Filed: 1/26/2026ACC: 0001754960-26-000116
📋 What this filing means
XY PLANNING NETWORK, INC. filed this quarterly 13F‑HR report disclosing 248 equity positions with a total reported market value of $573.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
248
Positions
$573.80M
Total AUM (reported)
9.50M
Total Shares
Allocation by class
TOTAL STK MKT$38.46M6.7%
US CORE EQUITY 2$36.33M6.3%
COM$32.36M5.6%
STATE STREET SPD$29.73M5.2%
S&P 500 ETF SHS$25.36M4.4%
INTL CORE EQUITY$16.49M2.9%
VAN FTSE DEV MKT$15.73M2.7%
Portfolio Concentration
Top 3$100.15M17.5%
4–10$89.54M15.6%
11–25$111.04M19.4%
Rest$273.07M47.6%
Top 3 weight
17.5%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 9.50M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.50M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole248
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings248
Rows:
VANGUARD INDEX FDS
SOLEShares114.71K
TypeSH
Market value$38.46M
6.70%
Sole
0.00
Shared
0.00
None
114.71K
DIMENSIONAL ETF TRUST
SOLEShares917.71K
TypeSH
Market value$36.33M
6.33%
Sole
0.00
Shared
0.00
None
917.71K
VANGUARD INDEX FDS
SOLEShares40.43K
TypeSH
Market value$25.36M
4.42%
Sole
0.00
Shared
0.00
None
40.43K
DIMENSIONAL ETF TRUST
SOLEShares478.66K
TypeSH
Market value$16.49M
2.87%
Sole
0.00
Shared
0.00
None
478.66K
VANGUARD TAX-MANAGED FDS
SOLEShares251.85K
TypeSH
Market value$15.73M
2.74%
Sole
0.00
Shared
0.00
None
251.85K
VANGUARD SCOTTSDALE FDS
SOLEShares186.69K
TypeSH
Market value$15.64M
2.72%
Sole
0.00
Shared
0.00
None
186.69K
DIMENSIONAL ETF TRUST
SOLEShares268.24K
TypeSH
Market value$11.42M
1.99%
Sole
0.00
Shared
0.00
None
268.24K
VANGUARD STAR FDS
SOLEShares138.96K
TypeSH
Market value$10.48M
1.83%
Sole
0.00
Shared
0.00
None
138.96K
SPDR S&P 500 ETF TR
SOLEShares14.61K
TypeSH
Market value$9.96M
1.74%
Sole
0.00
Shared
0.00
None
14.61K
VANGUARD CHARLOTTE FDS
SOLEShares203.21K
TypeSH
Market value$9.82M
1.71%
Sole
0.00
Shared
0.00
None
203.21K
PIMCO ETF TR
SOLEShares187.25K
TypeSH
Market value$9.81M
1.71%
Sole
0.00
Shared
0.00
None
187.25K
SPDR SERIES TRUST
SOLEShares167.28K
TypeSH
Market value$9.69M
1.69%
Sole
0.00
Shared
0.00
None
167.28K
VANGUARD INTL EQUITY INDEX F
SOLEShares152.75K
TypeSH
Market value$8.21M
1.43%
Sole
0.00
Shared
0.00
None
152.75K
DIMENSIONAL ETF TRUST
SOLEShares310.05K
TypeSH
Market value$8.19M
1.43%
Sole
0.00
Shared
0.00
None
310.05K
DIMENSIONAL ETF TRUST
SOLEShares239.81K
TypeSH
Market value$7.93M
1.38%
Sole
0.00
Shared
0.00
None
239.81K
DIMENSIONAL ETF TRUST
SOLEShares106.11K
TypeSH
Market value$7.87M
1.37%
Sole
0.00
Shared
0.00
None
106.11K
VANGUARD MALVERN FDS
SOLEShares143.10K
TypeSH
Market value$7.08M
1.23%
Sole
0.00
Shared
0.00
None
143.10K
DIMENSIONAL ETF TRUST
SOLEShares96.06K
TypeSH
Market value$7.07M
1.23%
Sole
0.00
Shared
0.00
None
96.06K
VANGUARD INDEX FDS
SOLEShares14.35K
TypeSH
Market value$7.00M
1.22%
Sole
0.00
Shared
0.00
None
14.35K
APPLE INC
SOLEShares25.55K
TypeSH
Market value$6.95M
1.21%
Sole
0.00
Shared
0.00
None
25.55K
ISHARES TR
SOLEShares10.02K
TypeSH
Market value$6.86M
1.20%
Sole
0.00
Shared
0.00
None
10.02K
NVIDIA CORPORATION
SOLEShares35.73K
TypeSH
Market value$6.66M
1.16%
Sole
0.00
Shared
0.00
None
35.73K
INVESCO EXCHANGE TRADED FD T
SOLEShares58.49K
TypeSH
Market value$5.99M
1.04%
Sole
0.00
Shared
0.00
None
58.49K
AMERICAN CENTY ETF TR
SOLEShares63.73K
TypeSH
Market value$5.99M
1.04%
Sole
0.00
Shared
0.00
None
63.73K
VANGUARD SCOTTSDALE FDS
SOLEShares97.51K
TypeSH
Market value$5.73M
1.00%
Sole
0.00
Shared
0.00
None
97.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 114.71K | SH | $38.46M 6.70% | 0.00 | 0.00 | 114.71K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 917.71K | SH | $36.33M 6.33% | 0.00 | 0.00 | 917.71K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 40.43K | SH | $25.36M 4.42% | 0.00 | 0.00 | 40.43K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 478.66K | SH | $16.49M 2.87% | 0.00 | 0.00 | 478.66K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 251.85K | SH | $15.73M 2.74% | 0.00 | 0.00 | 251.85K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 186.69K | SH | $15.64M 2.72% | 0.00 | 0.00 | 186.69K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 268.24K | SH | $11.42M 1.99% | 0.00 | 0.00 | 268.24K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 138.96K | SH | $10.48M 1.83% | 0.00 | 0.00 | 138.96K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 14.61K | SH | $9.96M 1.74% | 0.00 | 0.00 | 14.61K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 203.21K | SH | $9.82M 1.71% | 0.00 | 0.00 | 203.21K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 187.25K | SH | $9.81M 1.71% | 0.00 | 0.00 | 187.25K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 167.28K | SH | $9.69M 1.69% | 0.00 | 0.00 | 167.28K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 152.75K | SH | $8.21M 1.43% | 0.00 | 0.00 | 152.75K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 310.05K | SH | $8.19M 1.43% | 0.00 | 0.00 | 310.05K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 239.81K | SH | $7.93M 1.38% | 0.00 | 0.00 | 239.81K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 106.11K | SH | $7.87M 1.37% | 0.00 | 0.00 | 106.11K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 143.10K | SH | $7.08M 1.23% | 0.00 | 0.00 | 143.10K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 96.06K | SH | $7.07M 1.23% | 0.00 | 0.00 | 96.06K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.35K | SH | $7.00M 1.22% | 0.00 | 0.00 | 14.35K |
APPLE INCSOLE | COM | 25.55K | SH | $6.95M 1.21% | 0.00 | 0.00 | 25.55K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.02K | SH | $6.86M 1.20% | 0.00 | 0.00 | 10.02K |
NVIDIA CORPORATIONSOLE | COM | 35.73K | SH | $6.66M 1.16% | 0.00 | 0.00 | 35.73K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 58.49K | SH | $5.99M 1.04% | 0.00 | 0.00 | 58.49K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 63.73K | SH | $5.99M 1.04% | 0.00 | 0.00 | 63.73K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 97.51K | SH | $5.73M 1.00% | 0.00 | 0.00 | 97.51K |
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