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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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