Wrenne Financial Planning LLC - Portfolio Stock Holdings

Wrenne Financial Planning LLC disclosed 60 stock positions in a recent SEC 13F filing. $296,104,222 of stock holdings were filed, with the largest holdings including VTI, VEU, and SLYV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $297,914,898 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.