WARNER FINANCIAL, INC - Portfolio overview

WARNER FINANCIAL, INC has 139 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 11.35%
2. VUG - VANGUARD INDEX FDS, 9.64%
3. VEA - VANGUARD TAX-MANAGED FDS, 7.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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