $3,224,383 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.40% | 45,877 | +1,544 | +3.48% | $3,206,800 |
| NUSHARES ETF TR | NUBD | Other | 0.40% | 143,312 | +143,312 | +100.00% | $3,172,211 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.38% | 75,964 | +63,609 | +514.84% | $3,054,497 |
| ISHARES INC | EMXC | Other | 0.38% | 29,233 | -1,767 | -5.70% | $2,990,578 |
| ALPHABET INC | GOOG | Communication Services | 0.37% | 8,309 | +2,394 | +40.47% | $2,935,964 |
| ISHARES TR | ACWX | Other | 0.37% | 38,452 | +14,056 | +57.62% | $2,926,582 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.36% | 91,174 | +5,907 | +6.93% | $2,891,115 |
| INVESCO QQQ TR | QQQ | Other | 0.35% | 3,830 | +121 | +3.26% | $2,820,659 |
| ISHARES TR | IWV | Other | 0.35% | 6,565 | -142 | -2.12% | $2,799,052 |
| VANGUARD WORLD FD | ESGV | Other | 0.35% | 20,812 | +20,812 | +100.00% | $2,752,179 |
| VANGUARD INDEX FDS | VBR | Other | 0.34% | 11,169 | +8,733 | +358.50% | $2,713,860 |
| VANGUARD INDEX FDS | VBK | Other | 0.34% | 7,312 | +4,604 | +170.01% | $2,673,958 |
| MICROSOFT CORP | MSFT | Technology | 0.33% | 7,126 | +3,879 | +119.46% | $2,658,035 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.32% | 105,903 | -784 | -0.73% | $2,556,504 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.32% | 63,353 | -219 | -0.34% | $2,542,352 |
| ISHARES TR | MUB | Other | 0.31% | 23,205 | +4,958 | +27.17% | $2,497,307 |
| ISHARES TR | IUSV | Other | 0.31% | 22,487 | +499 | +2.27% | $2,476,943 |
| ISHARES TR | ITOT | Other | 0.30% | 14,636 | -209 | -1.41% | $2,404,304 |
| EA SERIES TRUST | BOXX | Other | 0.30% | 20,258 | +113 | +0.56% | $2,372,009 |
| ISHARES INC | EUSA | Other | 0.29% | 20,498 | +600 | +3.02% | $2,340,692 |
| ISHARES INC | ESGE | Other | 0.29% | 41,579 | -2,217 | -5.06% | $2,273,982 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.28% | 43,572 | +14,549 | +50.13% | $2,212,586 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.28% | 26,636 | +10,058 | +60.67% | $2,193,176 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.27% | 41,643 | +12,685 | +43.80% | $2,152,540 |
| CME GROUP INC | CME | Financial Services | 0.27% | 9,715 | -576 | -5.60% | $2,145,384 |
| VANECK ETF TRUST | MOAT | Other | 0.26% | 20,299 | -928 | -4.37% | $2,110,284 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.26% | 45,088 | -2,115 | -4.48% | $2,102,474 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.26% | 43,086 | +10,380 | +31.74% | $2,082,567 |
| ISHARES TR | ISTB | Other | 0.26% | 42,588 | +10,424 | +32.41% | $2,054,867 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 0.26% | 37,557 | +543 | +1.47% | $2,045,354 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.25% | 8,438 | +408 | +5.08% | $2,011,113 |
| ISHARES TR | USMV | Other | 0.24% | 19,935 | -2,071 | -9.41% | $1,922,901 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.24% | 11,669 | +236 | +2.06% | $1,885,062 |
| VANGUARD BD INDEX FDS | BND | Other | 0.23% | 25,405 | +22,373 | +737.90% | $1,864,981 |
| ISHARES TR | IJH | Other | 0.23% | 24,175 | +1,081 | +4.68% | $1,864,131 |
| ISHARES TR | IJR | Other | 0.23% | 12,313 | +161 | +1.32% | $1,826,266 |
| BROADCOM INC | AVGO | Technology | 0.23% | 4,764 | +433 | +10.00% | $1,799,574 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.22% | 32,284 | -681 | -2.07% | $1,775,957 |
| ISHARES INC | ACWV | Other | 0.22% | 14,751 | -417 | -2.75% | $1,773,535 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.22% | 48,907 | +564 | +1.17% | $1,767,011 |
| VANGUARD WORLD FD | VGT | Other | 0.21% | 14,203 | +12,932 | +1017.47% | $1,697,499 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 0.21% | 40,592 | +10,373 | +34.33% | $1,674,634 |
| ALPHABET INC | GOOGL | Communication Services | 0.20% | 4,512 | -433 | -8.76% | $1,612,365 |