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Xena Financial Planning, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    portland, OR
  • CIK
    0002101744
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

33

$88.62M
VOO, AAPL, SPDW, VANGUARD MUN BD FDS
13F-HR
Apr 14, 2026
000175496026000247

35

$85.17M
VOO, AAPL, SPDW, VANGUARD MUN BD FDS
13F-HR
Jan 15, 2026
000175496026000074