Wealth Advisors of Tampa Bay, LLC

CIK 0001715228 · Q1 2026

13F Equity AUM

$302.4M

+4.3% QoQ

Positions

+1 QoQ

AUM Rank

#5,832

Top 47%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #3,370 · Top 41%

vs S&P -5.3%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 20.8%Top 10: 36.0%Top 20: 57.0%

AVGO5.7%

GLW4.2%

JPST3.9%

MSFT3.8%

AAPL3.3%

WMT3.3%

JPLD3.2%

ADI3.0%

GOOGL2.8%

GS2.8%

Others (83)64.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology29.0%

Financial Services26.7%

Communication Services9.4%

Consumer Cyclical8.7%

Industrials7.9%

Consumer Defensive5.3%

Healthcare5.3%

Utilities3.4%

Other4.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 93Median: 0.66%Avg: 1.08%

0–0.5%

40(8.9%)

0.5–1%

17(12.1%)

1–3%

28(48.6%)

3–5%

7(24.6%)

5%+

1(5.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 91Unique: 2vs 20 funds

1.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.7%

BANK OF AMERICA CORP /DE/

1.9%

1.8%

2.7%

VANGUARD CAPITAL MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

2.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased29Decreased35Exited4

New Positions

ACI0.6%

+114K

ZTS0.6%

+16K

NFLX0.5%

+14K

RDDT0.1%

+2K

DFUV0.1%

+4K

Increased

JPLD3.2%

+68K(+58%)

JPST3.9%

+35K(+18%)

BBY1.6%

+25K(+51%)

T0.7%

+18K(+12%)

CMCSA0.5%

+16K(+39%)

MMM1.3%

+9K(+49%)

MXI0.9%

+8K(+47%)

UBER1.0%

+6K(+17%)

BX1.3%

+6K(+21%)

NOW0.7%

+4K(+22%)

Decreased

GLW4.2%

-26,434(-22%)

WMT3.3%

-8,391(-10%)

PFE0.8%

-6,725(-7%)

BK2.2%

-4,350(-7%)

T1.6%

-3,910(-2%)

TFC0.7%

-3,475(-7%)

BAC2.5%

-3,062(-2%)

ETR2.5%

-2,546(-4%)

PSC1.4%

-1,293(-2%)

CSCO1.6%

-1,164(-2%)

Exited

-18,500

KHC

-36,983

PYPL

-6,294

DIS

-1,850

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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