XY Planning Network, Inc.

CIK 0001873438 · Q1 2026

13F Equity AUM

$626.0M

+9.1% QoQ

Positions

273

+25 QoQ

AUM Rank

#3,764

Top 30%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 21.6%Top 10: 31.8%Top 20: 45.6%

DFAC5.9%

VTI5.5%

VOO4.5%

DFIC2.9%

VEA2.9%

VCIT2.8%

DFCF2.1%

MUNI1.8%

BNDX1.8%

SPMD1.7%

Others (263)68.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services94.0%

Technology2.5%

Other3.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 273Median: 0.14%Avg: 0.37%

0–0.5%

225(33.7%)

0.5–1%

24(16.4%)

1–3%

21(34.1%)

3–5%

1(4.5%)

5%+

2(11.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 249Unique: 24vs 20 funds

3.4%Low

273

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

4.8%

4.3%

5.7%

3.7%

2.1%

VANGUARD CAPITAL MANAGEMENT LLC

1.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.5%

GEODE CAPITAL MANAGEMENT, LLC

1.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New32Increased167Decreased62Exited7

New Positions

CORO0.3%

+58K

ACWX0.3%

+24K

GSST0.2%

+24K

NTSX0.1%

+18K

GOVT0.1%

+36K

PYLD0.1%

+29K

IWD0.1%

+4K

QGRW0.1%

+11K

CHV0.1%

+3K

WFC0.1%

+6K

Increased

DFCF2.1%

+41K(+15%)

SPTI1.0%

+39K(+20%)

DFGR1.5%

+36K(+12%)

DFAC5.9%

+32K(+4%)

BNDX1.8%

+31K(+15%)

MUNI1.8%

+30K(+16%)

DFSV0.9%

+28K(+20%)

VEA2.9%

+24K(+9%)

DFIC2.9%

+24K(+5%)

VCIT2.8%

+23K(+12%)

Decreased

DFSD0.0%

-69,743(-93%)

BSCT0.1%

-44,787(-59%)

BSCU0.1%

-37,101(-66%)

BSCR0.2%

-31,156(-38%)

BSCS0.2%

-31,071(-39%)

BSCQ0.2%

-29,964(-37%)

DFAX0.6%

-20,093(-15%)

PTLC0.1%

-19,335(-63%)

IEMG0.1%

-17,602(-61%)

VTI5.5%

-9,123(-8%)

Exited

-33,263

-15,071

-1,404

-3,717

-3,344

-6,349

-6,400

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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