Xena Financial Planning, LLC - Portfolio Stock Holdings
Xena Financial Planning, LLC disclosed 38 stock positions in a recent SEC 13F filing. $104,235,950 of stock holdings were filed, with the largest holdings including VOO, SPDW, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $104,461,476 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
38Est. Stock Holding Value:
$104,235,950Top Stock Holdings By Sector
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Portfolio Stock Holdings - Xena Financial Planning, LLC
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