Wrenne Financial Planning LLC Portfolio Holdings

Wrenne Financial Planning LLC

  • $234 Billion
  • Q3 2025

Wrenne Financial Planning LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $234 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $49.8B, Vanguard Ftse All World Ex Us with a value of $37.1B, Vanguard Specialized Funds Van with a value of $16.8B, Spdr S&P 600 Small Cap Value E with a value of $16.6B, and Vanguard Bd Index Fd Inc Total with a value of $14.2B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $214B to 234B.

Wrenne Financial Planning LLC is based out at Lexington, KY

Below you can find more details about Wrenne Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $234 Billion
ETFs: $223 Billion
Technology: $5.95 Billion
Financial Services: $1.17 Billion
Communication Services: $471 Million
Consumer Cyclical: $297 Million
Industrials: $231 Million
Healthcare: $215 Million
Energy: $203 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.8 Billion 21.27% of portfolio
151,631
Q3 2025 Added 0.54%
$0
$37.1 Billion 15.85% of portfolio
519,349
Q3 2025 Added 1.79%
$0
$16.8 Billion 7.18% of portfolio
183,663
Q3 2025 Added 9.35%
$0
$16.6 Billion 7.11% of portfolio
187,488
Q3 2025 Added 3.43%
$0
$14.2 Billion 6.05% of portfolio
190,282
Q3 2025 Added 2.94%
$0
$12.2 Billion 5.21% of portfolio
224,759
Q3 2025 Added 2.32%
$0
$11.7 Billion 5.0% of portfolio
159,063
Q3 2025 Added 1.96%
$0
$9.72 Billion 4.16% of portfolio
227,242
Q3 2025 Added 5.31%
$0
$9.66 Billion 4.13% of portfolio
375,640
Q3 2025 Added 3.18%
$0
$9.01 Billion 3.85% of portfolio
43,159
Q3 2025 Reduced 1.0%
$0
$6.27 Billion 2.68% of portfolio
58,886
Q3 2025 Added 16.4%
$0
$5.34 Billion 2.28% of portfolio
113,979
Q3 2025 Reduced 0.3%
$0
$4.65 Billion 1.99% of portfolio
92,850
Q3 2025 Added 0.76%
$4.3T
$4.11 Billion 1.76% of portfolio
16,146
Q3 2025 Reduced 0.53%
$0
$3.05 Billion 1.31% of portfolio
29,217
Q3 2025 Reduced 0.01%
$0
$2.85 Billion 1.22% of portfolio
122,320
Q3 2025 Added 3.27%
Vanguard Instl Index Fd
-
$2.01 Billion 0.86% of portfolio
-
Q2 2025 Added 0.29%
$0
$1.97 Billion 0.84% of portfolio
24,410
Q3 2025 Reduced 1.65%
$0
$1.56 Billion 0.67% of portfolio
72,232
Q3 2025 Added 7.1%
$3.78T
$1.23 Billion 0.52% of portfolio
2,366
Q2 2025 Added 1.02%
$0
$1.05 Billion 0.45% of portfolio
17,456
Q2 2025 Reduced 4.78%
$0
$992 Million 0.42% of portfolio
3,332
Q3 2025 Reduced 16.13%
$0
$949 Million 0.41% of portfolio
36,701
Q3 2025 Added 22.88%
$0
$932 Million 0.4% of portfolio
5,977
Q3 2025 Reduced 0.94%
$139B
$608 Million 0.26% of portfolio
1,844
Q2 2025 Added 1.37%
$0
$563 Million 0.24% of portfolio
9,582
Q3 2025 Added 24.3%
$0
$548 Million 0.23% of portfolio
912
Q2 2025 Reduced 11.63%
$1.74T
$471 Million 0.2% of portfolio
1,935
Q2 2025 Added 0.21%
$0
$435 Million 0.19% of portfolio
710
Q3 2025 Added 1.28%
$0
$376 Million 0.16% of portfolio
13,481
Q3 2025 Reduced 0.85%
$881B
$366 Million 0.16% of portfolio
1,159
Q2 2025 Reduced 3.17%
$54.4B
$358 Million 0.15% of portfolio
1,155
Q3 2025 Reduced 1.11%
$0
$303 Million 0.13% of portfolio
1,405
Q2 2024 New
$2.39T
$297 Million 0.13% of portfolio
1,353
Q3 2025 Reduced 1.46%
$0
$306 Million 0.13% of portfolio
1,643
Q2 2025 Reduced 16.26%
$0
$298 Million 0.13% of portfolio
447
Q3 2025 Added 4.2%
$0
$276 Million 0.12% of portfolio
4,187
Q3 2025 Reduced 8.32%
$0
$282 Million 0.12% of portfolio
2,989
Q2 2025 Reduced 3.55%
$24.4B
$232 Million 0.1% of portfolio
1,449
Q3 2024 New
$0
$235 Million 0.1% of portfolio
1,614
Q2 2025 New
$0
$227 Million 0.1% of portfolio
3,340
Q3 2024 New
$291B
$231 Million 0.1% of portfolio
484
Q3 2025 New
$533B
$211 Million 0.09% of portfolio
617
Q2 2025 Added 1.98%
$0
$202 Million 0.09% of portfolio
1,670
Q3 2025 New
$414B
$215 Million 0.09% of portfolio
930
Q3 2025 New
$0
$202 Million 0.09% of portfolio
3,995
Q3 2025 Reduced 75.11%
$0
$207 Million 0.09% of portfolio
1,480
Q1 2025 New
$490B
$203 Million 0.09% of portfolio
1,800
Q3 2025 New
$0
$214 Million 0.09% of portfolio
6,346
Q3 2025 Reduced 2.43%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $234 Billion
  • Prior Value $214 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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