Xena Financial Planning, LLC reported 38 holdings worth US$105M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Xena Financial Planning, LLC reported 38 holdings worth US$105M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$105M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 35,482 | US$11.8M | 11.3% |
| Microsoft Corp. | 1,378 | US$707K | 0.67% |
| Alphabet Inc (google) Class C | 1,650 | US$564K | 0.54% |
| Berkshire Hathaway Inc. | 678 | US$338K | 0.32% |
| Broadcom Inc. | 813 | US$286K | 0.27% |
| Meta Platforms, Inc. | 368 | US$267K | 0.25% |
| Nvidia Corporation | 1,060 | US$242K | 0.23% |