DOSSIER · 13F-HR · Q1 2026

XY Planning Network, Inc.

$626M in tracked AUM across 273 positions as of Q1 2026.

XP
CIK 0001873438 · last filed Mar 31, 2026
Total AUM
$626M
as of Q1 2026
Holdings
273
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

XY Planning Network Inc.'s $630M, 273-name 13F for Q1 2026 is a textbook ETF-overlay institutional wrapper: the top five holdings are exclusively ETFs — DFAC (U.S. small-cap core equity) at 5.9%, VTI (total U.S. stock market) at 5.5%, VOO (S&P 500) at 4.5%, DFIC (international small-cap) at 2.9%, and VEA (developed markets) at 2.9% — that together span U.S. large-cap, U.S. small-cap, and international small-cap equity sleeves with no single-name positions visible in the top layer and eight ETFs across the top eight holdings. With whaleScore of 49.75 and average position size of approximately $2.3M across 273 names, the remaining names fill out the equity and potentially fixed-income sleeves beneath the ETF core but add limited smart-money signal — all top-layer risk is in vehicles. This is the class of filing that functions best as a vehicle-selection signal, not a name-conviction signal, and is therefore filed as passive.

273 names at $630M = $2.3M average. Residual single-name sleeves exist but are dwarfed by the ETF core.

Classification: CIK 0001873438. 273 holdings, 8 ETFs in top 8, full equity market ETF sleeve structure, whaleScore 49.75. PASSIVE passivity — decline as passive_index.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$37M950K5.9%
02
VTI
VANGUARD INDEX FDS
$34M106K5.5%
03
VOO
VANGUARD INDEX FDS
$28M47K4.5%
04
DFIC
DIMENSIONAL ETF TRUST
$18M502K2.9%
05
VEA
VANGUARD TAX-MANAGED FDS
$18M276K2.9%
06
VCIT
VANGUARD SCOTTSDALE FDS
$17M210K2.8%
07
DFCF
DIMENSIONAL ETF TRUST
$13M309K2.1%
08
MUNI
PIMCO ETF TR
$11M217K1.8%
09
BNDX
VANGUARD CHARLOTTE FDS
$11M234K1.8%
10
SPMD
SPDR SERIES TRUST
$11M179K1.7%

Filing history

2026Q1Mar 31
$626M 9.1%
273 positionsView →
2025Q4Dec 31
$574M 95.4%
248 positionsView →
2025Q3Sep 30
$294M 0.0%
173 positionsView →
2025Q2Jun 30
$294M 204.5%
173 positionsLocked
2025Q1Mar 31
$96M 27.6%
60 positionsLocked
2024Q4Dec 31
$133M
92 positionsLocked