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Portfolio (Quarterly) Guide ↗

Warren Street Wealth Advisors, LLC

· CIK 0001703496
13F Portfolio $448M AUM 156 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 59 Added 32 Reduced 9 Exited
Page 5 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLTR PALANTIR TECHNOLOGIES INC Technology 3,954.0 $461K 0.10% -152.0 -3.7% $116.68 +49.2%
82 CLS CELESTICA INC Technology 1,237.0 $451K 0.10% -65.0 -5.0% $364.80 -15.3%
83 RTX RTX CORPORATION Industrials 2,360.0 $448K 0.10% +21.0 +0.9% $189.73 +11.7%
84 SDG ISHARES TR 4,990.0 $446K 0.10% $89.43 +5.0%
85 ANGLOGOLD ASHANTI PLC 5,235.0 $423K 0.09% NEW $80.89
86 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 886.0 $423K 0.09% -69.0 -7.2% $477.57 -12.6%
87 SPYV SPDR SERIES TRUST 6,901.0 $420K 0.09% -284.0 -4.0% $60.79 +4.8%
88 IEMG ISHARES INC 5,036.0 $417K 0.09% $82.84 -1.0%
89 MRK MERCK & CO INC Healthcare 3,201.0 $411K 0.09% +112.0 +3.6% $128.50 +19.6%
90 NFLX NETFLIX INC. Communication Services 5,688.0 $406K 0.09% $71.40 +14.6%
91 NEE NEXTERA ENERGY INC Utilities 4,561.0 $400K 0.09% -32.0 -0.7% $87.77 -4.0%
92 SPYG SPDR SERIES TRUST 3,245.0 $386K 0.09% -520.0 -13.8% $118.99 +0.9%
93 ALAB ASTERA LABS INC Technology 799.0 $386K 0.09% NEW $483.02 -41.2%
94 ESGE ISHARES INC 6,717.0 $367K 0.08% -751.0 -10.1% $54.69 -1.0%
95 GE GE AEROSPACE Industrials 980.0 $366K 0.08% +68.0 +7.5% $373.73 -5.1%
96 QUAL ISHARES TR 1,666.0 $366K 0.08% $219.43 +2.0%
97 IAU ISHARES GOLD TR Financial Services 4,695.0 $355K 0.08% $75.51 +14.4%
98 SPDW SPDR INDEX SHS FDS 6,943.0 $350K 0.08% $50.39 +3.4%
99 IEFA ISHARES TR 3,444.0 $333K 0.07% $96.58 +4.6%
100 PG PROCTER & GAMBLE CO Consumer Defensive 2,140.0 $314K 0.07% +449.0 +26.6% $146.61 -1.0%
Page 5 of 8  ·  156 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.0%
Technology 27.6%
Healthcare 19.3%
Energy 6.7%
Consumer Cyclical 6.2%
Communication Services 4.9%
Consumer Defensive 2.4%
Industrials 2.0%
Utilities 1.6%
Real Estate 0.5%