Wrenne Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Wrenne Financial Planning LLC held in its portfolio 45 assets valued at $245,822,672 (i.e. $245.82M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($52.60M), VANGUARD INTL EQUITY INDEX F ($40.14M), and SPDR SERIES TRUST ($26.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wrenne Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 156885 | 52598840 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 545724 | 40143463 | ALLWRLD EX US |
| SPDR SERIES TRUST | 328256 | 26402547 | STATE STREET SPD |
| VANGUARD INDEX FDS | 199732 | 17674308 | REAL ESTATE ETF |
| VANGUARD BD INDEX FDS | 195481 | 14479346 | TOTAL BND MRKT |
| VANGUARD INTL EQUITY INDEX F | 239134 | 12855896 | FTSE EMR MKT ETF |
| VANGUARD STAR FDS | 159862 | 12060061 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 387626 | 10167434 | US BRD MKT ETF |
| SPDR INDEX SHS FDS | 225893 | 10031923 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 43943 | 9306835 | SM CP VAL ETF |
| ISHARES TR | 71896 | 7700816 | NATIONAL MUN ETF |
| SPDR INDEX SHS FDS | 113553 | 5315441 | PORTFOLIO EMG MK |
| VANGUARD MUN BD FDS | 84504 | 4249706 | TAX EXEMPT BD |
| APPLE INC | 15129 | 4113114 | COM |
| SCHWAB STRATEGIC TR | 112402 | 2702168 | INTL EQTY ETF |
| VANGUARD INSTL INDEX FD | 26283 | 1982527 | 0-3 MO TREAS BIL |
| SCHWAB STRATEGIC TR | 92238 | 1926862 | US REIT ETF |
| MICROSOFT CORP | 2376 | 1149116 | COM |
| VANGUARD TAX-MANAGED FDS | 16938 | 1058148 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 3302 | 997853 | SML CP GRW ETF |
| VANGUARD SCOTTSDALE FDS | 6008 | 960859 | VNG RUS2000VAL |
| BROADCOM INC | 1842 | 637529 | COM |
| ALPHABET INC | 1940 | 609048 | CAP STK CL C |
| ISHARES TR | 10181 | 579945 | CRE U S REIT ETF |
| INVESCO QQQ TR | 931 | 571923 | UNIT SER 1 |
| VANGUARD INDEX FDS | 678 | 425194 | S&P 500 ETF SHS |
| JPMORGAN CHASE & CO. | 1159 | 373453 | COM |
| SCHWAB STRATEGIC TR | 12355 | 351870 | US SML CAP ETF |
| VANGUARD SPECIALIZED FUNDS | 1499 | 329450 | DIV APP ETF |
| SPDR S&P 500 ETF TR | 462 | 315168 | TR UNIT |
| AMAZON COM INC | 1361 | 314178 | COM |
| VANGUARD INDEX FDS | 1643 | 313797 | VALUE ETF |
| GALLAGHER ARTHUR J & CO | 1155 | 298902 | COM |
| ISHARES INC | 4308 | 289584 | CORE MSCI EMKT |
| CATERPILLAR INC | 484 | 277682 | COM |
| ISHARES TR | 1785 | 265412 | CORE S&P TTL STK |
| VANGUARD MALVERN FDS | 5214 | 257884 | STRM INFPROIDX |
| ISHARES TR | 3411 | 236792 | CORE DIV GRWTH |
| ARES MANAGEMENT CORPORATION | 1445 | 233635 | CL A COM STK |
| EXXON MOBIL CORP | 1800 | 216722 | COM |
| VISA INC | 617 | 216388 | COM CL A |
| ABBVIE INC | 930 | 212585 | COM |
| WISDOMTREE TR | 6346 | 212297 | US SMALLCAP DIVD |
| ISHARES TR | 1670 | 205844 | S&P 500 GRWT ETF |
| PROSHARES TR | 1923 | 200127 | S&P 500 DV ARIST |
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