Institutional filer · SEC 13F · Q4 2024
XY Planning Network, Inc.
The reported 13F portfolio of XY Planning Network, Inc. (CIK 1873438) - top holdings, how concentrated the book is, and what changed last quarter.
- $133.2M
- Reported book
- 92
- Positions
- #266
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, XY Planning Network, Inc. ranks #266 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $133.2M across 92 positions, a moderately concentrated portfolio.
- $133.2M
- reported 13F value
- 92
- disclosed positions
- 7.0%
- in DIMENSIONAL ETF TRUST
- #266
- of 360 filers
Top-5 share 28.8% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, XY Planning Network, Inc. ranks #266 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where XY Planning Network, Inc. sits by disclosed position count
XY Planning Network, Inc. reports 92 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
XY Planning Network, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
92 197th of 360 higher than 163 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
XY Planning Network, Inc. reports a book ($0.13B) spread across 92 disclosed positions -- more than the 68-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1873438 · Q4 2024 $133M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #266/360
- POS-FOCUS 92 names
- CONC-MID 29% top-5
- LEAD-MIX 7.0% top
- PHOTO-FINISH Claris Financial
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Claris Financial LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · XY Planning Network, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$133.2M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $9.3M | 7.0% |
| 2 | DIMENSIONAL ETF TRUST | $8.7M | 6.5% |
| 3 | PIMCO ETF TR | $7.8M | 5.9% |
| 4 | VANGUARD SCOTTSDALE FDS | $7.7M | 5.8% |
| 5 | DIMENSIONAL ETF TRUST | $4.9M | 3.7% |
| 6 | AMERICAN CENTY ETF TR | $4.7M | 3.6% |
| 7 | VANGUARD INDEX FDS | $4.4M | 3.3% |
| 8 | VANGUARD INTL EQUITY INDEX F | $3.8M | 2.9% |
| 9 | ISHARES TR | $3.2M | 2.4% |
| 10 | DIMENSIONAL ETF TRUST | $3.1M | 2.3% |
| 11 | TIMOTHY PLAN | $2.8M | 2.1% |
| 12 | NORTHERN LTS FD TR IV | $2.7M | 2.0% |
| 13 | DIMENSIONAL ETF TRUST | $2.6M | 2.0% |
| 14 | DIMENSIONAL ETF TRUST | $2.5M | 1.9% |
| 15 | ISHARES TR | $2.2M | 1.7% |
| 16 | DIMENSIONAL ETF TRUST | $2.2M | 1.6% |
| 17 | DIMENSIONAL ETF TRUST | $2.2M | 1.6% |
| 18 | ISHARES TR | $2.1M | 1.6% |
| 19 | ISHARES TR | $2.1M | 1.6% |
| 20 | VANGUARD TAX-MANAGED FDS | $2.1M | 1.6% |
| 21 | DIMENSIONAL ETF TRUST | $1.9M | 1.4% |
| 22 | AMERICAN CENTY ETF TR | $1.9M | 1.4% |
| 23 | DIMENSIONAL ETF TRUST | $1.9M | 1.4% |
| 24 | DIMENSIONAL ETF TRUST | $1.8M | 1.4% |
| 25 | VANGUARD MALVERN FDS | $1.8M | 1.3% |
Latest Quarter Trades · Q4 2024
New positions (92)
Frequently Asked Questions
- How big is XY Planning Network, Inc.'s 13F portfolio?
- XY Planning Network, Inc. reports $133.2M of long US-equity positions across 92 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does XY Planning Network, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, XY Planning Network, Inc. ranks #266 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is XY Planning Network, Inc.'s largest position?
- XY Planning Network, Inc.'s largest reported position is DIMENSIONAL ETF TRUST at $9.3M, about 7.0% of its reported book as of Q4 2024.
- What did XY Planning Network, Inc. trade last quarter?
- In its Q4 2024 filing, XY Planning Network, Inc. opened 92 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for XY Planning Network, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($133.2M here).
Similar holding count
Nearest filers by number of disclosed positions (92 here).
Using this filing
- The rankings sort every tracked filer the same way XY Planning Network, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Claris Financial LLC reported the nearest book value ($132.7M) this quarter, a useful scale comparison for XY Planning Network, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.