Holdings
Xena Financial Planning, LLC
As of Sep 30, 2026, Xena Financial Planning, LLC reported 7 positions worth US$14.2M. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 35,482 | US$11.8M | −1,116 | Sep 30, 2026 |
| Microsoft Corp. | 1,378 | US$707K | −63 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 1,650 | US$564K | −28 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 678 | US$338K | no change | Sep 30, 2026 |
| Broadcom Inc. | 813 | US$286K | no change | Sep 30, 2026 |
| Meta Platforms, Inc. | 368 | US$267K | no change | Sep 30, 2026 |
| Nvidia Corporation | 1,060 | US$242K | −368 | Sep 30, 2026 |