XY Planning Network, Inc. ETF holdings
Bozeman, MT
Reported $740.7M in 278 ETFs in its Form 13F for June 30, 2026.
ETF value
$740.7M
ETFs held
278
Change from prior quarter
+28.5%
With price moves
ETFs as a share of its 13F
92.9%
of $797.1M
Top 10 of 278 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $43.3M | 975,919 | +25,757 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $41.1M | 111,109 | +5,523 shares |
| VOO | Vanguard S&P 500 ETF | $33.5M | 48,815 | +2,271 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $25.9M | 363,090 | +87,347 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $20.4M | 547,885 | +45,626 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $18.2M | 220,232 | +10,555 shares |
| VUG | Vanguard Morningstar Growth ETF | $15.4M | 178,651 | +161,447 shares |
| BNDX | Vanguard Total International Bond ETF | $15.0M | 310,169 | +76,192 shares |
| DFCF | Dimensional Core Fixed Income ETF | $14.6M | 345,812 | +36,401 shares |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $12.3M | 234,381 | +17,396 shares |
268 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001873438. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does XY Planning Network, Inc. own?
XY Planning Network, Inc. reported 278 ETF positions worth $740.7M in its Form 13F for June 30, 2026. The largest was DFAC, at $43.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.