# EDGAR Filing Document

**Accession Number:** 0002101744
**File Stem:** 0001754960-26-000247
**Filing Date:** 2026-4
**Character Count:** 7001
**Document Hash:** a3444336b8b7eae770da17fecf3e2561
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-26-000247.hdr.sgml**: 20260414

**ACCESSION NUMBER**: 0001754960-26-000247

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260414

**DATE AS OF CHANGE**: 20260414

**EFFECTIVENESS DATE**: 20260414

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Xena Financial Planning, LLC
- **CENTRAL INDEX KEY:** 0002101744

**ORGANIZATION NAME:**
- **EIN:** 994996311
- **STATE OF INCORPORATION:** OR
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25921
- **FILM NUMBER:** 26859842

**BUSINESS ADDRESS:**
- **STREET 1:** 650 NE HOLLADAY ST
- **STREET 2:** SUITE 1600
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97232
- **BUSINESS PHONE:** 5037147357

**MAIL ADDRESS:**
- **STREET 1:** 650 NE HOLLADAY ST
- **STREET 2:** SUITE 1600
- **CITY:** PORTLAND
- **STATE:** OR
- **ZIP:** 97232

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Xena Financial Planning LLC<br>**Address:** 650 NE HOLLADAY ST<br>SUITE 1600<br>PORTLAND, OR 97232

**Form 13F File Number:** 028-25921

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  04-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 33

**Form 13F Information Table Value Total:** $88620363

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 |  | 2443598 | 44714 | SH |  | SOLE |  | 0 | 0 | 44714 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 305506 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| APPLE INC | COM | 037833100 |  | 9507033 | 37460 | SH |  | SOLE |  | 0 | 0 | 37460 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 324898 | 678 | SH |  | SOLE |  | 0 | 0 | 678 |
| BROADCOM INC | COM | 11135F101 |  | 251632 | 813 | SH |  | SOLE |  | 0 | 0 | 813 |
| META PLATFORMS INC | CL A | 30303M102 |  | 292931 | 512 | SH |  | SOLE |  | 0 | 0 | 512 |
| ISHARES TR | CORE S ETF | 464287200 |  | 361878 | 554 | SH |  | SOLE |  | 0 | 0 | 554 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1324964 | 12482 | SH |  | SOLE |  | 0 | 0 | 12482 |
| ISHARES TR | CORE 40/60 MODER | 464289875 |  | 329695 | 6960 | SH |  | SOLE |  | 0 | 0 | 6960 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 529168 | 11638 | SH |  | SOLE |  | 0 | 0 | 11638 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 6442449 | 139477 | SH |  | SOLE |  | 0 | 0 | 139477 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 1204995 | 8521 | SH |  | SOLE |  | 0 | 0 | 8521 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 6297234 | 65857 | SH |  | SOLE |  | 0 | 0 | 65857 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 4952982 | 98980 | SH |  | SOLE |  | 0 | 0 | 98980 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 6802258 | 59878 | SH |  | SOLE |  | 0 | 0 | 59878 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 524006 | 11020 | SH |  | SOLE |  | 0 | 0 | 11020 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 302807 | 6440 | SH |  | SOLE |  | 0 | 0 | 6440 |
| ISHARES TR | ESG ADVANCED UNI | 46436E619 |  | 1987508 | 45690 | SH |  | SOLE |  | 0 | 0 | 45690 |
| J P MORGAN EXCHANGE TRADED F | SUSTAINABLE MUNI | 46654Q815 |  | 377752 | 7593 | SH |  | SOLE |  | 0 | 0 | 7593 |
| MICROSOFT CORP | COM | 594918104 |  | 594538 | 1606 | SH |  | SOLE |  | 0 | 0 | 1606 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 249043 | 1428 | SH |  | SOLE |  | 0 | 0 | 1428 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 1824751 | 40496 | SH |  | SOLE |  | 0 | 0 | 40496 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 2841703 | 60505 | SH |  | SOLE |  | 0 | 0 | 60505 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 9484812 | 207551 | SH |  | SOLE |  | 0 | 0 | 207551 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 226555 | 9154 | SH |  | SOLE |  | 0 | 0 | 9154 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 236505 | 3297 | SH |  | SOLE |  | 0 | 0 | 3297 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 1117125 | 9950 | SH |  | SOLE |  | 0 | 0 | 9950 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 501035 | 10427 | SH |  | SOLE |  | 0 | 0 | 10427 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 428654 | 3099 | SH |  | SOLE |  | 0 | 0 | 3099 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 6807508 | 136450 | SH |  | SOLE |  | 0 | 0 | 136450 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 14240324 | 23800 | SH |  | SOLE |  | 0 | 0 | 23800 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 3196592 | 15514 | SH |  | SOLE |  | 0 | 0 | 15514 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2307924 | 7194 | SH |  | SOLE |  | 0 | 0 | 7194 |

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