XY Planning Network, Inc.
Filing Date
Global Rank
#6,600
/ 8,517
▼ 822
Top Industry
Semiconductors
19.5%
3Y Alpha vs SPY
+2.7%
Period ended 46 days ago
Filed Jul 15, 2026 · 31d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+31.8%
SPY
+27.3%
Annualised alpha
+2.7%
Max drawdown
−18.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
16.7%
+0.6 pts
Top 5
42.3%
−9.0 pts
Top 10
56.1%
−14.1 pts
HHI
548
Diversified−134
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.6% | $20,978,749 |
| Unclassified | 24.5% | $16,241,750 |
| Financial Services | 13.3% | $8,848,196 |
| Healthcare | 6.6% | $4,364,809 |
| Consumer Defensive | 6.4% | $4,268,612 |
| Consumer Cyclical | 5.6% | $3,706,518 |
| Communication Services | 4.0% | $2,660,984 |
| Industrials | 3.7% | $2,453,260 |
| Energy | 2.6% | $1,704,372 |
| Utilities | 1.7% | $1,099,757 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +3,879 | 7,126 | $2,658,140 | |
| WMT | Walmart Inc. | +2,885 | 11,564 | $1,309,738 | |
| IBIT | iShares Bitcoin Trust ETF | +1,719 | 8,473 | $282,066 | |
| KO | Coca Cola Co | +1,718 | 4,850 | $394,159 | |
| UNH | Unitedhealth Group Inc | +1,412 | 2,184 | $907,735 | |
| XOM | ExxonMobil Holdings Corp | +849 | 8,053 | $1,101,006 | |
| CVX | Chevron Corp | +770 | 3,640 | $603,366 | |
| TSLA | Tesla, Inc. | +761 | 1,670 | $702,402 | |
| MO | Altria Group, Inc. | +747 | 11,610 | $835,339 | |
| WFC | Wells Fargo & Company/Mn | +673 | 6,252 | $516,665 | |
| VZ | Verizon Communications Inc | +624 | 5,394 | $228,381 | |
| META | Meta Platforms, Inc. | +582 | 1,456 | $820,150 | |
| MRK | Merck & Co., Inc. | +524 | 2,758 | $354,403 | |
| IAU | Ishares Gold Trust | +474 | 3,740 | $282,407 | |
| AVGO | Broadcom Inc. | +433 | 4,764 | $1,799,601 | |
| AMZN | Amazon Com Inc | +408 | 8,438 | $2,011,112 | |
| DUK | Duke Energy CORP | +397 | 6,905 | $874,034 | |
| PG | PROCTER & GAMBLE Co | +378 | 4,088 | $599,464 | |
| LRCX | Lam Research Corp | +376 | 1,424 | $617,061 | |
| JPM | Jpmorgan Chase & Co | +349 | 2,808 | $919,142 | |
| MS | Morgan Stanley | +297 | 2,357 | $492,707 | |
| PM | Philip Morris International Inc. | +191 | 3,955 | $715,499 | |
| ORCL | Oracle Corp | +190 | 2,868 | $420,305 | |
| LLY | ELI LILLY & Co | +171 | 455 | $545,740 | |
| SPY | Spdr S&P 500 ETF Trust | +152 | 14,805 | $11,055,929 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −6,348 | 4,512 | $1,612,453 | |
| AAPL | Apple Inc. | −5,553 | 18,613 | $5,385,857 | |
| NVDA | Nvidia Corp | −5,331 | 30,640 | $6,130,757 | |
| GLDM | World Gold Trust | −3,310 | 13,183 | $1,046,993 | |
| CME | Cme Group Inc. | −576 | 9,715 | $2,145,363 | |
| GLD | Spdr Gold Trust | −398 | 1,029 | $379,063 | |
| CBOE | Cboe Global Markets, Inc. | −362 | 3,692 | $895,937 | |
| COST | Costco Wholesale Corp /New | −222 | 443 | $414,413 | |
| CAT | Caterpillar Inc | −195 | 1,061 | $1,129,858 | |
| BRK-B | Berkshire Hathaway Inc | −142 | 3,030 | $1,516,181 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −1 | 533 | $374,880 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRWD | CrowdStrike Holdings, Inc. | 4,559 | $869,788 | |
| MU | Micron Technology Inc | 592 | $683,339 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 751 | $373,044 | |
| CSCO | Cisco Systems, Inc. | 2,897 | $340,281 | |
| AMD | Advanced Micro Devices Inc | 559 | $324,728 | |
| INTC | Intel Corp | 2,175 | $303,695 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 606 | $289,407 | |
| TFC | Truist Financial Corp | 5,726 | $285,269 | |
| ASML | Asml Holding NV | 132 | $262,606 | |
| MA | Mastercard Inc | 489 | $251,150 | |
| AMAT | Applied Materials Inc /De | 327 | $236,421 | |
| QCOM | Qualcomm Inc/De | 1,254 | $231,726 | |
| BAC | Bank Of America Corp /De/ | 3,978 | $226,666 | |
| URI | United Rentals, Inc. | 193 | $218,647 | |
| CHRW | C. H. Robinson Worldwide, Inc. | 1,155 | $217,532 | |
| NOW | ServiceNow, Inc. | 2,160 | $214,444 | |
| KLAC | Kla Corp | 698 | $210,593 | |
| RTX | RTX Corp | 1,100 | $208,703 | |
| GS | Goldman Sachs Group Inc | 205 | $207,330 | |
| GD | General Dynamics Corp | 576 | $204,042 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 275,743 | $17,669,611 | |
| BNDX | Vanguard Total International Bond ETF | 233,977 | $11,242,594 | |
| VXUS | Vanguard Total International Stock ETF | 135,545 | $10,451,874 | |
| DCOR | Dimensional US Core Equity 1 ETF | 106,219 | $7,656,265 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 52,073 | $1,715,805 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 7,775 | $712,501 | |
| BIBL | Inspire 100 ETF | 14,768 | $696,311 | |
| WM | Waste Management Inc | 1,942 | $446,252 | |
| GCC | WisdomTree Enhanced Commodity Strategy Fund | 17,315 | $414,521 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,751 | $376,570 | |
| VB | Vanguard Morningstar Small-Cap ETF | 1,335 | $349,663 | |
| ACIO | Aptus Collared Investment Opportunity ETF | 7,168 | $300,769 | |
| VTEC | Vanguard California Tax-Exempt Bond ETF | 2,923 | $289,610 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 3,010 | $232,311 | |
| BP | Bp PLC | 4,620 | $217,140 | |
| PWR | Quanta Services, Inc. | 389 | $213,568 | |
| NFLX | Netflix Inc | 2,100 | $201,915 | |
| No positions match the current search. | ||||
67 tracked positions ·
$66,327,007 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 67 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 14,805 | $11,055,929 | 16.67% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 30,640 | $6,130,757 | 9.24% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,613 | $5,385,857 | 8.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,830 | $2,820,412 | 4.25% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,126 | $2,658,140 | 4.01% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 9,715 | $2,145,363 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,438 | $2,011,112 | 3.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,764 | $1,799,601 | 2.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,512 | $1,612,453 | 2.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,234 | $1,583,248 | 2.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,030 | $1,516,181 | 2.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 11,564 | $1,309,738 | 1.97% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,061 | $1,129,858 | 1.70% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 8,053 | $1,101,006 | 1.66% | |
| GLDM |
World Gold Trust
|
Reduced | 13,183 | $1,046,993 | 1.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,808 | $919,142 | 1.39% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,184 | $907,735 | 1.37% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Reduced | 3,692 | $895,937 | 1.35% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 6,905 | $874,034 | 1.32% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 4,559 | $869,788 | 1.31% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 11,610 | $835,339 | 1.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,456 | $820,150 | 1.24% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,195 | $753,082 | 1.14% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 3,955 | $715,499 | 1.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,670 | $702,402 | 1.06% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 592 | $683,339 | 1.03% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,424 | $617,061 | 0.93% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,640 | $603,366 | 0.91% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,088 | $599,464 | 0.90% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,646 | $580,511 | 0.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 455 | $545,740 | 0.82% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 6,252 | $516,665 | 0.78% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 2,357 | $492,707 | 0.74% | |
| DE |
Deere & Co
Industrials
|
Added | 748 | $474,478 | 0.72% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,868 | $420,305 | 0.63% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 443 | $414,413 | 0.62% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,526 | $412,493 | 0.62% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,850 | $394,159 | 0.59% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,029 | $379,063 | 0.57% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 533 | $374,880 | 0.57% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
NEW | 751 | $373,044 | 0.56% | |
| AXP |
American Express Co
Financial Services
|
Added | 1,099 | $371,736 | 0.56% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 2,758 | $354,403 | 0.53% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,384 | $348,269 | 0.53% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 2,897 | $340,281 | 0.51% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 559 | $324,728 | 0.49% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,175 | $303,695 | 0.46% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 606 | $289,407 | 0.44% | |
| TFC |
Truist Financial Corp
Financial Services
|
NEW | 5,726 | $285,269 | 0.43% | |
| IAU |
Ishares Gold Trust
|
Added | 3,740 | $282,407 | 0.43% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.