Warren Street Wealth Advisors, LLC - Portfolio overview

Warren Street Wealth Advisors, LLC has 163 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 13.38%
2. WSGE - EA SERIES TRUST, 12.76%
3. JQUA - J P MORGAN EXCHANGE TRADED F, 10.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.