Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Warner Group LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Warner Group LLC (CIK 2073617) reported $406.1M across 129 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PSI ($65.0M, 16.01%), QQQ ($23.6M, 5.81%), NVDA ($21.8M, 5.38%), USFR ($20.8M, 5.12%), SPY ($20.0M, 4.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PSIINVESCO EXCHANGE TRADED FD T$65.0M16.01%346,221Added
2QQQINVESCO QQQ TR$23.6M5.81%32,065Added
3NVDANVIDIA CORPORATION$21.8M5.38%109,200Added
4USFRWISDOMTREE TR$20.8M5.12%412,508Added
5SPYSTATE STR SPDR S&P 500 ETF T$20.0M4.93%26,784Added
6FDNFIRST TR EXCHANGE-TRADED FD$19.7M4.84%74,248Added
7XARSPDR SERIES TRUST$18.5M4.56%65,204Added
8AAPLAPPLE INC$14.6M3.60%50,510Added
9QQQMINVESCO EXCH TRADED FD TR II$13.7M3.37%45,112Added
10XSDSPDR SERIES TRUST$9.8M2.41%15,678Added
11AIRRFIRST TR EXCHANGE TRADED FD$9.8M2.41%73,502Added
12CIBRFIRST TR EXCHANGE-TRADED FD$9.6M2.36%106,545Added
13MLPXGLOBAL X FDS$9.5M2.35%129,447Added
14EMOPAB ACTIVE ETFS INC$8.7M2.15%166,920Added
15FYCFIRST TR EXCHANGE-TRADED ALP$8.1M2.00%63,773Added
16FEUZFIRST TR EXCH TRD ALPHDX FD$7.4M1.82%111,402Added
17FDDFIRST TR EXCHANGE-TRADED FD$7.4M1.82%399,427Added
18IWFISHARES TR$6.4M1.58%51,820Added
19DXJWISDOMTREE TR$5.9M1.46%34,195Added
20AMZNAMAZON COM INC$5.2M1.28%21,816Added
21XLKSELECT SECTOR SPDR TR$5.1M1.26%26,768Added
22QUSSPDR SERIES TRUST$4.8M1.18%25,637Added
23LLYELI LILLY & CO$4.6M1.14%3,863Added
24MSFTMICROSOFT CORP$4.6M1.13%12,305Added
25TFLOISHARES TR$3.1M0.77%62,004New

Source: SEC Form 13F filings · as of 2026-06-30