Xena Financial Planning, LLC
Xena Financial Planning, LLC reported 38 positions worth $104.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VOO (15.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $15.9M | 15.29% | 23,209 | — | — | |
| ▸ 2 | SPDW | SH | $10.6M | 10.18% | 210,482 | — | — | |
| ▸ 3 | AAPL | SH | $10.6M | 10.16% | 36,598 | — | — | |
| ▸ 4 | SUSL | SH | $9.3M | 8.96% | 70,355 | — | — | |
| ▸ 5 | ESGD | SH | $7.7M | 7.41% | 75,138 | — | — | |
| ▸ 6 | VTEB | SH | $7.0M | 6.74% | 138,926 | — | — | |
| ▸ 7 | IUSB | SH | $6.8M | 6.55% | 147,870 | — | — | |
| ▸ 8 | IAGG | SH | $5.3M | 5.08% | 104,732 | — | — | |
| ▸ 9 | VXF | SH | $3.9M | 3.78% | 15,995 | — | — | |
| ▸ 10 | EUSB | SH | $3.3M | 3.20% | 76,669 | — | — |
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Frequently Asked Questions
What stocks does Xena Financial Planning, LLC hold as of Q2 2026?
Xena Financial Planning, LLC reported 38 positions worth $104.2M in its Q2 2026 13F filing. Largest positions: VOO (15.3%), SPDW (10.2%), AAPL (10.2%), SUSL (9.0%) and ESGD (7.4%).
What did Xena Financial Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Xena Financial Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.