Holdings
Wrenne Financial Planning LLC
As of Jun 30, 2026, Wrenne Financial Planning LLC reported 19 positions worth US$12M. Largest: Apple Inc, Microsoft Corp. and Philip Morris International Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 15,574 | US$4.51M | +392 | Jun 30, 2026 |
| Microsoft Corp. | 2,411 | US$899K | +146 | Jun 30, 2026 |
| Philip Morris International Inc | 4,781 | US$865K | new | Jun 30, 2026 |
| Broadcom Inc. | 1,833 | US$692K | −9 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,919 | US$686K | −17 | Jun 30, 2026 |
| Caterpillar, Inc. | 485 | US$516K | no change | Jun 30, 2026 |
| Northrop Grumman Corporation | 915 | US$466K | new | Jun 30, 2026 |
| British American Tobacco P.l.c. | 6,188 | US$382K | new | Jun 30, 2026 |
| Amazon.com, Inc. | 1,547 | US$369K | +185 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,126 | US$369K | no change | Jun 30, 2026 |