Xy Planning Network, Inc. Portfolio Holdings

Xy Planning Network, Inc. has filed its 13F form on July 16, 2025 for Q2 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.

Examining the 13F form we can see an increase of $144B in the current position value, from $150B to 294B.

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.