XY Planning Network, Inc. holds a diversified book of 340 stocks worth $797.1M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Core Bond ETF and trimmed SS SPDR P S&P 400 Midcap ETF. Their largest long position is Dimensional US Core Equity 2 at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1873438/holdings"
Use Arkolith to show XY Planning Network, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $43.3M | 975.9K | 5.4% | ▲+2.7% Added · +26K sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $41.1M | 111.1K | 5.2% | ▲+5.2% Added · +6K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $33.5M | 48.8K | 4.2% | ▲+4.9% Added · +2K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $25.9M | 363.1K | 3.2% | ▲+32% Added · +87K sh | |
| 5 | Dimensional ETF Trust INTL CORE EQUITY | $20.4M | 547.9K | 2.6% | ▲+9.1% Added · +46K sh | |
| 6 | Vanguard Scottsdale FDS INT-TERM CORP | $18.2M | 220.2K | 2.3% | ▲+5.0% Added · +11K sh | |
| 7 | Vanguard Index FDS GROWTH ETF | $15.4M | 178.7K | 1.9% | ▲10× Added · +161K sh | |
| 8 | Vanguard Charlotte FDS TOTAL INT BD ETF | $15.0M | 310.2K | 1.9% | ▲+33% Added · +76K sh | |
| 9 | Dimensional ETF Trust CORE FIXE IN ETF | $14.6M | 345.8K | 1.8% | ▲+12% Added · +36K sh | |
| 10 | Pimco ETF TR INTER MUN BD ACT | $12.3M | 234.4K | 1.5% | ▲+8.0% Added · +17K sh | |
| 11 | Vanguard Star FDS VG TL INTL STK F | $12.1M | 141.0K | 1.5% | ▲+4.0% Added · +5K sh | |
| 12 | SPDR Series Trust ST STR P400MID | $11.8M | 174.1K | 1.5% | ▼−2.9% Reduced · −5K sh | |
| 13 | Vanguard Index FDS VALUE ETF | $11.5M | 53.0K | 1.4% | ▲+206% Added · +36K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $11.1M | 14.8K | 1.4% | ▲+1.0% Added · +152 sh | |
| 15 | Dimensional ETF Trust EMERGING MKTS CO | $11.0M | 269.5K | 1.4% | ▲+6.3% Added · +16K sh | |
| 16 | Dimensional ETF Trust GLOBAL REAL EST | $10.8M | 374.3K | 1.4% | ▲+8.1% Added · +28K sh | |
| 17 | SPDR Series Trust ST STR P500ETF | $10.6M | 120.5K | 1.3% | ▲+105% Added · +62K sh | |
| 18 | Ishares TR CORE S&P500 ETF | $10.6M | 14.1K | 1.3% | ▲+17% Added · +2K sh | |
| 19 | Dimensional ETF Trust US EQUI MARK ETF | $10.3M | 126.2K | 1.3% | ▲+12% Added · +13K sh | |
| 20 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $10.3M | 91.4K | 1.3% | ▲+28% Added · +20K sh | |
| 21 | Dimensional ETF Trust US COR EQU 1 ETF | $9.8M | 119.3K | 1.2% | ▲+12% Added · +13K sh | |
| 22 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.7M | 163.1K | 1.2% | ▼−1.9% Reduced · −3K sh | |
| 23 | Vanguard Malvern FDS STRM INFPROIDX | $9.5M | 188.5K | 1.2% | ▲+20% Added · +31K sh | |
| 24 | Ishares TR 0-3 MTH TREASURY | $8.5M | 84.1K | 1.1% | ▲+71% Added · +35K sh | |
| 25 | American Centy ETF TR INTL SMCP VLU | $8.3M | 81.0K | 1.0% | ▲+19% Added · +13K sh | |
| 26 | Vanguard Malvern FDS CORE BD ETF | $7.3M | 94.5K | 0.9% | ▲New New position | |
| 27 | SPDR Series Trust ST INTER ETF | $7.2M | 252.0K | 0.9% | ▲+11% Added · +25K sh | |
| 28 | SPDR Series Trust ST STR SP600 SML | $6.7M | 116.7K | 0.8% | ▼−0.6% Reduced · −696 sh | |
| 29 | Dimensional ETF Trust US SMALL CAP ETF | $6.6M | 171.4K | 0.8% | ▲+1.4% Added · +2K sh | |
| 30 | Nvidia Corporation COM | $6.1M | 30.6K | 0.8% | ▼−15% Reduced · −5K sh | |
| 31 | Vanguard Scottsdale FDS SHORT TERM TREAS | $5.9M | 100.8K | 0.7% | ▲+4.4% Added · +4K sh | |
| 32 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $5.7M | 71.6K | 0.7% | ▲+7.7% Added · +5K sh | |
| 33 | American Centy ETF TR AVANTIS EMGMKT | $5.5M | 56.7K | 0.7% | ▲+53% Added · +20K sh | |
| 34 | Apple Inc COM | $5.4M | 18.6K | 0.7% | ▼−23% Reduced · −6K sh | |
| 35 | Vanguard Intl Equity Index F TT WRLD ST ETF | $5.4M | 34.3K | 0.7% | ▼−4.6% Reduced · −2K sh | |
| 36 | American Centy ETF TR US EQT ETF | $5.3M | 41.4K | 0.7% | ▲+78% Added · +18K sh | |
| 37 | BlackRock ETF Trust ISHARES US EQUIT | $5.3M | 77.2K | 0.7% | ▼−0.3% Reduced · −228 sh | |
| 38 | Dimensional ETF Trust SHOR DUR FIX ETF | $5.0M | 104.5K | 0.6% | ▲20× Added · +99K sh | |
| 39 | Schwab Strategic TR US AGGREGATE B | $4.9M | 212.6K | 0.6% | ▲+3.3% Added · +7K sh | |
| 40 | Ishares TR S&P 500 GRWT ETF | $4.8M | 35.0K | 0.6% | ▲+15% Added · +5K sh | |
| 41 | Horizon FDS ANFIELD US EQTY | $4.8M | 231.0K | 0.6% | ▲New New position | |
| 42 | Dimensional ETF Trust INTL CORE EQT MK | $4.5M | 109.1K | 0.6% | ▲+172% Added · +69K sh | |
| 43 | Dimensional ETF Trust WORLD EX US CORE | $4.4M | 120.5K | 0.6% | ▲+5.5% Added · +6K sh | |
| 44 | Invesco Exchange Traded FD T S&P500 QUALITY | $4.4M | 48.7K | 0.6% | ▼−3.7% Reduced · −2K sh | |
| 45 | SPDR Series Trust ST STR P500GRW | $4.4M | 36.6K | 0.5% | ▲+6.7% Added · +2K sh | |
| 46 | Ishares TR CORE UNIVRSL USD | $4.0M | 87.1K | 0.5% | ▲+80% Added · +39K sh | |
| 47 | Ishares TR S&P 500 VAL ETF | $3.9M | 17.2K | 0.5% | ▼−11% Reduced · −2K sh | |
| 48 | Ishares TR GLOBAL REIT ETF | $3.7M | 133.8K | 0.5% | ▼−1.7% Reduced · −2K sh | |
| 49 | Angel Oak Funds Trust OAK ULTRASHORT | $3.5M | 68.3K | 0.4% | ▲+7.3% Added · +5K sh | |
| 50 | Crowdstrike Hldgs Inc CL A | $3.5M | 4.6K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 340 | $797.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 273 | $626.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 248 | $573.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 173 | $293.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 173 | $293.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 102 | $149.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 27, 2025 | 92 | $133.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.