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XY PLANNING NETWORK, INC. 13F portfolio summary

XY PLANNING NETWORK, INC. of XY PLANNING NETWORK, INC. has 270 current stock holdings with a reported portfolio value of $626.0M. The portfolio 1 year return is +14.23%. Top holdings include GSST (0.00%), BLV (0.00%), BGRN (0.00%), BSV (0.00%), QQQ (0.00%).

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XY PLANNING NETWORK, INC.

XY PLANNING NETWORK, INC.
Latest filing: 2026-03-31

XY PLANNING NETWORK, INC. runs XY PLANNING NETWORK, INC. and currently holds 270 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $626.03M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. XY PLANNING NETWORK, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, XY PLANNING NETWORK, INC.'s portfolio at XY PLANNING NETWORK, INC. has delivered returns of +14.23%. Their 3-year annualized return is +13.02%. Looking at the 5-year horizon, XY PLANNING NETWORK, INC. has achieved +13.02% annualized returns at XY PLANNING NETWORK, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.23%
#0/1000
3 Year
+13.02%
#0/1000
5 Year
+13.02%
#0/1000

Portfolio Value

$626.03M

Alpha Score

11.9

#0 of 1000

Holdings

270

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change