Wrenne Financial Planning LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 245,823
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 180.3 K | 73.3% | 8.082 K | 0 | 8.082 K |
| ETFs | 65.54 K | 26.7% | 3.843 K | 0 | 3.843 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
245,823
Holdings
51
QoQ value change ($000)
11,928
(5.1%)
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.