StockDriftsStockDriftsTop 50 XY Planning Network, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 5.43% | 975.9K | $43.3M | +2.71%(+25.76K) | $36.88(+24.72%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.16% | 111.1K | $41.1M | +5.23%(+5.52K) | $306.95(+24.46%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.21% | 48.8K | $33.5M | +4.88%(+2.27K) | $602.37(+18.04%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.25% | 363.1K | $25.9M | +31.68%(+87.35K) | $58.95(+23.80%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.56% | 547.9K | $20.4M | +9.08%(+45.63K) | $31.79(+23.37%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.28% | 220.2K | $18.2M | +5.03%(+10.55K) | $82.78(-1.86%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.93% | 178.7K | $15.4M | +73.07%(+75.43K) | $73.43(+21.29%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 1.88% | 310.2K | $15.0M | +32.56%(+76.19K) | $48.69(-1.75%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 1.83% | 345.8K | $14.6M | +11.76%(+36.40K) | $42.29(-1.45%) | 2026-06-30 | |
| MUNI | PIMCO ETF TR | 1.55% | 234.4K | $12.3M | +8.02%(+17.40K) | $52.34(-0.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.87% |
XY Planning Network, Inc. reports $797.11M in US-listed equity holdings across 340 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (5.4%), VTI (5.2%) and VOO (4.2%). The top 20 holdings account for 43.9% of reported assets. Its disclosed equity book has returned +24.82% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from XY Planning Network, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1873438). View XY Planning Network, Inc.’s 13F filings on SEC