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Xy Planning Network - Q4 2025 13F Filings

XY

Xy Planning Network, Inc.

CIK: 0001873438
Address: Montana Bozeman 24 E Main St
$573.8 M
Portfolio Value
248
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VOO Vanguard S&P 500 Etf
+$19.01 M
2. DFAC Dimensional Us Core Equity 2 Etf
+$18.25 M
3. VTI Vanguard Total Stock Market Etf
+$15.35 M
4. DFIC Dimensional International Core Equity 2 Etf
+$10.27 M
5. MUNI Pimco Intermediate Municipal
+$9.81 M
6. VEA Vanguard Ftse Developed Markets Etf
+$7.41 M

Top Sells

Q4 2025
1. IVV Ishares Core S&P 500 Etf
−$2.08 M
2. VGT Vanguard Information Technology Etf
−$1.8 M
3. MOAT Vaneck Morningstar Wide Moat Etf
−$1.35 M
4. DISV Dimensional International Small Cap Value Etf
−$847,817.62
5. BSCP Invesco Bulletshares 2025 Corporate Bond Etf
−$638,099

Asset Allocation

Stocks/ETFs
+105.17%
$573.8 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Xy Planning Network Q4 2025 Filing Summary

Xy Planning Network, Inc. filed its 13F report for Q4 2025 on January 26, 2026. The portfolio totaled 573.8 M reflecting a +95.36% change from the prior quarter, spanning 248 assets. The top 10 holdings comprised 33.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 91 new positions and 10 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Xy Planning Network’s Q4 2025 Filing

Xy Planning Network submitted their Form 13F-HR for the Q4 2025 period on 01/26/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Xy Planning Network reported a managed portfolio value of 573.8 M, consisting of 248 individual positions.

This page displays the raw filing documents. To see which stocks Xy Planning Network bought or sold during Q4 2025, please visit Xy Planning Network's Portfolio Analysis page.