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Portfolio (Quarterly) Guide ↗

Wrenne Financial Planning LLC

· CIK 0002023054
13F Portfolio $296M AUM 60 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 60 New
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBK VANGUARD INDEX FDS 3,268.0 $1.2M 0.40% NEW $365.69 -5.8%
22 VBIL VANGUARD INSTL INDEX FD 14,783.0 $1.1M 0.38% NEW $75.68 -0.2%
23 VTWV VANGUARD SCOTTSDALE FDS 5,544.0 $1.1M 0.37% NEW $195.44 -0.8%
24 VEA VANGUARD TAX-MANAGED FDS 13,631.0 $971K 0.33% NEW $71.25 +1.2%
25 MSFT MICROSOFT CORP Technology 2,411.0 $899K 0.30% NEW $373.03 +34.3%
26 PM PHILIP MORRIS INTL INC Consumer Defensive 4,781.0 $865K 0.29% NEW $180.91 +3.4%
27 USRT ISHARES TR 10,956.0 $728K 0.25% NEW $66.45 -1.3%
28 AVGO BROADCOM INC Technology 1,833.0 $692K 0.23% NEW $377.76 -2.1%
29 GOOG ALPHABET INC 1,941.0 $686K 0.23% NEW $353.31
30 QQQ INVESCO QQQ TR Financial Services 920.0 $677K 0.23% NEW $736.40 -3.9%
31 VOO VANGUARD INDEX FDS 765.0 $525K 0.18% NEW $686.81 +2.0%
32 CAT CATERPILLAR INC Industrials 485.0 $516K 0.17% NEW $1064.29 -26.8%
33 NOC NORTHROP GRUMMAN CORP Industrials 915.0 $466K 0.16% NEW $509.55 +4.6%
34 VTIP VANGUARD MALVERN FDS 8,635.0 $434K 0.15% NEW $50.23 -1.1%
35 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,188.0 $382K 0.13% NEW $61.76 -9.5%
36 AMZN AMAZON COM INC Consumer Cyclical 1,547.0 $369K 0.12% NEW $238.36 +6.9%
37 JPM JPMORGAN CHASE & CO Financial Services 1,126.0 $369K 0.12% NEW $327.33 +8.4%
38 MO ALTRIA GROUP INC Consumer Defensive 5,072.0 $365K 0.12% NEW $71.95 -3.3%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 482.0 $360K 0.12% NEW $747.11 +2.0%
40 VTV VANGUARD INDEX FDS 1,643.0 $358K 0.12% NEW $217.93 +2.8%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.9%
Financial Services 16.1%
Consumer Defensive 13.3%
Industrials 9.8%
Energy 4.0%
Consumer Cyclical 3.0%
Healthcare 1.9%