Xena Financial Planning, LLC Top Holdings and 13F Report (2026) About Xena Financial Planning, LLCInvestment ActivityXena Financial Planning, LLC has $88.62 million in total holdings as of March 31, 2026.Xena Financial Planning, LLC owns shares of 33 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.43% of the portfolio was purchased this quarter.About 1.33% of the portfolio was sold this quarter.This quarter, Xena Financial Planning, LLC has purchased 35 new stocks and bought additional shares in 17 stocks.Xena Financial Planning, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $14,240,324Apple $9,507,033SPDR Portfolio Developed World ex-US ETF $9,484,812Vanguard Tax-Exempt Bond ETF $6,807,508iShares ESG MSCI USA Leaders ETF $6,802,258 Largest Purchases this Quarter iShares ESG MSCI USA Leaders ETF 18,154 shares (about $2.06M)iShares ESG Advanced Total USD Bond Market ETF 21,230 shares (about $923.50K)iShares Core International Aggregate Bond ETF 15,866 shares (about $793.94K)iShares Core Total USD Bond Market ETF 14,640 shares (about $676.22K)Vanguard S&P 500 ETF 957 shares (about $572.60K) Largest Sales this Quarter Vanguard Total Stock Market ETF 522 shares (about $167.46K)iShares ESG Aware U.S. Aggregate Bond ETF 2,529 shares (about $120.26K)Microsoft 316 shares (about $116.98K)iShares ESG Aware MSCI USA ETF 657 shares (about $92.91K)iShares ESG Aware MSCI USA Small-Cap ETF 1,968 shares (about $92.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofXena Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$14,240,324$572,605 ▲4.2%23,80016.1%ETFAAPLApple$9,507,033$298,459 ▲3.2%37,46010.7%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$9,484,812$12,521 ▲0.1%207,55110.7%ETFVTEBVanguard Tax-Exempt Bond ETF$6,807,508$45,699 ▲0.7%136,4507.7%ETFSUSLiShares ESG MSCI USA Leaders ETF$6,802,258$2,062,330 ▲43.5%59,8787.7%ManufacturingIUSBiShares Core Total USD Bond Market ETF$6,442,449$676,222 ▲11.7%139,4777.3%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$6,297,234$436,026 ▲7.4%65,8577.1%ManufacturingIAGGiShares Core International Aggregate Bond ETF$4,952,982$793,938 ▲19.1%98,9805.6%ETFVXFVanguard Extended Market ETF$3,196,592$11,333 ▲0.4%15,5143.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,841,703$30,246 ▲1.1%60,5053.2%ETFFRDMFreedom 100 Emerging Markets ETF$2,443,598$72,411 ▲3.1%44,7142.8%ETFVTIVanguard Total Stock Market ETF$2,307,924$167,464 ▼-6.8%7,1942.6%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$1,987,508$923,502 ▲86.8%45,6902.2%ETFNUSCNuveen ESG Small-Cap ETF$1,824,751$412,119 ▲29.2%40,4962.1%ETFMUBiShares National Muni Bond ETF$1,324,964$59,869 ▲4.7%12,4821.5%ETFESGUiShares ESG Aware MSCI USA ETF$1,204,995$92,909 ▼-7.2%8,5211.4%ManufacturingESGVVanguard ESG U.S. Stock ETF$1,117,125$4,940 ▼-0.4%9,9501.3%ETFMSFTMicrosoft$594,538$116,983 ▼-16.4%1,6060.7%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$529,168$63,293 ▼-10.7%11,6380.6%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$524,006$120,255 ▼-18.7%11,0200.6%ETFBNDXVanguard Total International Bond ETF$501,035$28,543 ▼-5.4%10,4270.6%ETFVTVanguard Total World Stock ETF$428,654$86,450 ▲25.3%3,0990.5%ETFJ P MORGAN EXCHANGE TRADED F$377,752$5,274 ▼-1.4%7,5930.4%SUSTAINABLE MUNIIVViShares Core S&P 500 ETF$361,878$13,064 ▲3.7%5540.4%ETFAOMiShares Core 40/60 Moderate Allocation ETF$329,6950.0%6,9600.4%ETFBRK.BBerkshire Hathaway$324,8980.0%6780.4%FinanceGOOGAlphabet$305,5060.0%1,0650.3%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$302,807$92,535 ▼-23.4%6,4400.3%ETFMETAMeta Platforms$292,931$74,949 ▲34.4%5120.3%Computer and TechnologyAVGOBroadcom$251,6320.0%8130.3%Computer and TechnologyNVDANVIDIA$249,043$18,661 ▼-7.0%1,4280.3%Computer and TechnologyVSGXVanguard ESG International Stock ETF$236,505$4,806 ▼-2.0%3,2970.3%ETFSCHFSchwab International Equity ETF$226,555$24,725 ▼-9.8%9,1540.3%ETFRBLXRoblox$0$237,175 ▼-100.0%00.0%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$0$201,475 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
