Warren Street Wealth Advisors, LLC has recently submitted its 13F-HR filing, showcasing a substantial portfolio update as of September 30, 2026. This filing is crucial as it highlights the firm’s investment strategies and positions within the wealth management sector.

The firm reported total holdings valued at approximately $510 million, reflecting a diverse investment approach across various sectors. Notably, the filing includes significant stakes in major companies such as Amazon, Alphabet, and Apple, indicating a strong focus on technology and healthcare.

Background

Warren Street Wealth Advisors, LLC, incorporated in California, operates in the wealth management industry. The firm is known for providing investment advisory services and managing client portfolios. The recent 13F filings, including this one dated November 4, 2026, are part of its regulatory obligations under the SEC, allowing the public to gain insights into its investment strategies.

What the Filing Says

The latest filing indicates that Warren Street Wealth Advisors holds a total of 165 different securities. The firm’s investments are diversified, with significant allocations to companies like Amazon and Alphabet. The filing does not provide specific details on the changes made to the portfolio, but it does reflect the firm’s ongoing commitment to adapting its investment strategies in response to market conditions.

Impact

This update may affect various stakeholders, including clients of Warren Street Wealth Advisors who rely on the firm’s expertise in managing their investments. Additionally, competitors in the wealth management industry will be observing these developments to gauge market trends and client preferences. The filing underscores the competitive landscape of wealth management, where firms are constantly seeking to optimize their portfolios.

What's Next

The filing does not say what happens next. However, it is expected that Warren Street Wealth Advisors will continue to monitor market conditions and adjust its investment strategies accordingly in future filings.