Wealth Advisors of Tampa Bay, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 302,375
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 93 | 302,375 | 13F-HR | Wealth Advisors of Tampa Bay, LLC |
| Q4 2025 | 2/9/2026 | 92 | 289,814 | 13F-HR | Wealth Advisors of Tampa Bay, LLC |
| Q3 2025 | 11/13/2025 | 95 | 300,188 | 13F-HR | Wealth Advisors of Tampa Bay, LLC |
| Q2 2025 | 8/14/2025 | 90 | 265,176 | 13F-HR | Wealth Advisors of Tampa Bay, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 293.5 K | 97.1% | 3.716 K | 0 | 3.716 K |
| ETFs | 8.849 K | 2.9% | 8.849 K | 0 | 8.849 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
302,375
Holdings
93
QoQ value change ($000)
12,561
(4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.