Holders — by stockHoldings — by fund
XY Planning Network, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001873438
$797.1M
disclosed book value
340
positions
5.4%
largest position share
Positions, as of 2026-06-30
top 100 of 340 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 975,919 | $43.3M | 5.4% |
| 2 | VTIVANGUARD INDEX FDS | 111,109 | $41.1M | 5.2% |
| 3 | VOOVANGUARD INDEX FDS | 48,815 | $33.5M | 4.2% |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 363,090 | $25.9M | 3.2% |
| 5 | DFICDIMENSIONAL ETF TRUST | 547,885 | $20.4M | 2.6% |
| 6 | VCITVANGUARD SCOTTSDALE FDS | 220,232 | $18.2M | 2.3% |
| 7 | VUGVANGUARD INDEX FDS | 178,651 | $15.4M | 1.9% |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 310,169 | $15.0M | 1.9% |
| 9 | DFCFDIMENSIONAL ETF TRUST | 345,812 | $14.6M | 1.8% |
| 10 | MUNIPIMCO ETF TR | 234,381 | $12.3M | 1.5% |
| 11 | VXUSVANGUARD STAR FDS | 141,044 | $12.1M | 1.5% |
| 12 | SPMDSPDR SERIES TRUST | 174,104 | $11.8M | 1.5% |
| 13 | VTVVANGUARD INDEX FDS | 52,971 | $11.5M | 1.4% |
| 14 | SPYSTATE STR SPDR S&P 500 ETF T | 14,805 | $11.1M | 1.4% |
| 15 | DFEMDIMENSIONAL ETF TRUST | 269,500 | $11.0M | 1.4% |
| 16 | DFGRDIMENSIONAL ETF TRUST | 374,316 | $10.8M | 1.4% |
| 17 | SPYMSPDR SERIES TRUST | 120,473 | $10.6M | 1.3% |
| 18 | IVVISHARES TR | 14,106 | $10.6M | 1.3% |
| 19 | DFUSDIMENSIONAL ETF TRUST | 126,210 | $10.3M | 1.3% |
| 20 | XMHQINVESCO EXCHANGE TRADED FD T | 91,449 | $10.3M | 1.3% |
| 21 | DCORDIMENSIONAL ETF TRUST | 119,331 | $9.8M | 1.2% |
| 22 | VWOVANGUARD INTL EQUITY INDEX F | 163,066 | $9.7M | 1.2% |
| 23 | VTIPVANGUARD MALVERN FDS | 188,498 | $9.5M | 1.2% |
| 24 | SGOVISHARES TR | 84,102 | $8.5M | 1.1% |
| 25 | AVDVAMERICAN CENTY ETF TR | 80,955 | $8.3M | 1% |
| 26 | VCRBVANGUARD MALVERN FDS | 94,460 | $7.3M | 0.9% |
| 27 | SPTISPDR SERIES TRUST | 251,997 | $7.2M | 0.9% |
| 28 | SPSMSPDR SERIES TRUST | 116,659 | $6.7M | 0.8% |
| 29 | DFSVDIMENSIONAL ETF TRUST | 171,402 | $6.6M | 0.8% |
| 30 | NVDANVIDIA CORPORATION | 30,640 | $6.1M | 0.8% |
| 31 | VGSHVANGUARD SCOTTSDALE FDS | 100,823 | $5.9M | 0.7% |
| 32 | VCSHVANGUARD SCOTTSDALE FDS | 71,619 | $5.7M | 0.7% |
| 33 | AVEMAMERICAN CENTY ETF TR | 56,733 | $5.5M | 0.7% |
| 34 | AAPLAPPLE INC | 18,613 | $5.4M | 0.7% |
| 35 | VTVANGUARD INTL EQUITY INDEX F | 34,309 | $5.4M | 0.7% |
| 36 | AVUSAMERICAN CENTY ETF TR | 41,375 | $5.3M | 0.7% |
| 37 | DYNFBLACKROCK ETF TRUST | 77,229 | $5.3M | 0.7% |
| 38 | DFSDDIMENSIONAL ETF TRUST | 104,472 | $5.0M | 0.6% |
| 39 | SCHZSCHWAB STRATEGIC TR | 212,609 | $4.9M | 0.6% |
| 40 | IVWISHARES TR | 35,035 | $4.8M | 0.6% |
| 41 | AESRHORIZON FDS | 231,039 | $4.8M | 0.6% |
| 42 | DFAIDIMENSIONAL ETF TRUST | 109,068 | $4.5M | 0.6% |
| 43 | DFAXDIMENSIONAL ETF TRUST | 120,482 | $4.4M | 0.6% |
| 44 | SPHQINVESCO EXCHANGE TRADED FD T | 48,694 | $4.4M | 0.6% |
| 45 | SPYGSPDR SERIES TRUST | 36,564 | $4.4M | 0.5% |
| 46 | IUSBISHARES TR | 87,081 | $4.0M | 0.5% |
| 47 | IVEISHARES TR | 17,182 | $3.9M | 0.5% |
| 48 | REETISHARES TR | 133,840 | $3.7M | 0.5% |
| 49 | UYLDANGEL OAK FUNDS TRUST | 68,260 | $3.5M | 0.4% |
| 50 | CRWDCROWDSTRIKE HLDGS INC | 4,559 | $3.5M | 0.4% |
| 51 | DXJWISDOMTREE TR | 19,946 | $3.5M | 0.4% |
| 52 | AVUVAMERICAN CENTY ETF TR | 27,600 | $3.4M | 0.4% |
| 53 | VUSBVANGUARD BD INDEX FDS | 68,626 | $3.4M | 0.4% |
| 54 | DUHPDIMENSIONAL ETF TRUST | 79,964 | $3.3M | 0.4% |
| 55 | FBNDFIDELITY MERRIMACK STR TR | 72,939 | $3.3M | 0.4% |
| 56 | SCHFSCHWAB STRATEGIC TR | 119,333 | $3.3M | 0.4% |
| 57 | FLOTISHARES TR | 63,859 | $3.3M | 0.4% |
| 58 | BSVVANGUARD BD INDEX FDS | 41,386 | $3.2M | 0.4% |
| 59 | DFATDIMENSIONAL ETF TRUST | 45,877 | $3.2M | 0.4% |
| 60 | NUBDNUSHARES ETF TR | 143,312 | $3.2M | 0.4% |
| 61 | DFAEDIMENSIONAL ETF TRUST | 75,964 | $3.1M | 0.4% |
| 62 | EMXCISHARES INC | 29,233 | $3.0M | 0.4% |
| 63 | GOOGALPHABET INC | 8,309 | $2.9M | 0.4% |
| 64 | ACWXISHARES TR | 38,452 | $2.9M | 0.4% |
| 65 | COROBLACKROCK ETF TRUST | 79,602 | $2.9M | 0.4% |
| 66 | SCHDSCHWAB STRATEGIC TR | 91,174 | $2.9M | 0.4% |
| 67 | QQQINVESCO QQQ TR | 3,830 | $2.8M | 0.4% |
| 68 | IWVISHARES TR | 6,565 | $2.8M | 0.4% |
| 69 | ESGVVANGUARD WORLD FD | 20,812 | $2.8M | 0.3% |
| 70 | VBRVANGUARD INDEX FDS | 11,169 | $2.7M | 0.3% |
| 71 | VBKVANGUARD INDEX FDS | 7,312 | $2.7M | 0.3% |
| 72 | MSFTMICROSOFT CORP | 7,126 | $2.7M | 0.3% |
| 73 | SCHOSCHWAB STRATEGIC TR | 105,903 | $2.6M | 0.3% |
| 74 | DISVDIMENSIONAL ETF TRUST | 63,353 | $2.5M | 0.3% |
| 75 | MUBISHARES TR | 23,205 | $2.5M | 0.3% |
| 76 | IUSVISHARES TR | 22,487 | $2.5M | 0.3% |
| 77 | BAIBLACKROCK ETF TRUST | 46,018 | $2.4M | 0.3% |
| 78 | ITOTISHARES TR | 14,636 | $2.4M | 0.3% |
| 79 | BOXXEA SERIES TRUST | 20,258 | $2.4M | 0.3% |
| 80 | EUSAISHARES INC | 20,498 | $2.3M | 0.3% |
| 81 | ESGEISHARES INC | 41,579 | $2.3M | 0.3% |
| 82 | DUSBDIMENSIONAL ETF TRUST | 43,572 | $2.2M | 0.3% |
| 83 | DFASDIMENSIONAL ETF TRUST | 26,636 | $2.2M | 0.3% |
| 84 | DFAUDIMENSIONAL ETF TRUST | 41,643 | $2.2M | 0.3% |
| 85 | CMECME GROUP INC | 9,715 | $2.1M | 0.3% |
| 86 | MOATVANECK ETF TRUST | 20,299 | $2.1M | 0.3% |
| 87 | DFSUDIMENSIONAL ETF TRUST | 45,088 | $2.1M | 0.3% |
| 88 | DFNMDIMENSIONAL ETF TRUST | 43,086 | $2.1M | 0.3% |
| 89 | ISTBISHARES TR | 42,588 | $2.1M | 0.3% |
| 90 | DFGPDIMENSIONAL ETF TRUST | 37,557 | $2.0M | 0.3% |
| 91 | AMZNAMAZON COM INC | 8,438 | $2.0M | 0.3% |
| 92 | AFIFHORIZON FDS | 208,586 | $2.0M | 0.2% |
| 93 | USMVISHARES TR | 19,935 | $1.9M | 0.2% |
| 94 | SPMOINVESCO EXCH TRADED FD TR II | 11,669 | $1.9M | 0.2% |
| 95 | BNDVANGUARD BD INDEX FDS | 25,405 | $1.9M | 0.2% |
| 96 | IJHISHARES TR | 24,175 | $1.9M | 0.2% |
| 97 | IJRISHARES TR | 12,313 | $1.8M | 0.2% |
| 98 | AVGOBROADCOM INC | 4,764 | $1.8M | 0.2% |
| 99 | DFUVDIMENSIONAL ETF TRUST | 32,284 | $1.8M | 0.2% |
| 100 | ACWVISHARES INC | 14,751 | $1.8M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.