Wealth Advisors of Tampa Bay, LLC — 13F Holdings & Portfolio

CIK 1715228 · latest 13F-HR filed 2026-08-14

Wealth Advisors of Tampa Bay, LLC manages $326.9M in 13F-reported U.S. long-equity assets across 94 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GLW (6.91%), AVGO (6.55%), MSFT (3.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 2, added to 48, and trimmed 24.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
777 SOUTH HARBOUR ISLAND BLVD
SUITE 370
TAMPA, FL 33602
Phone
(813) 642-7730
Filing Manager
Wealth Advisors of Tampa Bay, LLC
TAMPA, FL
Signatory
Robert Fenn Giles, Jr.
Chief Compliance Officer
Loading holdings…
AUM

$326.9M

Long-equity book

Holdings

94

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+3 / −2 / ↑48 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CORNING INC$10.0M +79.4%
  • BROADCOM INC$4.2M +24.2%
  • CISCO SYS INC$2.3M +49.9%
  • ANALOG DEVICES INC$2.3M +24.6%
  • ALPHABET INC$2.0M +23.6%
Show all 48

Top Trims

  • J P MORGAN EXCHANGE TRADED F-$4.3M -36.3%
  • VERIZON COMMUNICATIONS INC-$1.2M -15.9%
  • CROWDSTRIKE HLDGS INC-$1.1M -77.5%
  • CHEVRON CORPORATION-$934.6K -15.7%
  • WALMART INC-$872.0K -8.8%
Show all 24

New Positions

  • BROADRIDGE FINL SOLUTIONS IN$415.6K
  • GE VERNOVA INC$263.2K
  • GE AEROSPACE$238.8K
Show all 3

Exited Positions

  • ZOETIS INC$1.9M
  • ISHARES RUSSELL$216.8K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CORNING INC GLW 219350105 $22.6M 6.91% 88,391 SH
2 BROADCOM INC AVGO 11135F101 $21.4M 6.55% 56,699 SH
3 MICROSOFT CORP MSFT 594918104 $12.2M 3.73% 32,719 SH
4 ANALOG DEVICES INC ADI 032654105 $11.4M 3.50% 28,802 SH
5 APPLE INC AAPL 037833100 $11.2M 3.43% 38,746 SH
6 ALPHABET INC GOOGL 02079K305 $10.6M 3.23% 29,545 SH
7 J P MORGAN EXCHANGE TRADED F JPLD 46654Q773 $10.0M 3.07% 192,111 SH
8 GOLDMAN SACHS GROUP INC GS 38141G104 $9.4M 2.89% 9,340 SH
9 WALMART INC WMT 931142103 $9.0M 2.76% 79,727 SH
10 BANK OF NY MELLON CORP BNY 064058100 $7.9M 2.40% 54,311 SH
11 GARMIN LTD GRMN H2906T109 $7.6M 2.32% 31,950 SH
12 ENTERGY CORP NEW ETR 29364G103 $7.6M 2.31% 65,855 SH
13 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $7.5M 2.30% 148,582 SH
14 AMAZON COM INC AMZN 023135106 $7.4M 2.26% 30,957 SH
15 WASTE MGMT INC DEL WM 94106L109 $7.1M 2.16% 31,752 SH
16 CISCO SYS INC CSCO 17275R102 $7.0M 2.14% 59,646 SH
17 VERIZON COMMUNICATIONS INC VZ 92343V104 $6.2M 1.90% 147,019 SH
18 PNC FINL SVCS GROUP INC PNC 693475105 $5.9M 1.80% 23,845 SH
19 BEST BUY INC BBY 086516101 $5.7M 1.73% 74,582 SH
20 AT&T INC T 00206R102 $5.4M 1.66% 261,956 SH
21 MCDONALDS CORP MCD 580135101 $5.3M 1.61% 19,475 SH
22 PRINCIPAL EXCHANGE TRADED FD PSC 74255Y607 $5.2M 1.58% 73,598 SH
23 NVIDIA CORPORATION NVDA 67066G104 $5.1M 1.56% 25,483 SH
24 CHEVRON CORPORATION CVX 166764100 $5.0M 1.54% 30,319 SH
25 LOCKHEED MARTIN CORP LMT 539830109 $4.9M 1.50% 9,608 SH
26 HOME DEPOT INC HD 437076102 $4.7M 1.45% 13,439 SH
27 3M CO MMM 88579Y101 $4.6M 1.41% 28,569 SH
28 BLACKSTONE INC BX 09260D107 $4.5M 1.38% 38,303 SH
29 HASBRO INC HAS 418056107 $4.5M 1.36% 54,018 SH
30 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $4.4M 1.33% 64,374 SH
31 BRISTOL-MYERS SQUIBB CO BMY 110122108 $4.3M 1.33% 75,377 SH
32 RTX CORPORATION RTX 75513E101 $4.1M 1.24% 21,414 SH
33 MEDTRONIC PLC MDT G5960L103 $3.7M 1.12% 46,772 SH
34 GENERAL DYNAMICS CORP GD 369550108 $3.4M 1.04% 9,631 SH
35 ALBERTSONS COMPANIES INC ACI 013091103 $3.2M 0.98% 236,578 SH
36 UBER TECHNOLOGIES INC UBER 90353T100 $3.0M 0.92% 41,650 SH
37 ISHARES TR MXI 464288695 $2.9M 0.87% 26,980 SH
38 ISHARES TR IGSB 464288646 $2.8M 0.85% 52,912 SH
39 REALTY INCOME CORP O 756109104 $2.6M 0.80% 42,356 SH
40 CBOE GLOBAL MKTS INC CBOE 12503M108 $2.6M 0.79% 10,662 SH
41 SELECT SECTOR SPDR TR XLB 81369Y100 $2.5M 0.75% 48,554 SH
42 VISA INC V 92826C839 $2.4M 0.75% 7,113 SH
43 SALESFORCE INC CRM 79466L302 $2.4M 0.73% 15,315 SH
44 NEXTERA ENERGY INC NEE 65339F101 $2.3M 0.70% 26,081 SH
45 TRUIST FINL CORP TFC 89832Q109 $2.1M 0.65% 42,425 SH
46 PFIZER INC PFE 717081103 $2.0M 0.62% 84,408 SH
47 SERVICENOW INC NOW 81762P102 $1.9M 0.60% 19,615 SH
48 COMCAST CORP NEW CMCSA 20030N101 $1.9M 0.59% 77,923 SH
49 CAPITAL ONE FINL CORP COF 14040H105 $1.9M 0.57% 9,313 SH
50 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $1.8M 0.57% 4,027 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $326.9M 94 0001715228-26-000002
2026-03-31 2026-05-14 $302.4M 93 0002073679-26-000052
2025-12-31 2026-02-09 $289.8M 92 0001715228-26-000001
2025-09-30 2025-11-13 $300.2M 95 0002073679-25-000043