XY Planning Network, Inc.
- SEC CIK
- 0001873438
- Latest filing
- Jul 14, 2026
The latest 13F from XY Planning Network, Inc. covers Q2 2026 (filed Jul 14, 2026): 340 long positions worth $797.1M. The top 10 holdings make up 30.1% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 5.4%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 85
- Est. +$54.7M
- Added
- 183
- Est. +$106.5M
- Reduced
- 56
- Est. −$15.8M
- Sold out
- 18
- Est. −$26.8M
Top 5 holdings
Share of this quarter's portfolio value
- Dimensional U.S. Core Equity 2 ETF25434V7085.4%$43.3M
- Vanguard Morningstar Total Stock Market ETF9229087695.2%$41.1M
- Vanguard S&P 500 ETF9229083634.2%$33.5M
- Vanguard Ftse Developed Markets ETF9219438583.2%$25.9M
- Dimensional ETF Trust25434V7992.6%$20.4M
Share of portfolio
Top 5 holdings and the other 335 positions, by share of portfolio value
- Dimensional U.S. Core Equity 2 ETF5.4%
- Vanguard Morningstar Total Stock Market ETF5.2%
- Vanguard S&P 500 ETF4.2%
- Vanguard Ftse Developed Markets ETF3.2%
- Dimensional ETF Trust2.6%
- Other 335 positions79.4%
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Morningstar Value ETF922908744+$7.77MAdded
- Vanguard Malvern FDS922020748+$7.30MNew
- Vanguard Morningstar Growth ETF922908736+$6.50MAddedConverted for a 6-for-1 split
- Vanguard Ftse Developed Markets ETF921943858+$6.22MAdded
- State Street SPDR Portfolio S&P 500 ETF78464A854+$5.41MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Malvern FDS922020748+0.92 pp0.0% → 0.9%
- Vanguard Morningstar Value ETF922908744+0.90 pp0.5% → 1.4%
- Vanguard Morningstar Growth ETF922908736+0.72 pp1.2% → 1.9%
- State Street SPDR Portfolio S&P 500 ETF78464A854+0.60 pp0.7% → 1.3%
- Horizon FDS44053A424+0.60 pp0.0% → 0.6%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Timothy Plan887432334−$4.30MSold out
- Two RDS Shared Tr90214Q733−$3.98MSold out
- Northern LTS FD Tr IV66537J796−$3.18MSold out
- iShares Tr464288877−$2.38MReduced
- Nushares ETF Tr67092P607−$2.30MSold out
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Timothy Plan887432334−0.69 pp0.7% → 0.0%
- Two RDS Shared Tr90214Q733−0.64 pp0.6% → 0.0%
- Northern LTS FD Tr IV66537J796−0.51 pp0.5% → 0.0%
- iShares Tr464288877−0.39 pp0.4% → <0.1%
- Nushares ETF Tr67092P607−0.37 pp0.4% → 0.0%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $797.1M
- +$171.1M (+27.3%) vs. prior quarter
- Positions
- 340
- +67 vs. prior quarter
- Top 10 concentration
- 30.1%
- Top 10 as share of value
- Turnover
- 6.0%
- Q2 2026, one quarter
- Average holding period
- 5.6 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $797.1M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 14, 2026 | 340 | $797.1M | Dimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 14, 2026 | 273 | $626.0M | Dimensional U.S. Core Equity 2 ETFVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 26, 2026 | 248 | $573.8M | Vanguard Morningstar Total Stock Market ETFDimensional U.S. Core Equity 2 ETFVanguard S&P 500 ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 173 | $293.7M | Vanguard Morningstar Total Stock Market ETFDimensional U.S. Core Equity 2 ETFVanguard Intermediate-Term Corporate Bond ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 17, 2025 | 173 | $293.7M | Vanguard Morningstar Total Stock Market ETFDimensional U.S. Core Equity 2 ETFVanguard Intermediate-Term Corporate Bond ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 22, 2025 | 102 | $149.9M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustVanguard Intermediate-Term Corporate Bond ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 27, 2025 | 92 | $133.2M | Dimensional U.S. Core Equity 2 ETFDimensional ETF TrustPIMCO ETF Tr | – | SEC |