XY Planning Network, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, XY Planning Network, Inc. held in its portfolio 236 assets valued at $573,799,381 (i.e. $573.80M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($38.46M), DIMENSIONAL ETF TRUST ($36.33M), and SPDR SERIES TRUST ($29.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 236 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
XY Planning Network, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 114709 | 38458352 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 917707 | 36332013 | US CORE EQUITY 2 |
| SPDR SERIES TRUST | 585331 | 29732789 | STATE STREET SPD |
| VANGUARD INDEX FDS | 40432 | 25355920 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 478664 | 16494788 | INTL CORE EQUITY |
| VANGUARD TAX-MANAGED FDS | 251855 | 15733404 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 186690 | 15635231 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 268242 | 11416397 | CORE FIXED INCOM |
| VANGUARD STAR FDS | 138955 | 10482798 | VG TL INTL STK F |
| SPDR S&P 500 ETF TR | 14610 | 9962698 | TR UNIT |
| VANGUARD CHARLOTTE FDS | 203212 | 9819196 | TOTAL INT BD ETF |
| PIMCO ETF TR | 187252 | 9813870 | INTER MUN BD ACT |
| VANGUARD INTL EQUITY INDEX F | 152745 | 8211562 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 310046 | 8191430 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 239806 | 7932786 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 106107 | 7869978 | US EQUITY MARKET |
| VANGUARD MALVERN FDS | 143100 | 7077684 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 96059 | 7072825 | US CORE EQUITY 1 |
| VANGUARD INDEX FDS | 14346 | 6999154 | GROWTH ETF |
| APPLE INC | 25550 | 6946116 | COM |
| ISHARES TR | 10021 | 6864118 | CORE S&P500 ETF |
| NVIDIA CORPORATION | 35735 | 6664571 | COM |
| INVESCO EXCHANGE TRADED FD T | 58488 | 5990341 | S&P MDCP QUALITY |
| AMERICAN CENTY ETF TR | 63728 | 5988543 | INTL SMCP VLU |
| VANGUARD SCOTTSDALE FDS | 97506 | 5726529 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 63865 | 5091951 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 141075 | 4639959 | US SMALL CAP VAL |
| SCHWAB STRATEGIC TR | 198341 | 4635230 | US AGGREGATE B |
| DIMENSIONAL ETF TRUST | 134294 | 4395457 | WORLD EX US CORE |
| TWO RDS SHARED TR | 233715 | 3962170 | ANFIELD US EQU |
| VANGUARD INTL EQUITY INDEX F | 27941 | 3941357 | TT WRLD ST ETF |
| BLACKROCK ETF TRUST | 61222 | 3722910 | ISHARES US EQUIT |
| TIMOTHY PLAN | 106984 | 3710205 | INTL ETF |
| DIMENSIONAL ETF TRUST | 74951 | 3593933 | SHORT DURATION F |
| INVESCO EXCHANGE TRADED FD T | 47251 | 3546151 | S&P500 QUALITY |
| ISHARES TR | 14819 | 3142629 | S&P 500 VAL ETF |
| FIDELITY MERRIMACK STR TR | 65969 | 3037228 | TOTAL BD ETF |
| CME GROUP INC | 11112 | 3034389 | COM |
| DIMENSIONAL ETF TRUST | 50770 | 3022840 | US TARGETED VLU |
| ISHARES TR | 120869 | 3015702 | GLOBAL REIT ETF |
| ISHARES TR | 24142 | 2975692 | S&P 500 GRWT ETF |
| ISHARES TR | 29218 | 2932903 | 0-3 MNTH TREASRY |
| DIMENSIONAL ETF TRUST | 77012 | 2928754 | US HIGH PROFITAB |
| WISDOMTREE TR | 19921 | 2871811 | JAPN HEDGE EQT |
| NORTHERN LTS FD TR IV | 11131 | 2762603 | INSPIRE 500 ETF |
| ISHARES TR | 6990 | 2703901 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 13983 | 2670533 | VALUE ETF |
| VANGUARD BD INDEX FDS | 51465 | 2565035 | VANGUARD ULTRA |
| SCHWAB STRATEGIC TR | 105123 | 2527155 | INTL EQTY ETF |
| ISHARES TR | 16494 | 2452503 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 89258 | 2448341 | US DIVIDEND EQ |
| AMERICAN CENTY ETF TR | 23869 | 2434166 | US SML CP VALU |
| ANGEL OAK FUNDS TRUST | 46993 | 2403448 | OAK ULTRASHORT |
| ISHARES INC | 32041 | 2328747 | MSCI EMRG CHN |
| SCHWAB STRATEGIC TR | 93634 | 2281862 | SHT TM US TRES |
| VANECK ETF TRUST | 21650 | 2242074 | MRNGSTR WDE MOAT |
| DIMENSIONAL ETF TRUST | 58971 | 2240897 | INTL SMALL CAP V |
| ISHARES TR | 30946 | 2209854 | EAFE VALUE ETF |
| ISHARES TR | 21542 | 2208917 | CORE S&P US VLU |
| NUSHARES ETF TR | 49271 | 2199948 | NUVEEN ESG SMLCP |
| AMERICAN CENTY ETF TR | 19434 | 2172333 | US EQT ETF |
| INVESCO QQQ TR | 3530 | 2168276 | UNIT SER 1 |
| ISHARES TR | 10796 | 2144302 | MSCI USA QLT FCT |
| ISHARES TR | 22742 | 2141387 | MSCI USA MIN VOL |
| ISHARES TR | 41926 | 2132379 | FLTG RATE NT ETF |
| TWO RDS SHARED TR | 220753 | 2077286 | ANFIELD UNVL ETF |
| EA SERIES TRUST | 62426 | 2040555 | ALPHA ARCHITECT |
| DIMENSIONAL ETF TRUST | 46884 | 2036176 | US SUSTAINABILTY |
| TIMOTHY PLAN | 47767 | 1979942 | U S SM CP CORE |
| INVESCO EXCHANGE TRADED FD T | 33263 | 1971831 | S&P 500 TOP 50 |
| ISHARES TR | 41818 | 1946210 | CORE UNIVRSL USD |
| ISHARES INC | 28931 | 1944723 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 35768 | 1933976 | GLOBAL CORE PLUS |
| ISHARES INC | 43352 | 1914900 | ESG AWR MSCI EM |
| ALPHABET INC | 5844 | 1834039 | CAP STK CL C |
| ISHARES TR | 24019 | 1805247 | ESG EAFE ETF |
| ISHARES INC | 15191 | 1803982 | MSCI GBL MIN VOL |
| NUSHARES ETF TR | 18207 | 1780651 | NUVEEN ESG LRGCP |
| AMERICAN CENTY ETF TR | 22985 | 1770305 | AVANTIS EMGMKT |
| PACER FDS TR | 30909 | 1717922 | TRENDP US LAR CP |
| AMAZON COM INC | 7391 | 1705991 | COM |
| INVESCO EXCH TRD SLF IDX FD | 80317 | 1654529 | INVSCO BLSH 28 |
| DIMENSIONAL ETF TRUST | 32661 | 1654280 | ULTRASHORT FIXED |
| ISHARES TR | 15195 | 1627565 | NATIONAL MUN ETF |
| INVESCO EXCH TRD SLF IDX FD | 81922 | 1617146 | BULSHS 2027 CB |
| ISHARES INC | 15463 | 1598441 | MSCI EQUAL WEITE |
| INVESCO EXCH TRD SLF IDX FD | 80600 | 1577748 | BULSHS 2026 CB |
| DIMENSIONAL ETF TRUST | 33370 | 1554709 | US MKTWIDE VALUE |
| WISDOMTREE TR | 31768 | 1545818 | ITL HDG QTLY DIV |
| WISDOMTREE TR | 30450 | 1532244 | FLOATNG RAT TREA |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| BROADCOM INC | 4361 | 1509393 | COM |
| DIMENSIONAL ETF TRUST | 39474 | 1504339 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 30636 | 1475742 | NATL MUN BD ETF |
| MICROSOFT CORP | 3034 | 1467277 | COM |
| INVESCO EXCH TRD SLF IDX FD | 75480 | 1421664 | BULETSHS 2029 |
| SCHWAB STRATEGIC TR | 48109 | 1370155 | US SML CAP ETF |
| ALPHABET INC | 4317 | 1351318 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 28701 | 1343219 | US CORE EQT MKT |
| ISHARES TR | 12613 | 1291462 | 0-5 YR TIPS ETF |
| BONDBLOXX ETF TRUST | 27916 | 1290278 | BLOOMBERG TEN YR |
| ISHARES TR | 25960 | 1265547 | CORE 1 5 YR USD |
| VANGUARD MALVERN FDS | 16177 | 1263666 | CORE-PLUS BD ETF |
| SPDR INDEX SHS FDS | 16195 | 1242318 | PORTFLI MSCI GBL |
| BERKSHIRE HATHAWAY INC DEL | 2462 | 1237525 | CL B NEW |
| BLACKROCK ETF TRUST | 36418 | 1212719 | ISHARES A I INNO |
| ISHARES TR | 32385 | 1211040 | BROAD USD HIGH |
| EA SERIES TRUST | 24346 | 1187978 | US QUAN VALUE |
| EA SERIES TRUST | 18071 | 1179923 | US QUAN MOMENTUM |
| BLACKROCK ETF TRUST | 29812 | 1149551 | ISHARES US THEMA |
| DIMENSIONAL ETF TRUST | 16477 | 1147928 | US SMALL CAP ETF |
| ISHARES TR | 17230 | 1137150 | CORE S&P MCP ETF |
| CBOE GLOBAL MKTS INC | 4428 | 1111428 | COM |
| ISHARES TR | 8998 | 1081440 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 24527 | 1019226 | INFLATION PROTE |
| ISHARES TR | 10703 | 1017707 | ESG AW MSCI EAFE |
| INVESCO EXCHANGE TRADED FD T | 5277 | 1010862 | S&P500 EQL WGT |
| BLACKROCK ETF TRUST II | 18804 | 992287 | ISHARES FLEXIBLE |
| ISHARES TR | 18711 | 989429 | ISHS 1-5YR INVS |
| INVESCO EXCH TRADED FD TR II | 7997 | 954202 | S&P 500 MOMNTM |
| INVESCO EXCH TRD SLF IDX FD | 56366 | 953707 | INVSCO 30 CORP |
| ISHARES TR | 6340 | 944533 | ESG AWR MSCI USA |
| WALMART INC | 8182 | 911543 | COM |
| ISHARES TR | 9539 | 908304 | MBS ETF |
| VANGUARD INDEX FDS | 5082 | 901419 | MCAP VL IDXVIP |
| JPMORGAN CHASE & CO. | 2674 | 861489 | COM |
| WISDOMTREE TR | 13755 | 847583 | EFFICIENT GLD PL |
| ISHARES TR | 19426 | 841749 | MSCI USA SMCP MN |
| SELECT SECTOR SPDR TR | 5335 | 825882 | STATE STREET HEA |
| ISHARES TR | 9936 | 822900 | 1 3 YR TREAS BD |
| VANGUARD INDEX FDS | 2702 | 816301 | SML CP GRW ETF |
| NUSHARES ETF TR | 18096 | 815259 | NUVEEN ESG LRGVL |
| VANGUARD INDEX FDS | 2418 | 761240 | LARGE CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 13118 | 750874 | EQUITY PREMIUM |
| DIMENSIONAL ETF TRUST | 14919 | 744458 | INTERNATNAL VAL |
| DUKE ENERGY CORP NEW | 6293 | 737621 | COM NEW |
| VISA INC | 2053 | 719916 | COM CL A |
| WORLD GOLD TR | 8340 | 711986 | SPDR GLD MINIS |
| VANGUARD WHITEHALL FDS | 4750 | 681720 | HIGH DIV YLD |
| NORTHERN LTS FD TR IV | 14982 | 676153 | INSPIRE 100 ETF |
| ISHARES TR | 6850 | 658663 | 7-10 YR TRSY BD |
| SPDR INDEX SHS FDS | 14031 | 656791 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 2995 | 634310 | SM CP VAL ETF |
| ISHARES TR | 12572 | 628726 | CORE INTL AGGR |
| J P MORGAN EXCHANGE TRADED F | 12426 | 628619 | ULTRA SHRT ETF |
| WISDOMTREE TR | 6712 | 626230 | WISDOMTREE US VA |
| EA SERIES TRUST | 16375 | 624215 | INTL QUAN MOMNTM |
| ISHARES TR | 12873 | 617085 | USD GRN BOND ETF |
| ISHARES TR | 6853 | 613031 | CORE MSCI EAFE |
| CATERPILLAR INC | 1068 | 611825 | COM |
| COSTCO WHSL CORP NEW | 690 | 595336 | COM |
| EA SERIES TRUST | 18756 | 590011 | INTL QUAN VALUE |
| ALTRIA GROUP INC | 10204 | 588369 | COM |
| DIMENSIONAL ETF TRUST | 13379 | 573228 | INTERNATIONAL |
| WISDOMTREE TR | 14607 | 569965 | EM EX ST-OWNED |
| EXXON MOBIL CORP | 4639 | 558291 | COM |
| SSGA ACTIVE ETF TR | 17710 | 556980 | STATE STREET MUL |
| SCHWAB STRATEGIC TR | 22207 | 556963 | INT-TRM U.S TRES |
| J P MORGAN EXCHANGE TRADED F | 11641 | 551201 | CORE PLUS BD ETF |
| META PLATFORMS INC | 828 | 546783 | CL A |
| PROCTER AND GAMBLE CO | 3725 | 533830 | COM |
| EA SERIES TRUST | 9946 | 509946 | FREEDOM 100 EM |
| VANGUARD WORLD FD | 7987 | 508219 | ESG US CORP BD |
| JOHNSON & JOHNSON | 2451 | 507145 | COM |
| PIMCO ETF TR | 5359 | 498780 | ACTIVE BD ETF |
| SCHWAB STRATEGIC TR | 15071 | 491616 | US LCAP GR ETF |
| ISHARES TR | 1404 | 481585 | S&P 100 ETF |
| UNITEDHEALTH GROUP INC | 1433 | 472987 | COM |
| PHILIP MORRIS INTL INC | 2929 | 469866 | COM |
| TESLA INC | 1044 | 469508 | COM |
| VANGUARD WORLD FD | 619 | 466715 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 22040 | 460405 | US REIT ETF |
| GLOBAL X FDS | 6946 | 450031 | DEFENSE TECH ETF |
| MCDONALDS CORP | 1445 | 441635 | COM |
| WASTE MGMT INC DEL | 1937 | 425578 | COM |
| ISHARES TR | 1073 | 400697 | RUS 1000 ETF |
| HOME DEPOT INC | 1147 | 394587 | COM |
| ISHARES TR | 2843 | 389320 | RUS MD CP GR ETF |
| ISHARES TR | 1934 | 386181 | U.S. TECH ETF |
| VANGUARD SCOTTSDALE FDS | 6193 | 371133 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 6759 | 366593 | GLOBAL CR ETF |
| DIMENSIONAL ETF TRUST | 7053 | 365345 | GLOBAL SUSTAINA |
| DIMENSIONAL ETF TRUST | 11112 | 361923 | EMGR CRE EQT MNG |
| WISDOMTREE TR | 17109 | 361847 | ENHNCD CMMDTY ST |
| ISHARES U S ETF TR | 7048 | 360153 | SHORT DURATION B |
| ISHARES TR | 8822 | 348028 | INTL SEL DIV ETF |
| FIRST TR EXCHNG TRADED FD VI | 8396 | 347013 | FT VEST US EQT |
| VANGUARD BD INDEX FDS | 4426 | 344674 | INTERMED TERM |
| ISHARES TR | 2440 | 344162 | RUS MDCP VAL ETF |
| VANGUARD INDEX FDS | 1330 | 343074 | SMALL CP ETF |
| T ROWE PRICE ETF INC | 7428 | 341781 | PRICE GRW STOCK |
| AMERICAN CENTY ETF TR | 5855 | 341405 | EMERGING MKT VAL |
| ISHARES TR | 14343 | 335397 | ESG AWRE USD ETF |
| DIMENSIONAL ETF TRUST | 4441 | 328549 | WORLD EQUITY ETF |
| ISHARES TR | 3066 | 327151 | SHRT NAT MUN ETF |
| ORACLE CORP | 1663 | 324135 | COM |
| EA SERIES TRUST | 2813 | 323776 | ALPHA ARCH 1-3 |
| INVESCO EXCH TRD SLF IDX FD | 19317 | 322500 | BULETSHS 2031 CP |
| FIDELITY COVINGTON TRUST | 1435 | 322401 | MSCI INFO TECH I |
| SPDR S&P MIDCAP 400 ETF TR | 534 | 322152 | UTSER1 S&PDCRP |
| ISHARES TR | 3344 | 321960 | JPMORGAN USD EMG |
| AMERICAN EXPRESS CO | 869 | 321487 | COM |
| MORGAN STANLEY | 1808 | 320974 | COM NEW |
| ISHARES TR | 3338 | 320548 | MSCI EAFE ETF |
| VANECK ETF TRUST | 3717 | 318807 | GOLD MINERS ETF |
| ISHARES TR | 1146 | 317373 | RUS TP200 GR ETF |
| SPDR GOLD TR | 784 | 310707 | GOLD SHS |
| JANUS DETROIT STR TR | 6095 | 308285 | HENDRSON AAA CL |
| VANGUARD SPECIALIZED FUNDS | 1391 | 305714 | DIV APP ETF |
| ISHARES TR | 3045 | 304099 | CORE US AGGBD ET |
| ABBVIE INC | 1330 | 303820 | COM |
| SCHWAB STRATEGIC TR | 9903 | 297769 | US MID-CAP ETF |
| VANGUARD CALIF TAX FREE FDS | 2923 | 293060 | TAX EXEMPT BD FD |
| ISHARES GOLD TR | 3603 | 292456 | ISHARES NEW |
| VANGUARD BD INDEX FDS | 3765 | 278892 | TOTAL BND MRKT |
| AMERICAN CENTY ETF TR | 3785 | 278273 | AVANTIS ALL INT |
| INNOVATOR ETFS TRUST | 6349 | 274658 | US EQT ULTRA BF |
| ISHARES TR | 2675 | 271967 | 10-20 YR TRS ETF |
| VANGUARD BD INDEX FDS | 3417 | 269294 | SHORT TRM BOND |
| SSGA ACTIVE TR | 5612 | 265335 | STATE STREET DOU |
| DIMENSIONAL ETF TRUST | 5029 | 264701 | GLOBAL EX US COR |
| VANGUARD WHITEHALL FDS | 3803 | 256436 | EM MK GOV BD ETF |
| ELI LILLY & CO | 237 | 254699 | COM |
| COCA COLA CO | 3533 | 246992 | COM |
| ISHARES TR | 949 | 237544 | MSCI USA MMENTM |
| VANGUARD INDEX FDS | 2593 | 229415 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 7232 | 229001 | INTL HIGH PROFIT |
| ISHARES BITCOIN TRUST ETF | 4607 | 228738 | SHS BEN INT |
| J P MORGAN EXCHANGE TRADED F | 4858 | 224898 | INCOME ETF |
| DIMENSIONAL ETF TRUST | 5421 | 224844 | EMERGING MARKETS |
| SELECT SECTOR SPDR TR | 2764 | 214691 | STATE STREET CON |
| MCKESSON CORP | 261 | 214261 | COM |
| NETFLIX INC | 2232 | 209272 | COM |
| FIFTH THIRD BANCORP | 4464 | 208960 | COM |
| AMPLIFY ETF TR | 6400 | 207808 | BLACKSWAN GRWT |
| SPDR INDEX SHS FDS | 2992 | 202947 | S&P NORTH AMER |
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