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XY Planning Network, Inc.
Updated 5 days agoManaged by Xy Planning Network, Inc. • Latest filing Q3 2026
Portfolio value
$929.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
216.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $293.7M |
| Q4 2025 | $573.8M |
| Q1 2026 | $626M |
| Q2 2026 | $797.1M |
| Q3 2026 | $929.3M |
Top holdings
380 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $49.9M | 133.4K | 5.37% | Added(+20.0%) | |
| 2 | $34.6M | 49.4K | 3.72% | Added(+1.1%) | |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $33.3M | 749.3K | 3.58% | Trimmed(-23.2%) |
| 4 | $31.9M | 452.1K | 3.44% | Added(+24.5%) | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $23.9M | 636.1K | 2.57% | Added(+16.1%) |
| 6 | $21.2M | 527.7K | 2.28% | Added(+52.6%) | |
| 7 | $18.9M | 241.6K | 2.04% | Added(+9.7%) | |
| 8 | $17.1M | 189.4K | 1.84% | Added(+6.0%) | |
| 9 | $16.4M | 350.3K | 1.77% | Added(+12.9%) | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $14.2M | 271.7K | 1.53% | Added(+552.4%) |
| 11 | ? N/A DFA INVT DIMENSIONS GROUP IN | $14.2M | 378.7K | 1.53% | — |
| 12 | $13.3M | 119.1K | 1.43% | Added(+30.2%) | |
| 13 | $12.8M | 59.1K | 1.37% | Added(+11.6%) | |
| 14 | ? N/A AMERICAN CENTY ETF TR | $12.6M | 98.5K | 1.36% | Added(+138.0%) |
| 15 | $12.5M | 16.3K | 1.34% | Added(+15.6%) | |
| 16 | $12.5M | 146.6K | 1.34% | Added(+3.9%) | |
| 17 | $12.4M | 250.4K | 1.34% | Added(+6.8%) | |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $12.3M | 455.9K | 1.33% | Added(+21.8%) |
| 19 | ? N/A AMERICAN CENTY ETF TR | $12.3M | 112.3K | 1.32% | Added(+38.7%) |
| 20 | $11.7M | 130.6K | 1.26% | Added(+8.4%) |