Institutional Fund
Wealth Advisors Of Tampa Bay, LLC
Tampa, FLCIK 17152285 filings on record
Portfolio Value
$302.38M
Q1 2026
Holdings
93
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+4.3%
from $289.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Broadcom Inc5.7%
- Corning Inc4.2%
- J P Morgan Exchange Traded F3.9%
- Microsoft Corp3.8%
- Apple Inc3.3%
- Walmart Inc3.3%
- Other75.9%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 55.7K | $17.25M | 5.7% | −900 | Reduced |
| 2 | Corning Inc | 92.6K | $12.59M | 4.2% | −26.4K | Reduced |
| 3 | J P Morgan Exchange Traded F | 232.9K | $11.79M | 3.9% | +35.5K | Added |
| 4 | Microsoft Corp | 30.7K | $11.37M | 3.8% | +2.7K | Added |
| 5 | Apple Inc | 39.4K | $10.01M | 3.3% | −580 | Reduced |
| 6 | Walmart Inc | 79.7K | $9.90M | 3.3% | −8.4K | Reduced |
| 7 | J P Morgan Exchange Traded F | 184.9K | $9.65M | 3.2% | +68.1K | Added |
| 8 | Analog Devices Inc | 28.9K | $9.18M | 3.0% | −499 | Reduced |
| 9 | Alphabet Inc | 29.7K | $8.55M | 2.8% | −840 | Reduced |
| 10 | Goldman Sachs Group Inc | 10.1K | $8.51M | 2.8% | −160 | Reduced |
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