Xy Planning Network, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Xy Planning Network, Inc. disclosed 322 stock positions valued at approximately $797.11M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 322
- Portfolio Value
- $797.11M
Holdings by Sector
Xy Planning Network, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 322 holdings in the latest reporting period.