13F Insight
DOSSIER · 13F-HR · Q1 2026

Wealth Advisors of Tampa Bay, LLC

$302M in tracked AUM across 93 positions as of Q1 2026.

WA
CIK 0001715228 · last filed Mar 31, 2026
Total AUM
$302M
as of Q1 2026
Holdings
93
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Wealth Advisors of Tampa Bay, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$17M56K5.7%02
GLW
CORNING INC
$13M93K4.2%03
JPST
JPMORGAN
$12M233K3.9%04
MSFT
MICROSOFT CORP
$11M31K3.8%05
AAPL
APPLE INC
$10M39K3.3%06
WMT
WALMART INC
$10M80K3.3%07
JPLD
JPMORGAN LTD
$10M185K3.2%08
ADI
ANALOG DEVICES
$9M29K3.0%09
GOOGL
ALPHABET INC
$9M30K2.8%10
GS
GOLDMAN SACHS
$9M10K2.8%

Filing history

2026Q1Mar 31
$302M▲ 4.3%
93 positionsView →2025Q4Dec 31
$290M▼ 3.5%
92 positionsView →2025Q3Sep 30
$300M▲ 13.2%
95 positionsView →2025Q2Jun 30
$265M▲ 111.4%
90 positionsLocked2025Q1Mar 31
$125M▼ 46.3%
68 positionsLocked2024Q4Dec 31
$234M▼ 2.5%
86 positionsLocked2024Q3Sep 30
$240M▲ 11.8%
88 positionsLocked2024Q2Jun 30
$214M▲ 1.9%
81 positionsLocked2024Q1Mar 31
$210M▲ 5.7%
81 positionsLocked2023Q4Dec 31
$199M▼ 45.2%
80 positionsLocked2023Q3Sep 30
$363M▲ 99.1%
98 positionsLocked2023Q2Jun 30
$182M▲ 4.4%
77 positionsLocked
Showing 12 of 32