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CIK: 0001715228
Total reported value
$326.9M
$326.9M
93 檔
19.3%
According to the latest 13F quarterly dataset, Wealth Advisors of Tampa Bay, LLC managed an equity portfolio of $326.9M at the end of Q1 2026, spanning 93 distinct U.S. exchange-listed positions.
Wealth Advisors of Tampa Bay, LLC executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 4 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.70% | +0.85% | -1.59% | |
| 2 | GLW | Corning Inc | Stock-Tech | 4.16% | +2.75% | -22.21% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.90% | -1.60% | +17.98% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | -0.03% | +9.77% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.31% | +0.12% | -1.45% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.27% | -0.51% | -9.53% | |
| 7 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 3.19% | -0.12% | +58.25% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 3.04% | +0.46% | -1.70% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.83% | +0.40% | -2.75% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.81% | +0.08% | -1.57% | |
| 11 | ETR | Entergy CORP | Stock-Utilities | 2.46% | -0.15% | -3.71% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.45% | -0.55% | -2.03% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 2.36% | -0.20% | +0.81% | |
| 14 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.20% | +0.20% | -7.21% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.08% | -1.28% | |
| 16 | GRMN | Garmin Ltd. | Stock-Tech | 2.11% | +0.21% | -0.67% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.97% | -0.43% | +5.54% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.96% | -0.35% | -2.19% | |
| 19 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.67% | -0.31% | -0.79% | |
| 20 | PNC | Pnc Financial Services Group | Stock-Financials | 1.65% | +0.15% | +0.91% | |
| 21 | T | At&t Inc | Stock-Comm Services | 1.63% | +0.03% | -2.25% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.62% | -0.38% | -0.49% | |
| 23 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.58% | +0.15% | +50.82% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.55% | -0.05% | -0.77% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.55% | +0.59% | -1.90% | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.45% | -0.12% | -0.19% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.13% | +1.64% | |
| 28 | PSC | Principal US Small-cap ETF | ETF-Other | 1.41% | +0.17% | -1.71% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 1.33% | -0.21% | +4.80% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.33% | — | +4.87% | |
| 31 | MMM | 3m Co | Stock-Industrials | 1.32% | +0.09% | +48.59% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 1.32% | +0.06% | +20.54% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | +0.18% | -1.52% | |
| 34 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.10% | -0.31% | -1.53% | |
| 35 | GD | General Dynamics CORP | Stock-Industrials | 1.07% | -0.03% | -1.16% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 1.01% | -0.09% | +16.61% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.94% | -0.21% | +2.69% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.92% | -0.07% | +0.43% | |
| 39 | MXI | Ishares Global Materials ETF | ETF-Other | 0.87% | — | +46.55% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.85% | -0.23% | -6.86% | |
| 41 | XLB | Ss Materials Select Sector | ETF-Other | 0.82% | -0.07% | -1.40% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.81% | -0.11% | -1.86% | |
| 43 | TU | Telus CORP | Stock-Other | 0.71% | -0.31% | +11.75% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.69% | -0.09% | +22.22% | |
| 45 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.68% | -0.11% | +24.10% | |
| 46 | O | Realty Income CORP | Stock-Real Estate | 0.67% | +0.13% | +7.44% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.66% | -0.01% | -7.46% | |
| 48 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.64% | +0.34% | — | |
| 49 | ZTS | Zoetis Inc | Stock-Healthcare | 0.63% | -0.63% | EXIT | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.14% | +17.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPLD | Jpmorgan LTD Duration ETF | +1.1% | +58.25% | Add |
| 2 | GLW | Corning Inc | +0.6% | -22.21% | Trim |
| 3 | CVX | Chevron CORP | +0.5% | +5.54% | Add |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.5% | +17.98% | Add |
| 5 | BBY | Best Buy Co Inc | +0.4% | +50.82% | Add |
| 6 | VZ | Verizon Communications Inc | +0.3% | -2.03% | Trim |
| 7 | MXI | Ishares Global Materials ETF | +0.3% | +46.55% | Add |
| 8 | MMM | 3m Co | +0.3% | +48.59% | Add |
| 9 | ADI | Analog Devices Inc | +0.3% | -1.70% | Trim |
| 10 | ETR | Entergy CORP | +0.3% | -3.71% | Trim |
| 11 | LMT | Lockheed Martin CORP | +0.2% | -0.77% | Trim |
| 12 | GRMN | Garmin Ltd. | +0.2% | -0.67% | Trim |
| 13 | T | At&t Inc | +0.1% | -2.25% | Trim |
| 14 | HAS | Hasbro Inc | +0.1% | -0.79% | Trim |
| 15 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 16 | CMCSA | Comcast Corp-class A | +0.1% | +38.52% | Add |
| 17 | TGT | Target CORP | +0.1% | +38.57% | Add |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | -0.19% | Trim |
| 19 | NEE | Nextera Energy Inc | +0.1% | -1.86% | Trim |
| 20 | O | Realty Income CORP | +0.1% | +7.44% | Add |
| 21 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.1% | +100.00% | Add |
| 22 | CBOE | Cboe Global Markets Inc | +0.1% | -1.53% | Trim |
| 23 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 24 | HAL | Halliburton Co | +0.1% | -4.66% | Trim |
| 25 | XLB | Ss Materials Select Sector | 0% | -1.40% | Trim |
| 26 | KLAC | Kla CORP | 0% | — | Unchanged |
| 27 | TU | Telus CORP | 0% | +11.75% | Add |
| 28 | ENB | Enbridge Inc | 0% | -0.59% | Trim |
| 29 | WM | Waste Management Inc | 0% | +0.81% | Add |
| 30 | AMGN | Amgen Inc | 0% | +3.16% | Add |
| 31 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 32 | RTX | Rtx CORP | 0% | -0.49% | Trim |
| 33 | PFE | Pfizer Inc | 0% | -6.86% | Trim |
| 34 | ACN | Accenture plc | 0% | +43.45% | Add |
| 35 | LH | Labcorp Holdings Inc | 0% | +2.88% | Add |
| 36 | DPG | Duff & Phelps Utility & Inc | 0% | — | Unchanged |
| 37 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 38 | PEP | Pepsico Inc | — | -3.05% | Trim |
| 39 | MO | Altria Group Inc | — | -5.61% | Trim |
| 40 | SPH | Suburban Propane Partners LP | — | — | Unchanged |
| 41 | ABBV | Abbvie Inc | — | — | Unchanged |
| 42 | VLY | Valley National Bancorp | — | — | Unchanged |
| 43 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | — | Unchanged |
| 44 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 45 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 46 | GIPRW | Generation Income Proper -cw | — | — | Unchanged |
| 47 | SPOT | Spotify Technology S.A. | 0% | +24.10% | Add |
| 48 | GIPR | Generation Income Properties | 0% | — | Unchanged |
| 49 | SHYM | Ishares Short Duration High | 0% | — | Unchanged |
| 50 | TILT | Flexshares Morningstar US Ma | 0% | — | Unchanged |
According to official SEC Form 13F filings, Wealth Advisors of Tampa Bay, LLC reported a total U.S. public equity portfolio value of $326.9M across 93 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, GLW, JPST) accounted for 19.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
ACI
市值: $1.9M
Top Position Liquidated / Trimmed
EA
前期市值: $3.8M
During Q1 2026, Wealth Advisors of Tampa Bay, LLC's top holdings by market value included AVGO (5.7%)、GLW (4.2%)、JPST (3.9%). The largest single position, AVGO, represented 5.7% of total portfolio value.
In Q1 2026, Wealth Advisors of Tampa Bay, LLC made 73 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 35 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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