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Florida Financial Advisors - Q1 2026 13F Filings

FL

Florida Financial Advisors, LLC

CIK: 0002050972
Address: Florida Tampa 6550 W. Hillsborough Ave Ste 130
$418.01 M
Portfolio Value
317
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. JNJ Johnson & Johnson
+$4.16 M
2. CAT Caterpillar
+$3.61 M
3. SNDK Sandisk Corporation
+$2.75 M
4. GOOGL Alphabet
+$2.54 M
5. AUGO Aura Minerals
+$2.41 M

Top Sells

Q1 2026
1. GILD Gilead Sciences
−$3.38 M
2. JPM Jpmorgan Chase & Co
−$2.83 M
3. PLTR Palantir Technologies
−$2.54 M
4. META Meta Platforms
−$1.92 M
5. SNEX Stonex Group
−$1.73 M

Asset Allocation

Stocks/ETFs
+13.62%
$418.01 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Florida Financial Advisors Q1 2026 Filing Summary

Florida Financial Advisors, LLC filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 418.01 M reflecting a +13.62% change from the prior quarter, spanning 317 assets. The top 10 holdings comprised 24.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 71 new positions and 31 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Florida Financial Advisors’s Q1 2026 Filing

Florida Financial Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Florida Financial Advisors reported a managed portfolio value of 418.01 M, consisting of 317 individual positions.

This page displays the raw filing documents. To see which stocks Florida Financial Advisors bought or sold during Q1 2026, please visit Florida Financial Advisors's Portfolio Analysis page.