XY Planning Network, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$294M
Signature - Title
Aryn Sands - Agent
Location
Bozeman, MT
Summary
This page shows a list of all the recent 13F filings made by XY Planning Network, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. XY Planning Network, Inc. reported 173 stock holdings with total value $294M as of Q3 2025. Top holdings included VTI, DFAC, VCIT, DFCF, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 173 $294M $0 $0 VTI, DFAC, VCIT, DFCF, IVV 13F-HR 11/13/2025, 05:16 PM
Q2 2025 173 $294M +$135M -$1.8M +$133M VTI, DFAC, VCIT, DFCF, IVV 13F-HR 7/16/2025, 07:43 PM
Q1 2025 102 $150M +$34.4M -$16.2M +$18.2M DFAC, DFCF, VCIT, MUNI, DFGR 13F-HR 4/21/2025, 06:20 PM
Q4 2024 92 $133M $0 $0 DFAC, DFCF, MUNI, VCIT, DFGR 13F-HR 2/26/2025, 09:05 PM