Wealth Advisors of Tampa Bay, LLC

CIK 0001715228 · Q2 2026

13F Equity AUM

$326.9M

+8.1% QoQ

Positions

+1 QoQ

AUM Rank

#6,267

Top 50%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #3,050 · Top 37%

vs S&P -2.3%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 24.1%Top 10: 38.5%Top 20: 59.0%

GLW6.9%

AVGO6.5%

MSFT3.7%

ADI3.5%

AAPL3.4%

GOOGL3.2%

JPLD3.1%

GS2.9%

WMT2.8%

BK2.4%

Others (84)61.5%

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

Sector Allocation

Technology34.0%

Financial Services25.3%

Communication Services8.8%

Consumer Cyclical8.4%

Industrials7.4%

Consumer Defensive5.0%

Healthcare4.0%

Utilities3.2%

Other3.8%

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

Position Sizing

Positions: 94Median: 0.59%Avg: 1.06%

0–0.5%

43(9.2%)

0.5–1%

17(12.3%)

1–3%

27(48.1%)

3–5%

5(17.0%)

5%+

2(13.5%)

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

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Portfolio Overlap

Shared: 0Unique: 94vs 20 funds

0%Low

Fund positions

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.

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Position Changes This Quarter

New3Increased34Decreased38Exited2

New Positions

BR0.1%

+3K

GEV0.1%

+224

GE0.1%

+639

Increased

ACI1.0%

+123K(+108%)

T1.7%

+92K(+54%)

CMCSA0.6%

+22K(+39%)

O0.8%

+9K(+28%)

ACN0.5%

+8K(+128%)

JPLD3.1%

+7K(+4%)

GRMN2.3%

+4K(+16%)

KLAC0.4%

+4K(+836%)

BX1.4%

+4K(+11%)

BMY1.3%

+3K(+4%)

Decreased

JPST2.3%

-84,354(-36%)

T0.4%

-44,335(-26%)

PFE0.6%

-6,961(-8%)

HAL0.2%

-4,425(-23%)

GLW6.9%

-4,180(-5%)

RTX1.2%

-3,975(-16%)

CRWD0.1%

-3,288(-88%)

BK2.4%

-1,698(-3%)

VLY0.1%

-1,305(-8%)

CBOE0.8%

-1,215(-10%)

Exited

ZTS

-16,145

IWM

-874

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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