§ 13F · FUND PROFILE
Wrenne Financial Planning LLC.
AUM · $296M (13F)Positions · 60Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 173K | $64M | 21.6% | +2% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 592K | $50M | 16.7% | +5% |
| 3 | SLYV | SPDR SERIES TRUST | 212K | $23M | 7.8% | +4% |
| 4 | VNQ | VANGUARD INDEX FDS | 219K | $21M | 7.1% | +5% |
| 5 | BND | VANGUARD BD INDEX FDS | 224K | $16M | 5.6% | +10% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 265K | $16M | 5.3% | +6% |
| 7 | VXUS | VANGUARD STAR FDS | 164K | $14M | 4.7% | +1% |
| 8 | SCHB | SCHWAB STRATEGIC TR | 463K | $13M | 4.5% | +6% |
| 9 | VBR | VANGUARD INDEX FDS | 45K | $11M | 3.7% | ±0% |
| 10 | SPDW | SPDR INDEX SHS FDS | 213K | $11M | 3.6% | −8% |
§ 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 $296 million in assets. The fund runs a portfolio of 60 positions.
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