Wrenne Financial Planning LLC Portfolio Holdings

Wrenne Financial Planning LLC

  • $214 Billion
  • Q2 2025

Wrenne Financial Planning LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $214 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $45.8B, Vanguard Ftse All World Ex Us with a value of $34.3B, Vanguard Specialized Funds Van with a value of $15B, Spdr S&P 600 Small Cap Value E with a value of $14.5B, and Vanguard Bd Index Fd Inc Total with a value of $13.6B.

Examining the 13F form we can see an increase of $25.6B in the current position value, from $188B to 214B.

Wrenne Financial Planning LLC is based out at Lexington, KY

Below you can find more details about Wrenne Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $214 Billion
ETFs: $205 Billion
Technology: $5.02 Billion
Financial Services: $1.18 Billion
Communication Services: $343 Million
Consumer Cyclical: $301 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$508 Million 0.24% of portfolio
1,844
Q2 2025 Added 1.37%
$61.1B
$370 Million 0.17% of portfolio
1,168
Q2 2025 Added 1.13%
$33.2B
$251 Million 0.12% of portfolio
1,449
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $214 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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