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Xena Financial Planning, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    portland, OR
  • CIK
    0002101744
  • All SEC filings
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

35

$85.17M
VOO, AAPL, SPDW, VANGUARD MUN BD FDS
13F-HR
Jan 15, 2026
000175496026000074
Xena Financial Planning, Llc 13F Filings