XY Planning Network, Inc. holds a diversified book of 340 reported positions worth $797.1M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-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 reported non-option book. Cloning the disclosed picks since 2025 would be +25% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning XY Planning Network, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+6 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as XY Planning Network, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Capstone Capital LLC | 14 / 80 | $161.1M |
| Verisail Partners, LLC | 13 / 80 | $234.3M |
| Financial Symmetry Inc | 29 / 80 | $259.9M |
| RW Investment Management LLC | 20 / 80 | $982.9M |
| Prosperity Advisers, LLC | 22 / 80 | $117.4M |
| Kearns & Associates LLC | 13 / 80 | $181.3M |
| Parker Financial LLC | 14 / 80 | $231.2M |
| Sensenig Capital Advisors, Inc | 16 / 80 | $90.8M |
Ranked by the share of each fund's own book sitting in the names it shares with XY Planning Network, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 15d | 340 | $797.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 273 | $626.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 248 | $573.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 173 | $293.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 173 | $293.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 102 | $149.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 27, 2025 | 58d | 92 | $133.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.