Managers / Q2 2025 · view latest →
XY Planning Network, Inc.
CIK 0001873438 · 24 E MAIN ST, BOZEMAN, MT, 59715 · 406-413-9200
Reported Value
$294M
Q2 2025
Positions
173
Filings on Record
6
2019–present window
Filed
Jul 17, 2025
original filing
Summary
Xy Planning Network, Inc. reported $294M in U.S.-listed holdings across 173 positions for Q2 2025.
Its largest position, VTI, represents 7.1% of the portfolio.
Compared with Q1 2025, the fund opened 72 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
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 ↗.