§ 13F · FUND PROFILE
Wealth Advisors of Tampa Bay, LLC.
AUM · $327M (13F)Positions · 94Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$918K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | 88K | $23M | 6.9% | −5% |
| 2 | AVGO | BROADCOM INC | 57K | $21M | 6.6% | +2% |
| 3 | MSFT | MICROSOFT CORP | 33K | $12M | 3.7% | +7% |
| 4 | ADI | ANALOG DEVICES INC | 29K | $11M | 3.5% | ±0% |
| 5 | AAPL | APPLE INC | 39K | $11M | 3.4% | −2% |
| 6 | GOOGL | ALPHABET INC | 30K | $11M | 3.2% | −1% |
| 7 | JPLD | J P MORGAN EXCHANGE TRADED F | 192K | $10M | 3.1% | +4% |
| 8 | GS | GOLDMAN SACHS GROUP INC | 9K | $9M | 2.9% | −7% |
| 9 | WMT | WALMART INC | 80K | $9M | 2.8% | ±0% |
| 10 | BK | BANK OF NY MELLON CORP | 54K | $8M | 2.4% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Advisors of Tampa Bay, LLC is a Other fund managing $327 million in assets. The fund runs a portfolio of 94 positions.
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