Managers / Q4 2024 · view latest →
XY Planning Network, Inc.
CIK 0001873438 · 24 E MAIN ST, BOZEMAN, MT, 59715 · 406-413-9200
Reported Value
$133M
Q4 2024
Positions
92
Filings on Record
6
2019–present window
Filed
Feb 27, 2025
original filing
Summary
Xy Planning Network, Inc. reported $133M in U.S.-listed holdings across 92 positions for Q4 2024.
Its largest position, DFAC, represents 7.0% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 92.1% · $123M
- Common Stock · 7.9% · $11M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $626M | 273 | Apr 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $574M | 248 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $294M | 173 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $294M | 173 | Jul 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $150M | 102 | Apr 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $133M | 92 | Feb 27, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.