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CIK: 0002101744
Total reported value
$104.2M
$104.2M
35 檔
44.2%
As reported in its official Q4 2025 Form 13F filing, Xena Financial Planning, LLC's tracked investment portfolio stood at $104.2M with 35 total positions.
During Q4 2025, Xena Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.82% | -0.78% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.58% | -0.57% | — | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.81% | -0.52% | — | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 8.00% | -0.94% | — | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 6.84% | +0.30% | — | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.82% | -0.72% | — | |
| 7 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 5.94% | +1.28% | — | |
| 8 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 4.88% | -0.51% | — | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.80% | +0.17% | — | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.29% | -0.11% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.04% | -0.04% | — | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.61% | +0.30% | — | |
| 13 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.64% | +0.14% | — | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.61% | -0.15% | — | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.50% | -0.08% | — | |
| 16 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.42% | +0.02% | — | |
| 17 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 1.26% | +0.96% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.15% | — | |
| 19 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.76% | -0.15% | — | |
| 20 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.68% | -0.05% | — | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.63% | -0.14% | — | |
| 22 | JMSI | JPM Sus Municipal Income | ETF-Other | 0.46% | -0.14% | — | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.45% | -0.10% | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.81% | — | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.41% | -0.09% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.04% | — | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.02% | — | |
| 28 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.39% | -0.04% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | -0.01% | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.01% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.13% | — | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.29% | -0.04% | — | |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.28% | -0.01% | — | |
| 34 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.28% | — | — | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.24% | +0.21% | NEW |
According to official SEC Form 13F filings, Xena Financial Planning, LLC reported a total U.S. public equity portfolio value of $104.2M across 35 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, SPDW) accounted for 44.2% of total reported equity market value during Q4 2025.
During Q4 2025, Xena Financial Planning, LLC's top holdings by market value included VOO (16.8%)、AAPL (11.6%)、SPDW (10.8%). The largest single position, VOO, represented 16.8% of total portfolio value.
In Q4 2025, Xena Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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