Top 50 Warren Street Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.74% | 89.9K | $53.7M | -1.63%(-1.49K) | $409.17(+62.60%) | 2026-03-31 | |
| WSGE | EA SERIES TRUST | 13.11% | 2.08M | $51.2M | +58.49%(+766.40K) | $24.92(+8.34%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 10.65% | 679.2K | $41.6M | +3.88%(+25.36K) | $61.54(+9.02%) | 2026-03-31 | |
| XSOE | WISDOMTREE TR | 5.57% | 543.0K | $21.8M | -3.84%(-21.66K) | $33.69(+37.57%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.7% | 156.2K | $14.5M | -19.08%(-36.82K) | $37.77(+138.60%) | 2026-03-31 | |
| GCC | WISDOMTREE TR | 3.43% | 560.5K | $13.4M | -11.60%(-73.54K) | $20.08(+27.49%) | 2026-03-31 | |
| GII | SPDR INDEX SHS FDS | 2.94% | 151.3K | $11.5M | -7.37%(-12.04K) | $54.83(+40.85%) | 2026-03-31 | |
| GNR | SPDR INDEX SHS FDS | 2.87% | 150.0K | $11.2M | -16.48%(-29.60K) | $53.76(+39.19%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 2.55% | 168.6K | $10.0M | -2.03%(-3.50K) | $49.37(+30.16%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.06% | 79.9K | $8.0M | +1.78%(+1.40K) | $100.57(-0.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.87% | +47.66% |
| Top 20 Holdings Unweighted | +13.44% | +45.98% |
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