Warren Street Wealth Advisors, LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 392,988
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
2.073 K
(0.5% of total reported value)
· QoQ Δ:
+369
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170.8 K | 43.7% | 0 | 77.4 K | -77.4 K |
| ETFs | 220.1 K | 56.3% | 120.3 K | 0 | 120.3 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
392,988
Holdings
129
QoQ value change ($000)
43,252
(12.4%)
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.