Wealth Advisors of Tampa Bay, LLC

CIK 0001715228 · TAMPA, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Wealth Advisors of Tampa Bay, LLC reported 94 positions worth $326.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GLW (6.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$326.9M
2026 Q2
Positions
94
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.5%
Est. Net Flow (Q)
2026 Q2
10 / 94 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GLWCORNING INCSH$22.6M6.91%88,391
2AVGOBROADCOM INCSH$21.4M6.55%56,699
3MSFTMICROSOFT CORPSH$12.2M3.73%32,719
4ADIANALOG DEVICES INCSH$11.4M3.50%28,802
5AAPLAPPLE INCSH$11.2M3.43%38,746
6GOOGLALPHABET INCSH$10.6M3.23%29,545
7JPLDJ P MORGAN EXCHANGE TRADED FSH$10.0M3.07%192,111
8GSGOLDMAN SACHS GROUP INCSH$9.4M2.89%9,340
9WMTWALMART INCSH$9.0M2.76%79,727
10BNYBANK OF NY MELLON CORPSH$7.9M2.40%54,311

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Wealth Advisors of Tampa Bay, LLC hold as of Q2 2026?

Wealth Advisors of Tampa Bay, LLC reported 94 positions worth $326.9M in its Q2 2026 13F filing. Largest positions: GLW (6.9%), AVGO (6.6%), MSFT (3.7%), ADI (3.5%) and AAPL (3.4%).

What did Wealth Advisors of Tampa Bay, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Wealth Advisors of Tampa Bay, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.