Warren Street Wealth Advisors, LLC
Top Portfolio Positions
77 positions ·
$96,387,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
156,173 | $14,475,675 | 15.02% | |
| CVX |
Chevron Corp
Energy
|
38,091 | $7,881,027 | 8.18% | |
| AMGN |
Amgen Inc
Healthcare
|
20,715 | $7,288,572 | 7.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
29,548 | $7,222,713 | 7.49% | |
| NVDA |
Nvidia Corp
Technology
|
40,671 | $7,093,022 | 7.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,556 | $6,092,712 | 6.32% | |
| AAPL |
Apple Inc.
Technology
|
18,602 | $4,721,001 | 4.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,999 | $4,373,461 | 4.54% | |
| MSFT |
Microsoft Corp
Technology
|
8,453 | $3,129,047 | 3.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,651 | $2,487,681 | 2.58% |
Portfolio Trend
18 quarters · across all stocks
Holdings in CDLX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,594 | 12,947 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $14,889 | 12,947 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $31,461 | 12,947 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $21,297 | 12,947 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $23,563 | 12,947 | Shares | Sole | 2025-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||