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XY Planning Network, Inc.
XY Planning Network, Inc. is an institution, managing $293.7M across 173 long positions as of Q3 2025 with 93% ETF concentration and minimal technology exposure.
- Portfolio Value
- $293.7M
- Positions
- 173
- Top Holding
- VTI at 7.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in XY Planning Network, Inc.'s portfolio (33.6% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $20.9M | 7.13% | — | — 68.9K shares | |
ETF ETF | $16.4M | 5.57% | — | — 456.7K shares | |
ETF ETF | $9.9M | 3.37% | — | — 119.4K shares | |
ETF ETF | $9.6M | 3.27% | — | — 227.3K shares | |
ETF ETF | $8.1M | 2.76% | — | — 13.1K shares | |
ETF ETF | $7.6M | 2.59% | — | — 133.2K shares | |
ETF ETF | $7.5M | 2.54% | — | — 12.1K shares | |
ETF ETF | $7.4M | 2.51% | — | — 143.5K shares | |
ETF ETF | $5.7M | 1.96% | — | — 10.1K shares | |
ETF ETF | $5.6M | 1.91% | — | — 180.5K shares |
Analytics
Portfolio insights and performance metrics for XY Planning Network, Inc.
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