Warner Financial, Inc - Q12026 Holdings

Warner Financial, Inc holds 135 stocks with a total portfolio value of $ 291.59M as of Q12026. In Q12026, Warner Financial, Inc added 4 new positions, increased stakes in 82 stocks, reduced 7 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VTV), representing 11.35% of the total portfolio.