Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1703496) reported $393.0M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($53.7M, 13.67%), BOXA ($51.2M, 13.04%), JQUA ($41.6M, 10.60%), XSOE ($21.8M, 5.54%), GLDM ($14.5M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $53.7M | 13.67% | 89,882 | Trimmed |
| 2 | BOXA | EA SERIES TRUST | $51.2M | 13.04% | 2.1M | Added |
| 3 | JQUA | J P MORGAN EXCHANGE TRADED F | $41.6M | 10.60% | 679,158 | Added |
| 4 | XSOE | WISDOMTREE TR | $21.8M | 5.54% | 542,958 | Trimmed |
| 5 | GLDM | WORLD GOLD TR | $14.5M | 3.68% | 156,173 | Trimmed |
| 6 | GCC | WISDOMTREE TR | $13.4M | 3.41% | 560,456 | Trimmed |
| 7 | GII | SPDR INDEX SHS FDS | $11.5M | 2.93% | 151,298 | Trimmed |
| 8 | GNR | SPDR INDEX SHS FDS | $11.2M | 2.85% | 150,046 | Trimmed |
| 9 | SPMD | SPDR SERIES TRUST | $10.0M | 2.54% | 168,642 | Trimmed |
| 10 | SGOV | ISHARES TR | $8.0M | 2.05% | 79,897 | Added |
| 11 | CVX | CHEVRON CORPORATION | $7.9M | 2.01% | 38,091 | Added |
| 12 | EYLD | CAMBRIA ETF TR | $7.4M | 1.88% | 178,367 | Trimmed |
| 13 | AMGN | AMGEN INC | $7.3M | 1.85% | 20,715 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $7.2M | 1.84% | 29,548 | Added |
| 15 | SPSM | SPDR SERIES TRUST | $7.2M | 1.82% | 148,342 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $7.1M | 1.80% | 40,671 | Trimmed |
| 17 | XHLF | BONDBLOXX ETF TRUST | $6.3M | 1.61% | 125,329 | Trimmed |
| 18 | QQQ | INVESCO QQQ TR | $6.1M | 1.55% | 10,556 | New |
| 19 | XLV | SELECT SECTOR SPDR TR | $6.0M | 1.54% | 41,168 | New |
| 20 | USFR | WISDOMTREE TR | $5.9M | 1.50% | 116,816 | Trimmed |
| 21 | XONE | BONDBLOXX ETF TRUST | $5.7M | 1.45% | 114,873 | Trimmed |
| 22 | VNQI | VANGUARD INTL EQUITY INDEX F | $5.1M | 1.30% | 115,371 | Added |
| 23 | XLK | SELECT SECTOR SPDR TR | $4.7M | 1.21% | 35,663 | New |
| 24 | AAPL | APPLE INC | $4.7M | 1.20% | 18,602 | Added |
| 25 | AMZN | AMAZON COM INC | $4.4M | 1.11% | 20,999 | Added |
Source: SEC Form 13F filings · as of 2026-03-31