Xena Financial Planning, LLC Portfolio Holdings

Xena Financial Planning, LLC

  • $85.2 Billion
  • Q4 2025

Xena Financial Planning, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $85.2 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.3B, Apple Inc. with a value of $9.86B, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.21B, Vanguard Mun Bd Fds Tax Exempt with a value of $6.82B, and Ishares Trust Ishares Esg Awar with a value of $5.83B.

Examining the 13F form we can see an increase of $85.2B in the current position value.

Xena Financial Planning, LLC is based out at Portland, OR

Below you can find more details about Xena Financial Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $85.2 Billion
ETFs: $71.2 Billion
Technology: $11.4 Billion
Communication Services: $823 Million
Financial Services: $341 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.3 Billion 16.82% of portfolio
22,843
Q4 2025 New
$4.3T
$9.86 Billion 11.58% of portfolio
36,284
Q4 2025 New
$0
$9.21 Billion 10.81% of portfolio
207,277
Q4 2025 New
$0
$6.82 Billion 8.0% of portfolio
135,534
Q4 2025 New
$0
$5.83 Billion 6.84% of portfolio
61,297
Q4 2025 New
$0
$5.81 Billion 6.82% of portfolio
124,837
Q4 2025 New
$0
$5.06 Billion 5.94% of portfolio
41,724
Q4 2025 New
$0
$4.16 Billion 4.88% of portfolio
83,114
Q4 2025 New
$0
$3.23 Billion 3.8% of portfolio
15,459
Q4 2025 New
$0
$2.8 Billion 3.29% of portfolio
59,861
Q4 2025 New
$0
$2.59 Billion 3.04% of portfolio
7,716
Q4 2025 New
$0
$2.22 Billion 2.61% of portfolio
43,389
Q4 2025 New
$0
$1.4 Billion 1.64% of portfolio
31,350
Q4 2025 New
$0
$1.37 Billion 1.61% of portfolio
9,178
Q4 2025 New
$0
$1.28 Billion 1.5% of portfolio
11,918
Q4 2025 New
$0
$1.21 Billion 1.42% of portfolio
9,994
Q4 2025 New
$3.78T
$930 Million 1.09% of portfolio
1,922
Q4 2025 New
$0
$648 Million 0.76% of portfolio
13,549
Q4 2025 New
$0
$576 Million 0.68% of portfolio
13,030
Q4 2025 New
$0
$533 Million 0.63% of portfolio
11,021
Q4 2025 New
J P Morgan Exchange Traded F
-
$388 Million 0.46% of portfolio
-
Q4 2025 New
$0
$387 Million 0.45% of portfolio
8,408
Q4 2025 New
$0
$366 Million 0.43% of portfolio
534
Q4 2025 New
$0
$349 Million 0.41% of portfolio
2,474
Q4 2025 New
$662B
$341 Million 0.4% of portfolio
678
Q4 2025 New
$0
$332 Million 0.39% of portfolio
6,960
Q4 2025 New
$1.74T
$334 Million 0.39% of portfolio
1,065
Q4 2025 New
$465B
$286 Million 0.34% of portfolio
1,535
Q4 2025 New
$139B
$281 Million 0.33% of portfolio
813
Q4 2025 New
$1.37T
$251 Million 0.3% of portfolio
381
Q4 2025 New
$0
$244 Million 0.29% of portfolio
10,153
Q4 2025 New
$0
$241 Million 0.28% of portfolio
3,364
Q4 2025 New
$55.8B
$237 Million 0.28% of portfolio
2,927
Q4 2025 New
$0
$201 Million 0.24% of portfolio
1,355
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $85.2 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 35 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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