Arkolith/Funds/Florida Financial Advisors, LLC

Florida Financial Advisors, LLC

CIK 2050972Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Florida Financial Advisors, LLC holds a diversified book of 362 stocks worth $591.8M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Corteva Inc and trimmed Invesco QQQ Trust Series 1. Their largest long position is Vanguard S&P 500 ETF at 3% of the equity book.

Opened
80
bought for the first time
Added to
174
already held, bought more
Trimmed
107
sold some, still holds it
Sold out
35
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
22%
Top 20 holdings
34%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Information Technology
31%
Industrials
8%
Financials
6%
Materials
5%
Consumer Discretionary
5%
Health Care
3%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Florida Financial Advisors, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.2T
MORGAN STANLEY80 / 80$533.0B
JPMORGAN CHASE & CO80 / 80$514.6B
BANK OF AMERICA CORP /DE/80 / 80$359.4B
GOLDMAN SACHS GROUP INC80 / 80$258.6B
ROYAL BANK OF CANADA80 / 80$140.1B
UBS Group AG80 / 80$139.0B
WELLS FARGO & COMPANY/MN80 / 80$132.2B

Ranked by the share of each fund's own book sitting in the names it shares with Florida Financial Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

362 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$20.4M29.7K
3.5%
+5.1%
Added · +1K sh
2Alphabet Inc
CAP STK CL A
$16.7M46.6K
2.8%
+22%
Added · +8K sh
3Invesco QQQ TR
UNIT SER 1
$16.1M21.9K
2.7%
−1.6%
Reduced · −367 sh
4J P Morgan Exchange Traded F
BETABUILDRS US
$14.1M104.3K
2.4%
+1.9%
Added · +2K sh
5Nvidia Corporation
COM
$13.9M69.4K
2.3%
+6.8%
Added · +4K sh
6Micron Technology Inc
COM
$10.7M9.3K
1.8%
−19%
Reduced · −2K sh
7Vanguard Index FDS
VALUE ETF
$9.9M45.5K
1.7%
+2.7%
Added · +1K sh
8Applied Matls Inc
COM
$9.0M12.5K
1.5%
+181%
Added · +8K sh
9Sandisk Corp
COM
$9.0M4.0K
1.5%
−8.6%
Reduced · −370 sh
10Select Sector SPDR TR
ST STR TECHN ETF
$8.8M46.1K
1.5%
−5.8%
Reduced · −3K sh
11Caterpillar Inc
COM
$8.7M8.1K
1.5%
+38%
Added · +2K sh
12Johnson & Johnson
COM
$7.9M31.2K
1.3%
+28%
Added · +7K sh
13Apple Inc
COM
$7.8M27.0K
1.3%
+0.7%
Added · +188 sh
14State STR SPDR S&P 500 ETF T
TR UNIT
$7.5M10.1K
1.3%
−2.5%
Reduced · −264 sh
15Vanguard World FD
MEGA CAP INDEX
$7.4M27.1K
1.3%
−8.0%
Reduced · −2K sh
16Microsoft Corp
COM
$7.1M18.9K
1.2%
−5.8%
Reduced · −1K sh
17Lam Research Corp
COM NEW
$7.1M16.3K
1.2%
+22%
Added · +3K sh
18Advanced Micro Devices Inc
COM
$7.0M12.1K
1.2%
−3.1%
Reduced · −386 sh
19Seagate Technology HLDNGS PL
ORD SHS
$6.9M7.2K
1.2%
−20%
Reduced · −2K sh
20Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$6.4M39.7K
1.1%
+36%
Added · +10K sh
21Western Digital Corp
COM
$6.1M9.6K
1.0%
−23%
Reduced · −3K sh
22Teradyne Inc
COM
$6.1M12.6K
1.0%
+342%
Added · +10K sh
23Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$6.0M19.7K
1.0%
+13%
Added · +2K sh
24Schwab Strategic TR
US LCAP VA ETF
$5.6M161.0K
0.9%
−7.8%
Reduced · −14K sh
25Walmart Inc
COM
$5.1M45.1K
0.9%
+24%
Added · +9K sh
26Schwab Strategic TR
US DIVIDEND EQ
$5.1M160.4K
0.9%
+2.3%
Added · +4K sh
27Amphenol Corp
CL A
$5.0M28.5K
0.8%
+34%
Added · +7K sh
28Cardinal Health Inc
COM
$4.9M20.5K
0.8%
+35%
Added · +5K sh
29Intel Corp
COM
$4.7M34.0K
0.8%
+332%
Added · +26K sh
30Vaneck ETF Trust
SEMICONDUCTR ETF
$4.7M7.2K
0.8%
−4.8%
Reduced · −361 sh
31Corning Inc
COM
$4.7M18.3K
0.8%
+41%
Added · +5K sh
32Lumentum Hldgs Inc
COM
$4.7M5.4K
0.8%
+30%
Added · +1K sh
33Goldman Sachs Group Inc
COM
$4.5M4.4K
0.8%
+33%
Added · +1K sh
34Amazon Com Inc
COM
$4.3M18.2K
0.7%
+0.4%
Added · +68 sh
35Corteva Inc
COM
$4.2M49.0K
0.7%
New
New position
36Coherent Corp
COM
$4.1M10.3K
0.7%
New
New position
37RBC Bearings Inc
COM
$4.1M6.3K
0.7%
New
New position
38Broadcom Inc
COM
$4.0M10.7K
0.7%
−53%
Reduced · −12K sh
39Woodward Inc
COM
$3.9M9.3K
0.7%
New
New position
40Ciena Corp
COM NEW
$3.9M8.0K
0.7%
+18%
Added · +1K sh
41Ishares TR
RUS TP200 GR ETF
$3.9M13.4K
0.7%
+2.3%
Added · +306 sh
42Bloom Energy Corp
COM CL A
$3.9M12.8K
0.7%
−23%
Reduced · −4K sh
43Tapestry Inc
COM
$3.8M26.2K
0.6%
+41%
Added · +8K sh
44Technipfmc PLC
COM
$3.8M57.1K
0.6%
New
New position
45SPDR Series Trust
ST STR P500GRW
$3.8M31.6K
0.6%
−9.0%
Reduced · −3K sh
46Enersys
COM
$3.7M16.0K
0.6%
+45%
Added · +5K sh
47Advanced Energy Inds
COM
$3.7M10.0K
0.6%
New
New position
48TTM Technologies Inc
COM
$3.4M18.4K
0.6%
−27%
Reduced · −7K sh
49Ati Inc
COM
$3.4M17.3K
0.6%
New
New position
50Viasat Inc
COM
$3.4M37.4K
0.6%
+45%
Added · +12K sh
Showing 50 of 362 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026362$591.8M13F-HR
Q1 2026Mar 31, 2026May 7, 2026317$418.0M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026277$367.9M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025262$323.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.