Wealth Advisors of Tampa Bay, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 326,944
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 94 | 326,944 | 13F-HR | Wealth Advisors of Tampa Bay, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 285.9 K | 87.5% | 0 | 7.602 K | -7.602 K |
| ETFs | 41.02 K | 12.5% | 32.17 K | 0 | 32.17 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
326,944
Holdings
94
QoQ value change ($000)
24,569
(8.1%)
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.