Xena Financial Planning, LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location portland, ORCIK 0002101744All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
38 | $104.24M | VOO, SPDW, AAPL, SUSL | 13F-HR | Jul 21, 2026 | 000175496026000600 | ||
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 |