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DOSSIER · 13F-HR · Q2 2026

XY Planning Network, Inc.

$797M in tracked AUM across 340 positions as of Q2 2026.

XP
CIK 0001873438 · last filed Jun 30, 2026
Total AUM
$797M
as of Q2 2026
Holdings
340
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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