Xena Financial Planning, LLC reported 38 holdings worth US$104M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Xena Financial Planning, LLC reported 38 holdings worth US$104M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$104M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 36,598 | US$10.6M | 10.2% |
| Alphabet Inc (google) Class C | 1,678 | US$600K | 0.58% |
| Microsoft Corp. | 1,441 | US$538K | 0.52% |
| Berkshire Hathaway Inc. | 678 | US$339K | 0.33% |
| Broadcom Inc. | 813 | US$307K | 0.29% |
| Nvidia Corporation | 1,428 | US$286K | 0.27% |
| Meta Platforms, Inc. | 368 | US$207K | 0.20% |