Wrenne Financial Planning LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's owner and partner, Jennifer Quire, as the authorized signatory.
The report details a total of 64 securities held by the firm. The largest holding in the portfolio is Vanguard Index Funds S&P 500 ETF Shares, which comprises 5,304,949 shares valued at approximately $15,929,000. This is followed by Vanguard International Equity Index Fund AllWorld ex US, which holds 50,811,694 shares valued at $612,410,000. Other significant positions include Vanguard Real Estate ETF with 20,987,266 shares valued at $234,154,000, and Vanguard International Equity Index Fund FTSE EM Market ETF with 16,591,556 shares valued at $279,742,000.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds, including various Vanguard and Schwab Strategic ETFs. Individual stock holdings include Microsoft Corporation (1,238,691 shares), Apple Inc. (5,304,949 shares), and Berkshire Hathaway Inc. Class B (212,625 shares). The filing indicates that all positions were held in a Sole voting capacity.
