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
$20.9 Billion 7.13% of portfolio
68,911
Q2 2025 Added 346.63%
$0
$16.4 Billion 5.57% of portfolio
456,678
Q2 2025 Added 15.95%
$0
$9.9 Billion 3.37% of portfolio
119,352
Q2 2025 Added 24.39%
$0
$9.6 Billion 3.27% of portfolio
227,250
Q2 2025 Added 7.84%
$0
$8.11 Billion 2.76% of portfolio
13,058
Q2 2025 Added 262.32%
$0
$7.59 Billion 2.59% of portfolio
133,205
Q2 2025 Added 45.17%
$0
$7.46 Billion 2.54% of portfolio
12,078
Q2 2025 Added 2,531.37%
$0
$7.37 Billion 2.51% of portfolio
143,504
Q2 2025 Added 0.39%
$0
$5.75 Billion 1.96% of portfolio
10,117
Q2 2025 Added 319.44%
$0
$5.61 Billion 1.91% of portfolio
180,535
Q2 2025 Added 15.56%
$0
$5.29 Billion 1.8% of portfolio
12,078
Q2 2025 Added 19.21%
Dimensional ETF Trust
-
$5.07 Billion 1.73% of portfolio
-
Q2 2025 Reduced 5.05%
$0
$5.01 Billion 1.71% of portfolio
101,344
Q2 2025 Added 14.73%
$0
$4.81 Billion 1.64% of portfolio
60,623
Q2 2025 Reduced 8.87%
$0
$4.49 Billion 1.53% of portfolio
236,807
Q2 2025 New
$0
$4.49 Billion 1.53% of portfolio
82,593
Q2 2025 Added 97.34%
$0
$4.21 Billion 1.43% of portfolio
143,039
Q2 2025 Added 110.37%
$0
$4.17 Billion 1.42% of portfolio
82,976
Q2 2025 Added 71.59%
$0
$4.04 Billion 1.37% of portfolio
137,431
Q2 2025 Added 36.58%
$0
$3.87 Billion 1.32% of portfolio
55,998
Q2 2025 Added 338.27%
$4.3T
$3.5 Billion 1.19% of portfolio
17,055
Q2 2025 Added 221.91%
$0
$3.33 Billion 1.13% of portfolio
69,337
Q2 2025 Added 34.43%
$0
$3.3 Billion 1.12% of portfolio
102,192
Q2 2025 Reduced 9.97%
$0
$3.25 Billion 1.11% of portfolio
34,696
Q2 2025 New
$0
$3.19 Billion 1.09% of portfolio
107,424
Q2 2025 Added 2.42%
$0
$3.17 Billion 1.08% of portfolio
53,912
Q2 2025 Added 141.81%
$0
$3.19 Billion 1.08% of portfolio
64,364
Q2 2025 Added 200.54%
$0
$3.07 Billion 1.04% of portfolio
56,848
Q2 2025 Added 37.83%
$0
$3.02 Billion 1.03% of portfolio
8,613
Q2 2025 Added 40.39%
$0
$2.75 Billion 0.94% of portfolio
34,586
Q2 2025 Added 91.23%
$0
$2.67 Billion 0.91% of portfolio
81,282
Q2 2025 Added 21.2%
$0
$2.61 Billion 0.89% of portfolio
22,837
Q2 2025 New
$465B
$2.45 Billion 0.83% of portfolio
15,505
Q2 2025 Added 24.99%
$0
$2.42 Billion 0.82% of portfolio
260,163
Q2 2025 New
Northern Lts Fd Tr Iv
-
$2.42 Billion 0.82% of portfolio
-
Q2 2025 Added 5.38%
$0
$2.26 Billion 0.77% of portfolio
24,764
Q2 2025 Added 21.66%
-
$2.22 Billion 0.76% of portfolio
-
Q2 2025 Added 60.85%
$0
$2.13 Billion 0.73% of portfolio
22,509
Q2 2025 Reduced 1.12%
$0
$2.05 Billion 0.7% of portfolio
20,298
Q2 2025 Added 41.92%
$100B
$2.06 Billion 0.7% of portfolio
7,475
Q2 2025 New
$0
$2 Billion 0.68% of portfolio
3,011
Q2 2025 New
$0
$1.92 Billion 0.66% of portfolio
3,489
Q2 2025 Added 346.16%
$0
$1.88 Billion 0.64% of portfolio
46,146
Q2 2025 Added 21.18%
$0
$1.79 Billion 0.61% of portfolio
15,100
Q2 2025 New
Dimensional ETF Trust
-
$1.77 Billion 0.6% of portfolio
-
Q2 2025 Added 160.86%
$0
$1.72 Billion 0.58% of portfolio
44,373
Q2 2025 Added 55.94%
$0
$1.7 Billion 0.58% of portfolio
13,238
Q2 2025 Added 365.63%
$0
$1.66 Billion 0.56% of portfolio
26,226
Q2 2025 Added 37.81%
$0
$1.61 Billion 0.55% of portfolio
41,069
Q2 2025 Added 13.62%

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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