Xy Planning Network, Inc. Portfolio Holdings

Xy Planning Network, Inc.

  • $574 Billion
  • Q4 2025

Xy Planning Network, Inc. has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $574 Billion distributed in 248 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 $38.5B, Dimensional ETF Tr U S Core Eq with a value of $36.3B, Vanguard Index Fds S&P 500 ETF with a value of $25.4B, Dimensional ETF Tr Dimensional with a value of $16.5B, and Vanguard Ftse Developed Market with a value of $15.7B.

Examining the 13F form we can see an increase of $280B in the current position value, from $294B to 574B.

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 $574 Billion
ETFs: $485 Billion
Technology: $16.9 Billion
Financial Services: $9.33 Billion
Communication Services: $3.94 Billion
Consumer Defensive: $3.35 Billion
Consumer Cyclical: $3.01 Billion
Healthcare: $1.75 Billion
Industrials: $1.04 Billion
Other: $1.3 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$3.03 Billion 0.53% of portfolio
11,112
Q4 2025 Added 48.66%
$139B
$1.51 Billion 0.26% of portfolio
4,361
Q4 2025 Added 22.78%
$27.4B
$1.11 Billion 0.19% of portfolio
4,428
Q4 2025 Reduced 6.58%
$96.4B
$738 Million 0.13% of portfolio
6,293
Q4 2025 New
$104B
$588 Million 0.1% of portfolio
10,204
Q4 2025 New
$85.9B
$426 Million 0.07% of portfolio
1,937
Q4 2025 Added 1.41%
$29.2B
$209 Million 0.04% of portfolio
4,464
Q4 2025 New
$121B
$214 Million 0.04% of portfolio
261
Q4 2025 New
$49.1B
$209 Million 0.04% of portfolio
2,232
Q4 2025 Added 1,303.77%

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $574 Billion
  • Prior Value $294 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 85 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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