Xena Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Xena Financial Planning, LLC held in its portfolio 35 assets valued at $85,164,295 (i.e. $85.16M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($14.33M), APPLE INC ($9.86M), and SPDR INDEX SHS FDS ($9.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Xena Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 22843 | 14325658 | S&P 500 ETF SHS |
| APPLE INC | 36284 | 9864232 | COM |
| SPDR INDEX SHS FDS | 207277 | 9205163 | PORTFOLIO DEVLPD |
| VANGUARD MUN BD FDS | 135534 | 6815991 | TAX EXEMPT BD |
| ISHARES TR | 61297 | 5828728 | ESG AW MSCI EAFE |
| ISHARES TR | 124837 | 5809941 | CORE UNIVRSL USD |
| ISHARES TR | 41724 | 5059663 | ESG MSCI LEADR |
| ISHARES TR | 83114 | 4156534 | CORE INTL AGGR |
| VANGUARD INDEX FDS | 15459 | 3232888 | EXTEND MKT ETF |
| SPDR INDEX SHS FDS | 59861 | 2802078 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 7716 | 2586902 | TOTAL STK MKT |
| EA SERIES TRUST | 43389 | 2224534 | FREEDOM 100 EM |
| NUSHARES ETF TR | 31350 | 1399779 | NUVEEN ESG SMLCP |
| ISHARES TR | 9178 | 1367392 | ESG AWR MSCI USA |
| ISHARES TR | 11918 | 1276537 | NATIONAL MUN ETF |
| VANGUARD WORLD FD | 9994 | 1208900 | ESG US STK ETF |
| ISHARES TR | 24460 | 1074018 | ESG ADVANCED UNI |
| MICROSOFT CORP | 1922 | 929735 | COM |
| ISHARES TR | 13549 | 648329 | ESG AWR US AGRGT |
| ISHARES INC | 13030 | 575541 | ESG AWR MSCI EM |
| VANGUARD CHARLOTTE FDS | 11021 | 532528 | TOTAL INT BD ETF |
| J P MORGAN EXCHANGE TRADED F | 7699 | 387877 | SUSTAINABLE MUNI |
| ISHARES TR | 8408 | 386584 | ESG AWARE MSCI |
| ISHARES TR | 534 | 365758 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 2474 | 348982 | TT WRLD ST ETF |
| BERKSHIRE HATHAWAY INC DEL | 678 | 340797 | CL B NEW |
| ALPHABET INC | 1065 | 334197 | CAP STK CL C |
| ISHARES TR | 6960 | 332201 | CORE 40/60 MODER |
| NVIDIA CORPORATION | 1535 | 286278 | COM |
| BROADCOM INC | 813 | 281379 | COM |
| META PLATFORMS INC | 381 | 251494 | CL A |
| SCHWAB STRATEGIC TR | 10153 | 244078 | INTL EQTY ETF |
| VANGUARD WORLD FD | 3364 | 240949 | ESG INTL STK ETF |
| ROBLOX CORP | 2927 | 237175 | CL A |
| ISHARES TR | 1355 | 201475 | CORE S&P TTL STK |
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