Xy Planning Network, Inc. Portfolio Holdings

Xy Planning Network, Inc.

  • $294 Billion
  • Q3 2025

Xy Planning Network, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $20.9B, Dimensional ETF Tr U S Core Eq with a value of $16.4B, Vanguard Intermediate Term Cor with a value of $9.9B, Dimensional ETF Tr Core Fxd In with a value of $9.6B, and Ishares Core S&P 500 ETF with a value of $8.11B.

Xy Planning Network, Inc. is based out at Bozeman, MT

Below you can find more details about Xy Planning Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $294 Billion
ETFs: $249 Billion
Technology: $8.3 Billion
Financial Services: $5.39 Billion
Consumer Cyclical: $2.02 Billion
Communication Services: $1.39 Billion
Consumer Defensive: $1.03 Billion
Industrials: $719 Million
Healthcare: $594 Million
Other: $325 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.6 Billion 0.54% of portfolio
15,886
Q2 2025 Added 140.62%
$0
$1.55 Billion 0.53% of portfolio
20,837
Q2 2025 Reduced 5.46%
$0
$1.46 Billion 0.5% of portfolio
14,145
Q2 2025 Reduced 0.79%
$0
$1.45 Billion 0.49% of portfolio
15,446
Q2 2025 Added 2.94%
$2.39T
$1.44 Billion 0.49% of portfolio
6,548
Q2 2025 Added 71.32%
$0
$1.45 Billion 0.49% of portfolio
58,651
Q2 2025 New
Dimensional ETF Trust
-
$1.38 Billion 0.47% of portfolio
-
Q2 2025 Added 17.43%
$0
$1.31 Billion 0.45% of portfolio
49,563
Q2 2025 Added 19.96%
$0
$1.31 Billion 0.45% of portfolio
24,794
Q2 2025 Added 17.93%
$0
$1.32 Billion 0.45% of portfolio
30,903
Q2 2025 Added 52.95%
$0
$1.26 Billion 0.43% of portfolio
24,947
Q2 2025 Added 10.12%
$0
$1.24 Billion 0.42% of portfolio
11,312
Q2 2025 Added 24.77%
$0
$1.21 Billion 0.41% of portfolio
47,856
Q2 2025 New
$0
$1.1 Billion 0.38% of portfolio
10,570
Q2 2025 New
$27.4B
$1.11 Billion 0.38% of portfolio
4,740
Q2 2025 New
$0
$1.11 Billion 0.38% of portfolio
11,287
Q2 2025 Added 68.59%
$0
$1.06 Billion 0.36% of portfolio
30,725
Q2 2025 Added 45.98%
$0
$1.04 Billion 0.36% of portfolio
16,060
Q2 2025 Added 62.16%
$0
$1.02 Billion 0.35% of portfolio
7,563
Q2 2025 New
$0
$1.03 Billion 0.35% of portfolio
5,848
Q2 2025 Added 15.12%
$139B
$979 Million 0.33% of portfolio
3,552
Q2 2025 Added 14.43%
$0
$964 Million 0.33% of portfolio
15,541
Q2 2025 Added 15.23%
$0
$952 Million 0.32% of portfolio
21,627
Q2 2025 Added 69.84%
$0
$870 Million 0.3% of portfolio
20,588
Q2 2025 Added 85.28%
Dimensional ETF Trust
-
$881 Million 0.3% of portfolio
-
Q2 2025 Added 86.18%
$3.78T
$872 Million 0.3% of portfolio
1,754
Q2 2025 Added 147.39%
$0
$838 Million 0.29% of portfolio
17,674
Q2 2025 Added 74.47%
$0
$863 Million 0.29% of portfolio
9,669
Q2 2025 New
$662B
$836 Million 0.28% of portfolio
1,720
Q2 2025 New
$0
$810 Million 0.28% of portfolio
5,987
Q2 2025 New
$0
$814 Million 0.28% of portfolio
27,972
Q2 2025 New
$0
$812 Million 0.28% of portfolio
19,416
Q2 2025 Added 8.5%
$0
$825 Million 0.28% of portfolio
6,121
Q2 2025 New
$0
$780 Million 0.27% of portfolio
8,983
Q2 2025 New
-
$749 Million 0.26% of portfolio
-
Q2 2025 Added 45.82%
$0
$755 Million 0.26% of portfolio
14,877
Q2 2025 Added 78.51%
$0
$765 Million 0.26% of portfolio
4,207
Q2 2025 Reduced 17.19%
$0
$739 Million 0.25% of portfolio
2,670
Q2 2025 New
$0
$707 Million 0.24% of portfolio
24,559
Q2 2025 New
-
$706 Million 0.24% of portfolio
-
Q2 2025 New
$0
$704 Million 0.24% of portfolio
2,469
Q2 2025 Added 124.25%
$0
$679 Million 0.23% of portfolio
4,129
Q2 2025 New
$0
$678 Million 0.23% of portfolio
7,226
Q2 2025 Added 56.2%
$0
$638 Million 0.22% of portfolio
30,856
Q2 2025 New
$0
$645 Million 0.22% of portfolio
15,608
Q2 2025 Reduced 0.09%
$0
$640 Million 0.22% of portfolio
4,803
Q2 2025 Reduced 1.64%
$881B
$656 Million 0.22% of portfolio
2,264
Q2 2025 New
$0
$607 Million 0.21% of portfolio
6,614
Q2 2025 New
$0
$624 Million 0.21% of portfolio
31,970
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $294 Billion
  • Prior Value $294 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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