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XY Planning Network

Latest statistics and disclosures from XY Planning Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, DFAC, VCIT, DFCF, IVV, and represent 22.10% of XY Planning Network's stock portfolio.
XY Planning Network has $294M in assets under management (AUM), dropping by 0.00%.
Central Index Key (CIK): 0001873438

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Portfolio Holdings for XY Planning Network

XY Planning Network holds 173 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	7.1	$21M	69k	303.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.6	$16M	457k	35.84	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.4	$9.9M	119k	82.92	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.3	$9.6M	227k	42.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$8.1M	13k	620.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$7.6M	133k	57.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$7.5M	12k	617.87	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.5	$7.4M	144k	51.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$5.7M	10k	568.04	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$5.6M	181k	31.09	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$5.3M	12k	438.39	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.7	$5.1M	189k	26.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$5.0M	101k	49.46	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$4.8M	61k	79.28	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.5	$4.5M	67k	67.02	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	1.5	$4.5M	83k	54.38	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	1.5	$4.5M	237k	18.95	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.4	$4.2M	143k	29.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$4.2M	83k	50.27	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.4	$4.0M	137k	29.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$3.9M	56k	69.09	View chart
Apple (AAPL)	1.2	$3.5M	17k	205.18	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$3.3M	69k	48.01	View chart
Timothy Plan Intl Etf (TPIF)	1.1	$3.3M	102k	32.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.1	$3.3M	35k	93.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.1	$3.2M	107k	29.68	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$3.2M	64k	49.51	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.1	$3.2M	54k	58.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$3.1M	57k	53.96	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.0	$3.0M	8.6k	350.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$2.7M	35k	79.50	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$2.7M	81k	32.91	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.9	$2.6M	23k	114.27	View chart
NVIDIA Corporation (NVDA)	0.8	$2.4M	16k	157.99	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.8	$2.4M	260k	9.31	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.8	$2.4M	11k	229.30	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$2.3M	25k	91.10	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.8	$2.2M	44k	51.07	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$2.1M	23k	94.63	View chart
Cme (CME)	0.7	$2.1M	7.5k	275.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$2.0M	20k	100.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$2.0M	3.0k	663.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.9M	3.5k	551.70	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.6	$1.9M	46k	40.74	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.6	$1.8M	15k	118.57	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.6	$1.8M	35k	50.75	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.6	$1.7M	44k	38.68	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.7M	13k	128.52	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$1.7M	26k	63.14	View chart
Ishares Esg Awr Msci Em (ESGE)	0.5	$1.6M	41k	39.17	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$1.6M	16k	100.69	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.5	$1.6M	21k	74.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$1.5M	14k	102.91	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.5	$1.5M	15k	93.95	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$1.4M	59k	24.70	View chart
Amazon (AMZN)	0.5	$1.4M	6.5k	219.39	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.5	$1.4M	25k	54.49	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.4	$1.3M	31k	42.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.3M	50k	26.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$1.3M	25k	52.76	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$1.3M	25k	50.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.2M	11k	109.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.2M	48k	25.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$1.1M	11k	98.24	View chart
CBOE Holdings (CBOE)	0.4	$1.1M	4.7k	233.21	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.1M	11k	104.48	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.1M	28k	39.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.1M	31k	34.57	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.4	$1.0M	16k	64.98	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.0M	5.8k	176.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.0M	7.6k	135.04	View chart
Broadcom (AVGO)	0.3	$979k	3.6k	275.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$964k	16k	62.02	View chart
Ea Series Trust Us Quan Value (QVAL)	0.3	$952k	22k	44.01	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$881k	13k	66.85	View chart
Microsoft Corporation (MSFT)	0.3	$872k	1.8k	497.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$871k	21k	42.28	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$863k	9.7k	89.22	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$838k	18k	47.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$836k	1.7k	485.77	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$825k	6.1k	134.79	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.3	$814k	28k	29.09	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$812k	19k	41.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$810k	6.0k	135.30	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.3	$780k	9.0k	86.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$765k	4.2k	181.74	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$755k	15k	50.76	View chart
Ea Series Trust Alpha Architect (HIDE)	0.3	$749k	33k	22.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$739k	2.7k	276.94	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.2	$707k	25k	28.77	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$706k	14k	49.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$704k	2.5k	285.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$679k	4.1k	164.46	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$678k	7.2k	93.87	View chart
JPMorgan Chase & Co. (JPM)	0.2	$656k	2.3k	289.88	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$645k	16k	41.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$640k	4.8k	133.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$638k	31k	20.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$624k	32k	19.52	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$607k	6.6k	91.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$584k	30k	19.65	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$552k	13k	42.74	View chart
Costco Wholesale Corporation (COST)	0.2	$550k	555.00	990.48	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$531k	7.7k	68.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$519k	18k	29.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$518k	2.7k	195.00	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$508k	25k	20.49	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.2	$498k	15k	33.96	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$497k	12k	41.91	View chart
Oracle Corporation (ORCL)	0.2	$497k	2.3k	218.64	View chart
Visa Com Cl A (V)	0.2	$495k	1.4k	355.14	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$481k	6.2k	77.80	View chart
Procter & Gamble Company (PG)	0.2	$476k	3.0k	159.32	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.2	$468k	17k	27.88	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$463k	11k	42.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$455k	2.6k	176.26	View chart
Waste Management (WM)	0.1	$437k	1.9k	228.82	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$437k	8.4k	52.23	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$407k	9.7k	42.04	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$397k	16k	25.03	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$396k	8.4k	47.06	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$394k	2.8k	138.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$384k	2.2k	177.43	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$384k	13k	29.29	View chart
Ea Series Trust Alpha Architect (CAOS)	0.1	$375k	4.2k	88.84	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$370k	7.1k	52.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$363k	5.7k	63.71	View chart
Johnson & Johnson (JNJ)	0.1	$359k	2.3k	152.75	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$356k	8.8k	40.40	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$345k	609.00	566.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$339k	4.1k	83.48	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$336k	3.2k	106.35	View chart
Meta Platforms Cl A (META)	0.1	$335k	454.00	738.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$334k	15k	22.10	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$327k	12k	28.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$327k	5.0k	65.52	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$325k	6.1k	53.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$325k	8.4k	38.69	View chart
Exxon Mobil Corporation (XOM)	0.1	$325k	3.0k	107.80	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$323k	3.7k	86.40	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$318k	8.9k	35.56	View chart
Home Depot (HD)	0.1	$313k	853.00	366.70	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$310k	9.0k	34.51	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$294k	4.3k	67.95	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$292k	3.7k	79.76	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$291k	9.7k	29.99	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$288k	1.0k	280.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$284k	1.4k	204.67	View chart
Caterpillar (CAT)	0.1	$282k	726.00	388.21	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$279k	1.1k	246.51	View chart
Tesla Motors (TSLA)	0.1	$270k	849.00	317.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$266k	1.4k	195.40	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$257k	4.1k	63.40	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.1	$257k	5.4k	47.67	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$255k	3.1k	80.96	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$254k	2.3k	112.68	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$252k	742.00	339.57	View chart
Dimensional Etf Trust International (DFSI)	0.1	$238k	6.0k	39.41	View chart
UnitedHealth (UNH)	0.1	$235k	754.00	312.17	View chart
Morgan Stanley Com New (MS)	0.1	$234k	1.7k	140.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$232k	3.8k	61.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$229k	1.3k	173.27	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$221k	8.9k	24.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$220k	2.5k	89.37	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$220k	7.3k	30.19	View chart
Netflix (NFLX)	0.1	$213k	159.00	1339.13	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$213k	9.1k	23.46	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.1	$212k	3.2k	65.31	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$209k	5.2k	40.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$205k	2.8k	73.63	View chart
Super Micro Computer Com New (SMCI)	0.1	$205k	4.2k	49.01	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$204k	4.2k	49.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$202k	2.6k	78.70	View chart

Past Filings by XY Planning Network

SEC 13F filings are viewable for XY Planning Network going back to 2024

XY Planning Network 2025 Q3 filed Nov. 13, 2025
XY Planning Network 2025 Q2 filed July 17, 2025
XY Planning Network 2025 Q1 filed April 22, 2025
XY Planning Network 2024 Q4 filed Feb. 27, 2025

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