Wealth Advisors of Tampa Bay, LLC

Q1 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$302,375
Net value change ($000)
+12,561 (4.3%)
New positions
5
Sold out positions
4
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
JPLD 3,535 57.8%
GLW 2,167 20.8%
ACI 1,940 NEW
ZTS 1,909 NEW
JPST 1,800 18.0%
CVX 1,800 43.3%
BBY 1,479 44.7%
NFLX 1,370 NEW
VZ 1,272 20.7%
ADI 1,220 15.3%
Top Reduces (Value $000, Stocks/ETFs)
EA -3,780 -100.0%
AVGO -2,350 -12.0%
MSFT -2,161 -16.0%
CRM -1,088 -27.6%
GOOGL -1,019 -10.7%
KHC -897 -100.0%
AAPL -870 -8.0%
AMZN -808 -10.9%
COF -550 -24.7%
GS -473 -5.3%
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