13F Insight
DOSSIER · 13F-HR · Q2 2026

Wealth Advisors of Tampa Bay, LLC

$327M in tracked AUM across 94 positions as of Q2 2026.

WA
CIK 0001715228 · last filed Jun 30, 2026
Total AUM
$327M
as of Q2 2026
Holdings
94
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wealth Advisors of Tampa Bay, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GLW
CORNING INC
$23M88K6.9%02
AVGO
BROADCOM INC
$21M57K6.6%03
MSFT
MICROSOFT CORP
$12M33K3.7%04
ADI
ANALOG DEVICES INC
$11M29K3.5%05
AAPL
APPLE INC
$11M39K3.4%06
GOOGL
ALPHABET INC
$11M30K3.2%07
JPLD
J P MORGAN EXCHANGE TRADED F
$10M192K3.1%08
GS
GOLDMAN SACHS GROUP INC
$9M9K2.9%09
WMT
WALMART INC
$9M80K2.8%10
BK
BANK OF NY MELLON CORP
$8M54K2.4%

Filing history

2026Q2Jun 30
$327M▲ 8.1%
94 positionsView →2026Q1Mar 31
$302M▲ 4.3%
93 positionsView →2025Q4Dec 31
$290M▼ 3.5%
92 positionsView →2025Q3Sep 30
$300M▲ 13.2%
95 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 33