13F Filings History of XY Planning Network, Inc.

Latest 13F report: Q4 2025 - 26 Jan 2026
Value $: $573,799,381
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 248 stock holdings with total value $573,799,381 as of Q4 2025. Top holdings included VTI, DFAC, VOO, DFIC, and VEA.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	248	$573,799,381	+$271,324,162	-$13,326,677	+$257,997,485	VTI, DFAC, VOO, DFIC, VEA	13F-HR	26 Jan 2026, 07:58
Q3 2025	173	$293,720,357	$0	$0	$0	VTI, DFAC, VCIT, DFCF, IVV	13F-HR	13 Nov 2025, 17:16
Q2 2025	173	$293,720,357	+$135,139,001	-$1,803,942	+$133,335,059	VTI, DFAC, VCIT, DFCF, IVV	13F-HR	16 Jul 2025, 19:43
Q1 2025	102	$149,919,391	+$34,370,182	-$16,203,228	+$18,166,954	DFAC, DFCF, VCIT, MUNI, DFGR	13F-HR	21 Apr 2025, 18:20
Q4 2024	92	$133,162,057	$0	$0	$0	DFAC, DFCF, MUNI, VCIT, DFGR	13F-HR	26 Feb 2025, 21:05