Wealth Advisors of Tampa Bay, LLC

Q3 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$318,342
Net value change ($000)
-8,602 (-2.6%)
New positions
6
Sold out positions
6
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 4,398 36.0%
SNPS 1,539 NEW
GRMN 1,431 18.9%
XOM 1,401 NEW
GOOGL 1,349 12.8%
CVX 1,340 26.7%
ISRG 1,307 309.7%
T 1,214 22.4%
JPLD 1,066 10.6%
BR 1,056 253.8%
Top Reduces (Value $000, Stocks/ETFs)
GLW -8,643 -38.3%
BX -3,212 -71.3%
CMCSA -1,913 -100.0%
AVGO -1,681 -7.8%
TU -1,303 -100.0%
GS -1,280 -13.6%
XOM -1,192 -100.0%
ETR -1,104 -14.6%
NOW -1,035 -53.2%
HD -1,019 -21.5%
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