SEC 13F Intelligence

Managers / Q3 2025 · view latest →

FLORIDA FINANCIAL ADVISORS, LLC

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

Reported Value
$324M
Q3 2025
Positions
262
Filings on Record
11
2019–present window
Filed
Nov 7, 2025
original filing

Summary

Florida Financial Advisors, LLC reported $324M in U.S.-listed holdings across 262 positions for Q3 2025.

Its largest position, Vanguard Index Fds, represents 4.8% of the portfolio.

Compared with Q2 2025, the fund opened 46 new positions and exited 49.

Portfolio Metrics

Turnover
+13.2%
vs prior filed quarter
Top-10 Concentration
+29.1%
share of reported value
Largest Position
+4.8%
Vanguard Index Fds
New / Exited
46 / 49
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: 52.5%ETP: 46.0%Other: 1.0%REIT: 0.4%ADR: 0.1%
  • Common Stock · 52.5% · $170M
  • ETP · 46.0% · $149M
  • Other · 1.0% · $3M
  • REIT · 0.4% · $1M
  • ADR · 0.1% · $449,339

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
RGTIRIGETTI COMPUTING INCNEW+55.0K55.0K+$2M$2M
CAHCARDINAL HEALTH INCNEW+10.0K10.0K+$2M$2M
DASHDOORDASH INCNEW+5.7K5.7K+$2M$2M
TTMITTM TECHNOLOGIES INCNEW+25.7K25.7K+$1M$1M
HOODROBINHOOD MKTS INCNEW+10.2K10.2K+$1M$1M
KTOSKRATOS DEFENSE & SEC SOLUTIONEW+15.2K15.2K+$1M$1M
NEMNEWMONT CORPNEW+16.5K16.5K+$1M$1M
TPRTAPESTRY INCNEW+11.8K11.8K+$1M$1M

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

Holdings — Q3 2025

40 positions
#IssuerClass% PortfolioValueShares
1VTVVANGUARD INDEX FDSS&P 500 ETF SHS · VALUE ETF · GROWTH ETF · TOTAL STK MKT8.01%$26M71.6K
2NDQINVESCO QQQ TRhistory →UNIT SER 14.18%$14M22.5K
3XLCSELECT SECTOR SPDR TRTECHNOLOGY · COMMUNICATION · SBI INT-UTILS3.76%$12M69.6K
4J P MORGAN EXCHANGE TRADED FBETABUILDRS US3.58%$12M95.9K
5VANGUARD WORLD FDMEGA CAP INDEX · MEGA GRWTH IND · MEGA CAP VAL ETF3.55%$11M49.5K
6SCHWAB STRATEGIC TRUS LCAP VA ETF · US DIVIDEND EQ2.70%$9M307.0K
7MSFTMICROSOFT CORPhistory →COM2.68%$9M16.7K
8NVDANVIDIA CORPORATIONhistory →COM2.33%$8M40.4K
9AVGOBROADCOM INChistory →COM2.30%$7M22.5K
10SPDR S&P 500 ETF TRTR UNIT2.19%$7M10.6K
11METAMETA PLATFORMS INChistory →CL A1.85%$6M8.2K
12AAPLAPPLE INChistory →COM1.51%$5M19.2K
13GOOGLALPHABET INChistory →CAP STK CL A1.40%$5M18.7K
14SPDR SERIES TRUSTPRTFLO S&P500 GW · PRTFLO S&P500 VL1.36%$4M59.9K
15INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF · S&P 500 MOMNTM1.34%$4M26.3K
16JPMJPMORGAN CHASE & CO.history →COM1.33%$4M13.7K
17NFLXNETFLIX INChistory →COM1.17%$4M3.2K
18ORCLORACLE CORPhistory →COM1.15%$4M13.3K
19ISHARES TRRUS TP200 GR ETF1.14%$4M13.4K
20WMTWALMART INChistory →COM1.12%$4M35.1K
21PLTRPALANTIR TECHNOLOGIES INChistory →CL A1.12%$4M19.8K
22APPAPPLOVIN CORPCOM CL A0.94%$3M4.2K
23AMZNAMAZON COM INCCOM0.91%$3M13.4K
24TAT&T INCCOM0.80%$3M91.3K
25GILDGILEAD SCIENCES INCCOM0.74%$2M21.7K
26GQ9SPDR GOLD TRGOLD SHS0.74%$2M6.7K
27TSLATESLA INCCOM0.68%$2M4.9K
28VANECK ETF TRUSTSEMICONDUCTR ETF0.65%$2M6.5K
294I1PHILIP MORRIS INTL INCCOM0.62%$2M12.4K
30BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.60%$2M3.8K
31GSGOLDMAN SACHS GROUP INCCOM0.57%$2M2.3K
32ADPAUTOMATIC DATA PROCESSING INCOM0.55%$2M6.0K
33HDHOME DEPOT INCCOM0.55%$2M4.4K
34RGTIRIGETTI COMPUTING INCCOMMON STOCK0.51%$2M55.0K
35VVISA INCCOM CL A0.50%$2M4.8K
36CAHCARDINAL HEALTH INCCOM0.48%$2M10.0K
37DASHDOORDASH INCCL A0.48%$2M5.7K
38QBTSD-WAVE QUANTUM INCCOM0.47%$2M62.0K
39SNEXSTONEX GROUP INCCOM0.47%$2M15.1K
40VSTVISTRA CORPCOM0.47%$2M7.8K

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 ↗.