Wrenne Financial Planning LLC Portfolio Holdings

Wrenne Financial Planning LLC

  • $188 Billion
  • Q1 2025

Wrenne Financial Planning LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 45 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 $42.3B, Vanguard Ftse All World Ex Us with a value of $30B, Spdr S&P 600 Small Cap Value E with a value of $15B, Vanguard Bd Index Fd Inc Total with a value of $13.2B, and Vanguard Specialized Funds Van with a value of $13B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $176B to 188B.

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 $188 Billion
ETFs: $179 Billion
Technology: $4.84 Billion
Financial Services: $1.12 Billion
Consumer Cyclical: $563 Million
Communication Services: $302 Million
Energy: $217 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $188 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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