XY Planning Network
$797M 13F equity value
356 Holdings
Quarter ended June 30, 2026
The latest 13F on file for XY Planning Network covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 975,919 | $43M | 5.4% |
| VTI | VANGUARD INDEX FDS | 111,109 | $41M | 5.2% |
| VOO | VANGUARD INDEX FDS | 48,815 | $34M | 4.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 363,090 | $26M | 3.2% |
| DFIC | DIMENSIONAL ETF TRUST | 547,885 | $20M | 2.6% |
| VCIT | VANGUARD SCOTTSDALE FDS | 220,232 | $18M | 2.3% |
| VUG | VANGUARD INDEX FDS | 178,651 | $15M | 1.9% |
| BNDX | VANGUARD CHARLOTTE FDS | 310,169 | $15M | 1.9% |
| DFCF | DIMENSIONAL ETF TRUST | 345,812 | $15M | 1.8% |
| MUNI | PIMCO ETF TR | 234,381 | $12M | 1.5% |
Track XY Planning Network's 13F portfolio: $797M in reported holdings, 356 positions. Top holdings and quarterly changes on SentiSense.
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