Wrenne Financial Planning LLC
CIK
2023054
Location
Lexington, KY
Portfolio Value
Micro
$5,261,591
Diversification
Highly concentrated
Filing Date
Global Rank
#7,851
/ 8,232
▲ 163
Top Industry
Consumer Electronics
55.2%
3Y Alpha vs SPY
-3.2%
Period ended 2 months ago
Filed May 15, 2026 · 30d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+43.7%
SPY
+52.9%
Annualised alpha
-3.2%
Max drawdown
−26.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
49.3%
+3.2 pts
Top 5
78.4%
+1.8 pts
Top 10
97.4%
+4.6 pts
HHI
2,739
Highly concentrated+272
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 67.3% | $5,261,591 |
| Unclassified | 10.8% | $844,468 |
| Financial Services | 7.4% | $581,373 |
| Industrials | 4.4% | $343,603 |
| Energy | 3.9% | $305,557 |
| Consumer Cyclical | 3.6% | $283,663 |
| Healthcare | 2.6% | $202,265 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
3 positions ·
$5,261,591 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 15,182 | $3,853,039 | 73.23% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,265 | $838,435 | 15.94% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,842 | $570,117 | 10.84% |