XY PLANNING NETWORK, INC.

Filed: 7/15/2026ACC: 0001754960-26-000525

📋 What this filing means

XY PLANNING NETWORK, INC. filed this quarterly 13F‑HR report disclosing 340 equity positions with a total reported market value of $797.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

340

Positions

$797.11M

Total AUM (reported)

12.25M

Total Shares

Allocation by class

US COR EQU 2 ETF$43.29M5.4%

COM$41.30M5.2%

TOTAL STK MKT$41.11M5.2%

S&P 500 ETF SHS$33.53M4.2%

VAN FTSE DEV MKT$25.87M3.2%

INTL CORE EQUITY$20.41M2.6%

INT-TERM CORP$18.20M2.3%

Portfolio Concentration

Top 3$117.93M14.8%

4–10$121.82M15.3%

11–25$155.82M19.5%

Rest$401.53M50.4%

Top 3 weight

14.8%

Top 10 weight

30.1%

Voting Authority Distribution

Total shares with voting rights: 12.25M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.25M

% of voting shares100.0%

Investment Discretion (by position count)

Sole340

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings340

Rows:

DIMENSIONAL ETF TRUST

SOLE

US COR EQU 2 ETF

Shares975.92K

TypeSH

Market value$43.29M

5.43%

Sole

0.00

Shared

0.00

None

975.92K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares111.11K

TypeSH

Market value$41.11M

5.16%

Sole

0.00

Shared

0.00

None

111.11K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares48.81K

TypeSH

Market value$33.53M

4.21%

Sole

0.00

Shared

0.00

None

48.81K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares363.09K

TypeSH

Market value$25.87M

3.25%

Sole

0.00

Shared

0.00

None

363.09K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares547.88K

TypeSH

Market value$20.41M

2.56%

Sole

0.00

Shared

0.00

None

547.88K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares220.23K

TypeSH

Market value$18.20M

2.28%

Sole

0.00

Shared

0.00

None

220.23K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares178.65K

TypeSH

Market value$15.39M

1.93%

Sole

0.00

Shared

0.00

None

178.65K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares310.17K

TypeSH

Market value$15.02M

1.88%

Sole

0.00

Shared

0.00

None

310.17K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXE IN ETF

Shares345.81K

TypeSH

Market value$14.60M

1.83%

Sole

0.00

Shared

0.00

None

345.81K

PIMCO ETF TR

SOLE

INTER MUN BD ACT

Shares234.38K

TypeSH

Market value$12.33M

1.55%

Sole

0.00

Shared

0.00

None

234.38K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares141.04K

TypeSH

Market value$12.06M

1.51%

Sole

0.00

Shared

0.00

None

141.04K

SPDR SERIES TRUST

SOLE

ST STR P400MID

Shares174.10K

TypeSH

Market value$11.76M

1.48%

Sole

0.00

Shared

0.00

None

174.10K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares52.97K

TypeSH

Market value$11.54M

1.45%

Sole

0.00

Shared

0.00

None

52.97K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares14.80K

TypeSH

Market value$11.06M

1.39%

Sole

0.00

Shared

0.00

None

14.80K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares269.50K

TypeSH

Market value$10.95M

1.37%

Sole

0.00

Shared

0.00

None

269.50K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL REAL EST

Shares374.32K

TypeSH

Market value$10.84M

1.36%

Sole

0.00

Shared

0.00

None

374.32K

SPDR SERIES TRUST

SOLE

ST STR P500ETF

Shares120.47K

TypeSH

Market value$10.59M

1.33%

Sole

0.00

Shared

0.00

None

120.47K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares14.11K

TypeSH

Market value$10.56M

1.33%

Sole

0.00

Shared

0.00

None

14.11K

DIMENSIONAL ETF TRUST

SOLE

US EQUI MARK ETF

Shares126.21K

TypeSH

Market value$10.34M

1.30%

Sole

0.00

Shared

0.00

None

126.21K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP QUALITY

Shares91.45K

TypeSH

Market value$10.32M

1.30%

Sole

0.00

Shared

0.00

None

91.45K

DIMENSIONAL ETF TRUST

SOLE

US COR EQU 1 ETF

Shares119.33K

TypeSH

Market value$9.78M

1.23%

Sole

0.00

Shared

0.00

None

119.33K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares163.07K

TypeSH

Market value$9.73M

1.22%

Sole

0.00

Shared

0.00

None

163.07K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares188.50K

TypeSH

Market value$9.47M

1.19%

Sole

0.00

Shared

0.00

None

188.50K

ISHARES TR

SOLE

0-3 MTH TREASURY

Shares84.10K

TypeSH

Market value$8.47M

1.06%

Sole

0.00

Shared

0.00

None

84.10K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares80.95K

TypeSH

Market value$8.34M

1.05%

Sole

0.00

Shared

0.00

None

80.95K

Issuer	Class	Shares	Type	Value / Portfolio %	None
DIMENSIONAL ETF TRUSTSOLE	US COR EQU 2 ETF	975.92K	SH	$43.29M 5.43%	975.92K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	111.11K	SH	$41.11M 5.16%	111.11K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	48.81K	SH	$33.53M 4.21%	48.81K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	363.09K	SH	$25.87M 3.25%	363.09K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	547.88K	SH	$20.41M 2.56%	547.88K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	220.23K	SH	$18.20M 2.28%	220.23K
VANGUARD INDEX FDSSOLE	GROWTH ETF	178.65K	SH	$15.39M 1.93%	178.65K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	310.17K	SH	$15.02M 1.88%	310.17K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXE IN ETF	345.81K	SH	$14.60M 1.83%	345.81K
PIMCO ETF TRSOLE	INTER MUN BD ACT	234.38K	SH	$12.33M 1.55%	234.38K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	141.04K	SH	$12.06M 1.51%	141.04K
SPDR SERIES TRUSTSOLE	ST STR P400MID	174.10K	SH	$11.76M 1.48%	174.10K
VANGUARD INDEX FDSSOLE	VALUE ETF	52.97K	SH	$11.54M 1.45%	52.97K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	14.80K	SH	$11.06M 1.39%	14.80K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	269.50K	SH	$10.95M 1.37%	269.50K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL REAL EST	374.32K	SH	$10.84M 1.36%	374.32K
SPDR SERIES TRUSTSOLE	ST STR P500ETF	120.47K	SH	$10.59M 1.33%	120.47K
ISHARES TRSOLE	CORE S&P500 ETF	14.11K	SH	$10.56M 1.33%	14.11K
DIMENSIONAL ETF TRUSTSOLE	US EQUI MARK ETF	126.21K	SH	$10.34M 1.30%	126.21K
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP QUALITY	91.45K	SH	$10.32M 1.30%	91.45K
DIMENSIONAL ETF TRUSTSOLE	US COR EQU 1 ETF	119.33K	SH	$9.78M 1.23%	119.33K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	163.07K	SH	$9.73M 1.22%	163.07K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	188.50K	SH	$9.47M 1.19%	188.50K
ISHARES TRSOLE	0-3 MTH TREASURY	84.10K	SH	$8.47M 1.06%	84.10K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	80.95K	SH	$8.34M 1.05%	80.95K

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