StockDriftsStockDriftsTop 38 Xena Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 16.11% | 24.1K | $16.9M | +3.77%(+876) | $622.16(+13.25%) | 2026-09-30 | |
| AAPL | APPLE INC | 11.28% | 35.5K | $11.8M | -3.05%(-1.12K) | $263.23(+30.28%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 10.12% | 211.2K | $10.6M | +0.33%(+705) | $43.68(+12.79%) | 2026-09-30 | |
| SUSL | ISHARES TR | 8.7% | 66.9K | $9.1M | -4.94%(-3.47K) | $119.06(+14.87%) | 2026-09-30 | |
| ESGD | ISHARES TR | 7.02% | 71.4K | $7.4M | -5.01%(-3.77K) | $94.57(+7.90%) | 2026-09-30 | |
| IUSB | ISHARES TR | 6.87% | 163.2K | $7.2M | +10.35%(+15.31K) | $46.43(-4.53%) | 2026-09-30 | |
| IAGG | ISHARES TR | 5.16% | 109.9K | $5.4M | +4.97%(+5.20K) | $50.48(-2.57%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 5% | 110.7K | $5.2M | -20.31%(-28.21K) | $50.18(-4.32%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 3.63% | 16.4K | $3.8M | +2.63%(+421) | $210.38(+7.98%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.18% | 64.4K | $3.3M | +3.34%(+2.08K) | $47.02(+7.76%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.33% |
Xena Financial Planning LLC reports $104.79M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are VOO (16.1%), AAPL (11.3%) and SPDW (10.1%). The top 20 holdings account for 94.54% of reported assets. Its disclosed equity book has returned +9.14% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Xena Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2101744). View Xena Financial Planning LLC’s 13F filings on SEC