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Xena Financial Planning, LLC

Q1 2026 13F Holdings

  • Location
    portland, OR
  • Num holdings

    33

  • Value ($000)

    $88,620

  • Date Filed
    04/14/2026
  • Form type
    13F-HR
  • CIK
    0002101744
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$14.24M
16 %

23,800

A
AAPL

APPLE INC

COM
037833100
$9.51M
11 %

37,460

S
SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
78463X889
$9.48M
11 %

207,551

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VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$6.81M
8 %

136,450

S
SUSL

ISHARES TR

ESG MSCI LEADR
46435U218
$6.8M
8 %

59,878

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$6.44M
7 %

139,477

E
ESGD

ISHARES TR

ESG AW MSCI EAFE
46435G516
$6.3M
7 %

65,857

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$4.95M
6 %

98,980

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$3.2M
4 %

15,514

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$2.84M
3 %

60,505

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