1y return+22.6%S&P 500 +20.9%
3y return+60.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $150 against $157 in the S&P 500.2
Warren Street Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $62.6M | 14.1% | +1.4% |
| WSGEEa Series Trust | $59.6M | 13.5% | +2.2% |
| JQUAJ P Morgan Exchange Traded F | $50.3M | 11.4% | +2.5% |
| XSOEWisdomtree Tr | $26.4M | 6.0% | −1.0% |
| GCCWisdomtree Tr | $13.1M | 3.0% | +3.4% |
| GLDMWorld Gold Tr | $12.9M | 2.9% | +4.3% |
| GIISpdr Index Shs Fds | $11.8M | 2.7% | +2.7% |
| SPMDSpdr Series Trust | $11.7M | 2.6% | +2.4% |
| GNRSpdr Index Shs Fds | $10.4M | 2.3% | +3.0% |
| SPSMSpdr Series Trust | $8.7M | 2.0% | +1.8% |
| EYLDCambria Etf Tr | $8.2M | 1.9% | +1.6% |
| NVDANvidia Corporation | $8.0M | 1.8% | −1.2% |
| QQQInvesco Qqq Tr | $7.8M | 1.8% | |
| JNJJohnson & Johnson | $7.5M | 1.7% | |
| AMGNAmgen Inc | $7.5M | 1.7% | |
| SGOVIshares Tr | $7.4M | 1.7% | −7.8% |
| XHLFBondbloxx Etf Trust | $6.9M | 1.6% | +9.3% |
| XLKSelect Sector Spdr Tr | $6.8M | 1.5% | |
| XLVSelect Sector Spdr Tr | $6.5M | 1.5% | |
| CVXChevron Corporation | $6.5M | 1.5% | +2.5% |
| USFRWisdomtree Tr | $6.4M | 1.5% | +9.3% |
| XONEBondbloxx Etf Trust | $6.2M | 1.4% | +9.7% |
| VNQIVanguard Intl Equity Index F | $5.4M | 1.2% | +4.5% |
| AAPLApple Inc | $5.1M | 1.2% | −5.3% |
| GOOGAlphabet Inc | $4.7M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $8.0M |
| AMDAdvanced Micro Devices Inc | March 31, 2023 | +492.7% | $1.1M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $2.8M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $1.4M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $1.4M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $3.2M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $4.7M |
| IWBIshares Tr | December 31, 2022 | +94.5% | $1.1M |
| VOOVanguard Index Fds | March 31, 2022 | +65.4% | $62.6M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $5.1M |
Sold off last quarter
- Accenture PLC IrelandCUSIP G1151C101 was $337K
- TAt&t Inc was $242K
- PEPPepsico Inc was $216K
- NEMNewmont Corp was $210K
- VNQVanguard Index Fds was $206K
- GLDSpdr Gold Tr was $203K
- DISDisney Walt Co was $202K
- Cardlytics IncCUSIP 14161W105 was $14K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −7.2% | −5.3% |
| June 30, 2022 | −13.7% | −16.5% |
| March 31, 2022 | +0.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Warren Street Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1703496&type=13F-HR&dateb=&owner=include&count=40CIK 1703496
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1703496/000208585326000803/Filed July 23, 2026 · accession 0002085853-26-000803