XY Planning Network Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.82M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.01M |
| 3 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$2M |
| 4 |
CORO
iShares International Country Rotation Active ETF
CORO
|
+$1.92M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.92M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$3.36M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$3.06M |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$1.97M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.27M |
| 5 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
+$1.07M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.5% |
| 2 | Financials | 1.46% |
| 3 | Communication Services | 0.66% |
| 4 | Consumer Staples | 0.61% |
| 5 | Consumer Discretionary | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares S&P 100 ETF
OEF
$19.8B
| – | – |
-1,404
| Closed | -$482K |
|
277
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
| – | – |
-15,071
| Closed | -$492K |
|
278
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$158M
| – | – |
-6,400
| Closed | -$208K |
|
279
Innovator US Equity Ultra Buffer ETF January
UJAN
$312M
| – | – |
-6,349
| Closed | -$275K |
|
|
280
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| – | – |
-33,263
| Closed | -$1.97M |
|
Similar funds
XY Planning Network's Q1 2026 Portfolio in Review
As of Q1 2026, XY Planning Network held 280 positions worth $626M, up 9.1% from $574M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
XY Planning Network deployed $53.8M of net new capital in Q1 2026, opening 32 new positions and adding to 167 existing holdings. Its largest new stake was iShares International Country Rotation Active ETF: 58,421 shares worth $1.91M.
By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.9% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Dimensional Short-Duration Fixed Income ETF, an estimated $3.36M trimmed.
- XY Planning Network's largest Q1 2026 buy was iShares International Country Rotation Active ETF: 58,421 shares worth $1.91M.
- XY Planning Network added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $3.82M increase.
- XY Planning Network's biggest Q1 2026 reduction was Dimensional Short-Duration Fixed Income ETF, cutting an estimated $3.36M.
- XY Planning Network fully exited Invesco S&P 500 Top 50 ETF in Q1 2026, selling an estimated $1.97M.
- XY Planning Network's ten largest holdings make up 32% of its $626M portfolio in Q1 2026.
- XY Planning Network opened 32 new positions and closed 7 in Q1 2026.
- XY Planning Network's portfolio value rose 9.1% quarter-over-quarter to $626M.
Based on XY Planning Network's 13F filing for Q1 2026, filed 14 Apr 2026.