Warren Street Wealth Advisors, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $292 Million distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $88.7M, Wisdomtree Tr Emerging Mkts Ex with a value of $20.1M, World Gold Trust with a value of $15.9M, Wisdom Tree Continuous Commodity Index Fund with a value of $12.7M, and Spdr S&P Global Infrasture ETF with a value of $11.5M.
Examining the 13F form we can see an increase of $44.6M in the current position value, from $248M to 292M.
Below you can find more details about Warren Street Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$292 Million
ETFs: $228 Million
Technology: $24.4 Million
Communication Services: $8.95 Million
Consumer Cyclical: $8.4 Million
Energy: $5.88 Million
Financial Services: $5.24 Million
Healthcare: $4.91 Million
Consumer Defensive: $2.5 Million
Other: $2.87 Million
Stock Holdings Table Market Cap. of $200 Billions or more
