Warm Springs Advisors Inc. has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $16.4B, Broadcom Inc. with a value of $8.75B, Microsoft Corp with a value of $8.09B, Amazon Com Inc with a value of $5.76B, and Alphabet Inc. with a value of $5.26B.

Examining the 13F form we can see an increase of $17B in the current position value, from $99.5B to 117B.

Warm Springs Advisors Inc. is based out at Larkspur, CA

Below you can find more details about Warm Springs Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
Technology: $60.8 Billion
Financial Services: $11.7 Billion
Consumer Cyclical: $9.37 Billion
ETFs: $9.12 Billion
Healthcare: $7.15 Billion
Communication Services: $5.88 Billion
Consumer Defensive: $4.35 Billion
Energy: $560 Million
Other: $487 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $117 Billion
  • Prior Value $99.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 25 stocks
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