§ 13F · FUND PROFILE
XY Planning Network, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $294M (13F)Positions · 173Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 950K | $37M | 5.9% | +4% |
| 2 | VTI | VANGUARD INDEX FDS | 106K | $34M | 5.5% | −8% |
| 3 | VOO | VANGUARD INDEX FDS | 47K | $28M | 4.5% | +15% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 502K | $18M | 2.9% | +5% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 276K | $18M | 2.9% | +9% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 210K | $17M | 2.8% | +12% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 309K | $13M | 2.1% | +15% |
| 8 | MUNI | PIMCO ETF TR | 217K | $11M | 1.8% | +16% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 234K | $11M | 1.8% | +15% |
| 10 | SPMD | SPDR SERIES TRUST | 179K | $11M | 1.7% | +7% |
§ 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 $294 million in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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