Wealth Advisors of Tampa Bay, LLC
•CIK: 1715228•Filing: Q4 2025
**Wealth Advisors of Tampa Bay, LLC** manages $290M across a diversified portfolio of 92 positions. The fund exhibits a significant allocation to technology and established market leaders, with top holdings including AVGO at $19.6M and MSFT at $13.5M. Further concentration is evident in AAPL ($10.9M), GLW ($10.4M), and JPST ($10.0M). This structure suggests a core investment thesis focused on high-quality, large-cap growth and technology exposure.
Total AUM
$289.8M
QoQ Performance
-3.5%
Positions
89
Top 10 Concentration
37.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AVGO6.8%
MSFT4.7%
AAPL3.8%
GLW3.6%
JPST3.4%
WMT3.4%
GOOGL3.3%
GS3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.7%
Technology23.4%
Consumer10.9%
Financial7.1%
Healthcare4.3%
Industrial3.9%
Communication3.3%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
↑23 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023