XY Planning Network, Inc.
CIK 1873438
13F filing for Q2 2026・No. 2,958
- Holdings
- US$797.11M
- Quarter change
- +US$171.08M
- Entries
- 340
- Net bought (estimate)
- +US$112.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 85
- Sold out 18
- Cut 57
- Added 182
- Corporate actions 0
- Unchanged 16
Largest holdings
340 stocks worth US$797.11M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 975,919 | US$43.29M | 5.43% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 111,109 | US$41.11M | 5.16% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 48,815 | US$33.53M | 4.21% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 363,090 | US$25.87M | 3.25% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 547,885 | US$20.41M | 2.56% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 220,232 | US$18.2M | 2.28% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 10:1 | 178,651 | US$15.39M | 1.93% |
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Added | 310,169 | US$15.02M | 1.88% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 345,812 | US$14.6M | 1.83% |
| PIMCO ETF TRINTER MUN BD ACT | Added | 234,381 | US$12.33M | 1.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.