StockDriftsStockDriftsTop 50 Warren Street Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.13% | 91.1K | $62.6M | +1.37%(+1.23K) | $408.74(+74.36%) | 2026-06-30 | |
| WSGE | EA SERIES TRUST | 13.47% | 2.12M | $59.6M | +2.16%(+44.94K) | $24.95(+16.12%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 11.36% | 695.9K | $50.3M | +2.46%(+16.70K) | $61.65(+21.61%) | 2026-06-30 | |
| XSOE | WISDOMTREE TR | 5.97% | 537.4K | $26.4M | -1.02%(-5.53K) | $33.69(+40.79%) | 2026-06-30 | |
| GCC | WISDOMTREE TR | 2.96% | 579.3K | $13.1M | +3.36%(+18.83K) | $20.18(+24.26%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 2.92% | 162.9K | $12.9M | +4.28%(+6.68K) | $39.69(+119.61%) | 2026-06-30 | |
| GII | SPDR INDEX SHS FDS | 2.66% | 155.3K | $11.8M | +2.67%(+4.03K) | $55.37(+35.60%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 2.63% | 172.6K | $11.7M | +2.37%(+4.00K) | $49.60(+38.69%) | 2026-06-30 | |
| GNR | SPDR INDEX SHS FDS | 2.35% | 154.5K | $10.4M | +3.00%(+4.50K) | $54.24(+38.09%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 1.97% | 151.0K | $8.7M | +1.82%(+2.69K) | $42.69(+36.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.92% | +59.82% | — | — | +47.90% |
| Top 20 Holdings Unweighted | +16.36% | +57.56% | — | — | +39.14% |
Warren Street Wealth Advisors, LLC reports $448.15M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.1%), WSGE (13.5%) and JQUA (11.4%). The top 20 holdings account for 76.94% of reported assets. Its disclosed equity book has returned +59.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Warren Street Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1703496). View Warren Street Wealth Advisors, LLC’s 13F filings on SEC