Data as of Q4 2025 (Dec 31, 2025)

Wrenne Financial Planning LLC

•CIK: 2023054•Filing: Q4 2025

**Wrenne Financial Planning LLC** manages $246M across a diversified portfolio of 51 holdings. The strategy exhibits a notable allocation to broad market exposure, anchored by VTI ($52.6M) and VEU ($40.1M). Significant tactical positioning is evident in real estate (VNQ at $17.7M) and international equities (VWO at $12.9M). The top ten holdings represent a concentrated view across US, international, and fixed-income asset classes.

Total AUM
$245.8M
QoQ Performance
+5.1%
Positions
31
Top 10 Concentration
80.2%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
VEU
SLYV
VNQ
BND
VWO
VTI21.4%
VEU16.3%
SLYV7.3%
VNQ7.2%
BND5.9%
VWO5.2%
VXUS4.9%
SCHB4.1%

📈 Biggest Buys

VEU
VANGUARD INTL EQUITY INDEX F
+5.1%
16.3% of portfolio
VTI
VANGUARD INDEX FDS
+3.5%
21.4% of portfolio
VNQ
VANGUARD INDEX FDS
+8.7%
7.2% of portfolio
MUB
ISHARES TR
+22.1%
3.1% of portfolio
SLYV
SPDR SERIES TRUST
+4.7%
7.3% of portfolio

📉 Biggest Sells

VTEB
VANGUARD MUN BD FDS
-9.0%
1.7% of portfolio
SPTM
SPDR SERIES TRUST
-17.8%
0.7% of portfolio
AAPL
APPLE INC
-6.3%
1.7% of portfolio
SCHF
SCHWAB STRATEGIC TR
-8.1%
1.1% of portfolio
SPYV
SPDR SERIES TRUST
-3.5%
1.0% of portfolio

Sector Breakdown

Other96.4%
Technology2.6%
ETF0.3%
Financial0.2%
Consumer0.1%
Industrial0.1%
Energy0.1%
Healthcare0.1%

Changes from Q3 2025

NEW1 new position
↑23 increased
↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

📌 Top Holdings

VTI21.4%
VANGUARD INDEX FDS
$52.6M
VEU16.3%
VANGUARD INTL EQUITY INDEX F
$40.1M
SLYV7.3%
SPDR SERIES TRUST
$17.9M
VNQ7.2%
VANGUARD INDEX FDS
$17.7M
BND5.9%
VANGUARD BD INDEX FDS
$14.5M

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