SEC 13F Intelligence

Managers / Q1 2026

FLORIDA FINANCIAL ADVISORS, LLC

CIK 0002050972 · 6550 W. HILLSBOROUGH AVE, STE 130, TAMPA, FL, 33634 · 813-333-1683

Reported Value
$418M
Q1 2026
Positions
317
Filings on Record
11
2019–present window
Filed
May 7, 2026
original filing

Summary

Florida Financial Advisors, LLC reported $418M in U.S.-listed holdings across 317 positions for Q1 2026.

Its largest position, Vanguard Index Fds, represents 4.0% of the portfolio.

Compared with Q4 2025, the fund opened 71 new positions and exited 31.

Portfolio Metrics

Turnover
+12.5%
vs prior filed quarter
Top-10 Concentration
+24.2%
share of reported value
Largest Position
+4.0%
Vanguard Index Fds
New / Exited
71 / 31
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $224MQ4 ’24Q1 ’25: $254MQ1 ’25Q2 ’25: $440MQ2 ’25Q3 ’25: $324MQ3 ’25Q4 ’25: $368MQ4 ’25Q1 ’26: $418MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 54.8%ETP: 42.8%Other: 1.8%REIT: 0.5%ADR: 0.2%
  • Common Stock · 54.8% · $229M
  • ETP · 42.8% · $179M
  • Other · 1.8% · $8M
  • REIT · 0.5% · $2M
  • ADR · 0.2% · $634,397

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SNDKSANDISK CORPNEW+4.3K4.3K+$3M$3M
AURA MINERALS INCNEW+29.5K29.5K+$2M$2M
ISIIONIS PHARMACEUTICALS INCNEW+25.9K25.9K+$2M$2M
ENSENERSYSNEW+11.1K11.1K+$2M$2M
SCCOSOUTHERN COPPER CORPNEW+10.8K10.8K+$2M$2M
INDVINDIVIOR PHARMACEUTICALS INCNEW+58.7K58.7K+$2M$2M
HLHECLA MINING COMPANYNEW+89.6K89.6K+$2M$2M
HIIHUNTINGTON INGALLS INDS INCNEW+4.1K4.1K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

43 positions
#IssuerClass% PortfolioValueShares
1VTVVANGUARD INDEX FDSS&P 500 ETF SHS · VALUE ETF6.12%$26M72.6K
2NDQINVESCO QQQ TRhistory →UNIT SER 13.07%$13M22.2K
3XLESELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET ENE · STATE STREET UTI2.92%$12M154.5K
4J P MORGAN EXCHANGE TRADED FBETABUILDRS US2.87%$12M102.4K
5NVDANVIDIA CORPORATIONhistory →COM2.71%$11M64.9K
6GOOGLALPHABET INChistory →CAP STK CL A2.63%$11M38.3K
7SCHWAB STRATEGIC TRUS LCAP VA ETF · US DIVIDEND EQ2.42%$10M331.3K
8VANGUARD WORLD FDMEGA CAP INDEX · MEGA CAP VAL ETF2.34%$10M48.9K
9MSFTMICROSOFT CORPhistory →COM1.78%$7M20.1K
10INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF · S&P 500 MOMNTM1.78%$7M46.7K
11AVGOBROADCOM INChistory →COM1.69%$7M22.8K
12AAPLAPPLE INChistory →COM1.63%$7M26.8K
13STATE STR SPDR S&P 500 ETF TTR UNIT1.61%$7M10.3K
14SPDR SERIES TRUSTSTATE STREET SPD1.53%$6M88.0K
15JNJJOHNSON & JOHNSONhistory →COM1.43%$6M24.4K
16WMTWALMART INChistory →COM1.08%$5M36.3K
17CATCATERPILLAR INChistory →COM1.00%$4M5.9K
18NFLXNETFLIX INC.COM0.94%$4M40.7K
19MUMICRON TECHNOLOGY INCCOM0.93%$4M11.5K
20AMZNAMAZON COM INCCOM0.90%$4M18.1K
21SEAGATE TECHNOLOGY HLDNGS PLORD SHS0.84%$4M8.9K
22WDCWESTERN DIGITAL CORPCOM0.81%$3M12.5K
23ISHARES TRRUS TP200 GR ETF0.78%$3M13.1K
24CAHCARDINAL HEALTH INCCOM0.77%$3M15.2K
25GQ9SPDR GOLD TRGOLD SHS0.75%$3M7.3K
26LBRTLIBERTY ENERGY INCCOM CL A0.74%$3M106.8K
27ORCLORACLE CORPCOM0.74%$3M20.9K
28NEMNEWMONT CORPCOM0.72%$3M27.8K
29LITELUMENTUM HLDGS INCCOM0.70%$3M4.2K
30VANECK ETF TRUSTSEMICONDUCTR ETF0.69%$3M7.5K
31LRCXLAM RESEARCH CORPCOM NEW0.68%$3M13.3K
32METAMETA PLATFORMS INCCL A0.68%$3M5.0K
33GSGOLDMAN SACHS GROUP INCCOM0.67%$3M3.3K
34SNDKSANDISK CORPCOM0.66%$3M4.3K
35APHAMPHENOL CORPCL A0.64%$3M21.2K
36TPRTAPESTRY INCCOM0.63%$3M18.6K
37CIENCIENA CORPCOM NEW0.63%$3M6.7K
38AMDADVANCED MICRO DEVICES INCCOM0.61%$3M12.5K
39TTMITTM TECHNOLOGIES INCCOM0.59%$2M25.2K
40IAU*ISHARES GOLD TRISHARES NEW0.59%$2M27.7K
41AURA MINERALS INCSHS NEW0.58%$2M29.5K
426RJ0ROCKET LAB CORPCOM0.58%$2M37.4K
43SLVISHARES SILVER TRISHARES0.55%$2M33.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$418M317May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$368M277Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$324M262Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025REVEALED$440M388Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$254M247May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$224M194Feb 12, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.