Filed: 4/14/2026ACC: 0001754960-26-000253
📋 What this filing means
XY PLANNING NETWORK, INC. filed this quarterly 13F‑HR report disclosing 273 equity positions with a total reported market value of $626.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
273
Positions
$626.03M
Total AUM (reported)
10.27M
Total Shares
Allocation by class
US CORE EQUITY 2$37.17M5.9%
STATE STREET SPD$36.66M5.9%
COM$35.34M5.6%
TOTAL STK MKT$34.13M5.5%
S&P 500 ETF SHS$28.03M4.5%
INTL CORE EQUITY$18.12M2.9%
VAN FTSE DEV MKT$17.96M2.9%
Portfolio Concentration
Top 3$99.33M15.9%
4–10$99.70M15.9%
11–25$119.82M19.1%
Rest$307.18M49.1%
Top 3 weight
15.9%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 10.27M
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
10.27M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole273
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings273
Rows:
DIMENSIONAL ETF TRUST
SOLEShares950.16K
TypeSH
Market value$37.17M
5.94%
Sole
0.00
Shared
0.00
None
950.16K
VANGUARD INDEX FDS
SOLEShares105.59K
TypeSH
Market value$34.13M
5.45%
Sole
0.00
Shared
0.00
None
105.59K
VANGUARD INDEX FDS
SOLEShares46.54K
TypeSH
Market value$28.03M
4.48%
Sole
0.00
Shared
0.00
None
46.54K
DIMENSIONAL ETF TRUST
SOLEShares502.26K
TypeSH
Market value$18.12M
2.89%
Sole
0.00
Shared
0.00
None
502.26K
VANGUARD TAX-MANAGED FDS
SOLEShares275.74K
TypeSH
Market value$17.96M
2.87%
Sole
0.00
Shared
0.00
None
275.74K
VANGUARD SCOTTSDALE FDS
SOLEShares209.68K
TypeSH
Market value$17.30M
2.76%
Sole
0.00
Shared
0.00
None
209.68K
DIMENSIONAL ETF TRUST
SOLEShares309.41K
TypeSH
Market value$13.07M
2.09%
Sole
0.00
Shared
0.00
None
309.41K
PIMCO ETF TR
SOLEShares216.99K
TypeSH
Market value$11.31M
1.81%
Sole
0.00
Shared
0.00
None
216.99K
VANGUARD CHARLOTTE FDS
SOLEShares233.98K
TypeSH
Market value$11.23M
1.79%
Sole
0.00
Shared
0.00
None
233.98K
SPDR SERIES TRUST
SOLEShares179.27K
TypeSH
Market value$10.70M
1.71%
Sole
0.00
Shared
0.00
None
179.27K
VANGUARD STAR FDS
SOLEShares135.54K
TypeSH
Market value$10.57M
1.69%
Sole
0.00
Shared
0.00
None
135.54K
STATE STR SPDR S&P 500 ETF T
SOLEShares14.65K
TypeSH
Market value$9.60M
1.53%
Sole
0.00
Shared
0.00
None
14.65K
DIMENSIONAL ETF TRUST
SOLEShares346.20K
TypeSH
Market value$9.26M
1.48%
Sole
0.00
Shared
0.00
None
346.20K
VANGUARD INTL EQUITY INDEX F
SOLEShares166.25K
TypeSH
Market value$9.01M
1.44%
Sole
0.00
Shared
0.00
None
166.25K
DIMENSIONAL ETF TRUST
SOLEShares253.40K
TypeSH
Market value$8.82M
1.41%
Sole
0.00
Shared
0.00
None
253.40K
DIMENSIONAL ETF TRUST
SOLEShares113.07K
TypeSH
Market value$8.08M
1.29%
Sole
0.00
Shared
0.00
None
113.07K
ISHARES TR
SOLEShares12.02K
TypeSH
Market value$7.91M
1.26%
Sole
0.00
Shared
0.00
None
12.02K
VANGUARD MALVERN FDS
SOLEShares157.71K
TypeSH
Market value$7.87M
1.26%
Sole
0.00
Shared
0.00
None
157.71K
DIMENSIONAL ETF TRUST
SOLEShares106.22K
TypeSH
Market value$7.70M
1.23%
Sole
0.00
Shared
0.00
None
106.22K
VANGUARD INDEX FDS
SOLEShares17.20K
TypeSH
Market value$7.60M
1.21%
Sole
0.00
Shared
0.00
None
17.20K
INVESCO EXCHANGE TRADED FD T
SOLEShares71.44K
TypeSH
Market value$7.46M
1.19%
Sole
0.00
Shared
0.00
None
71.44K
AMERICAN CENTY ETF TR
SOLEShares68.31K
TypeSH
Market value$6.95M
1.11%
Sole
0.00
Shared
0.00
None
68.31K
SPDR SERIES TRUST
SOLEShares227.42K
TypeSH
Market value$6.49M
1.04%
Sole
0.00
Shared
0.00
None
227.42K
NVIDIA CORPORATION
SOLEShares35.97K
TypeSH
Market value$6.32M
1.01%
Sole
0.00
Shared
0.00
None
35.97K
APPLE INC
SOLEShares24.17K
TypeSH
Market value$6.18M
0.99%
Sole
0.00
Shared
0.00
None
24.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 950.16K | SH | $37.17M 5.94% | 0.00 | 0.00 | 950.16K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 105.59K | SH | $34.13M 5.45% | 0.00 | 0.00 | 105.59K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 46.54K | SH | $28.03M 4.48% | 0.00 | 0.00 | 46.54K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 502.26K | SH | $18.12M 2.89% | 0.00 | 0.00 | 502.26K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 275.74K | SH | $17.96M 2.87% | 0.00 | 0.00 | 275.74K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 209.68K | SH | $17.30M 2.76% | 0.00 | 0.00 | 209.68K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 309.41K | SH | $13.07M 2.09% | 0.00 | 0.00 | 309.41K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 216.99K | SH | $11.31M 1.81% | 0.00 | 0.00 | 216.99K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 233.98K | SH | $11.23M 1.79% | 0.00 | 0.00 | 233.98K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 179.27K | SH | $10.70M 1.71% | 0.00 | 0.00 | 179.27K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 135.54K | SH | $10.57M 1.69% | 0.00 | 0.00 | 135.54K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.65K | SH | $9.60M 1.53% | 0.00 | 0.00 | 14.65K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 346.20K | SH | $9.26M 1.48% | 0.00 | 0.00 | 346.20K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 166.25K | SH | $9.01M 1.44% | 0.00 | 0.00 | 166.25K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 253.40K | SH | $8.82M 1.41% | 0.00 | 0.00 | 253.40K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 113.07K | SH | $8.08M 1.29% | 0.00 | 0.00 | 113.07K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.02K | SH | $7.91M 1.26% | 0.00 | 0.00 | 12.02K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 157.71K | SH | $7.87M 1.26% | 0.00 | 0.00 | 157.71K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 106.22K | SH | $7.70M 1.23% | 0.00 | 0.00 | 106.22K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 17.20K | SH | $7.60M 1.21% | 0.00 | 0.00 | 17.20K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 71.44K | SH | $7.46M 1.19% | 0.00 | 0.00 | 71.44K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 68.31K | SH | $6.95M 1.11% | 0.00 | 0.00 | 68.31K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 227.42K | SH | $6.49M 1.04% | 0.00 | 0.00 | 227.42K |
NVIDIA CORPORATIONSOLE | COM | 35.97K | SH | $6.32M 1.01% | 0.00 | 0.00 | 35.97K |
APPLE INCSOLE | COM | 24.17K | SH | $6.18M 0.99% | 0.00 | 0.00 | 24.17K |
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