What does XY Planning Network, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

XY Planning Network, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$37M950K5.9%

VANGUARD INDEX FDS

$34M106K5.5%

VANGUARD INDEX FDS

$28M47K4.5%

DIMENSIONAL ETF TRUST

$18M502K2.9%

VANGUARD TAX-MANAGED FDS

$18M276K2.9%

VANGUARD SCOTTSDALE FDS

$17M210K2.8%

DIMENSIONAL ETF TRUST

$13M309K2.1%

PIMCO ETF TR

$11M217K1.8%

VANGUARD CHARLOTTE FDS

$11M234K1.8%

SPDR SERIES TRUST

$11M179K1.7%

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