Wealth Advisors of Tampa Bay, LLC
13F Reported Value
ⓘ$302.4M
Holdings
93
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wealth Advisors of Tampa Bay, LLC disclosed 93 positions worth $302.4M in its Form 13F-HR for Q1 2026, led by $AVGO (Broadcom Inc.) at 5.7% of the equity portfolio, followed by $GLW. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $ACI and a full exit from $EA. The portfolio is most concentrated in Technology (27.4% of disclosed assets). All figures are sourced directly from Wealth Advisors of Tampa Bay, LLC’s Form 13F-HR filing with the SEC under CIK 1715228.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 86.4#9
Quality
$17.2M55,729 sh - 72.7#220
Quality
$12.6M92,571 sh JPMORGAN
—Quality
$11.8M232,936 sh- 83.7
Quality
$11.4M30,709 sh - 76.1
Quality
$10.0M39,426 sh - 63.2
Quality
$9.9M79,674 sh JPMORGAN LTD
—Quality
$9.7M184,934 sh- 76.2
Quality
$9.2M28,864 sh - 80.2
Quality
$8.5M29,718 sh - —
Quality
$8.5M10,055 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Broadcom Inc.$AVGO | 86.4#9 | $17.2M | 55,729 |
 CORNING INC /NY$GLW | 72.7#220 | $12.6M | 92,571 |
| JPMORGAN | — | $11.8M | 232,936 |
 MICROSOFT CORP$MSFT | 83.7 | $11.4M | 30,709 |
 Apple Inc.$AAPL | 76.1 | $10.0M | 39,426 |
 Walmart Inc.$WMT | 63.2 | $9.9M | 79,674 |
| JPMORGAN LTD | — | $9.7M | 184,934 |
 ANALOG DEVICES INC$ADI | 76.2 | $9.2M | 28,864 |
 Alphabet Inc.$GOOG | 80.2 | $8.5M | 29,718 |
 GOLDMAN SACHS GROUP INC$GS | — | $8.5M | 10,055 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealth Advisors of Tampa Bay, LLC's 93 positions.
Showing top 10 of 93 holdings.
Sector Allocation
Technology
$82.7M
Other
$44.5M
Consumer Discretionary
$39.7M
Financials
$36.3M
Healthcare
$20.0M
Communication Services
$19.5M
Utilities
$17.0M
Industrials
$14.0M
Full Holdings — Wealth Advisors of Tampa Bay, LLC (Q1 2026)
All 93 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AVGO | Broadcom Inc. | $17.2M | 5.7% | -2% | 86.4 |
| 2 | $GLW | CORNING INC /NY | $12.6M | 4.2% | -22% | 72.7 |
| 3 | — | JPMORGAN | $11.8M | 3.9% | +18% | — |
| 4 | $MSFT | MICROSOFT CORP | $11.4M | 3.8% | +10% | 83.7 |
| 5 | $AAPL | Apple Inc. | $10.0M | 3.3% | -1% | 76.1 |
| 6 | $WMT | Walmart Inc. | $9.9M | 3.3% | -10% | 63.2 |
| 7 | — | JPMORGAN LTD | $9.7M | 3.2% | +58% | — |
| 8 | $ADI | ANALOG DEVICES INC | $9.2M | 3.0% | -2% | 76.2 |
| 9 | $GOOG | Alphabet Inc. | $8.5M | 2.8% | -3% | 80.2 |
| 10 | $GS | GOLDMAN SACHS GROUP INC | $8.5M | 2.8% | -2% | — |
| 11 |  $ETR | ENTERGY CORP /DE/ | $7.4M | 2.5% | -4% | 65.1 |
| 12 |  $VZ | VERIZON COMMUNICATIONS INC | $7.4M | 2.5% | -2% | 71.6 |
| 13 |  $WM | WASTE MANAGEMENT INC | $7.1M | 2.4% | +1% | 70.7 |
| 14 |  $__PARK_1390777 | Bank of New York Mellon Corp | $6.6M | 2.2% | -7% | 36.7 |
| 15 |  $AMZN | AMAZON COM INC | $6.6M | 2.2% | -1% | 74.6 |
| 16 |  $GRMN | GARMIN LTD | $6.4M | 2.1% | -1% | — |
| 17 |  $CVX | CHEVRON CORP | $6.0M | 2.0% | +6% | 54.7 |
| 18 |  $MCD | MCDONALDS CORP | $5.9M | 2.0% | -2% | 73.9 |
| 19 |  $HAS | HASBRO, INC. | $5.0M | 1.7% | -1% | 43.1 |
| 20 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $5.0M | 1.6% | +1% | 70.9 |
| 21 |  $T | AT&T INC. | $4.9M | 1.6% | -2% | 71.9 |
| 22 |  $RTX | RTX Corp | $4.9M | 1.6% | -0% | 70 |
| 23 |  $BBY | BEST BUY CO INC | $4.8M | 1.6% | +51% | 51.5 |
| 24 |  $LMT | LOCKHEED MARTIN CORP | $4.7M | 1.6% | -1% | 65 |
| 25 |  $CSCO | CISCO SYSTEMS, INC. | $4.7M | 1.6% | -2% | 72.3 |
| 26 |  $BMY | BRISTOL MYERS SQUIBB CO | $4.4M | 1.4% | -0% | 70.1 |
| 27 |  $NVDA | NVIDIA CORP | $4.3M | 1.4% | +2% | 90.2 |
| 28 | — | PRINCIPAL US | $4.3M | 1.4% | -2% | — |
| 29 |  $MDT | Medtronic plc | $4.0M | 1.3% | +5% | — |
| 30 | — | JPMORGAN HEDGED | $4.0M | 1.3% | +5% | — |
| 31 |  $MMM | 3M CO | $4.0M | 1.3% | +49% | 60.7 |
| 32 |  $BX | Blackstone Inc. | $4.0M | 1.3% | +21% | 68 |
| 33 |  $HD | HOME DEPOT, INC. | $3.8M | 1.3% | -2% | 69.2 |
| 34 |  $CBOE | Cboe Global Markets, Inc. | $3.3M | 1.1% | -2% | 81.2 |
| 35 |  $GD | GENERAL DYNAMICS CORP | $3.2M | 1.1% | -1% | 73 |
| 36 |  $UBER | Uber Technologies, Inc | $3.1M | 1.0% | +17% | 79.3 |
| 37 |  $CRM | Salesforce, Inc. | $2.8M | 0.9% | +3% | 75.2 |
| 38 | — | ISHARES 1-5 | $2.8M | 0.9% | +0% | — |
| 39 | — | ISHARES GLOBAL | $2.6M | 0.9% | +47% | — |
| 40 |  $PFE | PFIZER INC | $2.6M | 0.8% | -7% | 69 |
| 41 | — | STATE STREET | $2.5M | 0.8% | -1% | — |
| 42 |  $NEE | NEXTERA ENERGY INC | $2.4M | 0.8% | -2% | 71.7 |
| 43 |  $TU | TELUS CORP | $2.2M | 0.7% | +12% | — |
| 44 |  $NOW | ServiceNow, Inc. | $2.1M | 0.7% | +22% | 76 |
| 45 |  $SPOT | Spotify Technology S.A. | $2.1M | 0.7% | +24% | — |
| 46 |  $O | REALTY INCOME CORP | $2.0M | 0.7% | +7% | 74.6 |
| 47 |  $TFC | TRUIST FINANCIAL CORP | $2.0M | 0.7% | -7% | — |
| 48 |  $ACI | Albertsons Companies, Inc. | $1.9M | 0.6% | NEW | 52.2 |
| 49 |  $ZTS | Zoetis Inc. | $1.9M | 0.6% | NEW | 72.6 |
| 50 |  $V | VISA INC. | $1.8M | 0.6% | +18% | 83.5 |
| 51 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.7M | 0.6% | +0% | 71 |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.6M | 0.5% | +0% | 67 |
| 53 |  $CCZ | COMCAST CORP | $1.6M | 0.5% | +39% | 70.4 |
| 54 |  $XOM | EXXON MOBIL CORP | $1.5M | 0.5% | +0% | 61.8 |
| 55 |  $CRWD | CrowdStrike Holdings, Inc. | $1.5M | 0.5% | +0% | 55 |
| 56 |  $NFLX | NETFLIX INC | $1.4M | 0.5% | NEW | 86.7 |
| 57 |  $ENB | ENBRIDGE INC | $1.4M | 0.5% | -1% | — |
| 58 |  $PEP | PEPSICO INC | $1.4M | 0.5% | -3% | 62.7 |
| 59 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $1.3M | 0.5% | +0% | — |
| 60 |  $NAD | Nuveen Quality Municipal Income Fund | $1.3M | 0.4% | +0% | — |
| 61 |  $ACN | Accenture plc | $1.2M | 0.4% | +43% | — |
| 62 | — | ISHARES CORE | $992,879 | 0.3% | -0% | — |
| 63 | — | ISHARES SHORT | $990,900 | 0.3% | +0% | — |
| 64 |  $IVZ | Invesco Ltd. | $970,732 | 0.3% | +0% | — |
| 65 |  $SHW | SHERWIN WILLIAMS CO | $961,650 | 0.3% | +0% | 65.3 |
| 66 |  $STT | STATE STREET CORP | $891,649 | 0.3% | -2% | 61.5 |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $850,580 | 0.3% | +0% | 64.5 |
| 68 |  $CI | Cigna Group | $844,264 | 0.3% | +0% | 66.8 |
| 69 |  $TGT | TARGET CORP | $812,040 | 0.3% | +39% | 53.1 |
| 70 |  $AMGN | AMGEN INC | $804,683 | 0.3% | +3% | 79.5 |
| 71 |  $HAL | HALLIBURTON CO | $755,005 | 0.3% | -5% | 50.9 |
| 72 |  $KLAC | KLA CORP | $750,927 | 0.3% | +0% | 84.4 |
| 73 |  $LH | LABCORP HOLDINGS INC. | $713,984 | 0.2% | +3% | 54.8 |
| 74 |  $ISRG | INTUITIVE SURGICAL INC | $524,147 | 0.2% | +7% | 81.4 |
| 75 |  $MU | MICRON TECHNOLOGY INC | $506,760 | 0.2% | +0% | 88.4 |
| 76 | — | PIMCO 0-5 | $498,995 | 0.2% | +100% | — |
| 77 |  $BAC | BANK OF AMERICA CORP /DE/ | $485,063 | 0.2% | -9% | 68.4 |
| 78 |  $DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | $462,080 | 0.1% | +0% | — |
| 79 | — | STATE STREET | $360,058 | 0.1% | +0% | — |
| 80 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $342,452 | 0.1% | +0% | 66.4 |
| 81 |  $RDDT | Reddit, Inc. | $317,372 | 0.1% | NEW | 79.3 |
| 82 |  $SPH | SUBURBAN PROPANE PARTNERS LP | $264,929 | 0.1% | +0% | 74.7 |
| 83 | — | ISHARES EXPANDED | $261,603 | 0.1% | +0% | — |
| 84 |  $MPLX | MPLX LP | $256,815 | 0.1% | -8% | 76.5 |
| 85 |  $PG | PROCTER & GAMBLE Co | $248,148 | 0.1% | +0% | 72.9 |
| 86 |  $MO | ALTRIA GROUP, INC. | $222,056 | 0.1% | -6% | 72.1 |
| 87 | — | FLEXSHARES MORNINGSTAR | $221,092 | 0.1% | +0% | — |
| 88 | — | ISHARES RUSSELL | $216,752 | 0.1% | +0% | — |
| 89 | — | DIMENSIONAL US | $206,246 | 0.1% | NEW | — |
| 90 |  $ABBV | AbbVie Inc. | $205,528 | 0.1% | +0% | 59.3 |
| 91 |  $VLY | VALLEY NATIONAL BANCORP | $196,222 | 0.1% | +0% | — |
| 92 |  $GIPR | GENERATION INCOME PROPERTIES, INC. | $12,840 | 0.0% | +0% | — |
| 93 | — | GENERATION INCOME | $1,160 | 0.0% | +0% | — |
New Positions (5)
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