Xena Financial Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
33
88,620
VOO, AAPL, SPDW, VTEB
13F-HR
4/14/2026
000175496026000247
Q4 2025
35
85,164
VOO, AAPL, SPDW, VTEB
13F-HR
1/15/2026
000175496026000074