Terminal · Institutions

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

Warren Street Wealth Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Warren Street Wealth Advisors, LLC (CIK 1703496) reported $448.1M across 149 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($62.6M, 13.96%), WSGE ($59.6M, 13.30%), JQUA ($50.3M, 11.22%), XSOE ($26.4M, 5.90%), GCC ($13.1M, 2.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$62.6M13.96%91,112Added
2WSGEEA SERIES TRUST$59.6M13.30%2.1MAdded
3JQUAJ P MORGAN EXCHANGE TRADED F$50.3M11.22%695,856Added
4XSOEWISDOMTREE TR$26.4M5.90%537,433Trimmed
5GCCWISDOMTREE TR$13.1M2.93%579,283Added
6GLDMWORLD GOLD TR$12.9M2.89%162,858Added
7GIISPDR INDEX SHS FDS$11.8M2.62%155,331Added
8SPMDSPDR SERIES TRUST$11.7M2.60%172,640Added
9GNRSPDR INDEX SHS FDS$10.4M2.32%154,548Added
10NVDANVIDIA CORPORATION$9.0M2.00%44,779Added
11SPSMSPDR SERIES TRUST$8.7M1.94%151,036Added
12EYLDCAMBRIA ETF TR$8.2M1.84%181,142Added
13QQQINVESCO QQQ TR$7.8M1.74%10,559Added
14JNJJOHNSON & JOHNSON$7.5M1.68%29,570Added
15AMGNAMGEN INC$7.5M1.67%20,698Trimmed
16SGOVISHARES TR$7.4M1.65%73,658Trimmed
17XHLFBONDBLOXX ETF TRUST$6.9M1.54%136,934Added
18XLKSELECT SECTOR SPDR TR$6.8M1.51%35,517Trimmed
19XLVSELECT SECTOR SPDR TR$6.5M1.45%41,050Trimmed
20USFRWISDOMTREE TR$6.4M1.44%127,733Added
21CVXCHEVRON CORPORATION$6.5M1.44%39,038Added
22XONEBONDBLOXX ETF TRUST$6.2M1.39%125,987Added
23VNQIVANGUARD INTL EQUITY INDEX F$5.4M1.21%120,572Added
24AAPLAPPLE INC$5.1M1.14%17,615Trimmed
25AMZNAMAZON COM INC$4.9M1.10%20,746Trimmed

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