XY Planning Network, Inc.
XY Planning Network, Inc. reported 340 holdings worth US$797M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
XY Planning Network, Inc. reported 340 holdings worth US$797M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 340
- Value as reported
- US$797M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 30,640 | US$6.13M | 0.77% |
| Apple Inc | 18,613 | US$5.39M | 0.68% |
| Alphabet Inc (google) Class C | 12,727 | US$4.55M | 0.57% |
| Crowdstrike Holdings, Inc. | 4,559 | US$3.48M | 0.44% |
| Microsoft Corp. | 7,126 | US$2.66M | 0.33% |
| Berkshire Hathaway Inc. | 4,527 | US$2.27M | 0.28% |
| Cme Group Inc. | 9,715 | US$2.15M | 0.27% |
| Amazon.com, Inc. | 8,438 | US$2.01M | 0.25% |
| Broadcom Inc. | 4,764 | US$1.8M | 0.23% |
| Johnson & Johnson | 6,234 | US$1.58M | 0.20% |
| Walmart Inc. | 11,564 | US$1.31M | 0.16% |
| Caterpillar, Inc. | 1,061 | US$1.13M | 0.14% |
| Exxon Mobil Corporation | 8,053 | US$1.1M | 0.14% |
| Jp Morgan Chase & Co. | 2,808 | US$919K | 0.12% |
| Unitedhealth Group Incorporated | 2,184 | US$908K | 0.11% |
| Cboe Global Markets, Inc. | 3,692 | US$896K | 0.11% |
| Duke Energy Corporation (holding Company) | 6,905 | US$874K | 0.11% |
| Altria Group, Inc. | 11,610 | US$835K | 0.10% |
| Meta Platforms, Inc. | 1,456 | US$820K | 0.10% |
| Visa Inc. | 2,195 | US$753K | 0.09% |
| Philip Morris International Inc | 3,955 | US$716K | 0.09% |
| Tesla, Inc. | 1,670 | US$702K | 0.09% |
| Micron Technology, Inc. | 592 | US$683K | 0.09% |
| Lam Research Corporation | 1,424 | US$617K | 0.08% |
| Chevron Corporation | 3,640 | US$603K | 0.08% |
| Procter & Gamble Company (the) | 4,088 | US$599K | 0.08% |
| Home Depot, Inc. (the) | 1,646 | US$580K | 0.07% |
| Eli Lilly And Company | 455 | US$546K | 0.07% |
| Wells Fargo & Company | 6,252 | US$517K | 0.06% |
| Morgan Stanley | 2,357 | US$493K | 0.06% |
| Deere & Company | 748 | US$475K | 0.06% |
| Oracle Corporation | 2,868 | US$420K | 0.05% |
| Costco Wholesale Corporation | 443 | US$414K | 0.05% |
| Mcdonald's Corporation | 1,526 | US$412K | 0.05% |
| Coca-cola Company (the) | 4,850 | US$394K | 0.05% |
| Vertex Pharmaceuticals Incorporated | 751 | US$373K | 0.05% |
| American Express Company | 1,099 | US$372K | 0.05% |
| Merck & Company, Inc. | 2,758 | US$354K | 0.04% |
| Abbvie Inc. | 1,384 | US$348K | 0.04% |
| Cisco Systems, Inc. | 2,897 | US$340K | 0.04% |
| Advanced Micro Devices Inc | 559 | US$325K | 0.04% |
| Intel Corporation | 2,175 | US$304K | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 606 | US$289K | 0.04% |
| Truist Financial Corporation | 5,726 | US$285K | 0.04% |
| Fifth Third Bancorp | 4,736 | US$267K | 0.03% |
| Asml Holding Nv | 132 | US$263K | 0.03% |
| Mckesson Corporation | 334 | US$253K | 0.03% |
| Mastercard Incorporated | 489 | US$251K | 0.03% |
| Applied Materials, Inc. | 327 | US$237K | 0.03% |
| Qualcomm Incorporated | 1,254 | US$232K | 0.03% |
| Verizon Communications Inc. | 5,394 | US$228K | 0.03% |
| Bank Of America Corporation | 3,978 | US$227K | 0.03% |
| Xcel Energy Inc. | 2,811 | US$226K | 0.03% |
| United Rentals, Inc. | 193 | US$219K | 0.03% |
| C.h. Robinson Worldwide, Inc. | 1,155 | US$218K | 0.03% |
| Servicenow, Inc. | 2,160 | US$214K | 0.03% |
| Kla Corporation | 698 | US$211K | 0.03% |
| Rtx Corporation | 1,100 | US$209K | 0.03% |
| Goldman Sachs Group, Inc. (the) | 205 | US$207K | 0.03% |
| General Dynamics Corporation | 576 | US$204K | 0.03% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
| Bp Plc | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Quanta Services, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related