account_balance

Investment manager · 13F filer · SEC CIK 2023054

Wrenne Financial Planning LLC

Reported value$303Mas of Sep 30, 2026
Positions64 4 new, 0 sold out
Top 10 weight80.4%VTI alone is 22%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 21.8% Added +2%
VEU Vanguard Intl Equity Index F 16.8% Added +3%
SLYV SPDR Series Trust 7.4% Added +3%
VNQ Vanguard Index FDS 6.9% Added +7%
VWO Vanguard Intl Equity Index F 5.5% Added +6%
BND Vanguard Bd Index FDS 5.2% Held
VXUS Vanguard Star FDS 5.0% Added +8%
SCHB Schwab Strategic Tr 4.7% Added +6%
SPDW SPDR Index SHS FDS 3.6% Held
VBR Vanguard Index FDS 3.5% Added +3%
MUB iShares Tr 3.5% Added +26%
SPEM SPDR Index SHS FDS 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • SPUS $774K
  • SPWO $719K
  • PZA $353K
  • SCHX $294K
arrow_upwardAdded
  • MUB +26%
  • VOO +17%
  • SPAB +11%
  • VXUS +8%
arrow_downwardTrimmed
  • VTEB −44%
  • VBIL −39%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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