Warren Street Wealth Advisors, LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 510,054
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 165 | 510,054 | 13F-HR | Warren Street Wealth Advisors, LLC |
| Q2 2026 | 7/22/2026 | 156 | 448,146 | 13F-HR | Warren Street Wealth Advisors, LLC |
| Q1 2026 | 4/16/2026 | 129 | 392,988 | 13F-HR | Warren Street Wealth Advisors, LLC |
| Q4 2025 | 1/29/2026 | 128 | 349,736 | 13F-HR | Warren Street Wealth Advisors, LLC |
| Q3 2025 | 10/17/2025 | 151 | 335,305 | 13F-HR | Warren Street Wealth Advisors, LLC |
| Q2 2025 | 7/18/2025 | 138 | 303,467 | 13F-HR | Warren Street Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.373 K
(1.2% of total reported value)
· QoQ Δ:
+954
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 207.9 K | 41.3% | 11.9 K | 0 | 11.9 K |
| ETFs | 295.8 K | 58.7% | 49.05 K | 0 | 49.05 K |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
510,054
Holdings
165
QoQ value change ($000)
61,908
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.