13F Filings History of Wrenne Financial Planning LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$245,822,672
Signature - Title
Jennifer Quire - Owner / Partner
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by Wrenne Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wrenne Financial Planning LLC reported 51 stock holdings with total value $245,822,672 as of Q4 2025. Top holdings included VTI, VEU, SLYV, VNQ, and BND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $245,822,672 +$9,828,267 -$1,659,835 +$8,168,432 VTI, VEU, SLYV, VNQ, BND 13F-HR 10 Feb 2026, 17:05
Q3 2025 50 $233,895,195 +$6,867,688 -$1,151,288 +$5,716,400 VTI, VEU, VNQ, SLYV, BND 13F-HR 10 Nov 2025, 16:42
Q2 2025 46 $213,787,462 +$17,819,369 -$5,475,056 +$12,344,313 VTI, VEU, VNQ, SLYV, BND 13F-HR 13 Aug 2025, 11:20
Q1 2025 45 $188,232,932 +$15,367,179 -$415,638 +$14,951,541 VTI, VEU, SLYV, BND, VNQ 13F-HR 13 May 2025, 11:36
Q4 2024 41 $175,775,996 +$18,858,896 -$1,854,575 +$17,004,321 VTI, VEU, SLYV, VNQ, BND 13F-HR 10 Feb 2025, 16:55
Q3 2024 45 $167,826,017 +$12,762,108 -$454,224 +$12,307,884 VTI, VEU, SLYV, VNQ, BND 13F-HR 12 Nov 2024, 08:12
Q2 2024 41 $145,016,976 +$10,830,460 -$1,767,313 +$9,063,147 VTI, VEU, SLYV, BND, VNQ 13F-HR 07 Aug 2024, 13:36
Q1 2024 29 $135,244,394 +$21,848,485 -$3,544,409 +$18,304,076 VTI, VEU, SLYV, VNQ, BND 13F-HR 13 May 2024, 10:37
Q4 2023 26 $111,472,441 $0 $0 $0 VTI, VEU, SLYV, VNQ, VXUS 13F-HR 11 Jul 2024, 12:16