Arkolith/Funds/Warner Financial, Inc

Warner Financial, Inc

CIK 1927175
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Warner Financial, Inc holds a focused book of 145 reported positions worth $340.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened VG WMC Dividend Growth ETF and trimmed Vanguard Dividend Apprec ETF. Their largest long position is Vanguard Value ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.0%
+13.5%/yr · since Oct '24
Their reported book
+28.2%
held from quarter-end
S&P 500
+34.3%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Warner Financial, Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning Warner Financial, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
47%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

8% mapped to company sectors

ETFs / funds
86%
No sector on file yet
6%
Information Technology
4%
Consumer Discretionary
1%
Financials
1%
Health Care
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Warner Financial, Inc

Manager / fundShared namesTheir $ in those
Avalon Advisory Group11 / 80$257.7M
CBIZ Investment Advisory Services, LLC43 / 80$2.6B
Swiss Re Ltd13 / 80$1.0B
Kearns & Associates LLC16 / 80$194.9M
Tenon Financial LLC29 / 80$281.8M
Hoffman, Alan N Investment Management9 / 80$152.1M
PPS&V Asset Management Consultants, Inc.20 / 80$161.9M
Vista Capital Partners, Inc.39 / 80$992.2M

Ranked by the share of each fund's own book sitting in the names it shares with Warner Financial, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

145 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$36.8M169.0K
10.8%
+0.2%
Added · +279 sh
2Vanguard Index FDS
GROWTH ETF
$34.0M394.9K
10.0%
+513%
Added · +330K sh
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$23.8M333.5K
7.0%
+2.8%
Added · +9K sh
4Invesco QQQ TR
UNIT SER 1
$11.3M15.3K
3.3%
+0.3%
Added · +53 sh
5Schwab Strategic TR
US LCAP GR ETF
$10.4M306.8K
3.1%
+1.9%
Added · +6K sh
6Vanguard Index FDS
MID CAP ETF
$10.2M126.7K
3.0%
+300%
Added · +95K sh
7Vanguard Specialized Funds
DIV APP ETF
$9.6M40.7K
2.8%
−0.1%
Reduced · −43 sh
8Vanguard Index FDS
S&P 500 ETF SHS
$9.1M13.2K
2.7%
+1.2%
Added · +156 sh
9Schwab Strategic TR
INTL EQTY ETF
$7.3M263.3K
2.1%
+1.9%
Added · +5K sh
10Vanguard Star FDS
VG TL INTL STK F
$6.7M78.8K
2.0%
+5.0%
Added · +4K sh
11Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$6.6M110.5K
1.9%
+2.7%
Added · +3K sh
12Ishares TR
MSCI USA QLT FCT
$5.8M26.5K
1.7%
+2.8%
Added · +724 sh
13Schwab Strategic TR
US LCAP VA ETF
$5.7M163.0K
1.7%
+2.6%
Added · +4K sh
14Vanguard Index FDS
SMALL CP ETF
$5.6M18.4K
1.6%
+2.0%
Added · +357 sh
15Ishares TR
7-10 YR TRSY BD
$5.1M53.6K
1.5%
+0.9%
Added · +496 sh
16Apple Inc
COM
$5.0M17.1K
1.5%
+0.1%
Added · +24 sh
17Vanguard Index FDS
SML CP GRW ETF
$4.8M13.2K
1.4%
+1.2%
Added · +152 sh
18Ishares TR
MSCI INTL QUALTY
$4.7M95.2K
1.4%
+1.9%
Added · +2K sh
19Vanguard Index FDS
SM CP VAL ETF
$4.4M18.1K
1.3%
+2.4%
Added · +417 sh
20Schwab Strategic TR
FUNDAMENTAL US L
$3.9M125.4K
1.1%
+4.1%
Added · +5K sh
21Select Sector SPDR TR
ST STR FINL ETF
$3.9M72.8K
1.1%
−2.2%
Reduced · −2K sh
22State STR SPDR S&P 500 ETF T
TR UNIT
$3.8M5.1K
1.1%
−0.2%
Reduced · −9 sh
23Schwab Strategic TR
US DIVIDEND EQ
$3.8M120.1K
1.1%
+0.6%
Added · +660 sh
24Capital Group Growth ETF
SHS CREAT UNIT
$3.7M78.4K
1.1%
+50%
Added · +26K sh
25Ishares TR
EAFE VALUE ETF
$3.7M48.0K
1.1%
+2.4%
Added · +1K sh
26Vanguard Whitehall FDS
HIGH DIV YLD
$3.7M23.3K
1.1%
+0.1%
Added · +21 sh
27Fidelity Covington Trust
ENHANCED INTL
$3.5M88.1K
1.0%
+10%
Added · +8K sh
28Vanguard Index FDS
EXTEND MKT ETF
$3.5M14.0K
1.0%
−4.2%
Reduced · −619 sh
29Vanguard BD Index FDS
TOTAL BND MRKT
$3.4M45.9K
1.0%
+7.1%
Added · +3K sh
30Ishares TR
CORE S&P500 ETF
$3.3M4.5K
1.0%
−8.4%
Reduced · −408 sh
31Ishares TR
3 7 YR TREAS BD
$3.3M28.1K
1.0%
+2.7%
Added · +734 sh
32Ishares TR
CORE MSCI EAFE
$2.4M24.4K
0.7%
+0.7%
Added · +174 sh
33Ishares TR
MSCI USA VALUE
$2.3M11.7K
0.7%
+0.1%
Added · +13 sh
34Vanguard Intl Equity Index F
ALLWRLD EX US
$2.2M26.6K
0.7%
+0.3%
Added · +90 sh
35Amazon Com Inc
COM
$2.2M9.3K
0.7%
+0.1%
Added · +13 sh
36Schwab Strategic TR
US MID-CAP ETF
$2.2M59.7K
0.6%
+1.4%
Added · +810 sh
37International Business Machs
COM
$2.2M7.7K
0.6%
+0.1%
Added · +4 sh
38Direxion Shares ETF Trust
NASDAQ 100 EQ WT
$2.0M16.0K
0.6%
+2.8%
Added · +433 sh
39Alphabet Inc
CAP STK CL A
$1.9M5.4K
0.6%
Held
40Ishares TR
US INFRASTRUC
$1.9M30.4K
0.6%
+0.1%
Added · +20 sh
41Alphabet Inc
CAP STK CL C
$1.9M5.4K
0.6%
Held
42Schwab Strategic TR
FUNDAMENTAL INTL
$1.9M35.4K
0.5%
+0.4%
Added · +128 sh
43Fidelity Covington Trust
ENHANCED LARGE
$1.7M38.8K
0.5%
+356%
Added · +30K sh
44Ishares TR
ESG EAFE ETF
$1.7M20.0K
0.5%
+7.8%
Added · +1K sh
45Vanguard Index FDS
MCAP GR IDXVIP
$1.5M5.0K
0.5%
+1.5%
Added · +73 sh
46Vanguard Index FDS
MCAP VL IDXVIP
$1.5M7.4K
0.4%
+6.0%
Added · +419 sh
47T Rowe Price Exchange-Traded
CAP APPRECIATION
$1.4M34.6K
0.4%
−1.2%
Reduced · −435 sh
48SPDR Series Trust
ST STR SP DIV
$1.4M9.2K
0.4%
Held
49Select Sector SPDR TR
ST STR TECHN ETF
$1.4M7.1K
0.4%
~0%
Added · +1 sh
50Eli Lilly & Co
COM
$1.3M1.1K
0.4%
+0.1%
Added · +1 sh
Showing 50 of 145 positions
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Filing history

As-of date vs the date the SEC received each filing

$340.1M · Q2 2026Q3 2024 · $225.5MQ2 2026 · $340.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 20269d145$340.1M13F-HR
Q1 2026Mar 31, 2026Apr 8, 20268d135$291.6M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202621d132$288.1M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202520d124$267.8M13F-HR
Q2 2025Jun 30, 2025Jul 21, 202521d115$242.3M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202521d114$226.1M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d113$232.7M13F-HR
Q3 2024Sep 30, 2024Oct 21, 202421d114$225.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.