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Wrenne Financial Planning

Latest statistics and disclosures from Wrenne Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEU, SLYV, VNQ, BND, and represent 58.07% of Wrenne Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VEU, VTI, VNQ, MUB, SLYV, VWO, SCHH, BND, SCHB, NOBL.
Started 1 new stock position in NOBL.
Reduced shares in these 10 stocks: VTEB, SPTM, AAPL, SCHF, SPYV, SPYG, SPDW, VEA, SCHA, VBIL.
Wrenne Financial Planning was a net buyer of stock by $8.2M.
Wrenne Financial Planning has $246M in assets under management (AUM), dropping by 5.10%.
Central Index Key (CIK): 0002023054

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Portfolio Holdings for Wrenne Financial Planning

Wrenne Financial Planning holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	21.4	$53M	+3%	157k	335.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	16.3	$40M	+5%	546k	73.56	View chart
Spdr Series Trust State Street Spd (SLYV)	7.3	$18M	+4%	196k	90.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	7.2	$18M	+8%	200k	88.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.9	$15M	+2%	196k	74.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.2	$13M	+6%	239k	53.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.9	$12M		160k	75.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.1	$10M	+3%	388k	26.23	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.1	$10M		226k	44.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	3.8	$9.3M		44k	211.79	View chart
Ishares Tr National Mun Etf (MUB)	3.1	$7.7M	+22%	72k	107.11	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.2	$5.3M		114k	46.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.7	$4.2M	-8%	85k	50.29	View chart
Apple (AAPL)	1.7	$4.1M	-6%	15k	271.87	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$3.0M	-2%	29k	106.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$2.7M	-8%	112k	24.04	View chart
Spdr Series Trust State Street Spd (SPYV)	1.0	$2.4M	-3%	43k	56.81	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.8	$2.0M		26k	75.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$1.9M	+27%	92k	20.89	View chart
Spdr Series Trust State Street Spd (SPTM)	0.7	$1.7M	-17%	20k	82.50	View chart
Microsoft Corporation (MSFT)	0.5	$1.1M		2.4k	483.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.1M	-2%	17k	62.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$998k		3.3k	302.20	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.4	$961k		6.0k	159.93	View chart
Spdr Series Trust State Street Spd (SPAB)	0.4	$934k		36k	25.75	View chart
Broadcom (AVGO)	0.3	$638k		1.8k	346.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$609k		1.9k	313.94	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$580k	+6%	10k	56.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$572k	+2%	931.00	614.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$425k	-4%	678.00	627.13	View chart
JPMorgan Chase & Co. (JPM)	0.2	$374k		1.2k	322.22	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$352k	-8%	12k	28.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$330k	+6%	1.5k	219.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$315k	+3%	462.00	682.18	View chart
Amazon (AMZN)	0.1	$314k		1.4k	230.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$314k		1.6k	190.99	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$299k		1.2k	258.79	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$290k	+2%	4.3k	67.22	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$282k		3.0k	94.21	View chart
Caterpillar (CAT)	0.1	$278k		484.00	573.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$265k	+10%	1.8k	148.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$258k	+30%	5.2k	49.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$237k	+2%	3.4k	69.42	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$234k		1.4k	161.69	View chart
Exxon Mobil Corporation (XOM)	0.1	$217k		1.8k	120.40	View chart
Visa Com Cl A (V)	0.1	$216k		617.00	350.71	View chart
Abbvie (ABBV)	0.1	$213k		930.00	228.59	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$212k		6.3k	33.45	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$206k		1.5k	139.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$206k		1.7k	123.26	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$200k	NEW	1.9k	104.07	View chart

Past Filings by Wrenne Financial Planning

SEC 13F filings are viewable for Wrenne Financial Planning going back to 2024

Wrenne Financial Planning 2025 Q4 filed Feb. 10, 2026
Wrenne Financial Planning 2025 Q3 filed Nov. 10, 2025
Wrenne Financial Planning 2025 Q2 filed Aug. 13, 2025
Wrenne Financial Planning 2025 Q1 filed May 13, 2025
Wrenne Financial Planning 2024 Q4 filed Feb. 10, 2025
Wrenne Financial Planning 2024 Q3 filed Nov. 12, 2024
Wrenne Financial Planning 2024 Q2 filed Aug. 7, 2024
Wrenne Financial Planning 2023 Q4 filed July 11, 2024
Wrenne Financial Planning 2024 Q1 filed May 13, 2024

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