Wrenne Financial Planning LLC holds a focused book of 49 stocks worth $255.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ste STR SPDR PT S&P 500 ETF and trimmed Vanguard Tax-Exempt Bond ETF. Their largest long position is Vanguard Total Stock MKT ETF at 21% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2023054/holdings"
Use Arkolith to show Wrenne Financial Planning LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $54.3M | 169.2K | 21.3% | ▲+7.8% Added · +12K sh | |
| 2 | Vanguard Intl Equity Index F ALLWRLD EX US | $42.5M | 565.9K | 16.7% | ▲+3.7% Added · +20K sh | |
| 3 | SPDR Series Trust STATE STREET SPD | $19.2M | 203.0K | 7.5% | ▲+3.4% Added · +7K sh | |
| 4 | Vanguard Index FDS REAL ESTATE ETF | $18.5M | 208.1K | 7.2% | ▲+4.2% Added · +8K sh | |
| 5 | Vanguard BD Index FDS TOTAL BND MRKT | $15.1M | 204.6K | 5.9% | ▲+4.7% Added · +9K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $13.5M | 249.2K | 5.3% | ▲+4.2% Added · +10K sh | |
| 7 | Vanguard Star FDS VG TL INTL STK F | $12.5M | 162.6K | 4.9% | ▲+1.7% Added · +3K sh | |
| 8 | Schwab Strategic TR US BRD MKT ETF | $10.9M | 435.4K | 4.3% | ▲+12% Added · +48K sh | |
| 9 | SPDR Index SHS FDS STATE STREET SPD | $10.5M | 230.9K | 4.1% | ▲+2.2% Added · +5K sh | |
| 10 | Vanguard Index FDS SM CP VAL ETF | $9.7M | 44.8K | 3.8% | ▲+2.0% Added · +878 sh | |
| 11 | Ishares TR NATIONAL MUN ETF | $8.2M | 77.2K | 3.2% | ▲+7.3% Added · +5K sh | |
| 12 | SPDR Index SHS FDS STATE STREET SPD | $5.5M | 117.5K | 2.2% | ▲+3.5% Added · +4K sh | |
| 13 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.2M | 84.5K | 1.7% | ▼−0.1% Reduced · −49 sh | |
| 14 | Apple Inc COM | $3.9M | 15.2K | 1.5% | ▲+0.3% Added · +53 sh | |
| 15 | Schwab Strategic TR INTL EQTY ETF | $2.8M | 112.8K | 1.1% | ▲+0.4% Added · +408 sh | |
| 16 | SPDR Series Trust STATE STREET SPD | $2.8M | 28.4K | 1.1% | ▼−0.5% Reduced · −133 sh | |
| 17 | SPDR Series Trust STATE STREET SPD | $2.4M | 42.3K | 0.9% | ▼−0.6% Reduced · −245 sh | |
| 18 | Schwab Strategic TR US REIT ETF | $2.1M | 96.7K | 0.8% | ▲+4.8% Added · +4K sh | |
| 19 | Vanguard Instl Index FD 0-3 MO TREAS BIL | $2.0M | 26.3K | 0.8% | —Held | |
| 20 | SPDR Series Trust STATE STREET SPD | $1.6M | 19.8K | 0.6% | ▼−1.3% Reduced · −269 sh | |
| 21 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.0M | 16.4K | 0.4% | ▼−3.4% Reduced · −578 sh | |
| 22 | Vanguard Scottsdale FDS VNG RUS2000VAL | $1.0M | 6.0K | 0.4% | ▼−0.3% Reduced · −16 sh | |
| 23 | Vanguard Index FDS SML CP GRW ETF | $992K | 3.3K | 0.4% | ▼−0.6% Reduced · −19 sh | |
| 24 | SPDR Series Trust STATE STREET SPD | $991K | 38.7K | 0.4% | ▲+6.6% Added · +2K sh | |
| 25 | Microsoft Corp COM | $838K | 2.3K | 0.3% | ▼−4.7% Reduced · −111 sh | |
| 26 | Ishares TR CRE U S REIT ETF | $610K | 10.3K | 0.2% | ▲+1.3% Added · +128 sh | |
| 27 | Broadcom Inc COM | $570K | 1.8K | 0.2% | —Held | |
| 28 | Alphabet Inc CAP STK CL C | $557K | 1.9K | 0.2% | ▲+0.1% Added · +1 sh | |
| 29 | Invesco QQQ TR UNIT SER 1 | $531K | 920 | 0.2% | ▼−1.2% Reduced · −11 sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $514K | 861 | 0.2% | ▲+27% Added · +183 sh | |
| 31 | Schwab Strategic TR US SML CAP ETF | $358K | 12.3K | 0.1% | ▼−0.3% Reduced · −40 sh | |
| 32 | Caterpillar Inc COM | $343K | 485 | 0.1% | ▲+0.2% Added · +1 sh | |
| 33 | JPMorgan Chase & Co COM | $331K | 1.1K | 0.1% | ▼−2.8% Reduced · −33 sh | |
| 34 | Vanguard Specialized Funds DIV APP ETF | $322K | 1.5K | 0.1% | —Held | |
| 35 | Vanguard Index FDS VALUE ETF | $322K | 1.6K | 0.1% | —Held | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $314K | 482 | 0.1% | ▲+4.3% Added · +20 sh | |
| 37 | Exxon Mobil Corp COM | $306K | 1.8K | 0.1% | ▲+0.1% Added · +1 sh | |
| 38 | Ishares Inc CORE MSCI EMKT | $300K | 4.3K | 0.1% | —Held | |
| 39 | SPDR Series Trust STATE STREET SPD | $289K | 3.0K | 0.1% | ▲~0% Added · +1 sh | |
| 40 | Amazon Com Inc COM | $284K | 1.4K | 0.1% | ▲+0.1% Added · +1 sh | |
| 41 | Vanguard Malvern FDS STRM INFPROIDX | $282K | 5.6K | 0.1% | ▲+8.1% Added · +423 sh | |
| 42 | SPDR Series Trust STATE STREET SPD | $262K | 3.4K | 0.1% | ▲New New position | |
| 43 | Gallagher Arthur J & Co COM | $250K | 1.2K | 0.1% | —Held | |
| 44 | Ishares TR CORE S&P TTL STK | $248K | 1.7K | 0.1% | ▼−2.6% Reduced · −47 sh | |
| 45 | Ishares TR CORE DIV GRWTH | $239K | 3.4K | 0.1% | —Held | |
| 46 | Wisdomtree TR US SMALLCAP DIVD | $228K | 6.3K | 0.1% | ▲~0% Added · +1 sh | |
| 47 | SPDR Series Trust STATE STREET SPD | $216K | 1.5K | 0.1% | —Held | |
| 48 | Proshares TR S&P 500 DV ARIST | $204K | 1.9K | 0.1% | —Held | |
| 49 | Abbvie Inc COM | $202K | 930 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.