Wrenne Financial Planning
Wrenne Financial Planning reported 64 stocks worth $303M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VTI (21.8%), VEU (16.8%) and SLYV (7.4%). Compared with Q2 2026, the fund opened new positions in SPUS, SPWO and PZA, added to VTI, VEU and SLYV, trimmed SPYG, VTEB and VBK and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $66.2M | 21.8% | 177K | +3,654 (+2%) | 8 of 8 | |
| 2 |  VEU Vanguard Intl Equity Index F | $50.8M | 16.8% | 612K | +20K (+3%) | 8 of 8 | |
| 3 |  SLYV Spdr Series Trust | $22.3M | 7.4% | 219K | +6,621 (+3%) | 8 of 8 | |
| 4 |  VNQ Vanguard Index Fds | $21M | 6.9% | 234K | +15K (+7%) | 8 of 8 | |
| 5 |  VWO Vanguard Intl Equity Index F | $16.6M | 5.5% | 280K | +15K (+6%) | 8 of 8 | |
| 6 |  BND Vanguard BD Index Fds | $15.9M | 5.2% | 226K | +2,386 (+1%) | 8 of 8 | |
| 7 |  VXUS Vanguard Star Fds | $15.1M | 5.0% | 178K | +13K (+8%) | 8 of 8 | |
| 8 |  SCHB Schwab US Broad Market ETF | $14.3M | 4.7% | 489K | +26K (+6%) | 8 of 8 | |
| 9 |  SPDW Spdr Developed | $10.8M | 3.6% | 215K | +1,514 (+1%) | 8 of 8 | |
| 10 |  VBR Vanguard Index Fds | $10.7M | 3.5% | 46K | +1,392 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $253K | 1,849 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wrenne Financial Planning 13F FAQ
What does Wrenne Financial Planning own?
Wrenne Financial Planning reported 64 stocks worth $303M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VTI (21.8%), VEU (16.8%) and SLYV (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Wrenne Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 25 added to, 9 trimmed and 1 sold out. New positions include SPUS, SPWO and PZA. It sold all of XOM.
When will Wrenne Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wrenne Financial Planning's portfolio worth?
The Q3 2026 filing reports $303M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.