account_balance

Investment manager · 13F filer · SEC CIK 1715228

Wealth Advisors of Tampa Bay, LLC

Reported value$318Mas of Sep 30, 2026
Positions93 5 new, 6 sold out
Top 10 weight38.2%AVGO alone is 6%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVGO Broadcom Inc. 6.2% HeldMSFT Microsoft Corp 5.2% HeldGLW Corning Inc 4.4% Added +3%GOOGL Alphabet Inc. 3.7% Added +17%AAPL Apple Inc. 3.6% Trimmed −11%ADI Analog Devices Inc 3.6% Held
JPLD J P Morgan Exchange Traded F 3.5% Added +12%
GRMN Garmin Ltd 2.8% HeldWMT Walmart Inc. 2.6% HeldGS Goldman Sachs Group Inc 2.6% Trimmed −3%AMZN Amazon.com Inc 2.4% Held
JPST J P Morgan Exchange Traded F 2.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist