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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 6 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRWD CROWDSTRIKE HLDGS INC Technology 405.0 $309K 0.07% NEW $190.79 -1.8%
102 MUB ISHARES TR 2,860.0 $308K 0.07% +400.0 +16.3% $107.62 -2.0%
103 APH AMPHENOL CORP Technology 1,717.0 $303K 0.07% NEW $176.32 -8.3%
104 VRTX VERTEX PHARMACEUTICALS INC Healthcare 606.0 $301K 0.07% +51.0 +9.2% $496.73 +10.9%
105 HD HOME DEPOT INC Consumer Cyclical 846.0 $298K 0.07% -307.0 -26.6% $352.64 -4.4%
106 BEP BROOKFIELD RENEWABLE ENERGY Utilities 8,356.0 $290K 0.07% $34.73 -6.2%
107 MRVL MARVELL TECHNOLOGY INC Technology 963.0 $287K 0.06% NEW $297.89 -19.1%
108 TRV TRAVELERS COMPANIES INC Financial Services 864.0 $285K 0.06% +18.0 +2.1% $330.12 +12.4%
109 PDBC INVESCO ACTVELY MNGD ETC FD 17,829.0 $283K 0.06% $15.88 +14.9%
110 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 400.0 $281K 0.06% $703.34 -0.7%
111 IBM INTERNATIONAL BUSINESS MACHS Technology 999.0 $281K 0.06% -108.0 -9.8% $281.21 -18.2%
112 GS GOLDMAN SACHS GROUP INC Financial Services 269.0 $272K 0.06% +10.0 +3.9% $1011.62 +3.2%
113 GILD GILEAD SCIENCES INC Healthcare 2,119.0 $268K 0.06% +192.0 +10.0% $126.34 +17.5%
114 PGR PROGRESSIVE CORP Financial Services 1,210.0 $264K 0.06% NEW $218.45 +1.8%
115 SNDK SANDISK CORP Technology 115.0 $261K 0.06% NEW $2273.73 -34.0%
116 ASML ASML HLDG NV Technology 130.0 $259K 0.06% NEW $1995.22 -12.7%
117 ADI ANALOG DEVICES INC Technology 647.0 $257K 0.06% NEW $397.17 -5.5%
118 IJH ISHARES TR 3,310.0 $255K 0.06% +20.0 +0.6% $77.12 -0.7%
119 ETN EATON CORP PLC Industrials 599.0 $255K 0.06% NEW $426.12 -2.0%
120 PNC PNC FINL SVCS GROUP INC Financial Services 1,035.0 $255K 0.06% +25.0 +2.5% $246.22 -0.3%
Page 6 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%