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Florida Financial Advisors, LLC 13F Filings, Portfolio & Analysis

CIK: 0002050972
Tampa 6550 W. Hillsborough Ave Ste 130
Zip Code: 33634
Latest Portfolio Value
$591.77 M
+41.57%
Total Holdings
362
45
Latest Report Date
Q2 2026
Top 10 Concentration
21.73%

Florida Financial Advisors, LLC — Portfolio Overview & Company Profile

Florida Financial Advisors, LLC (CIK: 0002050972) is a financial institution headquartered at 6550 W. Hillsborough Ave, Ste 130, Tampa, Florida 33634. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $591.77 M, comprising 362 distinct securities. Over its filing history, it has submitted 12 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 21.7%. Quarterly turnover: 12.2%. ▲ 79 new, +173 added, −109 reduced, ×34 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
+41.57%
$591.77 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
29,749 $20.43 M 3.45% ▲ 1,455 Add 5.1%
46,646 $16.67 M 2.82% ▲ 8,373 Add 21.9%
21,877 $16.11 M 2.72% ▼ 367 Reduce -1.7%
104,335 $14.06 M 2.38% ▲ 1,896 Add 1.9%
69,389 $13.88 M 2.35% ▲ 4,450 Add 6.9%
9,255 $10.68 M 1.81% ▼ 2,202 Reduce -19.2%
45,521 $9.92 M 1.68% ▲ 1,215 Add 2.7%
12,484 $9.03 M 1.53% ▲ 8,047 Add 181.4%
3,953 $8.99 M 1.52% ▼ 370 Reduce -8.6%
46,112 $8.79 M 1.48% ▼ 2,835 Reduce -5.8%

Historical Portfolio Charts