Wrenne Financial Planning LLC

Est. AUM

$255.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$54.3M	169193	21.28%	SOLE
2	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$42.5M	565858	16.66%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$19.2M	202964	7.53%	SOLE
4	VANGUARD INDEX FDS	REAL ESTATE ETF	$18.5M	208089	7.24%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$15.1M	204589	5.91%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$13.5M	249186	5.28%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$12.5M	162625	4.92%	SOLE
8	SCHWAB STRATEGIC TR	US BRD MKT ETF	$10.9M	435387	4.29%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$10.5M	230898	4.13%	SOLE
10	VANGUARD INDEX FDS	SM CP VAL ETF	$9.7M	44821	3.82%	SOLE
11	ISHARES TR	NATIONAL MUN ETF	$8.2M	77162	3.21%	SOLE
12	SPDR INDEX SHS FDS	STATE STREET SPD	$5.5M	117502	2.16%	SOLE
13	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.2M	84455	1.65%	SOLE
14	APPLE INC	COM	$3.9M	15182	1.51%	SOLE
15	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.8M	112810	1.09%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	28427	1.09%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	42304	0.94%	SOLE
18	SCHWAB STRATEGIC TR	US REIT ETF	$2.1M	96662	0.81%	SOLE
19	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$2.0M	26283	0.78%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	19786	0.61%	SOLE
21	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.0M	16360	0.41%	SOLE
22	VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$1.0M	5992	0.39%	SOLE
23	VANGUARD INDEX FDS	SML CP GRW ETF	$992K	3283	0.39%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$991K	38669	0.39%	SOLE
25	MICROSOFT CORP	COM	$838K	2265	0.33%	SOLE
26	ISHARES TR	CRE U S REIT ETF	$610K	10309	0.24%	SOLE
27	BROADCOM INC	COM	$570K	1842	0.22%	SOLE
28	ALPHABET INC	CAP STK CL C	$557K	1941	0.22%	SOLE
29	INVESCO QQQ TR	UNIT SER 1	$531K	920	0.21%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$514K	861	0.20%	SOLE
31	SCHWAB STRATEGIC TR	US SML CAP ETF	$358K	12315	0.14%	SOLE
32	CATERPILLAR INC	COM	$343K	485	0.13%	SOLE
33	JPMORGAN CHASE & CO	COM	$331K	1126	0.13%	SOLE
34	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$322K	1499	0.13%	SOLE
35	VANGUARD INDEX FDS	VALUE ETF	$322K	1643	0.13%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$314K	482	0.12%	SOLE
37	EXXON MOBIL CORP	COM	$306K	1801	0.12%	SOLE
38	ISHARES INC	CORE MSCI EMKT	$300K	4308	0.12%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$289K	2990	0.11%	SOLE
40	AMAZON COM INC	COM	$284K	1362	0.11%	SOLE
41	VANGUARD MALVERN FDS	STRM INFPROIDX	$282K	5637	0.11%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$262K	3419	0.10%	SOLE
43	GALLAGHER ARTHUR J & CO	COM	$250K	1155	0.10%	SOLE
44	ISHARES TR	CORE S&P TTL STK	$248K	1738	0.10%	SOLE
45	ISHARES TR	CORE DIV GRWTH	$239K	3411	0.09%	SOLE
46	WISDOMTREE TR	US SMALLCAP DIVD	$228K	6347	0.09%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$216K	1480	0.08%	SOLE
48	PROSHARES TR	S&P 500 DV ARIST	$204K	1923	0.08%	SOLE
49	ABBVIE INC	COM	$202K	930	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.