Wrenne Financial Planning LLC - Portfolio Stock Holdings
Wrenne Financial Planning LLC disclosed 64 stock positions in a recent SEC 13F filing. $303,087,068 of stock holdings were filed, with the largest holdings including VTI, VEU, and SLYV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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.
Report Period:
Sept. 30, 2026No. of Stocks:
64Est. Stock Holding Value:
$303,087,068Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wrenne Financial Planning LLC
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