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
$583 Million 0.2% of portfolio
29,694
Q2 2025 New
$0
$552 Million 0.19% of portfolio
12,911
Q2 2025 Added 11.96%
$404B
$550 Million 0.19% of portfolio
555
Q2 2025 New
$0
$531 Million 0.18% of portfolio
7,745
Q2 2025 Added 89.74%
$0
$519 Million 0.18% of portfolio
17,762
Q2 2025 Added 2.58%
$0
$518 Million 0.18% of portfolio
2,655
Q2 2025 Added 124.05%
$0
$498 Million 0.17% of portfolio
14,651
Q2 2025 Added 58.44%
$533B
$495 Million 0.17% of portfolio
1,395
Q2 2025 Added 70.12%
$0
$508 Million 0.17% of portfolio
24,792
Q2 2025 New
$593B
$497 Million 0.17% of portfolio
2,271
Q2 2025 New
$0
$497 Million 0.17% of portfolio
11,851
Q2 2025 Added 8.66%
$0
$463 Million 0.16% of portfolio
10,940
Q2 2025 New
$346B
$476 Million 0.16% of portfolio
2,987
Q2 2025 New
Vanguard Malvern Fds
-
$481 Million 0.16% of portfolio
-
Q2 2025 New
$0
$468 Million 0.16% of portfolio
16,802
Q2 2025 Added 61.25%
J P Morgan Exchange Traded F
-
$437 Million 0.15% of portfolio
-
Q2 2025 New
$1.65T
$455 Million 0.15% of portfolio
2,579
Q2 2025 New
$0
$397 Million 0.14% of portfolio
15,867
Q2 2025 Added 53.04%
$0
$407 Million 0.14% of portfolio
9,686
Q2 2025 New
$0
$384 Million 0.13% of portfolio
13,103
Q2 2025 New
-
$370 Million 0.13% of portfolio
-
Q2 2025 New
Ea Series Trust
-
$375 Million 0.13% of portfolio
-
Q2 2025 Added 50.18%
$1.74T
$384 Million 0.13% of portfolio
2,165
Q2 2025 Added 20.28%
$0
$394 Million 0.13% of portfolio
2,843
Q2 2025 New
$0
$396 Million 0.13% of portfolio
8,411
Q2 2025 New
$522B
$359 Million 0.12% of portfolio
2,348
Q2 2025 New
$0
$363 Million 0.12% of portfolio
5,698
Q2 2025 Added 47.96%
$0
$345 Million 0.12% of portfolio
609
Q2 2025 Reduced 5.43%
$0
$356 Million 0.12% of portfolio
8,801
Q2 2025 New
$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%
$490B
$325 Million 0.11% of portfolio
3,012
Q2 2025 Added 55.82%
$11.9B
$327 Million 0.11% of portfolio
4,990
Q2 2025 New
First Tr Exchng Traded Fd Vi
-
$325 Million 0.11% of portfolio
-
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%
$367B
$313 Million 0.11% of portfolio
853
Q2 2025 New
$0
$334 Million 0.11% of portfolio
15,122
Q2 2025 Added 16.46%
$1.37T
$335 Million 0.11% of portfolio
454
Q2 2025 New
$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%
$291B
$282 Million 0.1% of portfolio
726
Q2 2025 New
Ea Series Trust
-
$254 Million 0.09% of portfolio
-
Q2 2025 New

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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