WARNER FINANCIAL, INC
Q2 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
115
- Value ($000)
$242
- Date Filed07/21/2025
- Form type13F-HR
- CIK0001927175
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV Vanguard Large Cap Value Index ETF | ETF | 922908744 | $28.65K | 12 % | 162,101 | ||
VUG Vanguard Large Cap Growth Index ETF | ETF | 922908736 | $27.60K | 11 % | 62,951 | ||
VEA Vanguard FTSE Developed Markets ETF | ETF | 921943858 | $15.80K | 7 % | 277,185 | ||
VIG Vanguard Dividend Appreciation Index ETF | ETF | 921908844 | $8.62K | 4 % | 42,097 | ||
SCHG Schwab US Large Cap Growth ETF | ETF | 808524300 | $8.60K | 4 % | 294,260 | ||
VO Vanguard Mid Cap Index ETF | ETF | 922908629 | $8.41K | 4 % | 30,039 | ||
NDQ Invesco QQQ ETF | ETF | 46090E103 | $8.40K | 4 % | 15,234 | ||
VOO Vanguard S&P 500 ETF | ETF | 922908363 | $6.76K | 3 % | 11,903 | ||
SCHF Schwab International Equity ETF | ETF | 808524805 | $5.04K | 2 % | 228,067 | ||
QUAL iShares Edge MSCI USA Quality Factor ETF | ETF | 46432F339 | $4.96K | 2 % | 27,125 |
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