XY PLANNING NETWORK, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 36K | $6.32M |
 | AAPL | 24K | $6.18M |
 | MO | 11K | $711.33K |
 | CME | 10K | $3.06M |
 | WMT | 9K | $1.08M |
 | AMZN | 8K | $1.69M |
 | XOM | 7K | $1.16M |
 | DUK | 7K | $851.93K |
 | JNJ | 6K | $1.50M |
 | GOOG | 6K | $1.74M |
 | WFC | 6K | $449.53K |
 | GOOGL | 5K | $1.47M |
 | VZ | 5K | $235.58K |
 | FITB | 5K | $216.54K |
 | BP | 5K | $213.31K |
 | AVGO | 4K | $1.36M |
 | PM | 4K | $592.22K |
 | PG | 4K | $534.57K |
 | MSFT | 3K | $1.20M |
 | BRK-B | 3K | $1.52M |
NVIDIA Corporation
NVDA
Shares Held
36K
Value
$6.32M
Apple Inc.
AAPL
Shares Held
24K
Value
$6.18M
Altria Group, Inc.
MO
Shares Held
11K
Value
$711.33K
CME Group Inc.
CME
Shares Held
10K
Value
$3.06M
Walmart Inc.
WMT
Shares Held
9K
Value
$1.08M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.69M
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$1.16M
Duke Energy Corporation
DUK
Shares Held
7K
Value
$851.93K
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.50M
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.74M
Wells Fargo & Company
WFC
Shares Held
6K
Value
$449.53K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.47M
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$235.58K
Fifth Third Bancorp
FITB
Shares Held
5K
Value
$216.54K
BP p.l.c.
BP
Shares Held
5K
Value
$213.31K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.36M
Philip Morris International Inc.
PM
Shares Held
4K
Value
$592.22K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$534.57K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.20M
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.52M