13F Filings History of Xena Financial Planning, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$85,164,295
Signature - Title
Aryn Sands - Agent
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by Xena Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Xena Financial Planning, LLC reported 35 stock holdings with total value $85,164,295 as of Q4 2025. Top holdings included VOO, AAPL, SPDW, VTEB, and ESGD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 35 $85,164,295 $0 $0 $0 VOO, AAPL, SPDW, VTEB, ESGD 13F-HR 15 Jan 2026, 14:36