XY Planning Network, Inc.

Q3 2026 13F-HR Holdings

Location
Bozeman, MT
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
380
Total value ($000)
$929,349
Net value change ($000)
+132,242 (16.6%)
New positions
61
Sold out positions
21
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DFA INVT DIMENSIONS GROUP IN 14,188 NEW
DFAU 12,072 560.7%
DFA INVT DIMENSIONS GROUP IN 9,067 NEW
VTI 8,791 21.4%
AVUS 7,314 138.0%
DFCF 6,573 45.0%
VEA 6,053 23.4%
DFA INVT DIMENSIONS GROUP IN 4,835 NEW
AVEM 4,573 83.5%
TPIF 4,343 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAC -9,986 -23.1%
DCOR -9,783 -100.0%
DFSV -6,649 -100.0%
DUHP -3,337 -100.0%
IWV -2,799 -100.0%
BOXX -2,372 -100.0%
SPMO -1,668 -88.5%
MBB -1,355 -100.0%
XOM -1,101 -100.0%
NTSX -1,065 -100.0%
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