Xy Planning Network, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Xy Planning Network, Inc. disclosed 376 stock positions valued at approximately $929.35M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 376
- Portfolio Value
- $929.35M
Holdings by Sector
Xy Planning Network, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 5.37% | 133,353 | +22,244 | +20.02% | $49,906,164 |
| VANGUARD INDEX FDS | VOO | Other | 3.72% | 49,358 | +543 | +1.11% | $34,593,151 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 3.58% | 749,295 | -226,624 | -23.22% | $33,306,162 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.43% | 452,099 | +89,009 | +24.51% | $31,922,681 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 2.57% | 636,138 | +88,253 | +16.11% | $23,925,148 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.28% | 527,673 | +181,861 | +52.59% | $21,170,231 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.04% | 241,575 | +21,343 | +9.69% | $18,917,704 |
| VANGUARD INDEX FDS | VUG | Other | 1.84% | 189,422 | +10,771 | +6.03% | $17,068,828 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.77% | 350,272 | +40,103 | +12.93% | $16,417,229 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.53% | 271,683 | +230,040 | +552.41% | $14,225,340 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 1.43% | 119,092 | +27,643 | +30.23% | $13,296,580 |
| VANGUARD INDEX FDS | VTV | Other | 1.37% | 59,089 | +6,118 | +11.55% | $12,767,846 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.36% | 98,470 | +57,095 | +137.99% | $12,613,055 |
| ISHARES TR | IVV | Other | 1.34% | 16,308 | +2,202 | +15.61% | $12,489,766 |
| VANGUARD STAR FDS | VXUS | Other | 1.34% | 146,603 | +5,559 | +3.94% | $12,455,409 |
| PIMCO ETF TR | MUNI | Other | 1.34% | 250,390 | +16,009 | +6.83% | $12,441,877 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.33% | 455,858 | +81,542 | +21.78% | $12,330,964 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.32% | 112,267 | +31,312 | +38.68% | $12,279,772 |
| SPDR SERIES TRUST | SPLG | Other | 1.26% | 130,578 | +10,105 | +8.39% | $11,720,720 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.23% | 14,968 | +163 | +1.10% | $11,414,727 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.22% | 136,487 | +10,277 | +8.14% | $11,332,462 |
| SPDR SERIES TRUST | SPMD | Other | 1.18% | 173,467 | -637 | -0.37% | $10,935,369 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.14% | 266,268 | -3,232 | -1.20% | $10,576,174 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.08% | 106,861 | +50,128 | +88.36% | $10,047,054 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.06% | 165,992 | +2,926 | +1.79% | $9,844,959 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.06% | 199,617 | +11,119 | +5.90% | $9,825,149 |
| ISHARES TR | SGOV | Other | 0.98% | 90,260 | +6,158 | +7.32% | $9,087,375 |
| SPDR SERIES TRUST | SPTI | Other | 0.86% | 292,197 | +40,200 | +15.95% | $7,971,144 |
| APPLE INC | AAPL | Technology | 0.85% | 23,712 | +5,099 | +27.39% | $7,896,725 |
| VANGUARD MALVERN FDS | VCRB | Other | 0.84% | 105,729 | +11,269 | +11.93% | $7,783,769 |
Showing 30 of 376 holdings in the latest reporting period.