Xy Planning Network, Inc. filed its 13F report for Q2 2026 on July 14, 2026. The portfolio totaled 797.11 M reflecting a +27.33% change from the prior quarter, spanning 340 assets. The top 10 holdings comprised 30.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 83 new positions and 18 complete exits.
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Xy Planning Network submitted their Form 13F-HR for the Q2 2026 period on 07/14/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Xy Planning Network reported a managed portfolio value of 797.11 M, consisting of 340 individual positions.
This page displays the raw filing documents. To see which stocks Xy Planning Network bought or sold during Q2 2026, please visit Xy Planning Network's Portfolio Analysis page.