XY Planning Network, Inc.

13F filer · CIK 0001873438

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$797MU.S. long equity reported on 13F

Positions8422 new · 5 closed

Net flow last quarter+$11.8MBuys minus sells

Top 10 positions weight6.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 202684 positions
SPMDSupermedia Inc.	$11.8M	1.48%	Not reported	-2.9%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$11.1M	1.39%	Not reported	+1.0%	Q4 2024
NVDANvidia Corp	$6.13M	0.77%	0.00%	-14.8%	Q4 2024
AAPLApple Inc.	$5.39M	0.68%	0.00%	-23.0%	Q4 2024
DFAXGulf Resources, Inc.	$4.44M	0.56%	Not reported	+5.5%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$3.48M	0.44%	0.00%	New	Q2 2026
BSVNBank7 Corp.	$3.22M	0.40%	0.43%	+499.5%	Q2 2025
EMXCEmax Holdings Corp	$2.99M	0.38%	Not reported	-5.7%	Q1 2025
GOOGAlphabet Inc.	$2.94M	0.37%	Not reported	+40.5%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$2.82M	0.35%	Not reported	+3.3%	Q1 2025
MSFTMicrosoft Corp	$2.66M	0.33%	0.00%	+119.5%	Q4 2024
CMECme Group Inc.	$2.15M	0.27%	0.00%	-5.6%	Q2 2025
AMZNAmazon Com Inc	$2.01M	0.25%	0.00%	+5.1%	Q4 2024
AVGOBroadcom Inc.	$1.8M	0.23%	0.00%	+10.0%	Q4 2024
GOOGLAlphabet Inc.	$1.61M	0.20%	0.00%	-8.8%	Q4 2024
JNJJohnson & Johnson	$1.58M	0.20%	0.00%	+1.3%	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.52M	0.19%	Not reported	-4.5%	Q2 2025
THROTheron Resource Group	$1.32M	0.17%	0.39%	-27.3%	Q4 2025
WMTWalmart Inc.	$1.31M	0.16%	0.00%	+33.2%	Q4 2025
SHLDSears Holdings Corp	$1.28M	0.16%	0.02%	+113.7%	Q4 2025
CATCaterpillar Inc	$1.13M	0.14%	0.00%	-15.5%	Q2 2025
XOMExxonMobil Holdings Corp	$1.1M	0.14%	0.00%	+11.8%	Q4 2024
NTSXPoint.360	$1.06M	0.13%	0.14%	+3.0%	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.05M	0.13%	Not reported	+32.0%	Q4 2024
GLDMWorld Gold Trust	$1.05M	0.13%	0.00%	-20.1%	Q2 2025
JPMJPMorgan Chase & Co	$919K	0.12%	0.00%	+14.2%	Q4 2024
UNHUnitedhealth Group Inc	$908K	0.11%	0.00%	+182.9%	Q4 2024
CBOECboe Global Markets, Inc.	$896K	0.11%	0.00%	-8.9%	Q2 2025
DUKDuke Energy CORP	$874K	0.11%	0.00%	+6.1%	Q4 2025
SPTSSports Media Inc	$838K	0.11%	Not reported	+1.9%	Q2 2025
MOAltria Group, Inc.	$835K	0.10%	0.00%	+6.9%	Q4 2025
METAMeta Platforms, Inc.	$820K	0.10%	Not reported	+66.6%	Q2 2025
VVisa Inc.	$753K	0.09%	0.00%	+0.4%	Q4 2024
BRK.ABerkshire Hathaway Inc	$749K	0.09%	Not reported	Not reported	Q4 2025
PMPhilip Morris International Inc.	$716K	0.09%	0.00%	+5.1%	Q4 2025
TSLATesla, Inc.	$702K	0.09%	0.00%	+83.7%	Q4 2024
FRDMFreedom Environmental Services, Inc.	$688K	0.09%	Not reported	+1.8%	Q2 2025
MUMicron Technology Inc	$683K	0.09%	0.00%	New	Q2 2026
LRCXLam Research Corp	$617K	0.08%	0.00%	+35.9%	Q1 2026
CVXChevron Corp	$603K	0.08%	0.00%	+26.8%	Q1 2026
PGPROCTER & GAMBLE Co	$599K	0.08%	0.00%	+10.2%	Q2 2025
HDHome Depot, Inc.	$580K	0.07%	0.00%	+2.1%	Q4 2024
LLYELI LILLY & Co	$546K	0.07%	0.00%	+60.2%	Q4 2025
WFCWells Fargo & Company	$517K	0.06%	0.00%	+12.1%	Q1 2026
MSMorgan Stanley	$493K	0.06%	0.00%	+14.4%	Q2 2025
DEDeere & Co	$475K	0.06%	0.00%	+5.1%	Q1 2026
IWSImageware Systems Inc	$436K	0.05%	Not reported	+1.7%	Q4 2025
ORCLOracle Corp	$420K	0.05%	0.00%	+7.1%	Q2 2025
COSTCostco Wholesale Corp	$414K	0.05%	0.00%	-33.4%	Q4 2024
MCDMcdonalds Corp	$412K	0.05%	0.00%	+2.3%	Q4 2025

Q1 2026Reported Apr 14, 202667 positions
SPMDSupermedia Inc.	$10.7M	1.71%	Not reported	+7.2%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$9.6M	1.53%	Not reported	+0.3%	Q4 2024
NVDANvidia Corp	$6.32M	1.01%	0.00%	+0.7%	Q4 2024
AAPLApple Inc.	$6.18M	0.99%	0.00%	-5.4%	Q4 2024
DFAXGulf Resources, Inc.	$3.93M	0.63%	Not reported	-15.0%	Q4 2024
CMECme Group Inc.	$3.06M	0.49%	0.00%	-7.4%	Q2 2025
EMXCEmax Holdings Corp	$2.47M	0.39%	Not reported	-3.3%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$2.17M	0.35%	Not reported	+5.1%	Q1 2025
GOOGAlphabet Inc.	$1.74M	0.28%	Not reported	+1.2%	Q1 2025
AMZNAmazon Com Inc	$1.69M	0.27%	0.00%	+8.7%	Q4 2024
GLDMWorld Gold Trust	$1.56M	0.25%	0.01%	+97.8%	Q2 2025
THROTheron Resource Group	$1.55M	0.25%	0.53%	+41.4%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.52M	0.24%	Not reported	+28.8%	Q2 2025
JNJJohnson & Johnson	$1.5M	0.24%	0.00%	+151.0%	Q2 2025
GOOGLAlphabet Inc.	$1.47M	0.23%	0.00%	+14.6%	Q4 2024
AVGOBroadcom Inc.	$1.36M	0.22%	0.00%	-0.7%	Q4 2024
MSFTMicrosoft Corp	$1.2M	0.19%	0.00%	+7.0%	Q4 2024
XOMExxonMobil Holdings Corp	$1.16M	0.19%	0.00%	+55.3%	Q4 2024
CBOECboe Global Markets, Inc.	$1.14M	0.18%	0.00%	-8.5%	Q2 2025
WMTWalmart Inc.	$1.08M	0.17%	0.00%	+6.1%	Q4 2025
CATCaterpillar Inc	$917K	0.15%	0.00%	+17.6%	Q2 2025
NTSXPoint.360	$917K	0.15%	0.14%	New	Q1 2026
DUKDuke Energy CORP	$852K	0.14%	0.00%	+3.4%	Q4 2025
SPTSSports Media Inc	$825K	0.13%	Not reported	+59.8%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$746K	0.12%	Not reported	+6.2%	Q4 2024
SHLDSears Holdings Corp	$739K	0.12%	0.01%	+44.9%	Q4 2025
JPMJPMorgan Chase & Co	$726K	0.12%	0.00%	-8.0%	Q4 2024
BRK.ABerkshire Hathaway Inc	$716K	0.11%	Not reported	-50.0%	Q4 2025
MOAltria Group, Inc.	$711K	0.11%	0.00%	+6.5%	Q4 2025
COSTCostco Wholesale Corp	$663K	0.11%	0.00%	-3.6%	Q4 2024
VVisa Inc.	$652K	0.10%	0.00%	+6.5%	Q4 2024
GLDSPDR Gold Trust	$625K	0.10%	0.00%	+82.0%	Q4 2025
PMPhilip Morris International Inc.	$592K	0.09%	0.00%	+28.5%	Q4 2025
CVXChevron Corp	$567K	0.09%	0.00%	New	Q1 2026
BSVNBank7 Corp.	$540K	0.09%	0.07%	+102.1%	Q2 2025
PGPROCTER & GAMBLE Co	$535K	0.09%	0.00%	-0.4%	Q2 2025
HDHome Depot, Inc.	$532K	0.08%	0.00%	+40.6%	Q4 2024
FRDMFreedom Environmental Services, Inc.	$518K	0.08%	Not reported	-6.8%	Q2 2025
METAMeta Platforms, Inc.	$507K	0.08%	Not reported	+5.6%	Q2 2025
MCDMcdonalds Corp	$458K	0.07%	0.00%	+3.3%	Q4 2025
WFCWells Fargo & Company	$450K	0.07%	0.00%	New	Q1 2026
WMWaste Management Inc	$449K	0.07%	0.00%	+0.3%	Q4 2024
GCCWisdomtree Continuous Commodity Index Fund	$413K	0.07%	0.36%	+1.2%	Q4 2025
DEDeere & Co	$406K	0.06%	0.00%	New	Q1 2026
ORCLOracle Corp	$389K	0.06%	0.00%	+61.0%	Q2 2025
IWSImageware Systems Inc	$382K	0.06%	Not reported	+6.6%	Q4 2025
TSLATesla, Inc.	$347K	0.06%	0.00%	-12.9%	Q4 2024
MSMorgan Stanley	$342K	0.05%	0.00%	+13.9%	Q2 2025
BALTBaltic Trading Ltd	$332K	0.05%	Not reported	New	Q1 2026
MDYSPDR S&P Midcap 400 ETF Trust	$332K	0.05%	Not reported	Not reported	Q4 2024

Q4 2025Reported Jan 26, 202656 positions
SPYSPDR S&P 500 ETF Trust	$9.96M	1.74%	Not reported	+21.0%	Q4 2024
SPMDSupermedia Inc.	$9.69M	1.69%	Not reported	+102.5%	Q1 2025
AAPLApple Inc.	$6.95M	1.21%	0.00%	+49.8%	Q4 2024
NVDANvidia Corp	$6.66M	1.16%	0.00%	+130.5%	Q4 2024
DFAXGulf Resources, Inc.	$4.4M	0.77%	Not reported	-2.3%	Q4 2024
CMECme Group Inc.	$3.03M	0.53%	0.00%	+48.7%	Q2 2025
EMXCEmax Holdings Corp	$2.33M	0.41%	Not reported	+22.2%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$2.17M	0.38%	Not reported	+1.2%	Q1 2025
GOOGAlphabet Inc.	$1.83M	0.32%	Not reported	+169.9%	Q1 2025
AMZNAmazon Com Inc	$1.71M	0.30%	0.00%	+12.9%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.26%	Not reported	New	Q4 2025
AVGOBroadcom Inc.	$1.51M	0.26%	0.00%	+22.8%	Q4 2024
MSFTMicrosoft Corp	$1.47M	0.26%	0.00%	+73.0%	Q4 2024
GOOGLAlphabet Inc.	$1.35M	0.24%	0.00%	+67.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.24M	0.22%	Not reported	+43.1%	Q2 2025
THROTheron Resource Group	$1.15M	0.20%	0.38%	New	Q4 2025
CBOECboe Global Markets, Inc.	$1.11M	0.19%	0.00%	-6.6%	Q2 2025
WMTWalmart Inc.	$912K	0.16%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$861K	0.15%	0.00%	+18.1%	Q4 2024
DUKDuke Energy CORP	$738K	0.13%	0.00%	New	Q4 2025
VVisa Inc.	$720K	0.13%	0.00%	+47.2%	Q4 2024
GLDMWorld Gold Trust	$712K	0.12%	0.00%	+67.1%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$682K	0.12%	Not reported	-1.1%	Q4 2024
CATCaterpillar Inc	$612K	0.11%	0.00%	+47.1%	Q2 2025
COSTCostco Wholesale Corp	$595K	0.10%	0.00%	+24.3%	Q4 2024
MOAltria Group, Inc.	$588K	0.10%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$558K	0.10%	0.00%	+54.0%	Q4 2024
METAMeta Platforms, Inc.	$547K	0.10%	Not reported	+82.4%	Q2 2025
PGPROCTER & GAMBLE Co	$534K	0.09%	0.00%	+24.7%	Q2 2025
SPTSSports Media Inc	$519K	0.09%	Not reported	+35.4%	Q2 2025
FRDMFreedom Environmental Services, Inc.	$510K	0.09%	Not reported	+13.0%	Q2 2025
JNJJohnson & Johnson	$507K	0.09%	0.00%	+4.4%	Q2 2025
UNHUnitedhealth Group Inc	$473K	0.08%	0.00%	+90.1%	Q4 2024
PMPhilip Morris International Inc.	$470K	0.08%	0.00%	New	Q4 2025
TSLATesla, Inc.	$470K	0.08%	0.00%	+23.0%	Q4 2024
SHLDSears Holdings Corp	$450K	0.08%	0.01%	New	Q4 2025
MCDMcdonalds Corp	$442K	0.08%	0.00%	New	Q4 2025
WMWaste Management Inc	$426K	0.07%	0.00%	+1.4%	Q4 2024
HDHome Depot, Inc.	$395K	0.07%	0.00%	+34.5%	Q4 2024
GCCWisdomtree Continuous Commodity Index Fund	$362K	0.06%	0.36%	New	Q4 2025
IWSImageware Systems Inc	$344K	0.06%	Not reported	New	Q4 2025
TGRWArch Management Services Inc.	$342K	0.06%	Not reported	-23.3%	Q2 2025
ORCLOracle Corp	$324K	0.06%	0.00%	-26.8%	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$322K	0.06%	Not reported	-12.3%	Q4 2024
AXPAmerican Express Co	$321K	0.06%	0.00%	New	Q4 2025
MSMorgan Stanley	$321K	0.06%	0.00%	+9.0%	Q2 2025
GLDSPDR Gold Trust	$311K	0.05%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$304K	0.05%	0.00%	New	Q4 2025
IAUIshares Gold Trust	$292K	0.05%	0.00%	New	Q4 2025
BSVNBank7 Corp.	$269K	0.05%	0.04%	+33.2%	Q2 2025

Q3 2025Reported Nov 13, 202539 positions
SPYSPDR S&P 500 ETF Trust	$7.46M	2.54%	Not reported	Not reported	Q4 2024
SPMDSupermedia Inc.	$4.49M	1.53%	Not reported	Not reported	Q1 2025
DFAXGulf Resources, Inc.	$4.04M	1.37%	Not reported	Not reported	Q4 2024
AAPLApple Inc.	$3.5M	1.19%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$2.45M	0.83%	0.00%	Not reported	Q4 2024
CMECme Group Inc.	$2.06M	0.70%	0.00%	Not reported	Q2 2025
QQQInvesco QQQ Trust, Series 1	$1.92M	0.66%	Not reported	Not reported	Q1 2025
EMXCEmax Holdings Corp	$1.66M	0.56%	Not reported	Not reported	Q1 2025
AMZNAmazon Com Inc	$1.44M	0.49%	0.00%	Not reported	Q4 2024
CBOECboe Global Markets, Inc.	$1.11M	0.38%	0.00%	Not reported	Q2 2025
AVGOBroadcom Inc.	$979K	0.33%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$872K	0.30%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$836K	0.28%	Not reported	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$656K	0.22%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$640K	0.22%	Not reported	Not reported	Q4 2024
COSTCostco Wholesale Corp	$550K	0.19%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$497K	0.17%	0.00%	Not reported	Q2 2025
VVisa Inc.	$495K	0.17%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$476K	0.16%	0.00%	Not reported	Q2 2025
GOOGLAlphabet Inc.	$455K	0.15%	0.00%	Not reported	Q4 2024
WMWaste Management Inc	$437K	0.15%	0.00%	Not reported	Q4 2024
TGRWArch Management Services Inc.	$407K	0.14%	Not reported	Not reported	Q2 2025
GOOGAlphabet Inc.	$384K	0.13%	Not reported	Not reported	Q1 2025
SPTSSports Media Inc	$384K	0.13%	Not reported	Not reported	Q2 2025
JNJJohnson & Johnson	$359K	0.12%	0.00%	Not reported	Q2 2025
FRDMFreedom Environmental Services, Inc.	$356K	0.12%	Not reported	Not reported	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$345K	0.12%	Not reported	Not reported	Q4 2024
METAMeta Platforms, Inc.	$335K	0.11%	Not reported	Not reported	Q2 2025
GLDMWorld Gold Trust	$327K	0.11%	0.00%	Not reported	Q2 2025
XOMExxonMobil Holdings Corp	$325K	0.11%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$313K	0.11%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$282K	0.10%	0.00%	Not reported	Q2 2025
TSLATesla, Inc.	$270K	0.09%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$235K	0.08%	0.00%	Not reported	Q4 2024
MSMorgan Stanley	$234K	0.08%	0.00%	Not reported	Q2 2025
IBITiShares Bitcoin Trust ETF	$231K	0.08%	0.00%	Not reported	Q2 2025
NFLXNetflix Inc	$213K	0.07%	0.00%	Not reported	Q2 2025
SMCISuper Micro Computer, Inc.	$205K	0.07%	0.00%	Not reported	Q2 2025
BSVNBank7 Corp.	$202K	0.07%	0.03%	Not reported	Q2 2025

Premium opens every quarter this fund has filed