Wrenne Financial Planning LLC reported 60 holdings worth US$296M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Wrenne Financial Planning LLC reported 60 holdings worth US$296M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Philip Morris International Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$296M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 15,574 | US$4.51M | 1.5% |
| Microsoft Corp. | 2,411 | US$899K | 0.30% |
| Philip Morris International Inc | 4,781 | US$865K | 0.29% |
| Broadcom Inc. | 1,833 | US$692K | 0.23% |
| Alphabet Inc (google) Class C | 1,919 | US$686K | 0.23% |
| Caterpillar, Inc. | 485 | US$516K | 0.17% |
| Northrop Grumman Corporation | 915 | US$466K | 0.16% |
| British American Tobacco P.l.c. | 6,188 | US$382K | 0.13% |
| Amazon.com, Inc. | 1,547 | US$369K | 0.12% |
| Jp Morgan Chase & Co. | 1,126 | US$369K | 0.12% |
| Altria Group, Inc. | 5,072 | US$365K | 0.12% |
| Visa Inc. | 849 | US$291K | 0.10% |
| Arthur J. Gallagher & Co. | 1,128 | US$259K | 0.09% |
| Exxon Mobil Corporation | 1,849 | US$253K | 0.09% |
| Chevron Corporation | 1,418 | US$235K | 0.08% |
| Abbvie Inc. | 930 | US$234K | 0.08% |
| Berkshire Hathaway Inc. | 427 | US$214K | 0.07% |
| Lockheed Martin Corporation | 411 | US$209K | 0.07% |
| Nvidia Corporation | 1,039 | US$208K | 0.07% |