Wealth Advisors of Tampa Bay, LLC holds a diversified book of 94 stocks worth $326.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Broadridge Financial Solutio and trimmed Corning Inc. Their largest long position is Corning Inc at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealth Advisors of Tampa Bay, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $494.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $153.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $134.5B |
| LPL Financial LLC | 80 / 80 | $54.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $14.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.7B |
| NewEdge Advisors, LLC | 80 / 80 | $8.2B |
| CWM, LLC | 80 / 80 | $6.1B |
Ranked by how many of Wealth Advisors of Tampa Bay, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning Inc COM | $22.6M | 88.4K | 6.9% | ▼−4.5% Reduced · −4K sh | |
| 2 | Broadcom Inc COM | $21.4M | 56.7K | 6.6% | ▲+1.7% Added · +970 sh | |
| 3 | Microsoft Corp COM | $12.2M | 32.7K | 3.7% | ▲+6.5% Added · +2K sh | |
| 4 | Analog Devices Inc COM | $11.4M | 28.8K | 3.5% | ▼−0.2% Reduced · −62 sh | |
| 5 | Apple Inc COM | $11.2M | 38.7K | 3.4% | ▼−1.7% Reduced · −680 sh | |
| 6 | Alphabet Inc CAP STK CL A | $10.6M | 29.5K | 3.2% | ▼−0.6% Reduced · −173 sh | |
| 7 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $10.0M | 192.1K | 3.1% | ▲+3.9% Added · +7K sh | |
| 8 | Goldman Sachs Group Inc COM | $9.4M | 9.3K | 2.9% | ▼−7.1% Reduced · −715 sh | |
| 9 | Walmart Inc COM | $9.0M | 79.7K | 2.8% | ▲+0.1% Added · +53 sh | |
| 10 | Bank Of NY Mellon Corp COM | $7.9M | 54.3K | 2.4% | ▼−3.0% Reduced · −2K sh | |
| 11 | Garmin Ltd SHS | $7.6M | 31.9K | 2.3% | ▲+16% Added · +4K sh | |
| 12 | Entergy Corp New COM | $7.6M | 65.9K | 2.3% | ▼−0.4% Reduced · −257 sh | |
| 13 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $7.5M | 148.6K | 2.3% | ▼−36% Reduced · −84K sh | |
| 14 | Amazon Com Inc COM | $7.4M | 31.0K | 2.3% | ▼−2.0% Reduced · −629 sh | |
| 15 | Waste Mgmt Inc Del COM | $7.1M | 31.8K | 2.2% | ▲+2.2% Added · +690 sh | |
| 16 | Cisco Sys Inc COM | $7.0M | 59.6K | 2.1% | ▼−1.0% Reduced · −600 sh | |
| 17 | Verizon Communications Inc COM | $6.2M | 147.0K | 1.9% | ▼−0.3% Reduced · −480 sh | |
| 18 | PNC Finl Svcs Group Inc COM | $5.9M | 23.8K | 1.8% | ▼−0.3% Reduced · −60 sh | |
| 19 | Best Buy Inc COM | $5.7M | 74.6K | 1.7% | ▼~0% Reduced · −10 sh | |
| 20 | AT&T Inc COM | $5.4M | 262.0K | 1.7% | ▲+54% Added · +92K sh | |
| 21 | McDonalds Corp COM | $5.3M | 19.5K | 1.6% | ▲+2.3% Added · +432 sh | |
| 22 | Principal Exchange Traded FD PRIN U S SMALL | $5.2M | 73.6K | 1.6% | ▼−0.9% Reduced · −686 sh | |
| 23 | Nvidia Corporation COM | $5.1M | 25.5K | 1.6% | ▲+2.6% Added · +650 sh | |
| 24 | Chevron Corporation COM | $5.0M | 30.3K | 1.5% | ▲+5.2% Added · +2K sh | |
| 25 | Lockheed Martin Corp COM | $4.9M | 9.6K | 1.5% | ▲+24% Added · +2K sh | |
| 26 | Home Depot Inc COM | $4.7M | 13.4K | 1.4% | ▲+15% Added · +2K sh | |
| 27 | 3M Co COM | $4.6M | 28.6K | 1.4% | ▲+3.6% Added · +999 sh | |
| 28 | Blackstone Inc COM | $4.5M | 38.3K | 1.4% | ▲+11% Added · +4K sh | |
| 29 | Hasbro Inc COM | $4.5M | 54.0K | 1.4% | ▲+0.3% Added · +176 sh | |
| 30 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $4.4M | 64.4K | 1.3% | ▲+2.6% Added · +2K sh | |
| 31 | Bristol-Myers Squibb Co COM | $4.3M | 75.4K | 1.3% | ▲+4.2% Added · +3K sh | |
| 32 | RTX Corporation COM | $4.1M | 21.4K | 1.2% | ▼−16% Reduced · −4K sh | |
| 33 | Medtronic PLC SHS | $3.7M | 46.8K | 1.1% | ▲+0.5% Added · +246 sh | |
| 34 | General Dynamics Corp COM | $3.4M | 9.6K | 1.0% | ▲+2.3% Added · +220 sh | |
| 35 | Albertsons Companies Inc COMMON STOCK | $3.2M | 236.6K | 1.0% | ▲+108% Added · +123K sh | |
| 36 | Uber Technologies Inc COM | $3.0M | 41.6K | 0.9% | ▼−1.9% Reduced · −818 sh | |
| 37 | Ishares TR GLOBAL MATER ETF | $2.9M | 27.0K | 0.9% | ▲+8.8% Added · +2K sh | |
| 38 | Ishares TR ISHS 1-5YR INVS | $2.8M | 52.9K | 0.8% | —Held | |
| 39 | Realty Income Corp COM | $2.6M | 42.4K | 0.8% | ▲+28% Added · +9K sh | |
| 40 | Cboe Global MKTS Inc COM | $2.6M | 10.7K | 0.8% | ▼−10% Reduced · −1K sh | |
| 41 | Select Sector SPDR TR ST STR MATER ETF | $2.5M | 48.6K | 0.8% | ▼−1.8% Reduced · −900 sh | |
| 42 | Visa Inc COM CL A | $2.4M | 7.1K | 0.7% | ▲+17% Added · +1K sh | |
| 43 | Salesforce Inc COM | $2.4M | 15.3K | 0.7% | ▲+0.4% Added · +59 sh | |
| 44 | NextEra Energy Inc COM | $2.3M | 26.1K | 0.7% | ▼−0.9% Reduced · −250 sh | |
| 45 | Truist Finl Corp COM | $2.1M | 42.4K | 0.6% | ▼−1.6% Reduced · −702 sh | |
| 46 | Pfizer Inc COM | $2.0M | 84.4K | 0.6% | ▼−7.6% Reduced · −7K sh | |
| 47 | Servicenow Inc COM | $1.9M | 19.6K | 0.6% | ▼−1.4% Reduced · −270 sh | |
| 48 | Comcast Corp New CL A | $1.9M | 77.9K | 0.6% | ▲+39% Added · +22K sh | |
| 49 | Capital One Finl Corp COM | $1.9M | 9.3K | 0.6% | ▲+1.5% Added · +140 sh | |
| 50 | Spotify Technology S A SHS | $1.8M | 4.0K | 0.6% | ▼−5.2% Reduced · −221 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1715228/holdings"
Use Arkolith to show Wealth Advisors of Tampa Bay, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.