XY Planning Network, Inc.

Q1 2026 13F-HR Holdings

Location
Bozeman, MT
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
273
Total value ($000)
$626,029
Net value change ($000)
+52,230 (9.1%)
New positions
30
Sold out positions
7
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOO 2,678 10.6%
VEA 2,229 14.2%
BOXX 2,017 622.5%
SGOV 2,011 68.6%
CORO 1,910 NEW
ACWX 1,693 NEW
VCIT 1,668 10.7%
DFCF 1,654 14.5%
DFIC 1,621 9.8%
MUNI 1,497 15.3%
Top Reduces (Value $000, Stocks/ETFs)
VTI -4,328 -11.3%
DFSD -3,345 -93.1%
XLG -1,972 -100.0%
IEMG -1,149 -59.1%
PTLC -1,109 -64.6%
BSCT -849 -59.7%
BRK-B -794 -52.6%
AAPL -768 -11.1%
BSCS -649 -39.2%
BSCU -632 -66.2%
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