Warner Financial, Inc - Q42025 Holdings

Warner Financial, Inc holds 132 stocks with a total portfolio value of $ 288.06K as of Q42025. In Q42025, Warner Financial, Inc added 12 new positions, increased stakes in 79 stocks, reduced 9 holdings, and fully exited 4 positions. The largest holding is Vanguard Large Cap Value Index Etf (VTV), representing 11.16% of the total portfolio.