Wrenne Financial Planning Llc Increases Portfolio Holdings in Q2 2026

As reported by InsiderSet (wrenne-financial-planning-llc) for the period ending June 30, 2026, Wrenne Financial Planning Llc demonstrated significant buying activity across several funds. The portfolio saw substantial increases in its allocations to various Vanguard and SPDR Series Trust index funds.

Notably, the investor significantly increased their position in SCHWAB STRATEGIC TR (SCHB) during this quarter. According to the filing (SCHB), they added 27,583 shares, representing a substantial 6.34% increase in their stake over the previous period.

The purchase of SPDR INDEX SHS FDS (SPDW) resulted in a decrease during this quarter (SPDW). However, looking at other significant additions:

• SPDR SERIES TRUST (SPAB): The investor acquired a substantial position in SPAB (SPAB). This fund saw an increase of 24,522 shares, leading to its current allocation of 0.54%.
• BRITISH AMERICAN TOBACCO PLC (BTI): The investor added BTI (BTI) to their portfolio, investing the entire amount of 6,188 shares at once.
• ALTRIA GROUP INC (MO): Similarly, MO (MO) was added entirely with 5,072 shares purchased.
• PHILIP MORRIS INTERNATIONAL INC (PM): The investor also fully established their position in PM (PM") by adding 4,781 shares.

Additionally, the investor continued to build upon existing positions:

• VANGUARD INTL EQUITY INDEX F (VEU): VEU (VEU) allocation increased to 16.75%, with a share increase of 26,251.
• VANGUARD INDEX FDS (VTI): VTI (VTI) allocation remained steady at 21.65%, with a modest share increase of just over 4,000.
• VANGUARD BD INDEX FDS (BND): BND (BND) allocation is now at 5.56%, with a significant share increase of nearly 20,000.
• VANGUARD INDEX FDS (VNQ): VNQ (VNQ) allocation increased to 7.13%, with a share increase of nearly 11,000.
• SPDR SERIES TRUST (SLYV): SLYV (SLYV) allocation increased to 7.81%, with a share increase of nearly 9,000.
• VANGUARD INTL EQUITY INDEX F (VWO): VWO (VWO) allocation increased to 5.34%, with a share increase of nearly 16,000.

These changes reflect Wrenne Financial Planning Llc's continued focus on broadening their exposure through index funds and ETFs during Q2 2026. The filing (wrenne-financial-planning-llc) indicates that the investor did not engage in any large sell activities during this period.