XY Planning Network, Inc. — 13F holdings

XY Planning Network, Inc. reported 380 holdings worth $929M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $49.9M (5.4%)
  2. VOO VANGUARD INDEX FDS — $34.6M (3.7%)
  3. DIMENSIONAL ETF TRUST — $33.3M (3.6%)
  4. VEA VANGUARD TAX-MANAGED FDS — $31.9M (3.4%)
  5. DFIC DIMENSIONAL ETF TRUST — $23.9M (2.6%)
  6. DFCF DIMENSIONAL ETF TRUST — $21.2M (2.3%)
  7. VCIT VANGUARD SCOTTSDALE FDS — $18.9M (2.0%)
  8. VUG VANGUARD INDEX FDS — $17.1M (1.8%)
  9. BNDX VANGUARD CHARLOTTE FDS — $16.4M (1.8%)
  10. DFAU DIMENSIONAL ETF TRUST — $14.2M (1.5%)