Warren Street Wealth Advisors, LLC
Annual return '25
+50.3%
SPY '25
+17.7%
Alpha
+32.5ptsvs SPY
Invested
$393M
Holdings
128
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 30.9% (91.4k → 63.2k shares)
13.7%
02
$WSGE
EA SERIES TRUST
Q1 2026: Exited (was 1.31M shares)
13.0%
03
$JQUA
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 653.8k shares)
10.6%
04
$XSOE
WISDOMTREE TR
Q1 2026: Exited (was 564.6k shares)
5.5%
05
$GLDM
WORLD GOLD TR
Q1 2026: Exited (was 193.0k shares)
3.7%
06
$GCC
WISDOMTREE TR
Q1 2026: Exited (was 634.0k shares)
3.4%
07
$GII
SPDR INDEX SHS FDS
Q1 2026: Exited (was 163.3k shares)
2.9%
08
$GNR
SPDR INDEX SHS FDS
Q1 2026: Exited (was 179.6k shares)
2.9%
09
$SPMD
SPDR SERIES TRUST
Q1 2026: Exited (was 172.1k shares)
2.5%
10
$SGOV
ISHARES TR
Q1 2026: Exited (was 78.5k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:56 UTC.