Warm Springs Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Warm Springs Advisors Inc. reported 48 stock positions worth $129.2 million. Its top holding was Nvidia (NVDA) at 13.9% of the portfolio, followed by Broadcom (AVGO, 8.2%) and Alphabet Class A (GOOGL, 7.0%). Compared with Q3 2025, it opened 4 new positions, sold out of 3, added to 4 and reduced 28. The biggest buy was a new position in Arista Networks (ANET) and the biggest sale Intuitive Surgical (ISRG, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0002057078
- Portfolio Value
- $129.2M (Q4 2025)
- SEC Filing
- 0001214659-26-000880 ↗ filed Jan 27, 2026
Holdings Value
Holdings 48 stocks · $129.2M
| NVDA Nvidia Corp. | 13.91% | 96,419 | $18.0M | Reduce -4.8% |
| AVGO Broadcom Inc. | 8.20% | 30,611 | $10.6M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 6.99% | 28,871 | $9.0M | Reduce -3.7% |
| MSFT Microsoft Corp. | 5.93% | 15,835 | $7.7M | Reduce -2.6% |
| AAPL Apple Inc. | 4.93% | 23,428 | $6.4M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 4.55% | 25,492 | $5.9M | Reduce -3.5% |
| AMD Advanced Micro Devices | 4.17% | 25,186 | $5.4M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.64% | 7,658 | $4.7M | Reduce -18.5% |
| NET Cloudflare Inc. Class A | 3.39% | 22,198 | $4.4M | No change |
| SOFI Sofi Technologies Inc. | 3.24% | 160,000 | $4.2M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 2.75% | 7,579 | $3.6M | No change |
| COST Costco Wholesale Corp. | 2.60% | 3,899 | $3.4M | Reduce -6.5% |
| IVV iShares Core S&P 500 ETF | 2.50% | 4,721 | $3.2M | Reduce -28.8% |
| V Visa Inc. Class A | 2.44% | 8,996 | $3.2M | Reduce -5.8% |
| ANET Arista Networks Inc. | 2.08% | 20,499 | $2.7M | New |
| JPM JPMorgan Chase & Co. | 2.01% | 8,067 | $2.6M | Reduce -10.1% |
| CRWV Coreweave Inc. Class A | 1.94% | 35,000 | $2.5M | Add +40.0% |
| NBIS Nebius Group NV | 1.81% | 28,000 | $2.3M | New |
| FIG Figma Inc. Class A | 1.73% | 60,000 | $2.2M | Add +50.0% |
| TMO Thermo Fisher Scientific Inc. | 1.71% | 3,817 | $2.2M | Reduce -4.5% |
| GRAB Grab Holdings Ltd. Class A | 1.58% | 408,500 | $2.0M | Add +95.9% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.55% | 52,800 | $2.0M | Add +23.4% |
| ABBV Abbvie Inc. | 1.54% | 8,714 | $2.0M | Reduce -13.1% |
| ZS Zscaler Inc. | 1.38% | 7,936 | $1.8M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.21% | 3,119 | $1.6M | Reduce -2.2% |
| SOUN Soundhound AI Inc. Class A | 1.05% | 136,100 | $1.4M | New |
| HD Home Depot Inc. | 0.96% | 3,614 | $1.2M | Reduce -9.2% |
| ISRG Intuitive Surgical Inc. | 0.92% | 2,099 | $1.2M | Reduce -70.7% |
| QCOM Qualcomm Inc. | 0.85% | 6,405 | $1.1M | Reduce -9.3% |
| ETHA iShares Ethereum Trust ETF | 0.76% | 44,000 | $987K | New |
| SYK Stryker Corp. | 0.75% | 2,762 | $971K | Reduce -10.2% |
| META Meta Platforms Inc. Class A | 0.68% | 1,323 | $873K | Reduce -4.1% |
| CRM Salesforce Inc. | 0.62% | 3,004 | $796K | No change |
| BLK BlackRock Inc. | 0.60% | 727 | $778K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 13,624 | $749K | Reduce -10.7% |
| BSX Boston Scientific Corp. | 0.49% | 6,635 | $633K | No change |
| CVX Chevron Corp. | 0.47% | 3,982 | $607K | Reduce -3.8% |
| MA Mastercard Inc. Class A | 0.45% | 1,019 | $582K | No change |
| ACN Accenture PLC Class A | 0.43% | 2,066 | $554K | Reduce -29.3% |
| IYW iShares Ustechnology ETF | 0.36% | 2,312 | $462K | Reduce -11.0% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 3,736 | $460K | No change |
| SCHB Schwab US Broad Market ETF | 0.33% | 16,150 | $424K | Reduce -69.0% |
| MRK Merck & Co. Inc. | 0.31% | 3,801 | $400K | Reduce -1.0% |
| AMAT Applied Materials Inc. | 0.30% | 1,487 | $382K | No change |
| DHR Danaher Corp. | 0.28% | 1,574 | $360K | Reduce -1.6% |
| ADBE Adobe Inc. | 0.28% | 1,022 | $358K | Reduce -22.0% |
| DUK Duke Energy Corp. | 0.21% | 2,291 | $269K | No change |
| PG The Procter & Gamble Co. | 0.19% | 1,741 | $250K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| ISRG Intuitive Surgical Inc. | Reduce -70.7% | 0.92% | −1.51 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −1.42 |
| ETH Grayscale Ethereum Staking M | Sold out | 0.00% | −0.89 |
| IVV iShares Core S&P 500 ETF | Reduce -28.8% | 2.50% | −0.87 |
| SCHB Schwab US Broad Market ETF | Reduce -69.0% | 0.33% | −0.69 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -18.5% | 3.64% | −0.65 |
| MSFT Microsoft Corp. | Reduce -2.6% | 5.93% | −0.47 |
| NVDA Nvidia Corp. | Reduce -4.8% | 13.91% | −0.44 |
| COST Costco Wholesale Corp. | Reduce -6.5% | 2.60% | −0.33 |
| HD Home Depot Inc. | Reduce -9.2% | 0.96% | −0.26 |
| ABBV Abbvie Inc. | Reduce -13.1% | 1.54% | −0.22 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -10.1% | 2.01% | −0.14 |
| ACN Accenture PLC Class A | Reduce -29.3% | 0.43% | −0.12 |
| SYK Stryker Corp. | Reduce -10.2% | 0.75% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -4.1% | 0.68% | −0.09 |
| ADBE Adobe Inc. | Reduce -22.0% | 0.28% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -9.3% | 0.85% | −0.04 |
| V Visa Inc. Class A | Reduce -5.8% | 2.44% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -11.0% | 0.36% | −0.03 |
| CVX Chevron Corp. | Reduce -3.8% | 0.47% | −0.02 |
| BAC Bank of America Corp. | Reduce -10.7% | 0.58% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 1.21% | −0.01 |
| DHR Danaher Corp. | Reduce -1.6% | 0.28% | +0.04 |
| MRK Merck & Co. Inc. | Reduce -1.0% | 0.31% | +0.06 |
| AMZN Amazon.com Inc. | Reduce -3.5% | 4.55% | +0.15 |
| AAPL Apple Inc. | Reduce -5.0% | 4.93% | +0.16 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.5% | 1.71% | +0.24 |
| AVGO Broadcom Inc. | Reduce -3.4% | 8.20% | +0.26 |
| AMD Advanced Micro Devices | Reduce -0.5% | 4.17% | +1.06 |
| GOOGL Alphabet Inc. Class A | Reduce -3.7% | 6.99% | +1.46 |
Portfolio Buys Q3 2025 → Q4 2025
| ANET Arista Networks Inc. | New | 2.08% | +2.08 |
| NBIS Nebius Group NV | New | 1.81% | +1.81 |
| SOUN Soundhound AI Inc. Class A | New | 1.05% | +1.05 |
| ETHA iShares Ethereum Trust ETF | New | 0.76% | +0.76 |
| GRAB Grab Holdings Ltd. Class A | Add +95.9% | 1.58% | +0.62 |
| FIG Figma Inc. Class A | Add +50.0% | 1.73% | +0.16 |
| TTD Trade Desk Inc./the Class A | Add +23.4% | 1.55% | −0.04 |
| CRWV Coreweave Inc. Class A | Add +40.0% | 1.94% | −0.66 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $144.6M | NVDA, AMD, AVGO, GOOGL, AAPL |
| Q1 2026 | 48 | $117.8M | NVDA, AVGO, GOOGL, AAPL, MSFT |
| Q4 2025 | 48 | $129.2M | NVDA, AVGO, GOOGL, MSFT, AAPL |
| Q3 2025 | 47 | $131.7M | NVDA, AVGO, MSFT, GOOGL, AAPL |
| Q2 2025 | 45 | $116.5M | NVDA, AVGO, MSFT, AMZN, GOOGL |
| Q1 2025 | 50 | $99.5M | NVDA, AAPL, AVGO, MSFT, AMZN |
| Q4 2024 | 50 | $107.8M | NVDA, AAPL, MSFT, AMZN, GOOGL |