2026 Q3 Portfolio Activity
In 2026 Q3, XY Planning Network, Inc. maintained a portfolio of 396 distinct positions. The most significant new addition was TIMOTHY PLAN, now representing 0.47% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 552.4%. The fund also reduced its exposure to DIMENSIONAL ETF TRUST by 23.2%.
Position History
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XY Planning Network, Inc.
AUM $917M
Total Positions
396
Quarter
2026 Q3
Top Holding
VTI (5.4%)
Top 10 Concentration
28.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 396
XY Planning Network, Inc. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 5.37% | 5.16% |
#1
1
Prev: #2
|
6.6 |
—
|
22,244 | 20.0% |
P
S
|
133,353 | $49,906,164 |
$321.78
+17.1%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.72% | 4.21% |
#2
1
Prev: #3
|
3.5 |
—
|
543 | 1.1% |
P
S
|
49,358 | $34,593,151 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 3.58% | 5.43% |
#3
2
Prev: #1
|
2.4 |
—
|
-226,624 | -23.2% |
P
S
|
749,295 | $33,306,162 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.43% | 3.25% |
#4
Prev: #4
|
4.4 |
—
|
89,009 | 24.5% |
P
S
|
452,099 | $31,922,681 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 2.57% | 2.56% |
#5
Prev: #5
|
3.5 |
—
|
88,253 | 16.1% |
P
S
|
636,138 | $23,925,148 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.28% | 1.83% |
#6
3
Prev: #9
|
3.9 |
—
|
181,861 | 52.6% |
P
S
|
527,673 | $21,170,231 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.04% | 2.28% |
#7
1
Prev: #6
|
2.8 |
—
|
21,343 | 9.7% |
P
S
|
241,575 | $18,917,704 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.84% | 1.93% |
#8
1
Prev: #7
|
2.7 |
—
|
10,771 | 6.0% |
P
S
|
189,422 | $17,068,828 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.77% | 1.88% |
#9
1
Prev: #8
|
2.7 |
—
|
40,103 | 12.9% |
P
S
|
350,272 | $16,417,229 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 1.53% | 0.27% |
#10
74
Prev: #84
|
3.6 |
—
|
230,040 | 552.4% |
P
S
|
271,683 | $14,225,340 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFSV
DFA INVT DIMENS...
|
Unknown | 1.53% | 0.83% |
#11
18
Prev: #29
|
3.6 |
—
|
207,257 | 120.9% |
P
S
|
378,659 | $14,188,343 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 1.43% | 1.30% |
#12
8
Prev: #20
|
3.1 |
—
|
27,643 | 30.2% |
P
S
|
119,092 | $13,296,580 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.37% | 1.45% |
#13
Prev: #13
|
2.5 |
—
|
6,118 | 11.5% |
P
S
|
59,089 | $12,767,846 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.36% | 0.66% |
#14
22
Prev: #36
|
3.5 |
—
|
57,095 | 138.0% |
P
S
|
98,470 | $12,613,055 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.34% | 1.33% |
#15
3
Prev: #18
|
2.5 |
—
|
2,202 | 15.6% |
P
S
|
16,308 | $12,489,766 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.34% | 1.51% |
#16
5
Prev: #11
|
1.0 |
—
|
5,559 | 3.9% |
P
S
|
146,603 | $12,455,409 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 1.34% | 1.55% |
#17
7
Prev: #10
|
2.5 |
—
|
16,009 | 6.8% |
P
S
|
250,390 | $12,441,877 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.33% | 1.36% |
#18
2
Prev: #16
|
3.0 |
—
|
81,542 | 21.8% |
P
S
|
455,858 | $12,330,964 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.32% | 1.05% |
#19
6
Prev: #25
|
3.0 |
—
|
31,312 | 38.7% |
P
S
|
112,267 | $12,279,772 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.26% | 1.33% |
#20
3
Prev: #17
|
2.5 |
—
|
10,105 | 8.4% |
P
S
|
130,578 | $11,720,720 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.23% | 1.39% |
#21
7
Prev: #14
|
1.0 |
—
|
163 | 1.1% |
P
S
|
14,968 | $11,414,727 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.22% | 1.30% |
#22
3
Prev: #19
|
2.5 |
—
|
10,277 | 8.1% |
P
S
|
136,487 | $11,332,462 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 1.18% | 1.48% |
#23
11
Prev: #12
|
1.0 |
—
|
-637 | -0.4% |
P
S
|
173,467 | $10,935,369 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.14% | 1.37% |
#24
9
Prev: #15
|
1.0 |
—
|
-3,232 | -1.2% |
P
S
|
266,268 | $10,576,174 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.08% | 0.69% |
#25
8
Prev: #33
|
3.4 |
—
|
50,128 | 88.4% |
P
S
|
106,861 | $10,047,054 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.06% | 1.22% |
#26
4
Prev: #22
|
0.9 |
—
|
2,926 | 1.8% |
P
S
|
165,992 | $9,844,959 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 1.06% | 1.19% |
#27
4
Prev: #23
|
2.4 |
—
|
11,119 | 5.9% |
P
S
|
199,617 | $9,825,149 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SGOV
ISHARES TR
|
ETF | 0.98% | 1.06% |
#28
4
Prev: #24
|
2.4 |
—
|
6,158 | 7.3% |
P
S
|
90,260 | $9,087,375 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DCOR
DFA INVT DIMENS...
|
Unknown | 0.98% | 1.23% |
#29
8
Prev: #21
|
0.9 |
—
|
-9,639 | -8.1% |
P
S
|
109,692 | $9,067,142 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SPTI
SPDR SERIES TRU...
|
Bond/Debt | 0.86% | 0.90% |
#30
3
Prev: #27
|
2.3 |
—
|
40,200 | 16.0% |
P
S
|
292,197 | $7,971,144 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.85% | 0.68% |
#31
3
Prev: #34
|
2.8 |
—
|
5,099 | 27.4% |
P
S
|
23,712 | $7,896,725 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 0.84% | 0.92% |
#32
6
Prev: #26
|
2.3 |
—
|
11,269 | 11.9% |
P
S
|
105,729 | $7,783,769 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.82% | 0.77% |
#33
3
Prev: #30
|
2.3 |
—
|
2,925 | 9.5% |
P
S
|
33,565 | $7,665,383 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.70% | 0.63% |
#34
4
Prev: #38
|
2.8 |
—
|
35,828 | 34.3% |
P
S
|
140,300 | $6,520,030 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
ACWX
ISHARES TR
|
ETF | 0.67% | 0.37% |
#35
29
Prev: #64
|
3.3 |
—
|
44,437 | 115.6% |
P
S
|
82,889 | $6,268,066 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.67% | 0.84% |
#36
8
Prev: #28
|
0.8 |
—
|
963 | 0.8% |
P
S
|
117,622 | $6,217,543 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.67% | 0.66% |
#37
Prev: #37
|
2.3 |
—
|
12,079 | 15.6% |
P
S
|
89,308 | $6,185,455 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.67% | 0.74% |
#38
7
Prev: #31
|
2.3 |
—
|
6,548 | 6.5% |
P
S
|
107,371 | $6,180,295 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.66% | 0.68% |
#39
4
Prev: #35
|
2.3 |
—
|
4,280 | 12.5% |
P
S
|
38,589 | $6,091,274 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.65% | 0.71% |
#40
8
Prev: #32
|
2.3 |
—
|
6,603 | 9.2% |
P
S
|
78,222 | $6,042,698 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IVW
ISHARES TR
|
Warrant | 0.61% | 0.60% |
#41
1
Prev: #40
|
2.2 |
—
|
4,868 | 13.9% |
P
S
|
39,903 | $5,676,547 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.58% | 0.62% |
#42
3
Prev: #39
|
2.2 |
—
|
29,985 | 14.1% |
P
S
|
242,594 | $5,361,330 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IUSB
ISHARES TR
|
ETF | 0.54% | 0.50% |
#43
3
Prev: #46
|
2.7 |
—
|
27,142 | 31.2% |
P
S
|
114,223 | $5,036,092 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.53% | 0.56% |
#44
2
Prev: #42
|
2.2 |
—
|
8,868 | 8.1% |
P
S
|
117,936 | $4,886,085 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DUHP
DFA INVT DIMENS...
|
Unknown | 0.52% | 0.42% |
#45
9
Prev: #54
|
2.7 |
—
|
35,403 | 44.3% |
P
S
|
115,367 | $4,835,017 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.50% | 0.32% |
#46
28
Prev: #74
|
3.2 |
—
|
44,411 | 70.1% |
P
S
|
107,764 | $4,665,111 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.50% | 0.55% |
#47
2
Prev: #45
|
0.7 |
—
|
883 | 2.4% |
P
S
|
37,447 | $4,608,980 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
N/A
HORIZON FDS
|
|
Unknown | 0.49% | 0.60% |
#48
7
Prev: #41
|
0.7 |
—
|
-887 | -0.4% |
P
S
|
230,152 | $4,575,421 | — | 13F Filing | 2026-09-30 | 2026-10-14 | ||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.48% | 0.44% |
#49
1
Prev: #50
|
3.2 |
—
|
12,376 | 271.5% |
P
S
|
16,935 | $4,483,541 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.48% | 0.33% |
#50
22
Prev: #72
|
2.7 |
—
|
1,566 | 22.0% |
P
S
|
8,692 | $4,457,933 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 |
Showing 1-50 of 396 holdings