XY Planning Network, Inc.

CIK

1873438

Location

BOZEMAN, MT

Portfolio Value

Micro $55,693,474

Diversification

Diversified

Filing Date

Global Rank

#6,345 / 8,232 ▲ 338

Top Industry

Semiconductors 18.6%

3Y Alpha vs SPY

+3.9%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+28.9%

SPY

+23.4%

Annualised alpha

+3.9%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.1%

−2.3 pts

Top 5

48.7%

−7.4 pts

Top 10

62.4%

−7.9 pts

HHI

671

Diversified−186

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.0%	$15,566,734	6
Unclassified	26.4%	$14,689,718	7
Financial Services	15.1%	$8,382,391	9
Consumer Defensive	6.9%	$3,854,499	6
Consumer Cyclical	5.4%	$3,004,525	4
Healthcare	5.0%	$2,782,873	6
Communication Services	4.2%	$2,363,394	4
Energy	3.7%	$2,033,173	3
Industrials	3.5%	$1,950,714	4
Utilities	1.9%	$1,065,453	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+8,153	16,493	$1,528,736
JNJ	Johnson & Johnson	+3,702	6,153	$1,504,039
XOM	Exxon Mobil Corp	+2,565	7,204	$1,222,230
IBIT	iShares Bitcoin Trust ETF	+2,147	6,754	$259,488
ORCL	Oracle Corp	+1,015	2,678	$393,960
PM	Philip Morris International Inc.	+835	3,764	$622,339
BRK-B	Berkshire Hathaway Inc	+709	3,171	$1,519,543
MO	Altria Group, Inc.	+659	10,863	$716,849
GLD	Spdr Gold Trust	+643	1,427	$614,023
AMZN	Amazon Com Inc	+639	8,030	$1,672,408
GOOGL	Alphabet Inc.	+628	4,945	$1,421,984
WMT	Walmart Inc.	+497	8,679	$1,078,626
HD	Home Depot, Inc.	+466	1,613	$530,499
MS	Morgan Stanley	+252	2,060	$339,014
NVDA	Nvidia Corp	+236	35,971	$6,273,342
DUK	Duke Energy CORP	+215	6,508	$852,157
MSFT	Microsoft Corp	+213	3,247	$1,201,941
CAT	Caterpillar Inc	+188	1,256	$889,825
QQQ	Invesco Qqq Trust, Series 1	+179	3,709	$2,140,760
FITB	Fifth Third Bancorp	+161	4,625	$214,877
V	Visa Inc.	+133	2,186	$660,696
AXP	American Express Co	+129	998	$301,875
MCD	Mcdonalds Corp	+47	1,492	$463,698
LLY	ELI LILLY & Co	+47	284	$261,214
META	Meta Platforms, Inc.	+46	874	$500,041
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,384	24,166	$6,133,089
CME	Cme Group Inc.	−821	10,291	$3,039,446
UNH	Unitedhealth Group Inc	−661	772	$208,895
KO	Coca Cola Co	−401	3,132	$238,188
CBOE	Cboe Global Markets, Inc.	−374	4,054	$1,139,457
IAU	Ishares Gold Trust	−337	3,266	$287,930
JPM	Jpmorgan Chase & Co	−215	2,459	$723,339
TSLA	Tesla, Inc.	−135	909	$337,920
NFLX	Netflix Inc	−132	2,100	$201,915
AVGO	Broadcom Inc.	−30	4,331	$1,340,487
COST	Costco Wholesale Corp /New	−25	665	$662,625
PG	PROCTER & GAMBLE Co	−15	3,710	$535,872
ABBV	AbbVie Inc.	−1	1,329	$289,044
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	2,870	$593,803
WFC	Wells Fargo & Company/Mn	5,579	$444,144
DE	Deere & Co	712	$401,069
MRK	Merck & Co., Inc.	2,234	$268,727
VZ	Verizon Communications Inc	4,770	$239,454
LRCX	Lam Research Corp	1,048	$223,915
BP	Bp PLC	4,620	$217,140
PWR	Quanta Services, Inc.	389	$213,568
XEL	Xcel Energy Inc	2,685	$213,296
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

51 positions · $55,693,474 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	14,653	+43	$9,529,432	−4.4%	17.11%
NVDA	Nvidia Corp Technology	Added	35,971	+236	$6,273,342	−5.9%	11.26%
AAPL	Apple Inc. Technology	Reduced	24,166	-1,384	$6,133,089	−11.7%	11.01%
CME	Cme Group Inc. Financial Services	Reduced	10,291	-821	$3,039,446	+0.2%	5.46%
QQQ	Invesco Qqq Trust, Series 1	Added	3,709	+179	$2,140,760	−1.3%	3.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,030	+639	$1,672,408	−2.0%	3.00%
GLDM	World Gold Trust	Added	16,493	+8,153	$1,528,736	+114.7%	2.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,171	+709	$1,519,543	+22.8%	2.73%
JNJ	Johnson & Johnson Healthcare	Added	6,153	+3,702	$1,504,039	+196.5%	2.70%
GOOGL	Alphabet Inc. Communication Services	Added	4,945	+628	$1,421,984	+5.2%	2.55%
AVGO	Broadcom Inc. Technology	Reduced	4,331	-30	$1,340,487	−11.2%	2.41%
XOM	Exxon Mobil Corp Energy	Added	7,204	+2,565	$1,222,230	+118.9%	2.19%
MSFT	Microsoft Corp Technology	Added	3,247	+213	$1,201,941	−18.1%	2.16%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	4,054	-374	$1,139,457	+2.5%	2.05%
WMT	Walmart Inc. Consumer Defensive	Added	8,679	+497	$1,078,626	+18.3%	1.94%
CAT	Caterpillar Inc Industrials	Added	1,256	+188	$889,825	+45.4%	1.60%
DUK	Duke Energy CORP Utilities	Added	6,508	+215	$852,157	+15.5%	1.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,459	-215	$723,339	−16.0%	1.30%
MO	Altria Group, Inc. Consumer Defensive	Added	10,863	+659	$716,849	+21.8%	1.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	665	-25	$662,625	+11.4%	1.19%
V	Visa Inc. Financial Services	Added	2,186	+133	$660,696	−8.2%	1.19%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,764	+835	$622,339	+32.5%	1.12%
GLD	Spdr Gold Trust	Added	1,427	+643	$614,023	+97.6%	1.10%
CVX	Chevron Corp Energy	NEW	2,870	NEW	$593,803	NEW	1.07%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,710	-15	$535,872	+0.4%	0.96%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,613	+466	$530,499	+34.4%	0.95%
META	Meta Platforms, Inc. Communication Services	Added	874	+46	$500,041	−8.5%	0.90%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,492	+47	$463,698	+5.0%	0.83%
WM	Waste Management Inc Industrials	Added	1,942	+5	$446,252	+4.9%	0.80%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	5,579	NEW	$444,144	NEW	0.80%
DE	Deere & Co Industrials	NEW	712	NEW	$401,069	NEW	0.72%
ORCL	Oracle Corp Technology	Added	2,678	+1,015	$393,960	+21.5%	0.71%
MS	Morgan Stanley Financial Services	Added	2,060	+252	$339,014	+5.6%	0.61%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	909	-135	$337,920	−28.0%	0.61%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	534	0	$329,349	+2.2%	0.59%
AXP	American Express Co Financial Services	Added	998	+129	$301,875	−6.1%	0.54%
ABBV	AbbVie Inc. Healthcare	Reduced	1,329	-1	$289,044	−4.9%	0.52%
IAU	Ishares Gold Trust	Reduced	3,266	-337	$287,930	−1.5%	0.52%
MRK	Merck & Co., Inc. Healthcare	NEW	2,234	NEW	$268,727	NEW	0.48%
LLY	ELI LILLY & Co Healthcare	Added	284	+47	$261,214	+2.6%	0.47%
IBIT	iShares Bitcoin Trust ETF	Added	6,754	+2,147	$259,488	+13.4%	0.47%
MCK	Mckesson Corp Healthcare	Added	290	+29	$250,954	+17.2%	0.45%
VZ	Verizon Communications Inc Communication Services	NEW	4,770	NEW	$239,454	NEW	0.43%
KO	Coca Cola Co Consumer Defensive	Reduced	3,132	-401	$238,188	−3.6%	0.43%
LRCX	Lam Research Corp Technology	NEW	1,048	NEW	$223,915	NEW	0.40%
BP	Bp PLC Energy	NEW	4,620	NEW	$217,140	NEW	0.39%
FITB	Fifth Third Bancorp Financial Services	Added	4,625	+161	$214,877	+2.8%	0.39%
PWR	Quanta Services, Inc. Industrials	NEW	389	NEW	$213,568	NEW	0.38%
XEL	Xcel Energy Inc Utilities	NEW	2,685	NEW	$213,296	NEW	0.38%
UNH	Unitedhealth Group Inc Healthcare	Reduced	772	-661	$208,895	−55.8%	0.38%