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Wrenne Financial Planning LLC
Wrenne Financial Planning LLC is a Lexington, Kentucky-based SEC-registered investment adviser founded in 2014. Led by principal owner Daniel Wrenne, the firm focuses on providing tailored investment advice and individualized financial planning, serving primarily individuals and families. As of 2025, Wrenne Financial Planning LLC reports approximately 11 employees and specializes in managing portfolios aligned with each client's unique financial circumstances and goals.
Investment Strategy
Wrenne Financial Planning LLC develops and manages individually tailored investment portfolios based on a comprehensive understanding of each client's goals, risk tolerance, time horizon, and liquidity needs. The firm utilizes a client-driven approach, constructing personalized asset allocation strategies and diversified portfolios, with ongoing advice and review. Holdings commonly include diversified ETFs and index funds, and the strategy emphasizes long-term planning, prudent asset allocation, and continuous adaptation to client-specific needs.
Latest 13F Filing Activity
Wrenne Financial Planning LLC filed their most recent 13F report on Jun 30, 2025 disclosing 46 equity positions with a total 13F market value of $214M. The fund increased holdings in Vanguard Intl Equity Index F, Vanguard Index FDS, Vanguard Index FDS among other positions. Wrenne Financial Planning LLC reduced exposure to Ishares TR, Vanguard Index FDS, SPDR Series Trust among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 21.44% | $45.8M | 150,815 | $250.20 | $303.93 | +$3.6M |
V VEU | VANGUARD INTL EQUITY INDEX F | 16.04% | $34.3M | 510,196 | $57.69 | $67.22 | +$4.3M |
V VNQ | VANGUARD INDEX FDS | 7.00% | $15.0M | 167,957 | $88.47 | $89.06 | +$2.0M |
S SLYV | SPDR SERIES TRUST | 6.76% | $14.5M | 181,275 | $83.10 | $79.76 | -$578.5K |
B BND | VANGUARD BD INDEX FDS | 6.37% | $13.6M | 184,852 | $72.97 | $73.63 | +$460.5K |
Industry Allocation
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