§ 13F · FUND PROFILE
Wrenne Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $234M (13F)Positions · 50Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$262K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 169K | $54M | 21.3% | +8% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 566K | $42M | 16.7% | +4% |
| 3 | SLYV | SPDR SERIES TRUST | 203K | $19M | 7.5% | +3% |
| 4 | VNQ | VANGUARD INDEX FDS | 208K | $18M | 7.2% | +4% |
| 5 | BND | VANGUARD BD INDEX FDS | 205K | $15M | 5.9% | +5% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 249K | $13M | 5.3% | +4% |
| 7 | VXUS | VANGUARD STAR FDS | 163K | $13M | 4.9% | +2% |
| 8 | SCHB | SCHWAB STRATEGIC TR | 435K | $11M | 4.3% | +12% |
| 9 | SPDW | SPDR INDEX SHS FDS | 231K | $11M | 4.1% | +2% |
| 10 | VBR | VANGUARD INDEX FDS | 45K | $10M | 3.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WRENNE SIGNAL
AC read
Wrenne Financial Planning LLC is a Other fund managing $234 million in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed