XY Planning Network, Inc.
13F Portfolio Filings
Most recent 13F Q1 2026Location bozeman, MTCIK 0001873438All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
273 | $626.03M | DFAC, VTI, VOO, DFIC | 13F-HR | Apr 14, 2026 | 000175496026000253 | ||
248 | $573.8M | VTI, DFAC, VOO, DFIC | 13F-HR | Jan 26, 2026 | 000175496026000116 | ||
173 | $293.72M | VTI, DFAC, VCIT, DFCF | 13F-HR | Nov 13, 2025 | 000175496025000789 | ||
173 | $293.72M | VTI, DFAC, VCIT, DFCF | 13F-HR | Jul 17, 2025 | 000175496025000409 | ||
102 | $149.92M | DFAC, DFCF, VCIT, MUNI | 13F-HR | Apr 22, 2025 | 000175496025000233 | ||
92 | $133.16M | DFAC, DFCF, MUNI, VCIT | 13F-HR | Feb 26, 2025 | 000175496025000155 |