Warner Group LLC

Q4 2025 13F Holdings

  • Location
    madison, CT
  • Num holdings

    74

  • Value ($000)

    $162,268

  • Date Filed
    02/06/2026
  • Form type
    13F-HR
  • CIK
    0002073617
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PSI

INVESCO EXCHANGE TRADED FD T

SEMICONDUCTORS
$14.66M
9 %

185,864

FDN

FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX
$14.05M
9 %

52,181

NVDA

NVIDIA CORPORATION

COM
$10.52M
7 %

56,412

NDQ

INVESCO QQQ TR

UNIT SER 1
$10.11M
6 %

16,450

USFR

WISDOMTREE TR

FLOATNG RAT TREA
$8.76M
5 %

174,030

SPY

SPDR S&P 500 ETF TR

TR UNIT
$8.24M
5 %

12,091

XAR

SPDR SERIES TRUST

STATE STREET SPD
$7.29M
5 %

30,208

AAPL

APPLE INC

COM
$6.79M
4 %

24,986

CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
$6.51M
4 %

146,478

MLPX

GLOBAL X FDS

GLB X MLP ENRG I
$4.94M
3 %

81,530

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