§ 13F · FUND PROFILE
XY Planning Network, Inc..
AUM · $797M (13F)Positions · 340Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$55M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 976K | $43M | 5.4% | +3% |
| 2 | VTI | VANGUARD INDEX FDS | 111K | $41M | 5.2% | +5% |
| 3 | VOO | VANGUARD INDEX FDS | 49K | $34M | 4.2% | +5% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 363K | $26M | 3.2% | +32% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 548K | $20M | 2.6% | +9% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 220K | $18M | 2.3% | +5% |
| 7 | VUG | VANGUARD INDEX FDS | 179K | $15M | 1.9% | +938% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 310K | $15M | 1.9% | +33% |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 346K | $15M | 1.8% | +12% |
| 10 | MUNI | PIMCO ETF TR | 234K | $12M | 1.5% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE XY SIGNAL
AC read
XY Planning Network, Inc. is a Other fund managing $797 million in assets. The fund runs a broad portfolio of 340 positions.
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