Xena Financial Planning, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationportland, OR
- CIK0002101744
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
35 | $85.17M | VOO, AAPL, SPDW, VANGUARD MUN BD FDS | 13F-HR | Jan 15, 2026 | 000175496026000074 |