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Xena Financial Planning, LLC

Q2 2026 13F Holdings

  • Location
    portland, OR
  • Num holdings

    38

  • Value ($000)

    $104,237

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$15.94M
15 %

23,209

S
SPDW

SPDR INDEX SHS FDS

ST STR PO EX ETF
78463X889
$10.61M
10 %

210,482

A
AAPL

APPLE INC

COM
037833100
$10.59M
10 %

36,598

S
SUSL

ISHARES TR

ESG MSCI LEADR
46435U218
$9.34M
9 %

70,355

E
ESGD

ISHARES TR

ESG AW MSCI EAFE
46435G516
$7.72M
7 %

75,138

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$7.03M
7 %

138,926

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$6.82M
7 %

147,870

I
IAGG

ISHARES TR

CORE INTL AGGR
46435G672
$5.3M
5 %

104,732

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$3.94M
4 %

15,995

E
EUSB

ISHARES TR

ESG ADVAN ETF
46436E619
$3.33M
3 %

76,669

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