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Portfolio (Quarterly) Guide ↗

WARNER FINANCIAL, INC

· CIK 0001927175
13F Portfolio $340M AUM 145 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 56 Added 6 Reduced 1 Exited
Page 2 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLF SELECT SECTOR SPDR TR 72,757.0 $3.9M 1.15% -2K -2.2% $53.61 +7.9%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,131.0 $3.8M 1.13% $746.76 +2.6%
23 SCHD SCHWAB STRATEGIC TR 120,114.0 $3.8M 1.12% +660.0 +0.6% $31.71 +10.0%
24 CGGR CAPITAL GROUP GROWTH ETF 78,372.0 $3.7M 1.09% +26K +49.7% $47.20 -0.9%
25 EFV ISHARES TR 48,045.0 $3.7M 1.08% +1K +2.4% $76.55 +7.1%
26 VYM VANGUARD WHITEHALL FDS 23,252.0 $3.7M 1.08% $158.03 +3.6%
27 FENI FIDELITY COVINGTON TRUST 88,115.0 $3.5M 1.04% +8K +10.4% $40.13 +3.1%
28 VXF VANGUARD INDEX FDS 14,046.0 $3.5M 1.02% -619.0 -4.2% $246.21 -2.2%
29 BND VANGUARD BD INDEX FDS 45,860.0 $3.4M 0.99% +3K +7.1% $73.41 -1.6%
30 IVV ISHARES TR 4,455.0 $3.3M 0.98% -408.0 -8.4% $748.83 +2.8%
31 IEI ISHARES TR 28,092.0 $3.3M 0.97% +734.0 +2.7% $117.45 -1.1%
32 IEFA ISHARES TR 24,438.0 $2.4M 0.69% +174.0 +0.7% $96.58 +4.0%
33 VLUE ISHARES TR 11,742.0 $2.3M 0.69% $199.81 +0.6%
34 VEU VANGUARD INTL EQUITY INDEX F 26,617.0 $2.2M 0.66% $83.75 +2.0%
35 AMZN AMAZON COM INC Consumer Cyclical 9,329.0 $2.2M 0.65% $238.34 +9.4%
36 SCHM SCHWAB STRATEGIC TR 59,738.0 $2.2M 0.65% +810.0 +1.4% $36.87 -3.9%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 7,716.0 $2.2M 0.64% $281.22 -16.3%
38 QQQE DIREXION SHARES ETF TRUST 16,010.0 $2.0M 0.57% +433.0 +2.8% $122.01 -0.3%
39 GOOGL ALPHABET INC Communication Services 5,440.0 $1.9M 0.57% $357.37 -5.4%
40 IFRA ISHARES TR 30,403.0 $1.9M 0.56% $63.04 -6.9%
Page 2 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.0%
Technology 27.8%
Consumer Cyclical 6.9%
Healthcare 6.0%
Communication Services 5.8%
Consumer Defensive 4.2%
Energy 1.3%
Industrials 1.2%
Utilities 0.8%