XY Planning Network, Inc.

CIK

1873438

Location

BOZEMAN, MT

Portfolio Value

Micro $2,782,873

Diversification

Diversified

Filing Date

Global Rank

#6,687 / 8,578 ▲ 183

Top Industry

Semiconductors 18.6%

3Y Alpha vs SPY

+2.9%

Period ended 3 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

+29.9%

SPY

+25.8%

Annualised alpha

+2.9%

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

6 positions · $2,782,873 total · Healthcare only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UNH	Unitedhealth Group Inc Healthcare	Reduced	772	-661	$208,895	−55.8%	7.51%
MCK	Mckesson Corp Healthcare	Added	290	+29	$250,954	+17.2%	9.02%
LLY	ELI LILLY & Co Healthcare	Added	284	+47	$261,214	+2.6%	9.39%
MRK	Merck & Co., Inc. Healthcare	NEW	2,234	NEW	$268,727	NEW	9.66%
ABBV	AbbVie Inc. Healthcare	Reduced	1,329	-1	$289,044	−4.9%	10.39%
JNJ	Johnson & Johnson Healthcare	Added	6,153	+3,702	$1,504,039	+196.5%	54.05%