13F-HR filed by Wealth Advisors of Tampa Bay, LLC
Wealth Advisors of Tampa Bay, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 94 holding rows worth $326,944,178.
- Accession
- 0001715228-26-000002
- Filer
- CIK 1715228
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 94 entries on the cover page, a total value of $326,944,178 stated on the cover page (in dollars after the unit check, H1), rows summing to $326,944,178 with VALUE read as dollars as filed, 13F file number 028-18283. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CORNING INC | 219350105 | COM | 88,391 | $22,577,719 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 56,699 | $21,418,091 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 32,719 | $12,204,885 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 28,802 | $11,439,313 | dollars as filed | |
| Apple Inc | 037833100 | COM | 38,746 | $11,211,542 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 29,545 | $10,558,502 | dollars as filed | |
| J P MORGAN ETF LTD DURATION BD | 46654Q773 | ETF | 192,111 | $10,026,256 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 9,340 | $9,446,223 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 79,727 | $9,029,897 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 54,311 | $7,853,921 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 31,950 | $7,589,478 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 65,855 | $7,564,109 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 148,582 | $7,513,784 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 30,957 | $7,378,294 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 31,752 | $7,076,931 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 59,646 | $7,006,024 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 147,019 | $6,224,788 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 23,845 | $5,871,123 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 74,582 | $5,659,282 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 261,956 | $5,422,500 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 19,475 | $5,264,373 | dollars as filed | |
| PRINCIPAL EXCHANGE TRADED FD | 74255Y607 | PRIN U S SMALL | 73,598 | $5,160,973 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 25,483 | $5,098,897 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 30,319 | $5,025,754 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 9,608 | $4,894,999 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 13,439 | $4,739,668 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 28,569 | $4,625,665 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 38,303 | $4,507,080 | dollars as filed | |
| HASBRO INC COM | 418056107 | Stock | 54,018 | $4,461,348 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q724 | HEDGED EQUITY LA | 64,374 | $4,350,409 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 75,377 | $4,343,214 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 21,414 | $4,062,883 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 46,772 | $3,658,964 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 9,631 | $3,411,682 | dollars as filed | |
| ALBERTSONS COMPANIES INC COMMON STOCK | 013091103 | Stock | 236,578 | $3,200,905 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 41,650 | $3,005,463 | dollars as filed | |
| ISHARES TR | 464288695 | GLOBAL MATER ETF | 26,980 | $2,855,562 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 52,912 | $2,773,119 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 42,356 | $2,624,389 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 10,662 | $2,587,350 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 48,554 | $2,468,001 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 7,113 | $2,440,403 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 15,315 | $2,399,255 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 26,081 | $2,289,135 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 42,425 | $2,113,615 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 84,408 | $2,032,548 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 19,615 | $1,947,376 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 77,923 | $1,913,010 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 9,313 | $1,868,377 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 4,027 | $1,848,917 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 13,933 | $1,733,821 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,300 | $1,500,577 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,599 | $1,495,815 | dollars as filed | |
| KLA CORP | 482480100 | COM | 4,775 | $1,440,667 | dollars as filed | |
| NUVEEN QUALITY MUNCP INCOME | 67066V101 | COM | 115,182 | $1,396,006 | dollars as filed | |
| NUVEEN AMT FREE MUN CR INC F | 67071L106 | COM | 108,375 | $1,387,200 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 25,275 | $1,370,159 | dollars as filed | |
| TELUS CORPORATION COM | 87971M103 | Stock | 123,295 | $1,303,239 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 8,867 | $1,200,592 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,722 | $1,192,472 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,520 | $1,138,313 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 5,058 | $1,076,191 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 14,370 | $1,026,018 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528108 | ISHARES HIGH YIE | 45,000 | $1,010,250 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 2,858 | $984,067 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 21,613 | $951,624 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 3,315 | $913,879 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,775 | $888,193 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 6,550 | $855,496 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 2,237 | $810,063 | dollars as filed | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 8,025 | $750,498 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 2,656 | $743,680 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 3,312 | $574,897 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 9,450 | $538,461 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 14,939 | $507,181 | dollars as filed | |
| DUFF & PHELPS UTLITY AND INF | 26433C105 | COM | 32,000 | $474,880 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,062 | $422,338 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 3,035 | $415,645 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 6,080 | $410,765 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 9,050 | $332,678 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 428 | $326,624 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 3,268 | $296,081 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 224 | $263,168 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 4,500 | $253,485 | dollars as filed | |
| FLEXSHARES TR | 33939L100 | MORNSTAR USMKT | 916 | $252,879 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,718 | $251,928 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 3,365 | $242,112 | dollars as filed | |
| General Electric Company | 369604301 | COM | 639 | $238,813 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 945 | $237,799 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 4,256 | $234,123 | dollars as filed | |
| SUBURBAN PROPANE PARTNERS L.P. | 864482104 | COM | 13,455 | $230,081 | dollars as filed | |
| VALLEY NATL BANCORP | 919794107 | COM | 14,674 | $214,974 | dollars as filed | |
| GENERATION INCOME PPTYS INC | 37149D204 | COM NEW | 50,000 | $8,355 | dollars as filed | |
| GENERATION INCOME PPTYS INC | 37149D113 | *W EXP 99/99/999 | 50,000 | $2,095 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001715228-26-000002 | this filing | 2026-08-14 | acceptance time not in the bulk data set |