What does Xena Financial Planning, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Xena Financial Planning, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$14M24K16.1%

APPLE INC

$10M37K10.7%

SPDR INDEX SHS FDS

$9M208K10.7%

VANGUARD MUN BD FDS

$7M136K7.7%

ISHARES TR

$7M60K7.7%

ISHARES TR

$6M139K7.3%

ISHARES TR

$6M66K7.1%

ISHARES TR

$5M99K5.6%

VANGUARD INDEX FDS

$3M16K3.6%

SPDR INDEX SHS FDS

$3M61K3.2%

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