Xena Financial Planning, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Portland, OR
CIK: 0002101744
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	35	85,164	VOO, AAPL, SPDW, VTEB	13F-HR	1/15/2026	000175496026000074