Xy Planning Network, Inc. Portfolio Holdings

Xy Planning Network, Inc.

  • $294 Billion
  • Q2 2025

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.

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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$339 Million 0.12% of portfolio
4,060
Q2 2025 New
$0
$318 Million 0.11% of portfolio
8,941
Q2 2025 New
$0
$323 Million 0.11% of portfolio
3,734
Q2 2025 Added 6.17%
$9.7B
$327 Million 0.11% of portfolio
4,990
Q2 2025 New
$0
$327 Million 0.11% of portfolio
11,664
Q2 2025 Added 10.17%
$0
$336 Million 0.11% of portfolio
3,156
Q2 2025 Reduced 3.55%
$0
$334 Million 0.11% of portfolio
15,122
Q2 2025 Added 16.46%
$0
$310 Million 0.11% of portfolio
8,985
Q2 2025 Reduced 0.83%
$0
$325 Million 0.11% of portfolio
6,077
Q2 2025 Added 30.24%
$0
$294 Million 0.1% of portfolio
4,333
Q2 2025 New
$0
$288 Million 0.1% of portfolio
1,025
Q2 2025 New
$0
$284 Million 0.1% of portfolio
1,387
Q2 2025 Added 21.88%
$0
$291 Million 0.1% of portfolio
9,687
Q2 2025 New
$0
$292 Million 0.1% of portfolio
3,660
Q2 2025 Reduced 1.05%
$0
$279 Million 0.09% of portfolio
1,131
Q2 2025 New
$0
$255 Million 0.09% of portfolio
3,149
Q2 2025 New
$0
$257 Million 0.09% of portfolio
4,053
Q2 2025 Added 4.49%
$0
$257 Million 0.09% of portfolio
5,386
Q2 2025 Added 2.73%
$0
$266 Million 0.09% of portfolio
1,361
Q2 2025 New
$0
$221 Million 0.08% of portfolio
8,901
Q2 2025 New
$0
$229 Million 0.08% of portfolio
1,320
Q2 2025 New
$0
$205 Million 0.07% of portfolio
2,787
Q2 2025 Reduced 6.51%
$0
$220 Million 0.07% of portfolio
2,464
Q2 2025 New
$0
$220 Million 0.07% of portfolio
7,287
Q2 2025 New
$0
$202 Million 0.07% of portfolio
2,566
Q2 2025 New
$0
$213 Million 0.07% of portfolio
9,073
Q2 2025 New
$0
$204 Million 0.07% of portfolio
4,156
Q2 2025 Reduced 2.65%
$0
$208 Million 0.07% of portfolio
5,153
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $294 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 72 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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