Wealth Advisors of Tampa Bay, LLC

Q2 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$326,944
Net value change ($000)
+24,569 (8.1%)
New positions
3
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLW 9,991 79.4%
AVGO 4,169 24.2%
CSCO 2,332 49.9%
ADI 2,256 24.6%
GOOGL 2,013 23.6%
ACI 1,261 65.0%
GARMIN LTD 1,218 19.1%
BK 1,210 18.2%
AAPL 1,206 12.1%
MU 994 196.1%
Top Reduces (Value $000, Stocks/ETFs)
JPST -4,275 -36.3%
ZTS -1,909 -100.0%
VZ -1,179 -15.9%
CRWD -1,124 -77.5%
CVX -934 -15.7%
WMT -872 -8.8%
TU -848 -39.4%
RTX -835 -17.0%
CBOE -751 -22.5%
MCD -654 -11.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type