Wealth Advisors of Tampa Bay, LLC

Name: Wealth Advisors of Tampa Bay, LLC 13F holdings, Q1 2026
Creator: Wealth Advisors of Tampa Bay, LLC
Published: 2026-05-14

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Wealth Advisors of Tampa Bay, LLC reported 92 stock positions worth $302.4 million. Its top holding was Broadcom (AVGO) at 5.7% of the portfolio, followed by Corning (GLW, 4.2%) and JPMorgan Ultra-Short Income (JPST, 3.9%). Compared with Q4 2025, it opened 5 new positions, sold out of 4, added to 29 and reduced 35. The biggest buy was JPMorgan Ltd. Duration ETF (JPLD, shares +58%) and the biggest sale an exit from Electronic Arts (EA).

Most Recent 13F: Q2 2026
Location: TAMPA, FL
CIK: 0001715228
Portfolio Value: $302.4M (Q1 2026)
SEC Filing: 0002073679-26-000052 ↗ filed May 14, 2026

Holdings Value

Holdings 92 stocks · $302.4M


AVGO Broadcom Inc.	5.70%	55,729	$17.2M	Reduce -1.6%
GLW Corning Inc.	4.16%	92,571	$12.6M	Reduce -22.2%
JPST JPMorgan Ultra-Short Income	3.90%	232,936	$11.8M	Add +18.0%
MSFT Microsoft Corp.	3.76%	30,709	$11.4M	Add +9.8%
AAPL Apple Inc.	3.31%	39,426	$10.0M	Reduce -1.4%
WMT Walmart Inc.	3.27%	79,674	$9.9M	Reduce -9.5%
JPLD JPMorgan Ltd. Duration ETF	3.19%	184,934	$9.7M	Add +58.3%
ADI Analog Devices Inc.	3.04%	28,864	$9.2M	Reduce -1.7%
GOOGL Alphabet Inc. Class A	2.83%	29,718	$8.5M	Reduce -2.8%
GS Goldman Sachs Group Inc.	2.81%	10,055	$8.5M	Reduce -1.6%
ETR Entergy Corp.	2.46%	66,112	$7.4M	Reduce -3.7%
VZ Verizon Communications Inc.	2.45%	147,499	$7.4M	Reduce -2.0%
WM Waste Management Inc.	2.36%	31,062	$7.1M	Add +0.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP	2.20%	56,009	$6.6M	Reduce -7.2%
AMZN Amazon.com Inc.	2.18%	31,586	$6.6M	Reduce -1.3%
GRMN Garmin Ltd.	2.11%	27,460	$6.4M	Reduce -0.7%
CVX Chevron Corp.	1.97%	28,808	$6.0M	Add +5.5%
MCD McDonald's Corp.	1.96%	19,043	$5.9M	Reduce -2.2%
HAS Hasbro Inc.	1.67%	53,842	$5.0M	Reduce -0.8%
PNC PNC Financial Services Group	1.65%	23,905	$5.0M	Add +0.9%
T AT&T Inc.	1.63%	169,934	$4.9M	Reduce -2.3%
RTX RTX Corp.	1.62%	25,389	$4.9M	Reduce -0.5%
BBY Best Buy Co. Inc.	1.58%	74,592	$4.8M	Add +50.8%
LMT Lockheed Martin Corp.	1.55%	7,769	$4.7M	Reduce -0.8%
CSCO Cisco Systems Inc.	1.55%	60,246	$4.7M	Reduce -1.9%
BMY Bristol-Myers Squibb Co.	1.45%	72,334	$4.4M	Reduce -0.2%
NVDA Nvidia Corp.	1.43%	24,833	$4.3M	Add +1.6%
PSC Principal US Small-Cap ETF	1.41%	74,284	$4.3M	Reduce -1.7%
MDT Medtronic PLC	1.33%	46,526	$4.0M	Add +4.8%
HELO JPMorgan Hedged Equity ETF	1.33%	62,747	$4.0M	Add +4.9%
MMM 3M Co.	1.32%	27,570	$4.0M	Add +48.6%
BX Blackstone Inc.	1.32%	34,622	$4.0M	Add +20.5%
HD Home Depot Inc.	1.27%	11,689	$3.8M	Reduce -1.5%
CBOE Cboe Global Markets Inc.	1.10%	11,877	$3.3M	Reduce -1.5%
GD General Dynamics Corp.	1.07%	9,411	$3.2M	Reduce -1.2%
UBER Uber Technologies Inc.	1.01%	42,468	$3.1M	Add +16.6%
CRM Salesforce Inc.	0.94%	15,256	$2.8M	Add +2.7%
IGSB iShares 1-5Y Inv Grade Corp.	0.92%	52,912	$2.8M	Add +0.4%
MXI iShares Global Materials ETF	0.87%	24,793	$2.6M	Add +46.5%
PFE Pfizer Inc.	0.85%	91,369	$2.6M	Reduce -6.9%
XLB SS Materials Select Sector	0.82%	49,454	$2.5M	Reduce -1.4%
NEE Nextera Energy Inc.	0.81%	26,331	$2.4M	Reduce -1.9%
TU Telus Corp.	0.71%	167,630	$2.2M	Add +11.8%
NOW ServiceNow Inc.	0.69%	19,885	$2.1M	Add +22.2%
SPOT Spotify Technology SA	0.68%	4,248	$2.1M	Add +24.1%
O Realty Income Corp.	0.67%	33,160	$2.0M	Add +7.4%
TFC Truist Financial Corp.	0.66%	43,127	$2.0M	Reduce -7.5%
ACI Albertsons Cos Inc. Class A	0.64%	113,850	$1.9M	New
ZTS Zoetis Inc.	0.63%	16,145	$1.9M	New
V Visa Inc. Class A	0.61%	6,103	$1.8M	Add +17.9%
COF Capital One Financial Corp.	0.55%	9,173	$1.7M	No change
COST Costco Wholesale Corp.	0.54%	1,628	$1.6M	No change
CMCSA Comcast Corp. Class A	0.53%	56,044	$1.6M	Add +38.5%
XOM Exxon Mobil Corp.	0.48%	8,572	$1.5M	No change
CRWD CrowdStrike Holdings Inc. Class A	0.48%	3,716	$1.5M	No change
NFLX Netflix Inc.	0.45%	14,245	$1.4M	New
ENB Enbridge Inc.	0.45%	25,275	$1.4M	Reduce -0.6%
PEP Pepsico Inc.	0.45%	8,742	$1.4M	Reduce -3.0%
NVG Nuveen Amt-FR Muni CRDT	0.45%	109,152	$1.3M	No change
NAD Nuveen Quality Municipal Inc.	0.44%	115,422	$1.3M	No change
ACN Accenture PLC Class A	0.40%	6,108	$1.2M	Add +43.5%
IVV iShares Core S&P 500 ETF	0.33%	1,520	$993K	Reduce -0.1%
SHYM iShares Short Duration High	0.33%	45,000	$991K	No change
RSP Invesco S&P 500 Equal Weight	0.32%	5,058	$971K	Add +0.0%
SHW The Sherwin-Williams Co.	0.32%	3,000	$962K	No change
XLRE SS Real Estate Select Sector	0.29%	21,838	$892K	Reduce -1.6%
BRK.B Berkshire Hathaway Inc. Class B	0.28%	1,775	$851K	No change
CI The Cigna Group	0.28%	3,165	$844K	No change
TGT Target Corp.	0.27%	6,700	$812K	Add +38.6%
AMGN Amgen Inc.	0.27%	2,287	$805K	Add +3.2%
HAL Halliburton Co.	0.25%	19,364	$755K	Reduce -4.7%
KLAC KLA Corp.	0.25%	510	$751K	No change
LH Labcorp Holdings Inc.	0.24%	2,676	$714K	Add +2.9%
ISRG Intuitive Surgical Inc.	0.17%	1,137	$524K	Add +7.1%
MU Micron Technology Inc.	0.17%	1,500	$507K	No change
HYS PIMCO 0-5 Year H/Y Corp. Bond	0.17%	5,350	$499K	Add +100.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.16%	9,950	$485K	Reduce -9.1%
DPG Duff & Phelps Utility & Inc.	0.15%	32,000	$462K	No change
SPMD SS SPDR P S&P 400 Midcap ETF	0.12%	6,080	$360K	No change
EPD Enterprise Products Partners	0.11%	9,050	$342K	No change
RDDT Reddit Inc. Class A	0.10%	2,357	$317K	New
SPH Suburban Propane Partners LP	0.09%	13,455	$265K	No change
IGV iShares Expanded Tech-Softwa	0.09%	3,268	$262K	No change
MPLX MPLX LP	0.08%	4,500	$257K	Reduce -8.2%
PG The Procter & Gamble Co.	0.08%	1,718	$248K	No change
MO Altria Group Inc.	0.07%	3,365	$222K	Reduce -5.6%
TILT NT Mstar US Ftilt ETF	0.07%	916	$221K	No change
IWM iShares Russell 2000 ETF	0.07%	874	$217K	No change
DFUV Dimensional US Marketwide Va	0.07%	4,256	$206K	New
ABBV Abbvie Inc.	0.07%	945	$206K	No change
VLY Valley National Bancorp	0.06%	15,979	$196K	No change
GENERATION INCOME PPTYS INC	0.00%	50,000	$13K	No change

Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)

Security	Class	Shares / Principal	Value	Change
GIPRW Generation Income Proper -CW	*W EXP 99/99/999	50,000	$1K	No change

Total filed on the 13F, all lines: $302.4M.

Portfolio Sells Q4 2025 → Q1 2026


EA Electronic Arts Inc.	Sold out	0.00%	−1.30
AVGO Broadcom Inc.	Reduce -1.6%	5.70%	−1.06
GOOGL Alphabet Inc. Class A	Reduce -2.8%	2.83%	−0.47
AAPL Apple Inc.	Reduce -1.4%	3.31%	−0.44
AMZN Amazon.com Inc.	Reduce -1.3%	2.18%	−0.37
KHC The Kraft Heinz Co.	Sold out	0.00%	−0.31
GS Goldman Sachs Group Inc.	Reduce -1.6%	2.81%	−0.28
BNY Bank of New York Mellon Corp.	Reduce -7.2%	2.20%	−0.22
HD Home Depot Inc.	Reduce -1.5%	1.27%	−0.14
TFC Truist Financial Corp.	Reduce -7.5%	0.66%	−0.14
PYPL PayPal Holdings Inc.	Sold out	0.00%	−0.13
WMT Walmart Inc.	Reduce -9.5%	3.27%	−0.11
PSC Principal US Small-Cap ETF	Reduce -1.7%	1.41%	−0.10
MCD McDonald's Corp.	Reduce -2.2%	1.96%	−0.10
CSCO Cisco Systems Inc.	Reduce -1.9%	1.55%	−0.09
DIS The Walt Disney Co.	Sold out	0.00%	−0.07
BAC Bank of America Corp.	Reduce -9.1%	0.16%	−0.05
GD General Dynamics Corp.	Reduce -1.2%	1.07%	−0.04
IVV iShares Core S&P 500 ETF	Reduce -0.1%	0.33%	−0.03
XLRE SS Real Estate Select Sector	Reduce -1.6%	0.29%	−0.01
MPLX MPLX LP	Reduce -8.2%	0.08%	−0.01
PEP Pepsico Inc.	Reduce -3.0%	0.45%	+0.00
MO Altria Group Inc.	Reduce -5.6%	0.07%	+0.00
RTX RTX Corp.	Reduce -0.5%	1.62%	+0.01
PFE Pfizer Inc.	Reduce -6.9%	0.85%	+0.01
XLB SS Materials Select Sector	Reduce -1.4%	0.82%	+0.03
ENB Enbridge Inc.	Reduce -0.6%	0.45%	+0.03
HAL Halliburton Co.	Reduce -4.7%	0.25%	+0.05
CBOE Cboe Global Markets Inc.	Reduce -1.5%	1.10%	+0.06
NEE Nextera Energy Inc.	Reduce -1.9%	0.81%	+0.07
BMY Bristol-Myers Squibb Co.	Reduce -0.2%	1.45%	+0.10
HAS Hasbro Inc.	Reduce -0.8%	1.67%	+0.13
T AT&T Inc.	Reduce -2.3%	1.63%	+0.14
GRMN Garmin Ltd.	Reduce -0.7%	2.11%	+0.17
LMT Lockheed Martin Corp.	Reduce -0.8%	1.55%	+0.25
ETR Entergy Corp.	Reduce -3.7%	2.46%	+0.27
ADI Analog Devices Inc.	Reduce -1.7%	3.04%	+0.29
VZ Verizon Communications Inc.	Reduce -2.0%	2.45%	+0.33
GLW Corning Inc.	Reduce -22.2%	4.16%	+0.57

Portfolio Buys Q4 2025 → Q1 2026


JPLD JPMorgan Ltd. Duration ETF	Add +58.3%	3.19%	+1.08
ACI Albertsons Cos Inc. Class A	New	0.64%	+0.64
ZTS Zoetis Inc.	New	0.63%	+0.63
CVX Chevron Corp.	Add +5.5%	1.97%	+0.54
NFLX Netflix Inc.	New	0.45%	+0.45
JPST JPMorgan Ultra-Short Income	Add +18.0%	3.90%	+0.45
BBY Best Buy Co. Inc.	Add +50.8%	1.58%	+0.44
MXI iShares Global Materials ETF	Add +46.5%	0.87%	+0.31
MMM 3M Co.	Add +48.6%	1.32%	+0.30
CMCSA Comcast Corp. Class A	Add +38.5%	0.53%	+0.11
TGT Target Corp.	Add +38.6%	0.27%	+0.11
RDDT Reddit Inc. Class A	New	0.10%	+0.10
HYS PIMCO 0-5 Year H/Y Corp. Bond	Add +100.0%	0.17%	+0.08
O Realty Income Corp.	Add +7.4%	0.67%	+0.07
DFUV Dimensional US Marketwide Va	New	0.07%	+0.07
TU Telus Corp.	Add +11.8%	0.71%	+0.03
WM Waste Management Inc.	Add +0.8%	2.36%	+0.02
AMGN Amgen Inc.	Add +3.2%	0.27%	+0.02
LH Labcorp Holdings Inc.	Add +2.9%	0.24%	+0.01
ACN Accenture PLC Class A	Add +43.5%	0.40%	+0.01
SPOT Spotify Technology SA	Add +24.1%	0.68%	−0.00
RSP Invesco S&P 500 Equal Weight	Add +0.0%	0.32%	−0.01
UBER Uber Technologies Inc.	Add +16.6%	1.01%	−0.02
V Visa Inc. Class A	Add +17.9%	0.61%	−0.02
ISRG Intuitive Surgical Inc.	Add +7.1%	0.17%	−0.03
IGSB iShares 1-5Y Inv Grade Corp.	Add +0.4%	0.92%	−0.04
HELO JPMorgan Hedged Equity ETF	Add +4.9%	1.33%	−0.05
PNC PNC Financial Services Group	Add +0.9%	1.65%	−0.06
MDT Medtronic PLC	Add +4.8%	1.33%	−0.14
NVDA Nvidia Corp.	Add +1.6%	1.43%	−0.14
NOW ServiceNow Inc.	Add +22.2%	0.69%	−0.17
BX Blackstone Inc.	Add +20.5%	1.32%	−0.21
CRM Salesforce Inc.	Add +2.7%	0.94%	−0.42
MSFT Microsoft Corp.	Add +9.8%	3.76%	−0.91

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	93	$326.9M	GLW, AVGO, MSFT, ADI, AAPL
Q1 2026	92	$302.4M	AVGO, GLW, JPST, MSFT, AAPL
Q4 2025	91	$289.8M	AVGO, MSFT, AAPL, GLW, JPST
Q3 2025	94	$300.2M	AVGO, MSFT, AAPL, JPST, GLW
Q2 2025	89	$265.2M	AVGO, MSFT, WMT, AAPL, JPST
Q1 2025	149	$246.0M	AVGO, AAPL, WMT, MSFT, WM
Q4 2024	85	$233.5M	AVGO, AAPL, WMT, MSFT, AMZN
Q3 2024	87	$239.6M	AVGO, AAPL, MSFT, WMT, WM
Q2 2024	80	$214.4M	AVGO, AAPL, MSFT, WM, WMT
Q1 2024	80	$210.4M	AVGO, MSFT, AAPL, WM, AMZN