§ 13F · FUND PROFILE
XY Planning Network, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $293.7T (13F)Positions · 173Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$79.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 115K | $38.5T | 6.7% | +66% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 918K | $36.3T | 6.3% | +101% |
| 3 | VOO | VANGUARD INDEX FDS | 40K | $25.4T | 4.4% | +300% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 479K | $16.5T | 2.9% | +165% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 252K | $15.7T | 2.7% | +89% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 187K | $15.6T | 2.7% | +56% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 268K | $11.4T | 2.0% | +18% |
| 8 | VXUS | VANGUARD STAR FDS | 139K | $10.5T | 1.8% | +148% |
| 9 | SPY | SPDR S&P 500 ETF TR | 15K | $10.0T | 1.7% | +21% |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | 203K | $9.8T | 1.7% | +216% |
§ 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 $293720.4 trillion in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed