Xy Planning Network, Inc. (CIK: 0001873438) is a financial institution headquartered at 24 E Main St, , Bozeman, Montana 59715. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $573,799,381, comprising 248 distinct securities. Over its filing history, it has submitted 5 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2025 — Top-10 concentration: 33.1%. Quarterly turnover: 6.2%. ▲ 91 new, +120 added, −33 reduced, ×10 exited.

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

Stocks/ETFs

+105.17%

$573.8 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Total Stock Market Etf ETF-VTI	114,709	$38.46 M	6.70%	▲ 45,798	Add 66.5%
Dimensional Us Core Equity 2 Etf ETF-DFAC	917,707	$36.33 M	6.33%	▲ 461,029	Add 101.0%
Vanguard S&P 500 Etf ETF-VOO	40,432	$25.36 M	4.42%	▲ 30,315	Add 299.6%
Dimensional International Core Equity 2 Etf ETF-DFIC	478,664	$16.49 M	2.87%	▲ 298,129	Add 165.1%
Vanguard Ftse Developed Markets Etf ETF-VEA	251,855	$15.73 M	2.74%	▲ 118,650	Add 89.1%
Vanguard Intermediate-Term Corporate Bond Etf ETF-VCIT	186,690	$15.64 M	2.72%	▲ 67,338	Add 56.4%
Dimensional Core Fixed Income Etf ETF-DFCF	268,242	$11.42 M	1.99%	▲ 40,992	Add 18.0%
Vanguard Total International Stock Etf ETF-VXUS	138,955	$10.48 M	1.83%	▲ 82,957	Add 148.1%
Spdr S&P 500 Etf Trust ETF-SPY	14,610	$9.96 M	1.74%	▲ 2,532	Add 21.0%
Vanguard Total International Bond Etf ETF-BNDX	203,212	$9.82 M	1.71%	▲ 138,848	Add 215.7%

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Xy Planning Network, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Xy Planning Network, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 5 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Xy Planning Network, Inc. Quarterly 13F Statistics

Discover detailed insights into Xy Planning Network, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Xy Planning Network, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Xy Planning Network, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Xy Planning Network, Inc. 13F Filings, Portfolio & Analysis

Xy Planning Network, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Xy Planning Network, Inc.'s Portfolio

Xy Planning Network, Inc. Quarterly 13F Statistics

Xy Planning Network, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)