Q2 2026 13F · SEC CIK 1715228

Wealth Advisors of Tampa Bay, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $326.9M
Reported positions: 94
Top holdings a year, 3 yrs: +25.1%
Assets under management: $456.8M

Wealth Advisors of Tampa Bay, LLC is a wealth manager that reported 94 positions worth $326.9M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Corning Inc. (GLW, 6.9%), Broadcom Inc (AVGO, 6.6%), Microsoft Corp (MSFT, 3.7%). A portfolio copying its top holdings returned 25.1% a year over the last 3 years, against 20.4% for the S&P 500.

Wealth Advisors of Tampa Bay, LLC holdings largest 50 of 94 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth Advisors of Tampa Bay, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GLWCorning Inc.	6.9%	4.2%	88,391	-4.5%	$22.6M
AVGOBroadcom Inc	6.6%	5.7%	56,699	+1.7%	$21.4M
MSFTMicrosoft Corp	3.7%	3.8%	32,719	+6.5%	$12.2M
ADIAnalog Devices Inc	3.5%	3.0%	28,802	-0.2%	$11.4M
AAPLApple Inc	3.4%	3.3%	38,746	-1.7%	$11.2M
GOOGLAlphabet Inc	3.2%	2.8%	29,545	-0.6%	$10.6M
JPLDJ P Morgan Exchange Traded F	3.1%	3.2%	192,111	+3.9%	$10.0M
GSGoldman Sachs Group Inc	2.9%	2.8%	9,340	-7.1%	$9.4M
WMTWalmart Inc	2.8%	3.3%	79,727	+0.1%	$9.0M
BNYBank of New York Mellon Corp	2.4%	2.2%	54,311	-3.0%	$7.9M
GRMNGarmin Ltd	2.3%	2.1%	31,950	+16.4%	$7.6M
ETREntergy Corp.	2.3%	2.5%	65,855	-0.4%	$7.6M
JPSTJ P Morgan Exchange Traded Fd	2.3%	3.9%	148,582	-36.2%	$7.5M
AMZNAmazon Com Inc Com	2.3%	2.2%	30,957	-2.0%	$7.4M
WMWaste Mgmt Inc Del	2.2%	2.4%	31,752	+2.2%	$7.1M
CSCOCisco Sys Inc	2.1%	1.5%	59,646	-1.0%	$7.0M
VZVerizon Communications Inc Com	1.9%	2.4%	147,019	-0.3%	$6.2M
PNCPnc Finl Svcs Group Inc	1.8%	1.6%	23,845	-0.3%	$5.9M
BBYBest Buy Inc Com	1.7%	1.6%	74,582	-0.0%	$5.7M
TAt&t Inc Com	1.7%	1.6%	261,956	+54.2%	$5.4M
MCDMcdonalds Corp Com	1.6%	2.0%	19,475	+2.3%	$5.3M
PSCPrincipal US	1.6%	1.4%	73,598	-0.9%	$5.2M
NVDANvidia Corporation Com	1.6%	1.4%	25,483	+2.6%	$5.1M
CVXChevron Corp New	1.5%	2.0%	30,319	+5.2%	$5.0M
LMTLockheed Martin Corp Com	1.5%	1.6%	9,608	+23.7%	$4.9M
HDHome Depot Inc Com	1.4%	1.3%	13,439	+15.0%	$4.7M
MMM3m Co Com	1.4%	1.3%	28,569	+3.6%	$4.6M
BXBlackstone Inc Com	1.4%	1.3%	38,303	+10.6%	$4.5M
HASHasbro Inc	1.4%	1.7%	54,018	+0.3%	$4.5M
HELOJ P Morgan Exchange Traded F	1.3%	1.3%	64,374	+2.6%	$4.4M
BMYBristol-Myers Squibb Co Com	1.3%	1.5%	75,377	+4.2%	$4.3M
RTXRtx Corporation Com	1.2%	1.6%	21,414	-15.7%	$4.1M
MDTMedtronic PLC	1.1%	1.3%	46,772	+0.5%	$3.7M
GDGeneral Dynamics Corp	1.0%	1.1%	9,631	+2.3%	$3.4M
ACIAlbertsons Cos Inc Com	1.0%	0.6%	236,578	+107.8%	$3.2M
UBERUber Technologies Inc	0.9%	1.0%	41,650	-1.9%	$3.0M
MXIIshares Tr	0.9%	0.9%	26,980	+8.8%	$2.9M
IGSBIshares 1-3 Yr Credit Bond ETF	0.8%	0.9%	52,912	+0.0%	$2.8M
ORealty Income Corp	0.8%	0.7%	42,356	+27.7%	$2.6M
CBOECboe Global Mkts Inc	0.8%	1.1%	10,662	-10.2%	$2.6M
XLBSelect Sector Spdr Tr	0.8%	0.8%	48,554	-1.8%	$2.5M
VVisa Inc Com Cl A	0.7%	0.6%	7,113	+16.5%	$2.4M
CRMSalesforce Inc Com	0.7%	0.9%	15,315	+0.4%	$2.4M
NEENextera Energy Inc Com	0.7%	0.8%	26,081	-0.9%	$2.3M
TFCTruist Financial Ord Shs	0.6%	0.7%	42,425	-1.6%	$2.1M
PFEPfizer Inc	0.6%	0.8%	84,408	-7.6%	$2.0M
NOWServicenow Inc Com	0.6%	0.7%	19,615	-1.4%	$1.9M
CMCSAComcast Corp New	0.6%	—	77,923	—	$1.9M
COFCapital One Financial Corp	0.6%	—	9,313	—	$1.9M
SPOTSpotify Technology S A	0.6%	0.7%	4,027	-5.2%	$1.8M

What Wealth Advisors of Tampa Bay, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +29.3% /yr; S&P 500 +20.1%
3 years: +25.1% /yr; S&P 500 +20.4%
5 years: +12.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$326.9M	94
Q1 2026	$302.4M	93
Q4 2025	$289.8M	92
Q3 2025	$300.2M	95
Q2 2025	$265.2M	90
Q1 2025	$246.0M	150
Q4 2024	$233.5M	86
Q3 2024	$239.6M	88
Q2 2024	$214.4M	81
Q1 2024	$210.5M	81
Q4 2023	$199.0M	80
Q3 2023	$363.3M	98

Questions about Wealth Advisors of Tampa Bay, LLC's portfolio

What stocks does Wealth Advisors of Tampa Bay, LLC own?

Wealth Advisors of Tampa Bay, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 94 positions worth $326.9M. The largest are Corning Inc. (GLW) at 6.9%, Broadcom Inc (AVGO) at 6.6%, Microsoft Corp (MSFT) at 3.7%, Analog Devices Inc (ADI) at 3.5% and Apple Inc (AAPL) at 3.4%.

What did Wealth Advisors of Tampa Bay, LLC buy last quarter?

In Q2 2026, Wealth Advisors of Tampa Bay, LLC added Albertsons Cos Inc Com (ACI) (+107.8% shares), At&t Inc Com (T) (+54.2% shares) and Realty Income Corp (O) (+27.7% shares), compared with its Q1 2026 filing.

What did Wealth Advisors of Tampa Bay, LLC sell last quarter?

In Q2 2026, Wealth Advisors of Tampa Bay, LLC cut from its top 50 Telus Corporation (TU), cut from its top 50 Zoetis Inc (ZTS), J P Morgan Exchange Traded Fd (JPST) (-36.2% shares), Rtx Corporation Com (RTX) (-15.7% shares) and Cboe Global Mkts Inc (CBOE) (-10.2% shares), compared with its Q1 2026 filing.

How has Wealth Advisors of Tampa Bay, LLC's portfolio performed?

A portfolio copying Wealth Advisors of Tampa Bay, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.3% against +20.1%. Over 5 years: +12.9% a year against +11.6%.

When is Wealth Advisors of Tampa Bay, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth Advisors of Tampa Bay, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealth Advisors of Tampa Bay, LLC manage?

Wealth Advisors of Tampa Bay, LLC reported $456.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $326.9M.