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Manager record

Warm Springs Advisors Inc.

Larkspur, CA · CIK 2057078 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$159.72MReported 13F valueQ3 2026 · as filed
43Holdings listed
+10.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $216.0M$216.0MQ2 202595 holdingsQ3 2025: $131.7M$131.7MQ3 202547 holdingsQ4 2025: $129.2M$129.2MQ4 202548 holdingsQ1 2026: $117.8M$117.8MQ1 202648 holdingsQ2 2026: $144.6M$144.6MQ2 202645 holdingsQ3 2026: $159.7M$159.7MQ3 202643 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$159.72M · 43 holdings listed · View original SEC filing ↗
Aug 12 2026 13F-HR · period Q2 2026

$144.55M · 45 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$117.77M · 48 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$129.25M · 48 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$131.66M · 47 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$116.50M · 45 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$99.46M · 50 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology