Xena Financial Planning, LLC
CIK
2101744
Location
PORTLAND, OR
Portfolio Value
Micro
$11,219,967
Diversification
Highly concentrated
Filing Date
Global Rank
#8,077
/ 8,605
▲ 37
· as of Mar 2026
Top Industry
Consumer Electronics
84.7%
3Y Alpha vs SPY
+22.4%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.3%
SPY
+10.0%
Annualised alpha
+25.6%
Max drawdown
−12.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
84.7%
+3.8 pts
Top 5
97.8%
+1.8 pts
Top 10
100.0%
0.0 pts
HHI
7,233
Highly concentrated+601
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 94.5% | $10,602,140 |
| Financial Services | 2.9% | $324,897 |
| Communication Services | 2.6% | $292,930 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RBLX | Roblox Corp | 2,927 | $237,174 | |
| No positions match the current search. | ||||
6 positions ·
$11,219,967 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 37,460 | $9,506,973 | 84.73% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,606 | $594,493 | 5.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 678 | $324,897 | 2.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 512 | $292,930 | 2.61% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 813 | $251,631 | 2.24% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,428 | $249,043 | 2.22% |