# XY Planning Network, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1873438. Source: https://holderbook.com/funds/1873438-xy-planning-network-inc/

- Reported value: $797.1M
- Positions: 340
- Weight of the ten largest: 30.1%
- Filed: 2026-07-15

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $43.3M | 975,919 | 5.4% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $41.1M | 111,109 | 5.2% | 7 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $33.5M | 48,815 | 4.2% | 7 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $25.9M | 363,090 | 3.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $20.4M | 547,885 | 2.6% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $18.2M | 220,232 | 2.3% | 7 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $15.4M | 178,651 | 1.9% | 7 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $15.0M | 310,169 | 1.9% | 7 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $14.6M | 345,812 | 1.8% | 7 |
| PIMCO ETF TR | [MUNI](https://holderbook.com/stocks/MUNI/) | $12.3M | 234,381 | 1.5% | 7 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $12.1M | 141,044 | 1.5% | 7 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $11.8M | 174,104 | 1.5% | 6 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $11.5M | 52,971 | 1.4% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $11.1M | 14,805 | 1.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $11.0M | 269,500 | 1.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $10.8M | 374,316 | 1.4% | 7 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $10.6M | 120,473 | 1.3% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $10.6M | 14,106 | 1.3% | 6 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $10.3M | 126,210 | 1.3% | 7 |
| INVESCO EXCHANGE TRADED FD T | [XMHQ](https://holderbook.com/stocks/XMHQ/) | $10.3M | 91,449 | 1.3% | 7 |
| DIMENSIONAL ETF TRUST | [DCOR](https://holderbook.com/stocks/DCOR/) | $9.8M | 119,331 | 1.2% | 6 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $9.7M | 163,066 | 1.2% | 7 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $9.5M | 188,498 | 1.2% | 7 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $8.5M | 84,102 | 1.1% | 6 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $8.3M | 80,955 | 1.0% | 7 |
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $7.3M | 94,460 | 0.9% | 1 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $7.2M | 251,997 | 0.9% | 5 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $6.7M | 116,659 | 0.8% | 6 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $6.6M | 171,402 | 0.8% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $6.1M | 30,640 | 0.8% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $5.9M | 100,823 | 0.7% | 6 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $5.7M | 71,619 | 0.7% | 7 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $5.5M | 56,733 | 0.7% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.4M | 18,613 | 0.7% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $5.4M | 34,309 | 0.7% | 6 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $5.3M | 41,375 | 0.7% | 7 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $5.3M | 77,229 | 0.7% | 3 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $5.0M | 104,472 | 0.6% | 7 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $4.9M | 212,609 | 0.6% | 3 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $4.8M | 35,035 | 0.6% | 3 |
| HORIZON FDS ANFIELD U S EQUITY SECTOR ROTATION ETF | - | $4.8M | 231,039 | 0.6% | 1 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $4.5M | 109,068 | 0.6% | 6 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $4.4M | 120,482 | 0.6% | 7 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $4.4M | 48,694 | 0.6% | 3 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $4.4M | 36,564 | 0.5% | 3 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $4.0M | 87,081 | 0.5% | 3 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $3.9M | 17,182 | 0.5% | 5 |
| ISHARES TR | [REET](https://holderbook.com/stocks/REET/) | $3.7M | 133,840 | 0.5% | 5 |
| ANGEL OAK FUNDS TRUST | [UYLD](https://holderbook.com/stocks/UYLD/) | $3.5M | 68,260 | 0.4% | 6 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $3.5M | 4,559 | 0.4% | 1 |
| WISDOMTREE TR | [DXJ](https://holderbook.com/stocks/DXJ/) | $3.5M | 19,946 | 0.4% | 5 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $3.4M | 27,600 | 0.4% | 7 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $3.4M | 68,626 | 0.4% | 5 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $3.3M | 79,964 | 0.4% | 5 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $3.3M | 72,939 | 0.4% | 3 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $3.3M | 119,333 | 0.4% | 6 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $3.3M | 63,859 | 0.4% | 3 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $3.2M | 41,386 | 0.4% | 5 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $3.2M | 45,877 | 0.4% | 7 |
| NUSHARES ETF TR | [NUBD](https://holderbook.com/stocks/NUBD/) | $3.2M | 143,312 | 0.4% | 1 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $3.1M | 75,964 | 0.4% | 3 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $3.0M | 29,233 | 0.4% | 6 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.9M | 8,309 | 0.4% | 6 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $2.9M | 38,452 | 0.4% | 2 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $2.9M | 79,602 | 0.4% | 2 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $2.9M | 91,174 | 0.4% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.8M | 3,830 | 0.4% | 6 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $2.8M | 6,565 | 0.4% | 7 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $2.8M | 20,812 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $2.7M | 11,169 | 0.3% | 7 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $2.7M | 7,312 | 0.3% | 5 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.7M | 7,126 | 0.3% | 7 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $2.6M | 105,903 | 0.3% | 3 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $2.5M | 63,353 | 0.3% | 7 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $2.5M | 23,205 | 0.3% | 5 |
| ISHARES TR | [IUSV](https://holderbook.com/stocks/IUSV/) | $2.5M | 22,487 | 0.3% | 7 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $2.4M | 46,018 | 0.3% | 3 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $2.4M | 14,636 | 0.3% | 5 |
| EA SERIES TRUST | [BOXX](https://holderbook.com/stocks/BOXX/) | $2.4M | 20,258 | 0.3% | 5 |
| ISHARES INC | [EUSA](https://holderbook.com/stocks/EUSA/) | $2.3M | 20,498 | 0.3% | 3 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $2.3M | 41,579 | 0.3% | 7 |
| DIMENSIONAL ETF TRUST | [DUSB](https://holderbook.com/stocks/DUSB/) | $2.2M | 43,572 | 0.3% | 6 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $2.2M | 26,636 | 0.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $2.2M | 41,643 | 0.3% | 5 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $2.1M | 9,715 | 0.3% | 5 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $2.1M | 20,299 | 0.3% | 5 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $2.1M | 45,088 | 0.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $2.1M | 43,086 | 0.3% | 7 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $2.1M | 42,588 | 0.3% | 3 |
| DIMENSIONAL ETF TRUST | [DFGP](https://holderbook.com/stocks/DFGP/) | $2.0M | 37,557 | 0.3% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.0M | 8,438 | 0.3% | 7 |
| HORIZON FDS | - | $2.0M | 208,586 | 0.2% | 1 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.9M | 19,935 | 0.2% | 6 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $1.9M | 11,669 | 0.2% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.9M | 25,405 | 0.2% | 7 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.9M | 24,175 | 0.2% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.8M | 12,313 | 0.2% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.8M | 4,764 | 0.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $1.8M | 32,284 | 0.2% | 7 |
| ISHARES INC | [ACWV](https://holderbook.com/stocks/ACWV/) | $1.8M | 14,751 | 0.2% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.5% | +14.8% | -5.4% | 99% |
| Q1 2026 | -0.8% | -4.6% | +3.9% | 100% |
| Q4 2025 | +1.5% | +2.4% | -0.9% | 106% |
| Q3 2025 | +6.0% | +7.8% | -1.8% | 100% |
| Q2 2025 | +7.0% | +10.5% | -3.5% | 100% |
| Q1 2025 | -1.1% | -4.6% | +3.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $797.1M | 340 |
| Q1 2026 | $626.0M | 273 |
| Q4 2025 | $573.8M | 248 |
| Q3 2025 | $293.7M | 173 |
| Q2 2025 | $293.7M | 173 |
| Q1 2025 | $149.9M | 102 |
| Q4 2024 | $133.2M | 92 |