Xena Financial Planning, LLC
CIK: 0002101744SEC EDGAR →
Portfolio Value
$85.2M
Holdings
35
As of
Q4 2025
New Positions
35
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 22,843 | $14.3M | 16.82% |
| 2 | APPLE INC | 36,284 | $9.9M | 11.58% |
| 3 | SPDR INDEX SHS FDS | 207,277 | $9.2M | 10.81% |
| 4 | VANGUARD MUN BD FDS | 135,534 | $6.8M | 8.00% |
| 5 | ISHARES TR | 61,297 | $5.8M | 6.84% |
| 6 | ISHARES TR | 124,837 | $5.8M | 6.82% |
| 7 | ISHARES TR | 41,724 | $5.1M | 5.94% |
| 8 | ISHARES TR | 83,114 | $4.2M | 4.88% |
| 9 | VANGUARD INDEX FDS | 15,459 | $3.2M | 3.80% |
| 10 | SPDR INDEX SHS FDS | 59,861 | $2.8M | 3.29% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $72.6M | 85.3% |
| Technology | 5 | $11.6M | 13.6% |
| Communication Services | 2 | $585K | 0.7% |
| Unknown | 1 | $340K | 0.4% |