Loading…
CIK 0002057078 • 6 13F filings • Aug 6, 2025 – Aug 12, 2026
Import this data to Google Sheets with:
=jivedata("warm-springs-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $2.0M | 1.5%Prev: 1.8% | 8,714 SH | Decreased-1,318 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $554K | 0.4%Prev: 0.5% | 2,066 SH | Decreased-856 SH |
| ADOBE INC | COM | $358K | 0.3%Prev: 0.4% | 1,022 SH | Decreased-288 SH |
| ADVANCED MICRO DEVICES INC | COM | $5.4M | 4.2%Prev: 3.1% | 25,186 SH | Increased-130 SH |
| ALPHABET INC | CAP STK CL A | $9.0M | 7.0%Prev: 5.5% | 28,871 SH | Increased-1,100 SH |
| AMAZON COM INC | COM | $5.9M | 4.6%Prev: 4.4% | 25,492 SH | Increased-925 SH |
| APPLE INC | COM | $6.4M | 4.9%Prev: 4.8% | 23,428 SH | Increased-1,219 SH |
| APPLIED MATLS INC | COM | $382K | 0.3%Prev: 0.2% | 1,487 SH | Increased |
| ARISTA NETWORKS INC | COM SHS | $2.7M | 2.1% | 20,499 SH | New |
| BANK AMERICA CORP | COM | $749K | 0.6%Prev: 0.6% | 13,624 SH | Decreased-1,640 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 1.2%Prev: 1.2% | 3,119 SH | Decreased-71 SH |
| BLACKROCK INC | COM | $778K | 0.6%Prev: 0.6% | 727 SH | Decreased |
| BOSTON SCIENTIFIC CORP | COM | $633K | 0.5%Prev: 0.5% | 6,635 SH | Decreased |
| BROADCOM INC | COM | $10.6M | 8.2%Prev: 7.9% | 30,611 SH | Increased-1,079 SH |
| CHEVRON CORP NEW | COM | $607K | 0.5%Prev: 0.5% | 3,982 SH | Decreased-158 SH |
| CLOUDFLARE INC | CL A COM | $4.4M | 3.4%Prev: 3.6% | 22,198 SH | Decreased |
| COREWEAVE INC | COM CL A | $2.5M | 1.9%Prev: 2.6% | 35,000 SH | Decreased+10,000 SH |
| COSTCO WHSL CORP NEW | COM | $3.4M | 2.6%Prev: 2.9% | 3,899 SH | Decreased-273 SH |
| CROWDSTRIKE HLDGS INC | CL A | $3.6M | 2.7%Prev: 2.8% | 7,579 SH | Decreased |
| DANAHER CORPORATION | COM | $360K | 0.3%Prev: 0.2% | 1,574 SH | Increased-25 SH |
| DUKE ENERGY CORP NEW | COM NEW | $269K | 0.2%Prev: 0.2% | 2,291 SH | Decreased |
| FIGMA INC | CLASS A COM STK | $2.2M | 1.7%Prev: 1.6% | 60,000 SH | Increased+20,000 SH |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $2.0M | 1.6%Prev: 1.0% | 408,500 SH | Increased+200,000 SH |
| HOME DEPOT INC | COM | $1.2M | 1.0%Prev: 1.2% | 3,614 SH | Decreased-365 SH |
| INTUITIVE SURGICAL INC | COM NEW | $1.2M | 0.9%Prev: 2.4% | 2,099 SH | Decreased-5,061 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.7M | 3.6%Prev: 4.3% | 7,658 SH | Decreased-1,740 SH |
| ISHARES ETHEREUM TR | SHS | $987K | 0.8% | 44,000 SH | New |
| ISHARES TR | CORE S&P500 ETF | $3.2M | 2.5%Prev: 3.4% | 4,721 SH | Decreased-1,910 SH |
| ISHARES TR | S&P 500 GRWT ETF | $460K | 0.4%Prev: 0.3% | 3,736 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $462K | 0.4%Prev: 0.4% | 2,312 SH | Decreased-287 SH |
| JPMORGAN CHASE & CO. | COM | $2.6M | 2.0%Prev: 2.2% | 8,067 SH | Decreased-908 SH |
| MASTERCARD INCORPORATED | CL A | $582K | 0.5%Prev: 0.4% | 1,019 SH | Increased |
| MERCK & CO INC | COM | $400K | 0.3%Prev: 0.2% | 3,801 SH | Increased-37 SH |
| META PLATFORMS INC | CL A | $873K | 0.7%Prev: 0.8% | 1,323 SH | Decreased-56 SH |
| MICROSOFT CORP | COM | $7.7M | 5.9%Prev: 6.4% | 15,835 SH | Decreased-422 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $2.3M | 1.8% | 28,000 SH | New |
| NVIDIA CORPORATION | COM | $18.0M | 13.9%Prev: 14.4% | 96,419 SH | Decreased-4,872 SH |
| PROCTER AND GAMBLE CO | COM | $250K | 0.2%Prev: 0.2% | 1,741 SH | Decreased |
| QUALCOMM INC | COM | $1.1M | 0.8%Prev: 0.9% | 6,405 SH | Decreased-659 SH |
| SALESFORCE INC | COM | $796K | 0.6%Prev: 0.5% | 3,004 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $424K | 0.3%Prev: 1.0% | 16,150 SH | Decreased-36,030 SH |
| SOFI TECHNOLOGIES INC | COM | $4.2M | 3.2%Prev: 3.2% | 160,000 SH | Decreased |
| SOUNDHOUND AI INC | CLASS A COM | $1.4M | 1.0% | 136,100 SH | New |
| STRYKER CORPORATION | COM | $971K | 0.8%Prev: 0.9% | 2,762 SH | Decreased-313 SH |
| THE TRADE DESK INC | COM CL A | $2.0M | 1.6%Prev: 1.6% | 52,800 SH | Decreased+10,000 SH |
| THERMO FISHER SCIENTIFIC | COM | $2.2M | 1.7% | 3,817 SH | New |
| VISA INC | COM CL A | $3.2M | 2.4%Prev: 2.5% | 8,996 SH | Decreased-549 SH |
| ZSCALER INC | COM | $1.8M | 1.4%Prev: 1.8% | 7,936 SH | Decreased |
| 13F-HR |
| 0001214659-26-010000 |
| $144.6M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011580 | $116.5M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005329 | $117.8M | View |
| Aug 6, 2025 | Q1 2025 | 13F-HR | 0001214659-25-011578 | $99.5M | View |