§ 13F · FUND PROFILE
Wealth Advisors of Tampa Bay, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $300M (13F)Positions · 95Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 56K | $17M | 5.7% | −2% |
| 2 | GLW | CORNING INC | 93K | $13M | 4.2% | −22% |
| 3 | JPST | JPMORGAN | 233K | $12M | 3.9% | +18% |
| 4 | MSFT | MICROSOFT CORP | 31K | $11M | 3.8% | +10% |
| 5 | AAPL | APPLE INC | 39K | $10M | 3.3% | −1% |
| 6 | WMT | WALMART INC | 80K | $10M | 3.3% | −10% |
| 7 | JPLD | JPMORGAN LTD | 185K | $10M | 3.2% | +58% |
| 8 | ADI | ANALOG DEVICES | 29K | $9M | 3.0% | −2% |
| 9 | GOOGL | ALPHABET INC | 30K | $9M | 2.8% | −3% |
| 10 | GS | GOLDMAN SACHS | 10K | $9M | 2.8% | −2% |
§ 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 $300 million in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed