account_balance

Investment manager · 13F filer · SEC CIK 1703496

Warren Street Wealth Advisors, LLC

Reported value$504Mas of Sep 30, 2026
Positions159 15 new, 5 sold out
Top 10 weight56.1%VOO alone is 12%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 12.5% Held
WSGE Ea Series Trust 12.0% Held
JQUA J P Morgan Exchange Traded F 9.8% Trimmed −4%
AVIV American Centy ETF Tr 4.4% New
GLDM World Gold Trust 3.2% Added +22%
GCC Wisdomtree Tr 3.2% Added +4%
XSOE Wisdomtree Tr 3.1% Trimmed −39%
EYLD Cambria ETF Tr 2.8% Added +64%
SGOV iShares Tr 2.6% Added +79%
USFR Wisdomtree Tr 2.5% Added +92%
GNR SPDR Index SHS FDS 2.4% Added +8%
XHLF Bondbloxx ETF Trust 2.4% Added +76%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • AVIV $22.4M
  • SPCX $1.85M
  • DIS $450K
  • JMST $400K
arrow_upwardAdded
  • XONE +94%
  • USFR +92%
  • SGOV +79%
  • XHLF +76%
arrow_downwardTrimmed
  • XSOE −39%
  • SPSM −5%
  • JQUA −4%
  • VT −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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