Xena Financial Planning, LLC
•CIK: 2101744•Filing: Q4 2025
**Xena Financial Planning, LLC** manages $85M across a diversified portfolio of 35 positions. The strategy shows significant conviction in broad market exposure, evidenced by the $14.3M allocation to VOO and $9.9M in AAPL. Notable overweighting includes $9.2M in SPDW and $6.8M in VTEB, suggesting a focus on core equity growth and fixed income stability. The remaining capital is strategically deployed across sectors, including $5.8M in ESGD and $5.8M in IUSB.
Total AUM
$85.2M
QoQ Performance
N/A
Positions
20
Top 10 Concentration
78.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
AAPL
SPDW
VTEB
ESGD
IUSB
SUSL
VOO16.8%
AAPL11.6%
SPDW10.8%
VTEB8.0%
ESGD6.8%
IUSB6.8%
SUSL5.9%
IAGG4.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other68.3%
ETF17.3%
Technology14.0%
Financial0.4%