StockDriftsStockDriftsTop 50 Wrenne Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 21.65% | 173.2K | $64.1M | +2.38%(+4.02K) | $252.19(+51.49%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 16.75% | 592.1K | $49.6M | +4.64%(+26.25K) | $58.88(+44.88%) | 2026-06-30 | |
| SLYV | SPDR SERIES TRUST | 7.81% | 212.0K | $23.1M | +4.44%(+9.02K) | $81.46(+35.81%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 7.13% | 219.1K | $21.1M | +5.28%(+10.99K) | $86.49(+11.92%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.56% | 224.1K | $16.5M | +9.54%(+19.52K) | $72.62(-0.45%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.34% | 265.1K | $15.8M | +6.37%(+15.88K) | $44.39(+36.09%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.75% | 164.4K | $14.1M | +1.11%(+1.81K) | $58.88(+48.23%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.53% | 463.0K | $13.4M | +6.34%(+27.58K) | $21.78(+37.32%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 3.68% | 44.8K | $10.9M | -0.01%(-3) | $179.91(+39.04%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.63% | 213.5K | $10.8M | -7.54%(-17.40K) | $35.35(+46.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.67% |
Wrenne Financial Planning LLC reports $296.10M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are VTI (21.6%), VEU (16.8%) and SLYV (7.8%). The top 20 holdings account for 93.79% of reported assets. Its disclosed equity book has returned +38.60% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wrenne Financial Planning LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wrenne Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2023054). View Wrenne Financial Planning LLC’s 13F filings on SEC