§ 13F · FUND PROFILE
Xena Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 35Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$85.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 23K | $14.3T | 16.8% | NEW |
| 2 | AAPL | APPLE INC | 36K | $9.9T | 11.6% | NEW |
| 3 | SPDW | SPDR INDEX SHS FDS | 207K | $9.2T | 10.8% | NEW |
| 4 | VTEB | VANGUARD MUN BD FDS | 136K | $6.8T | 8.0% | NEW |
| 5 | ESGD | ISHARES TR | 61K | $5.8T | 6.8% | NEW |
| 6 | IUSB | ISHARES TR | 125K | $5.8T | 6.8% | NEW |
| 7 | SUSL | ISHARES TR | 42K | $5.1T | 5.9% | NEW |
| 8 | IAGG | ISHARES TR | 83K | $4.2T | 4.9% | NEW |
| 9 | VXF | VANGUARD INDEX FDS | 15K | $3.2T | 3.8% | NEW |
| 10 | SPEM | SPDR INDEX SHS FDS | 60K | $2.8T | 3.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE XENA SIGNAL
AC read
Xena Financial Planning, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed