1y return+19.1%S&P 500 +20.9%
3y return+53.3%S&P 500 +68.5%
5y return+51.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $199 against $280 in the S&P 500.2
Wealth Advisors of Tampa Bay, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLWCorning Inc | $22.6M | 6.9% | −4.5% |
| AVGOBroadcom Inc | $21.4M | 6.6% | +1.7% |
| MSFTMicrosoft Corp | $12.2M | 3.7% | +6.5% |
| ADIAnalog Devices Inc | $11.4M | 3.5% | |
| AAPLApple Inc | $11.2M | 3.4% | −1.7% |
| GOOGLAlphabet Inc | $10.6M | 3.2% | |
| JPLDJ P Morgan Exchange Traded F | $10.0M | 3.1% | +3.9% |
| GSGoldman Sachs Group Inc | $9.4M | 2.9% | −7.1% |
| WMTWalmart Inc | $9.0M | 2.8% | |
| BNYBank Of Ny Mellon Corp | $7.9M | 2.4% | −3.0% |
| Garmin LtdCUSIP H2906T109 | $7.6M | 2.3% | +16.4% |
| ETREntergy Corp New | $7.6M | 2.3% | |
| JPSTJ P Morgan Exchange Traded F | $7.5M | 2.3% | −36.2% |
| AMZNAmazon Com Inc | $7.4M | 2.3% | −2.0% |
| WMWaste Mgmt Inc Del | $7.1M | 2.2% | +2.2% |
| CSCOCisco Sys Inc | $7.0M | 2.1% | |
| VZVerizon Communications Inc | $6.2M | 1.9% | |
| PNCPnc Finl Svcs Group Inc | $5.9M | 1.8% | |
| BBYBest Buy Inc | $5.7M | 1.7% | |
| TAt&t Inc | $5.4M | 1.7% | +54.2% |
| MCDMcdonalds Corp | $5.3M | 1.6% | +2.3% |
| PSCPrincipal Exchange Traded Fd | $5.2M | 1.6% | |
| NVDANvidia Corporation | $5.1M | 1.6% | +2.6% |
| CVXChevron Corporation | $5.0M | 1.5% | +5.2% |
| LMTLockheed Martin Corp | $4.9M | 1.5% | +23.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | September 30, 2020 | +936.9% | $21.4M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $22.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $10.6M |
| GSGoldman Sachs Group Inc | September 30, 2020 | +403.3% | $9.4M |
| BNYBank Of Ny Mellon Corp | June 30, 2020 | +274.1% | $7.9M |
| ADIAnalog Devices Inc | June 30, 2020 | +223.9% | $11.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $11.2M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $4.1M |
| CSCOCisco Sys Inc | June 30, 2020 | +151.8% | $7.0M |
| GDGeneral Dynamics Corp | June 30, 2020 | +137.0% | $3.4M |
Sold off last quarter
- ZTSZoetis Inc was $1.9M
- IWMIshares Russell was $217K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.5% | +14.8% |
| March 31, 2026 | +1.7% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +7.9% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +11.6% | +11.2% |
| September 30, 2023 | −6.3% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −7.7% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +8.8% | +10.7% |
| September 30, 2021 | +0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealth Advisors of Tampa Bay, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1715228&type=13F-HR&dateb=&owner=include&count=40CIK 1715228
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1715228/000171522826000002/Filed August 14, 2026 · accession 0001715228-26-000002