13F Insight
DOSSIER · 13F-HR · Q2 2026

Wrenne Financial Planning LLC

$296M in tracked AUM across 60 positions as of Q2 2026.

WF
CIK 0002023054 · last filed Jun 30, 2026
Total AUM
$296M
as of Q2 2026
Holdings
60
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wrenne Financial Planning LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$64M173K21.6%02
VEU
VANGUARD INTL EQUITY INDEX F
$50M592K16.7%03
SLYV
SPDR SERIES TRUST
$23M212K7.8%04
VNQ
VANGUARD INDEX FDS
$21M219K7.1%05
BND
VANGUARD BD INDEX FDS
$16M224K5.6%06
VWO
VANGUARD INTL EQUITY INDEX F
$16M265K5.3%07
VXUS
VANGUARD STAR FDS
$14M164K4.7%08
SCHB
SCHWAB STRATEGIC TR
$13M463K4.5%09
VBR
VANGUARD INDEX FDS
$11M45K3.7%10
SPDW
SPDR INDEX SHS FDS
$11M213K3.6%

Filing history

2026Q2Jun 30
$296M▲ 16.1%
60 positionsView →2026Q1Mar 31
$255M▲ 3.7%
49 positionsView →2025Q4Dec 31
$246M▲ 5.1%
51 positionsView →2025Q3Sep 30
$234M▲ 9.4%
50 positionsView →2025Q2Jun 30
$214M▲ 13.6%
46 positionsLocked2025Q1Mar 31
$188M▲ 7.1%
45 positionsLocked2024Q4Dec 31
$176M▲ 4.7%
41 positionsLocked2024Q3Sep 30
$168M▲ 15.7%
45 positionsLocked2024Q2Jun 30
$145M▲ 7.2%
41 positionsLocked2024Q1Mar 31
$135M▲ 15.1%
29 positionsLocked2023Q4Dec 31
$117M—
26 positionsLocked