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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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