XY Planning Network, Inc.

Q4 2025 13F-HR Holdings

Location
Bozeman, MT
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
248
Total value ($000)
$573,799
Net value change ($000)
+280,079 (95.4%)
New positions
85
Sold out positions
10
Turnover %
14.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 19,965 122.0%
VOO 19,609 341.2%
VTI 17,514 83.6%
DFIC 10,882 193.9%
VEA 8,139 107.2%
BNDX 6,632 208.1%
VXUS 6,614 170.9%
DCOR 6,192 702.8%
VCIT 5,738 58.0%
SPMD 5,196 115.7%
Top Reduces (Value $000, Stocks/ETFs)
VGT -1,530 -76.6%
IVV -1,244 -15.3%
MOAT -1,012 -31.1%
BSCP -638 -100.0%
AESR -525 -11.7%
JPLD -437 -100.0%
DISV -434 -16.2%
AFIF -346 -14.3%
IWV -319 -10.6%
IGSB -319 -24.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type