StockDriftsStockDriftsTop 50 Xy Planning Network INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5.37% | 133.4K | $49.9M | +20.02%(+22.24K) | $317.82(+18.16%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.72% | 49.4K | $34.6M | +1.11%(+543) | $603.37(+16.78%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.58% | 749.3K | $33.3M | -23.22%(-226.62K) | $36.88(+21.68%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.43% | 452.1K | $31.9M | +24.51%(+89.01K) | $61.31(+13.13%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.57% | 636.1K | $23.9M | +16.11%(+88.25K) | $32.57(+15.23%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.28% | 527.7K | $21.2M | +52.59%(+181.86K) | $41.90(-3.36%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.04% | 241.6K | $18.9M | +9.69%(+21.34K) | $82.57(-4.75%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 1.84% | 189.4K | $17.1M | +6.03%(+10.77K) | $74.27(+19.60%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 1.77% | 350.3K | $16.4M | +12.93%(+40.10K) | $48.57(-3.18%) | 2026-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 1.53% | 271.7K | $14.2M | +552.41%(+230.04K) | $50.97(+3.45%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.55% |
Xy Planning Network INC reports $929.35M in US-listed equity holdings across 380 positions in its most recent 13F filing. Its largest disclosed positions are VTI (5.4%), VOO (3.7%) and DFAC (3.6%). The top 20 holdings account for 41.45% of reported assets. Its disclosed equity book has returned +24.05% cumulatively over 7 quarters. Figures reflect the Q3 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