Xena Financial Planning, LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 88,620
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 33 | 88,620 | 13F-HR | Xena Financial Planning, LLC |
| Q4 2025 | 1/15/2026 | 35 | 85,164 | 13F-HR | Xena Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.97 K | 15.8% | 0 | 43.61 K | -43.61 K |
| ETFs | 74.65 K | 84.2% | 52.88 K | 0 | 52.88 K |
| Other | 0 | 0.0% | 0 | 5.81 K | -5.81 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
88,620
Holdings
33
QoQ value change ($000)
3,456
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.