XY Planning Network, Inc.
XY Planning Network, Inc. reported 380 holdings worth US$929M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
XY Planning Network, Inc. reported 380 holdings worth US$929M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 380
- Value as reported
- US$929M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 23,712 | US$7.9M | 0.85% |
| Nvidia Corporation | 33,565 | US$7.67M | 0.82% |
| Alphabet Inc (google) Class C | 13,970 | US$4.78M | 0.51% |
| Crowdstrike Holdings, Inc. | 16,935 | US$4.48M | 0.48% |
| Microsoft Corp. | 8,692 | US$4.46M | 0.48% |
| Amazon.com, Inc. | 11,740 | US$2.93M | 0.31% |
| Berkshire Hathaway Inc. | 3,363 | US$2.42M | 0.26% |
| Cme Group Inc. | 8,485 | US$2.22M | 0.24% |
| Johnson & Johnson | 6,932 | US$1.84M | 0.20% |
| Broadcom Inc. | 4,935 | US$1.73M | 0.19% |
| Salesforce, Inc. | 6,022 | US$1.38M | 0.15% |
| Jp Morgan Chase & Co. | 4,076 | US$1.35M | 0.15% |
| Walmart Inc. | 12,350 | US$1.28M | 0.14% |
| Meta Platforms, Inc. | 1,650 | US$1.2M | 0.13% |
| Visa Inc. | 2,710 | US$974K | 0.10% |
| Caterpillar, Inc. | 1,147 | US$930K | 0.10% |
| Cboe Global Markets, Inc. | 3,326 | US$916K | 0.10% |
| Chevron Corporation | 4,337 | US$886K | 0.10% |
| Micron Technology, Inc. | 828 | US$882K | 0.09% |
| Eli Lilly And Company | 730 | US$845K | 0.09% |
| Unitedhealth Group Incorporated | 2,277 | US$836K | 0.09% |
| Altria Group, Inc. | 11,738 | US$790K | 0.09% |
| Duke Energy Corporation (holding Company) | 6,877 | US$784K | 0.08% |
| Philip Morris International Inc | 4,069 | US$776K | 0.08% |
| Home Depot, Inc. (the) | 2,590 | US$737K | 0.08% |
| Tesla, Inc. | 2,033 | US$721K | 0.08% |
| Procter & Gamble Company (the) | 4,277 | US$621K | 0.07% |
| Wells Fargo & Company | 6,622 | US$530K | 0.06% |
| Advanced Micro Devices Inc | 866 | US$530K | 0.06% |
| Deere & Company | 765 | US$514K | 0.06% |
| Merck & Company, Inc. | 3,420 | US$497K | 0.05% |
| Lam Research Corporation | 1,500 | US$493K | 0.05% |
| Union Pacific Corporation | 1,789 | US$487K | 0.05% |
| Abbvie Inc. | 1,846 | US$483K | 0.05% |
| Mcdonald's Corporation | 2,065 | US$477K | 0.05% |
| Morgan Stanley | 2,513 | US$473K | 0.05% |
| Coca-cola Company (the) | 5,287 | US$455K | 0.05% |
| Cisco Systems, Inc. | 4,155 | US$447K | 0.05% |
| Dell Technologies Inc. | 829 | US$446K | 0.05% |
| Oracle Corporation | 3,127 | US$429K | 0.05% |
| Vertex Pharmaceuticals Incorporated | 820 | US$429K | 0.05% |
| Costco Wholesale Corporation | 459 | US$418K | 0.04% |
| Bank Of America Corporation | 7,665 | US$417K | 0.04% |
| Pepsico, Inc. | 3,045 | US$386K | 0.04% |
| Amphenol Corporation | 4,379 | US$369K | 0.04% |
| American Express Company | 1,135 | US$345K | 0.04% |
| Qualcomm Incorporated | 1,775 | US$327K | 0.04% |
| Intel Corporation | 2,646 | US$318K | 0.03% |
| Mckesson Corporation | 365 | US$312K | 0.03% |
| Huntington Bancshares Incorporated | 20,425 | US$312K | 0.03% |
| Mastercard Incorporated | 565 | US$312K | 0.03% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 676 | US$308K | 0.03% |
| Palantir Technologies Inc. | 1,594 | US$298K | 0.03% |
| Servicenow, Inc. | 2,220 | US$298K | 0.03% |
| Truist Financial Corporation | 5,819 | US$269K | 0.03% |
| Netflix, Inc. | 3,700 | US$257K | 0.03% |
| Fifth Third Bancorp | 5,040 | US$255K | 0.03% |
| Ge Vernova Inc. | 268 | US$255K | 0.03% |
| Thermo Fisher Scientific Inc | 377 | US$254K | 0.03% |
| Occidental Petroleum Corporation | 4,560 | US$252K | 0.03% |
| Verizon Communications Inc. | 5,464 | US$251K | 0.03% |
| Rtx Corporation | 1,307 | US$243K | 0.03% |
| Asml Holding Nv | 124 | US$225K | 0.02% |
| Bp Plc | 5,014 | US$221K | 0.02% |
| Lockheed Martin Corporation | 427 | US$217K | 0.02% |
| Applied Materials, Inc. | 413 | US$211K | 0.02% |
| Goldman Sachs Group, Inc. (the) | 231 | US$208K | 0.02% |
| Abbott Laboratories | 2,100 | US$208K | 0.02% |
| Ge Aerospace | 663 | US$207K | 0.02% |
| United Rentals, Inc. | 204 | US$204K | 0.02% |
| Blackrock, Inc. | 193 | US$204K | 0.02% |
| Xcel Energy Inc. | 2,857 | US$201K | 0.02% |
| Gilead Sciences, Inc. | 1,347 | US$201K | 0.02% |
| General Dynamics Corporation | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |
| C.h. Robinson Worldwide, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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