XY Planning Network
XY Planning Network reported 380 stocks worth $929M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VTI (5.4%), VOO (3.7%) and Dimensional ETF Trust (3.6%). Compared with Q2 2026, the fund opened new positions in DFSV, DCOR and DUHP, added to VTI, VOO and VEA, trimmed SPMD, DFEM and AESR and sold out of IWV, BOXX and MBB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $49.9M | 5.4% | 133K | +22K (+20%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $34.6M | 3.7% | 49K | +543 (+1%) | 8 of 8 | |
| 3 | DIMENSIONAL ETF TRUST | $33.3M | 3.6% | 749K | −227K (−23%) | 8 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $31.9M | 3.4% | 452K | +89K (+25%) | 8 of 8 | |
| 5 |  DFIC Dimensional Intern Core | $23.9M | 2.6% | 636K | +88K (+16%) | 8 of 8 | |
| 6 |  DFCF Dimensional Core Fixed | $21.2M | 2.3% | 528K | +182K (+53%) | 8 of 8 | |
| 7 |  VCIT Vanguard Scottsdale Fds | $18.9M | 2.0% | 242K | +21K (+10%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $17.1M | 1.8% | 189K | +11K (+6%) | 8 of 8 | |
| 9 |  BNDX Vanguard Total | $16.4M | 1.8% | 350K | +40K (+13%) | 8 of 8 | |
| 10 |  DFAU Dimensional ETF Trust | $14.2M | 1.5% | 272K | +230K (+552%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $9.8M | 119K |
DIMENSIONAL ETF TRUST | $6.6M | 171K |
DIMENSIONAL ETF TRUST | $3.3M | 80K |
 IWV Ishares Russell 3000 ETF | $2.8M | 6,565 |
 BOXX EA Series Trust | $2.4M | 20K |
🔒 Free account: see all 21.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →XY Planning Network 13F FAQ
What does XY Planning Network own?
XY Planning Network reported 380 stocks worth $929M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VTI (5.4%), VOO (3.7%) and Dimensional ETF Trust (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did XY Planning Network buy and sell in Q3 2026?
Compared with Q2 2026: 61 new positions, 234 added to, 62 trimmed and 21 sold out. New positions include DFSV, DCOR and DUHP. It sold all of IWV, BOXX and MBB.
When will XY Planning Network file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is XY Planning Network's portfolio worth?
The Q3 2026 filing reports $929M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.