XY Planning Network, Inc.
All 13F Filings
- Location
- Bozeman, MT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 626,029
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.67 K | 11.9% | 0 | 360.4 K | -360.4 K |
| ETFs | 546.3 K | 87.3% | 415.3 K | 0 | 415.3 K |
| Debt | 5.069 K | 0.8% | 2.051 K | 0 | 2.051 K |
| Other | 0 | 0.0% | 0 | 4.745 K | -4.745 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
626,029
Holdings
273
QoQ value change ($000)
52,230
(9.1%)
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.