XY Planning Network, Inc. has filed its latest Form 13F-HR with the Securities and Exchange Commission, disclosing equity securities held as of September 30, 2026. The filing, signed by agent Aryn Sands, lists a total of 380 separate positions held by the firm.
The investment portfolio is heavily weighted toward exchange-traded funds (ETFs), with holdings spanning various market caps, sectors, and geographic regions. Major U.S. equity exposure is represented by positions in Apple Inc., Amazon.com Inc., Microsoft Corp., and Berkshire Hathaway Inc. The firm also holds significant exposure to international markets through ETFs tracking the MSCI EAFE index and emerging markets.
Fixed income exposure is also a component of the portfolio, including shares in ISHARES TR 0-3 MTH TREASURY and ISHARES TR 0-5 YR TIPS ETF. Additionally, the filing includes a position in the ISHARES BITCOIN TRUST ETF SHS BEN INT.
The full list of holdings includes a diverse mix of individual stocks and funds, with the top positions by number of shares including Dimensional ETF Trust US Core Equity Market, ISHARES TR CORE S&P500 ETF, and Dimensional ETF Trust US Large Value ETF.
