Wealth Advisors of Tampa Bay, LLC

Registered adviser

CIK

1715228

Location

TAMPA, FL

Portfolio Value

Small $326,943,485

Diversification

Diversified

Filing Date

Global Rank

#4,982 / 8,830 ▼ 166

Top Industry

Semiconductors 13.8%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 162724

Roster of Nov 1, 2026

Regulatory AUM

$456,772,774

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$456,772,774	Individuals and high net worth (97%)
Mar 2025 to Mar 2026	$400,836,312	Individuals and high net worth (97%)
Apr 2024 to Feb 2025	$346,096,102	Individuals and high net worth (97%)
May 2023 to Mar 2024	$299,076,704	Individuals and high net worth (96%)
Apr 2023	$299,076,704	Individuals and high net worth (96%)
Apr 2022 to Mar 2023	$344,948,235	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 42.1%, 35.5 effective positions, active share 70.2% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

15.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.1 quarters (12+), a floor since 42.8% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 70.2%; sector active share 11.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

94 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.9%

−1.5 pts

Top 5

27.4%

+2.0 pts

Top 10

42.1%

+2.3 pts

HHI

282

Diversified+13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$111,315,166	16
Financial Services	12.7%	$41,587,782	14
Unclassified	12.6%	$41,268,839	16
Communication Services	8.8%	$28,871,836	8
Consumer Cyclical	8.4%	$27,502,872	5
Industrials	7.5%	$24,573,926	7
Consumer Defensive	5.0%	$16,276,720	7
Healthcare	4.0%	$13,162,495	8
Utilities	3.1%	$10,083,314	3
Energy	2.7%	$8,681,647	6
Real Estate	0.8%	$2,634,822	3
Basic Materials	0.3%	$984,066	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACI	Albertsons Companies, Inc.	+122,728	236,578	$3,200,900
T	At&T Inc.	+92,022	261,956	$5,422,489
CMCSA	Comcast Corp	+21,879	77,923	$1,913,009
O	Realty Income Corp	+9,196	42,356	$2,624,377
ACN	Accenture plc	+7,825	13,933	$1,733,822
JPLD	JPMorgan Limited Duration Bond ETF	+7,177	192,111	$10,026,273
GRMN	Garmin Ltd	+4,490	31,950	$7,589,403
KLAC	Kla Corp	+4,265	4,775	$1,440,665
BX	Blackstone Inc.	+3,681	38,303	$4,507,114
BMY	Bristol Myers Squibb Co	+3,043	75,377	$4,343,222
HYS	PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	+2,675	8,025	$750,498
MXI	iShares, Inc.	+2,187	26,980	$2,855,563
MSFT	Microsoft Corp	+2,010	32,719	$12,204,841
LMT	Lockheed Martin Corp	+1,839	9,608	$4,894,891
HD	Home Depot, Inc.	+1,750	13,439	$4,739,666
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+1,627	64,374	$4,350,394
CVX	Chevron Corp	+1,511	30,319	$5,025,677
V	Visa Inc.	+1,010	7,113	$2,440,399
MMM	3M Co	+999	28,569	$4,625,606
AVGO	Broadcom Inc.	+970	56,699	$21,418,047
RDDT	Reddit, Inc.	+955	3,312	$574,896
WM	Waste Management Inc	+690	31,752	$7,076,885
NVDA	Nvidia Corp	+650	25,483	$5,098,893
MCD	Mcdonalds Corp	+432	19,475	$5,264,287
MDT	Medtronic plc	+246	46,772	$3,658,973
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	−84,354	148,582	$7,513,791
TU	Telus Corp	−44,335	123,295	$1,303,228
PFE	Pfizer Inc	−6,961	84,408	$2,032,544
HAL	Halliburton Co	−4,425	14,939	$507,179
GLW	Corning Inc	−4,180	88,391	$22,577,713
RTX	RTX Corp	−3,975	21,414	$4,062,878
CRWD	CrowdStrike Holdings, Inc.	−3,288	428	$326,623
BNY	Bank of New York Mellon Corp	−1,698	54,311	$7,853,913
VLY	Valley National Bancorp	−1,305	14,674	$214,974
CBOE	Cboe Global Markets, Inc.	−1,215	10,662	$2,587,347
—		−900	48,554	$2,467,999
UBER	Uber Technologies, Inc	−818	41,650	$3,005,464
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−777	108,375	$1,387,200
GS	Goldman Sachs Group Inc	−715	9,340	$9,446,195
TFC	Truist Financial Corp	−702	42,425	$2,113,613
PSC	Principal U.S. Small-Cap ETF	−686	73,598	$5,160,986
AAPL	Apple Inc.	−680	38,746	$11,211,542
AMZN	Amazon Com Inc	−629	30,957	$7,378,291
CSCO	Cisco Systems, Inc.	−600	59,646	$7,006,019
BAC	Bank Of America Corp	−500	9,450	$538,461
VZ	Verizon Communications Inc	−480	147,019	$6,224,784
NOW	ServiceNow, Inc.	−270	19,615	$1,947,377
ETR	Entergy Corp	−257	65,855	$7,564,105
NEE	Nextera Energy Inc	−250	26,081	$2,289,129
NAD	Nuveen Quality Municipal Income Fund	−240	115,182	$1,396,005
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BR	Broadridge Financial Solutions, Inc.	3,035	$415,643
GEV	GE Vernova Inc.	224	$263,168
GE	General Electric Co	639	$238,813
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	16,145	$1,908,500
IWM	iShares Russell 2000 ETF	874	$216,752
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 tracked positions · $326,943,485 total · filing declares 94 positions · $326,944,178 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GLW	Corning Inc Technology	Reduced	88,391	-4,180	$22,577,713	+79.4%	26+	before history	6.91%
AVGO	Broadcom Inc. Technology	Added	56,699	+970	$21,418,047	+24.2%	24	$74.20	6.55%
MSFT	Microsoft Corp Technology	Added	32,719	+2,010	$12,204,841	+7.4%	26+	before history	3.73%
ADI	Analog Devices Inc Technology	Reduced	28,802	-62	$11,439,290	+24.6%	26+	before history	3.50%
AAPL	Apple Inc. Technology	Reduced	38,746	-680	$11,211,542	+12.0%	26+	before history	3.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,545	-173	$10,558,496	+23.6%	26+	before history	3.23%
JPLD	JPMorgan Limited Duration Bond ETF	Added	192,111	+7,177	$10,026,273	+3.9%	12	$51.27	3.07%
GS	Goldman Sachs Group Inc Financial Services	Reduced	9,340	-715	$9,446,195	+11.0%	24	$329.73	2.89%
WMT	Walmart Inc. Consumer Defensive	Added	79,727	+53	$9,029,880	−8.8%	19	$50.25	2.76%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	54,311	-1,698	$7,853,913	+18.2%	26+	before history	2.40%
GRMN	Garmin Ltd Technology	Added	31,950	+4,490	$7,589,403	+19.1%	13	$130.97	2.32%
ETR	Entergy Corp Utilities	Reduced	65,855	-257	$7,564,105	+1.8%	13	$50.95	2.31%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	148,582	-84,354	$7,513,791	−36.3%	6	$50.55	2.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	30,957	-629	$7,378,291	+12.2%	26+	before history	2.26%
WM	Waste Management Inc Industrials	Added	31,752	+690	$7,076,885	−0.9%	26+	before history	2.16%
CSCO	Cisco Systems, Inc. Technology	Reduced	59,646	-600	$7,006,019	+49.9%	26+	before history	2.14%
VZ	Verizon Communications Inc Communication Services	Reduced	147,019	-480	$6,224,784	−15.9%	22	$41.64	1.90%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	23,845	-60	$5,871,115	+18.0%	10	$161.58	1.80%
BBY	Best Buy Co Inc Consumer Cyclical	Reduced	74,582	-10	$5,659,282	+18.2%	20	$78.67	1.73%
T	At&T Inc. Communication Services	Added	261,956	+92,022	$5,422,489	+10.1%	26+	before history	1.66%
MCD	Mcdonalds Corp Consumer Cyclical	Added	19,475	+432	$5,264,287	−11.1%	23	$266.71	1.61%
PSC	Principal U.S. Small-Cap ETF	Reduced	73,598	-686	$5,160,986	+21.2%	4	$54.76	1.58%
NVDA	Nvidia Corp Technology	Added	25,483	+650	$5,098,893	+17.7%	8	$129.68	1.56%
CVX	Chevron Corp Energy	Added	30,319	+1,511	$5,025,677	−15.7%	8	$152.88	1.54%
LMT	Lockheed Martin Corp Industrials	Added	9,608	+1,839	$4,894,891	+4.2%	9	$500.24	1.50%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,439	+1,750	$4,739,666	+23.3%	26+	before history	1.45%
MMM	3M Co Industrials	Added	28,569	+999	$4,625,606	+15.5%	13	unpriced	1.41%
BX	Blackstone Inc. Financial Services	Added	38,303	+3,681	$4,507,114	+13.2%	5	$142.55	1.38%
HAS	Hasbro, Inc. Consumer Cyclical	Added	54,018	+176	$4,461,346	−11.5%	24	$71.03	1.36%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	64,374	+1,627	$4,350,394	+8.5%	4	$64.05	1.33%
BMY	Bristol Myers Squibb Co Healthcare	Added	75,377	+3,043	$4,343,222	−1.0%	26+	before history	1.33%
RTX	RTX Corp Industrials	Reduced	21,414	-3,975	$4,062,878	−17.0%	25	unpriced	1.24%
MDT	Medtronic plc Healthcare	Added	46,772	+246	$3,658,973	−9.2%	26+	before history	1.12%
GD	General Dynamics Corp Industrials	Added	9,631	+220	$3,411,685	+5.6%	26+	before history	1.04%
ACI	Albertsons Companies, Inc. Consumer Defensive	Added	236,578	+122,728	$3,200,900	+65.0%	2	$16.66	0.98%
UBER	Uber Technologies, Inc Technology	Reduced	41,650	-818	$3,005,464	−1.6%	12	$65.00	0.92%
MXI	iShares, Inc.	Added	26,980	+2,187	$2,855,563	+8.4%	24	$93.05	0.87%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Held	52,912	0	$2,773,117	−0.3%	8	unpriced	0.85%
O	Realty Income Corp Real Estate	Added	42,356	+9,196	$2,624,377	+29.4%	3	$59.12	0.80%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	10,662	-1,215	$2,587,347	−22.5%	10	$187.76	0.79%
		Reduced	48,554	-900	$2,467,999	−0.1%	26+	before history	0.75%
V	Visa Inc. Financial Services	Added	7,113	+1,010	$2,440,399	+32.3%	8	$323.92	0.75%
CRM	Salesforce, Inc. Technology	Added	15,315	+59	$2,399,247	−15.8%	26+	before history	0.73%
NEE	Nextera Energy Inc Utilities	Reduced	26,081	-250	$2,289,129	−6.4%	9	$72.31	0.70%
TFC	Truist Financial Corp Financial Services	Reduced	42,425	-702	$2,113,613	+6.6%	26+	before history	0.65%
PFE	Pfizer Inc Healthcare	Reduced	84,408	-6,961	$2,032,544	−20.8%	26+	before history	0.62%
NOW	ServiceNow, Inc. Technology	Reduced	19,615	-270	$1,947,377	−6.3%	21	$151.87	0.60%
CMCSA	Comcast Corp Communication Services	Added	77,923	+21,879	$1,913,009	+18.9%	26+	before history	0.59%
COF	Capital One Financial Corp Financial Services	Added	9,313	+140	$1,868,374	+11.6%	18	$120.03	0.57%
SPOT	Spotify Technology S.A. Communication Services	Reduced	4,027	-221	$1,848,916	−10.2%	4	$646.78	0.57%

Showing the top 50 of 94 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.