Arkolith/Funds/Warner Group LLC

Warner Group LLC

CIK 2073617
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Warner Group LLC holds a focused book of 129 stocks worth $406.1M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Ishares Treasury Floating Ra. Their largest long position is Invesco Semiconductors ETF at 16% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+19.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Warner Group LLC's latest
holdings, largest changes, and filing provenance.
Opened
52
new positions
Added to
77
existing
Trimmed
0
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.5%
+19.2%/yr · since Nov '25
Their reported book
+12.1%
held from quarter-end
S&P 500
+10.8%
same window
$9K$10K$11K$11K$12KNov '25Dec '25Feb '26Apr '26Jun '26Jul '26
Warner Group LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Warner Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
56%
Top 20 holdings
75%

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

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Information Technology
14%
Financials
2%
Consumer Discretionary
2%
Health Care
2%
Industrials
2%
Materials
0%
Communication Services
0%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Warner Group LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$584.7B
LPL Financial LLC80 / 80$93.3B
OSAIC HOLDINGS, INC.80 / 80$17.4B
RAYMOND JAMES FINANCIAL INC79 / 80$82.7B
JPMORGAN CHASE & CO78 / 80$527.8B
BANK OF AMERICA CORP /DE/78 / 80$399.4B
UBS Group AG78 / 80$148.0B
ENVESTNET ASSET MANAGEMENT INC78 / 80$78.2B

Ranked by how many of Warner Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

129 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
SEMICONDUCTORS
$65.0M346.2K
16.0%
+88%
Added · +162K sh
2Invesco QQQ TR
UNIT SER 1
$23.6M32.1K
5.8%
+96%
Added · +16K sh
3Nvidia Corporation
COM
$21.8M109.2K
5.4%
+93%
Added · +53K sh
4Wisdomtree TR
FLOATNG RAT TREA
$20.8M412.5K
5.1%
+125%
Added · +229K sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$20.0M26.8K
4.9%
+108%
Added · +14K sh
6First TR Exchange-Traded FD
DJ INTERNT IDX
$19.7M74.2K
4.8%
+110%
Added · +39K sh
7SPDR Series Trust
ST STR SP AERO
$18.5M65.2K
4.6%
+104%
Added · +33K sh
8Apple Inc
COM
$14.6M50.5K
3.6%
+95%
Added · +25K sh
9Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$13.7M45.1K
3.4%
+120%
Added · +25K sh
10First TR Exchange Traded FD
RBA INDL ETF
$9.8M73.5K
2.4%
+190%
Added · +48K sh
11SPDR Series Trust
ST STR SP SEMI
$9.8M15.7K
2.4%
+195%
Added · +10K sh
12First TR Exchange-Traded FD
NASDAQ CYB ETF
$9.6M106.5K
2.4%
+77%
Added · +46K sh
13Global X FDS
GLB X MLP ENRG I
$9.5M129.4K
2.3%
+76%
Added · +56K sh
14AB Active Etfs Inc
EMER MKTS OP ETF
$8.7M166.9K
2.1%
+139%
Added · +97K sh
15First TR Exchange-Traded Alp
SML CP GRW ALP
$8.1M63.8K
2.0%
+234%
Added · +45K sh
16First TR Exchange-Traded FD
COMMON SHS
$7.4M399.4K
1.8%
+77%
Added · +174K sh
17First TR Exch TRD Alphdx FD
EURO ALPHADEX
$7.4M111.4K
1.8%
+77%
Added · +49K sh
18Ishares TR
RUS 1000 GRW ETF
$6.4M51.8K
1.6%
+597%
Added · +44K sh
19Wisdomtree TR
JAPN HEDGE EQT
$5.9M34.2K
1.5%
+215%
Added · +23K sh
20Amazon Com Inc
COM
$5.2M21.8K
1.3%
+97%
Added · +11K sh
21Select Sector SPDR TR
ST STR TECHN ETF
$5.1M26.8K
1.3%
+94%
Added · +13K sh
22SPDR Series Trust
ST STR MSCI USAQ
$4.8M25.6K
1.2%
+99%
Added · +13K sh
23Eli Lilly & Co
COM
$4.6M3.9K
1.1%
+100%
Added · +2K sh
24Microsoft Corp
COM
$4.6M12.3K
1.1%
+109%
Added · +6K sh
25Ishares TR
TRS FLT RT BD
$3.1M62.0K
0.8%
New
New position
26DBX ETF TR
XTRACKRS S&P 500
$2.8M40.6K
0.7%
+99%
Added · +20K sh
27Invesco Exchange Traded FD T
AEROSPACE DEFN
$2.7M15.3K
0.7%
+101%
Added · +8K sh
28Alphabet Inc
CAP STK CL A
$2.6M7.3K
0.6%
+91%
Added · +3K sh
29RTX Corporation
COM
$2.5M13.3K
0.6%
+101%
Added · +7K sh
30Aon PLC
SHS CL A
$2.3M7.0K
0.6%
+20%
Added · +1K sh
31JPMorgan Chase & Co
COM
$2.2M6.6K
0.5%
+363%
Added · +5K sh
32First TR Exchange-Traded FD
TECH ALPHADEX
$2.2M9.9K
0.5%
+97%
Added · +5K sh
33SPDR Series Trust
ST STR RATE ETF
$2.0M64.0K
0.5%
+579%
Added · +55K sh
34Alphabet Inc
CAP STK CL C
$1.9M5.3K
0.5%
+106%
Added · +3K sh
35Ishares TR
CORE S&P500 ETF
$1.8M2.4K
0.4%
+100%
Added · +1K sh
36Caterpillar Inc
COM
$1.7M1.6K
0.4%
+116%
Added · +877 sh
37First TR Exchange Traded FD
DORSEY WRT 5 ETF
$1.6M21.7K
0.4%
+96%
Added · +11K sh
38AB Active Etfs Inc
ULTRA SHORT INCM
$1.5M29.5K
0.4%
New
New position
39Tesla Inc
COM
$1.3M3.1K
0.3%
+86%
Added · +1K sh
40Advanced Micro Devices Inc
COM
$1.3M2.2K
0.3%
+70%
Added · +907 sh
41Quanta Svcs Inc
COM
$1.3M1.7K
0.3%
+100%
Added · +874 sh
42Ishares TR
RUS 1000 VAL ETF
$1.2M4.8K
0.3%
+69%
Added · +2K sh
43Ishares TR
RUSSELL 2000 ETF
$1.1M3.8K
0.3%
+97%
Added · +2K sh
44Crowdstrike Hldgs Inc
CL A
$1.1M1.5K
0.3%
+102%
Added · +749 sh
45Ishares TR
US AER DEF ETF
$1.1M4.4K
0.3%
+94%
Added · +2K sh
46Costco Wholesale Corporation
COM
$1.0M1.1K
0.3%
+100%
Added · +544 sh
47Regeneron Pharmaceuticals
COM
$1.0M1.6K
0.2%
+101%
Added · +807 sh
48Shopify Inc
CL A SUB VTG SHS
$1.0M8.8K
0.2%
+104%
Added · +4K sh
49SPDR Series Trust
ST INTER BD ETF
$963K28.8K
0.2%
New
New position
50Ge Aerospace
COM NEW
$914K2.4K
0.2%
+120%
Added · +1K sh
Showing 50 of 129 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026129$406.1M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202678$153.2M13F-HR
Q4 2025Dec 31, 2025Feb 6, 202674$162.3M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202560$145.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.