XY Planning Network, Inc. reported 81 positions worth $76.65M for the quarter ended Sep 30, 2026, up 31.3% on the prior quarter. It opened 18 new positions, added to 55, trimmed 7 and exited 3. Its largest holding is Apple Inc. at 10.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +5,099 | +27.4% | $1.70M | 10.3% |
| CRM Salesforce, Inc. | +6,022 | – | $1.38M | 1.8% |
| AMZN Amazon Com Inc | +3,302 | +39.1% | $822.69K | 3.82% |
| MSFT Microsoft Corp | +1,566 | +22.0% | $803.17K | 5.82% |
| NVDA Nvidia Corp | +2,925 | +9.5% | $667.99K | 10% |
| XOM ExxonMobil Holdings Corp | +3,878 | +48.2% | $631.16K | 2.53% |
| GLTR abrdn Precious Metals Basket ETF Trust | +3,057 | – | $569.52K | 0.743% |
| UNP Union Pacific Corp | +1,789 | – | $486.84K | 0.635% |
| DELL Dell Technologies Inc. | +829 | – | $445.73K | 0.582% |
| JPM Jpmorgan Chase & Co | +1,268 | +45.2% | $419.45K | 1.76% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -1,301 | -7.1% | $344.44K | 5.85% |
| CME Cme Group Inc. | -1,230 | -12.7% | $322.24K | 2.9% |
| CHRW C. H. Robinson Worldwide, Inc. | -1,155 | -100.0% | $217.53K | Exited |
| KLAC Kla Corp | -698 | -100.0% | $210.59K | Exited |
| GD General Dynamics Corp | -576 | -100.0% | $204.05K | Exited |
| CBOE Cboe Global Markets, Inc. | -366 | -9.9% | $100.76K | 1.19% |
| ASML Asml Holding Nv | -8 | -6.1% | $14.49K | 0.293% |
| IBIT iShares Bitcoin Trust ETF | -143 | -1.7% | $6.77K | 0.515% |
| DUK Duke Energy CORP | -28 | -0.4% | $3.19K | 1.02% |
| GLD Spdr Gold Trust | -5 | -0.5% | $1.90K | 0.509% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CRM Salesforce, Inc. | +6,022 | $1.38M | 1.8% |
| GLTR abrdn Precious Metals Basket ETF Trust | +3,057 | $569.52K | 0.743% |
| UNP Union Pacific Corp | +1,789 | $486.84K | 0.635% |
| DELL Dell Technologies Inc. | +829 | $445.73K | 0.582% |
| PEP Pepsico Inc | +3,045 | $385.86K | 0.503% |
| APH Amphenol Corp | +4,379 | $369.17K | 0.482% |
| HBAN Huntington Bancshares Inc | +20.4K | $311.69K | 0.407% |
| PLTR Palantir Technologies Inc. | +1,594 | $298.16K | 0.389% |
| NFLX Netflix Inc | +3,700 | $257.45K | 0.336% |
| GEV GE Vernova Inc. | +268 | $254.74K | 0.332% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 23.7K | $7.90M | 10.3% | +5,099 | +27.4% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 33.6K | $7.67M | 10% | +2,925 | +9.5% | Added | 0% |
| 3 | CRWD CrowdStrike Holdings, Inc. | Technology | 16.9K | $4.48M | 5.85% | -1,301 | -7.1% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 8,692 | $4.46M | 5.82% | +1,566 | +22.0% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 8,911 | $3.04M | 3.96% | +602 | +7.2% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 11.7K | $2.93M | 3.82% | +3,302 | +39.1% | Added | 0% |
| 7 | CME Cme Group Inc. | Financial Services | 8,485 | $2.22M | 2.9% | -1,230 | -12.7% | Reduced | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 11.9K | $1.94M | 2.53% | +3,878 | +48.2% | Added | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 6,932 | $1.84M | 2.39% | +698 | +11.2% | Added | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 5,059 | $1.74M | 2.27% | +547 | +12.1% | Added | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 4,935 | $1.73M | 2.26% | +171 | +3.6% | Added | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,362 | $1.67M | 2.18% | +332 | +11.0% | Added | 0% |
| 13 | CRM Salesforce, Inc. | Technology | 6,022 | $1.38M | 1.8% | +6,022 | – | New | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 4,076 | $1.35M | 1.76% | +1,268 | +45.2% | Added | 0% |
| 15 | WMT Walmart Inc. | Consumer Staples | 12.4K | $1.28M | 1.67% | +786 | +6.8% | Added | 0% |
Tip. Select a row to see that position’s full history at XY Planning Network.
As of its Q3 2026 13F filing, XY Planning Network, Inc.’s five largest positions were Apple Inc. (AAPL) at 10.3%, Nvidia Corp (NVDA) at 10.0%, CrowdStrike Holdings, Inc. (CRWD) at 5.9%, Microsoft Corp (MSFT) at 5.8%, Alphabet Inc. (GOOG) at 4.0% of the reported portfolio.
XY Planning Network, Inc. reported a 13F portfolio worth $76.65M across 81 positions for Q3 2026. That is up 31.3% from the previous quarter.
Its largest purchases by value were Apple Inc. ($1.70M), Salesforce, Inc. ($1.38M), Amazon Com Inc ($822.69K). It opened 18 new positions.
Its largest sales by value were CrowdStrike Holdings, Inc. ($344.44K), Cme Group Inc. ($322.24K), C. H. Robinson Worldwide, Inc. ($217.53K). It exited 3 positions entirely.
From the Form 13F-HR reports XY Planning Network, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.