Xena Financial Planning, LLC reported 33 holdings worth US$88.6M as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed Apr 14, 2026
Xena Financial Planning, LLC reported 33 holdings worth US$88.6M as of Mar 31, 2026. Filed Apr 14, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$88.6M