Wrenne Financial Planning LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 303,091
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 64 | 303,091 | 13F-HR | Wrenne Financial Planning LLC |
| Q2 2026 | 7/27/2026 | 60 | 296,105 | 13F-HR | Wrenne Financial Planning LLC |
| Q1 2026 | 5/14/2026 | 49 | 255,032 | 13F-HR | Wrenne Financial Planning LLC |
| Q4 2025 | 2/10/2026 | 51 | 245,823 | 13F-HR | Wrenne Financial Planning LLC |
| Q3 2025 | 11/10/2025 | 50 | 233,895 | 13F-HR | Wrenne Financial Planning LLC |
| Q2 2025 | 8/13/2025 | 46 | 213,787 | 13F-HR | Wrenne Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.82 K | 4.9% | 2.547 K | 0 | 2.547 K |
| ETFs | 288.3 K | 95.1% | 4.442 K | 0 | 4.442 K |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
303,091
Holdings
64
QoQ value change ($000)
6,986
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.