Xena Financial Planning, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Xena Financial Planning, LLC reported 35 stock positions worth $85.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.8% of the portfolio, followed by Apple (AAPL, 11.6%) and Ste STR SPDR PT DW Eu ETF (SPDW, 10.8%).
- Most Recent 13F
- Q2 2026
- Location
- PORTLAND, OR
- CIK
- 0002101744
- Portfolio Value
- $85.2M (Q4 2025)
- SEC Filing
- 0001754960-26-000074 ↗ filed Jan 15, 2026
Holdings Value
Holdings 35 stocks · $85.2M
| VOO Vanguard S&P 500 ETF | 16.82% | 22,843 | $14.3M | — |
| AAPL Apple Inc. | 11.58% | 36,284 | $9.9M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 10.81% | 207,277 | $9.2M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 8.00% | 135,534 | $6.8M | — |
| ESGD iShares Trust iShares ESG Aw | 6.84% | 61,297 | $5.8M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 6.82% | 124,837 | $5.8M | — |
| SUSL iShares ESG MSCI USA Leaders | 5.94% | 41,724 | $5.1M | — |
| IAGG iShares Intl Aggregate Bond | 4.88% | 83,114 | $4.2M | — |
| VXF Vanguard Extended Market ETF | 3.80% | 15,459 | $3.2M | — |
| SPEM State Street SP PTF Em ETF | 3.29% | 59,861 | $2.8M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.04% | 7,716 | $2.6M | — |
| FRDM Freedom 100 Emeging MRKT ETF | 2.61% | 43,389 | $2.2M | — |
| NUSC Nuveen ESG Small-Cap ETF | 1.64% | 31,350 | $1.4M | — |
| ESGU iShares ESG Aware MSCI USA | 1.61% | 9,178 | $1.4M | — |
| MUB iShares National Muni Bond E | 1.50% | 11,918 | $1.3M | — |
| ESGV Vanguard ESG US Stock ETF | 1.42% | 9,994 | $1.2M | — |
| EUSB Ishr ESG Advn Universal BD-$ | 1.26% | 24,460 | $1.1M | — |
| MSFT Microsoft Corp. | 1.09% | 1,922 | $930K | — |
| EAGG iShares ESG Aware US Aggrega | 0.76% | 13,549 | $648K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.68% | 13,030 | $576K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.63% | 11,021 | $533K | — |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.46% | 7,699 | $388K | — |
| ESML iShares ESG Aware MSCI USA S | 0.45% | 8,408 | $387K | — |
| IVV iShares Core S&P 500 ETF | 0.43% | 534 | $366K | — |
| VT Vanguard Tot World STK ETF | 0.41% | 2,474 | $349K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 678 | $341K | — |
| GOOG Alphabet Inc. Class C | 0.39% | 1,065 | $334K | — |
| AOM iShares Core 40/60 Moderate | 0.39% | 6,960 | $332K | — |
| NVDA Nvidia Corp. | 0.34% | 1,535 | $286K | — |
| AVGO Broadcom Inc. | 0.33% | 813 | $281K | — |
| META Meta Platforms Inc. Class A | 0.30% | 381 | $251K | — |
| SCHF Schwab Intl Equity ETF | 0.29% | 10,153 | $244K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.28% | 3,364 | $241K | — |
| RBLX Roblox Corp. Class A | 0.28% | 2,927 | $237K | — |
| ITOT iShares Core S&P Total U.S. | 0.24% | 1,355 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.