SEC 13F Intelligence

Managers / Q2 2025 · view latest →

FLORIDA FINANCIAL ADVISORS, LLC

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

Reported Value
$440M
Q2 2025
Positions
388
includes revealed positions
Filings on Record
11
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Florida Financial Advisors, LLC reported $440M in U.S.-listed holdings across 388 positions for Q2 2025.

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

Compared with Q1 2025, the fund opened 42 new positions and exited 24.

Portfolio Metrics

Turnover
+3.7%
vs prior filed quarter
Top-10 Concentration
+24.0%
share of reported value
Largest Position
+4.0%
Vanguard Index Fds
New / Exited
42 / 24
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: 49.9%ETP: 49.0%Other: 0.9%REIT: 0.1%ADR: 0.1%
  • Common Stock · 49.9% · $220M
  • ETP · 49.0% · $216M
  • Other · 0.9% · $4M
  • REIT · 0.1% · $418,428
  • ADR · 0.1% · $295,384

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GILDGILEAD SCIENCES INCREVEALEDNEW+32.0K32.0K+$4M$4M
ISHARES TRREVEALEDNEW+17.7K17.7K+$2M$2M
EATBRINKER INTL INCREVEALEDNEW+8.0K8.0K+$1M$1M
GEVGE VERNOVA INCREVEALEDNEW+2.5K2.5K+$1M$1M
NINISOURCE INCREVEALEDNEW+30.4K30.4K+$1M$1M
GRNDGRINDR INCREVEALEDNEW+54.4K54.4K+$1M$1M
QBTSD-WAVE QUANTUM INCREVEALEDNEW+72.8K72.8K+$1M$1M
ISHARES INCREVEALEDNEW+17.6K17.6K+$1M$1M

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

Holdings — Q2 2025REVEALED

32 positions
#IssuerClass% PortfolioValueShares
1J P MORGAN EXCHANGE TRADED FREVEALEDBETABUILDRS US · US QUALTY FCTR6.43%$28M289.7K
2VTVVANGUARD INDEX FDSREVEALEDS&P 500 ETF SHS · VALUE ETF5.66%$25M72.9K
3NDQINVESCO QQQ TRREVEALEDhistory →UNIT SER 15.41%$24M43.2K
4SPDR SERIES TRUSTREVEALEDPRTFLO S&P500 GW · PRTFLO S&P500 VL2.62%$12M161.4K
5XLCSELECT SECTOR SPDR TRREVEALEDTECHNOLOGY · COMMUNICATION2.47%$11M52.8K
6AAPLAPPLE INCREVEALEDhistory →COM2.41%$11M51.7K
7AVGOBROADCOM INCREVEALEDhistory →COM2.23%$10M35.4K
8MSFTMICROSOFT CORPREVEALEDhistory →COM2.08%$9M18.4K
9SCHWAB STRATEGIC TRREVEALEDUS LCAP VA ETF · US DIVIDEND EQ2.05%$9M331.2K
10BRK/BBERKSHIRE HATHAWAY INC DELREVEALEDhistory →CL B NEW2.01%$9M18.2K
11SPDR S&P 500 ETF TRREVEALEDTR UNIT1.77%$8M12.6K
12VANGUARD WORLD FDREVEALEDMEGA CAP INDEX1.73%$8M33.9K
13ISHARES TRREVEALEDRUS TP200 GR ETF1.72%$8M30.8K
14NVDANVIDIA CORPORATIONREVEALEDhistory →COM1.59%$7M44.3K
15GOOGLALPHABET INCREVEALEDhistory →CAP STK CL A1.59%$7M39.5K
16JPMJPMORGAN CHASE & CO.REVEALEDhistory →COM1.58%$7M24.0K
17AMZNAMAZON COM INCREVEALEDhistory →COM1.42%$6M28.4K
18COSTCOSTCO WHSL CORP NEWREVEALEDhistory →COM1.06%$5M4.8K
19INVESCO EXCH TRADED FD TR IIREVEALEDNASDAQ 100 ETF1.02%$4M19.7K
20TAT&T INCREVEALEDCOM0.92%$4M141.2K
21METAMETA PLATFORMS INCREVEALEDCL A0.85%$4M5.1K
22TSLATESLA INCREVEALEDCOM0.77%$3M10.6K
23NFLXNETFLIX INCREVEALEDCOM0.73%$3M2.4K
24WMTWALMART INCREVEALEDCOM0.57%$3M25.8K
25GQ9SPDR GOLD TRREVEALEDGOLD SHS0.47%$2M6.8K
26GILDGILEAD SCIENCES INCCOM0.44%$2M17.4K
27WISDOMTREE TRREVEALEDUS QTLY DIV GRT0.42%$2M22.1K
28HDHOME DEPOT INCCOM0.41%$2M5.0K
29NORTHERN LTS FD TR IVREVEALEDMAIN SECTR ROTN0.41%$2M31.2K
30VVISA INCREVEALEDCOM CL A0.41%$2M5.1K
31PLTRPALANTIR TECHNOLOGIES INCREVEALEDCL A0.41%$2M13.2K
324I1PHILIP MORRIS INTL INCREVEALEDCOM0.39%$2M9.4K

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 ↗.