XY Planning Network, Inc.
All 13F Filings
- Location
- Bozeman, MT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 797,107
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 340 | 797,107 | 13F-HR | XY Planning Network, Inc. |
| Q1 2026 | 4/14/2026 | 273 | 626,029 | 13F-HR | XY Planning Network, Inc. |
| Q4 2025 | 1/26/2026 | 248 | 573,799 | 13F-HR | XY Planning Network, Inc. |
| Q3 2025 | 11/13/2025 | 173 | 293,720 | 13F-HR | XY Planning Network, Inc. |
| Q2 2025 | 7/17/2025 | 173 | 293,720 | 13F-HR | XY Planning Network, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 90.01 K | 11.3% | 15.35 K | 0 | 15.35 K |
| ETFs | 696.9 K | 87.4% | 150.6 K | 0 | 150.6 K |
| Debt | 10.22 K | 1.3% | 5.15 K | 0 | 5.15 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
797,107
Holdings
340
QoQ value change ($000)
171,078
(27.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.