XY Planning Network Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Value ETF
VTV
|
+$7.44M |
| 2 |
Vanguard Core Bond ETF
VCRB
|
+$7.29M |
| 3 |
Vanguard Growth ETF
VUG
|
+$6.35M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.08M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$5.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Timothy Plan International ETF
TPIF
|
+$4.3M |
| 2 |
Inspire 500 ETF
PTL
|
+$3.18M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$2.41M |
| 4 |
Nuveen ESG Small-Cap ETF
NUSC
|
+$2.3M |
| 5 |
Timothy Plan US Small Cap Core ETF
TPSC
|
+$2.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.96% |
| 2 | Financials | 1.2% |
| 3 | Communication Services | 0.7% |
| 4 | Healthcare | 0.55% |
| 5 | Consumer Staples | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| – | – |
-12,260
| Closed | -$1.26M |
|
|
352
Timothy Plan International ETF
TPIF
$251M
| – | – |
-117,713
| Closed | -$4.3M |
|
|
353
Timothy Plan US Small Cap Core ETF
TPSC
$360M
| – | – |
-53,729
| Closed | -$2.3M |
|
354
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
| – | – |
-7,944
| Closed | -$498K |
|
355
Waste Management
WM
$95.9B
| – | – |
-1,942
| Closed | -$449K |
|
|
356
Inspire 500 ETF
PTL
$873M
| – | – |
-12,652
| Closed | -$3.18M |
|
Similar funds
XY Planning Network's Q2 2026 Portfolio in Review
As of Q2 2026, XY Planning Network held 356 positions worth $797M, up 27% from $626M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
XY Planning Network deployed $114M of net new capital in Q2 2026, opening 83 new positions and adding to 183 existing holdings. Its largest new stake was Vanguard Core Bond ETF: 94,460 shares worth $7.3M.
By sector, the portfolio is most concentrated in Technology at 3% of assets, up from 2.5% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was iShares MSCI EAFE Value ETF, an estimated $2.41M trimmed.
- XY Planning Network's largest Q2 2026 buy was Vanguard Core Bond ETF: 94,460 shares worth $7.3M.
- XY Planning Network added most to Vanguard Value ETF in Q2 2026, an estimated $7.44M increase.
- XY Planning Network's biggest Q2 2026 reduction was iShares MSCI EAFE Value ETF, cutting an estimated $2.41M.
- XY Planning Network fully exited Timothy Plan International ETF in Q2 2026, selling an estimated $4.3M.
- XY Planning Network's ten largest holdings make up 30% of its $797M portfolio in Q2 2026.
- XY Planning Network opened 83 new positions and closed 16 in Q2 2026.
- XY Planning Network's portfolio value rose 27% quarter-over-quarter to $797M.
Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.