Warm Springs Advisors Inc.
All 13F Filings
- Location
- Larkspur, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 144,551
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 45 | 144,551 | 13F-HR | Warm Springs Advisors Inc. |
| Q1 2026 | 4/30/2026 | 48 | 117,766 | 13F-HR | Warm Springs Advisors Inc. |
| Q4 2025 | 1/27/2026 | 48 | 129,246 | 13F-HR | Warm Springs Advisors Inc. |
| Q3 2025 | 11/12/2025 | 47 | 131,660 | 13F-HR | Warm Springs Advisors Inc. |
| Q2 2025 | 8/6/2025 | 45 | 116,503 | 13F-HR | Warm Springs Advisors Inc. |
| Q1 2025 | 8/6/2025 | 50 | 99,458 | 13F-HR | Warm Springs Advisors Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134.1 K | 92.7% | 25.2 K | 0 | 25.2 K |
| ETFs | 10.48 K | 7.3% | 1.589 K | 0 | 1.589 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
144,551
Holdings
45
QoQ value change ($000)
26,785
(22.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.