13F filer

Florida Financial Advisors

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 2050972 SEC filings ↗

13F Value

$591.8M

Positions

362

Top Position

VOO3.5%

Top 5

13.7%

Latest filing changes

vs Mar 31, 2026

1 AMAT Applied Materials +181.4%+$5.8M

2 TER Teradyne +341.9%+$4.7M

3 INTC Intel +331.6%+$3.6M

4 GOOGL Alphabet Class A +21.9%+$3.0M

5 CAT Caterpillar +37.9%+$2.4M

Holdings362

#
1	VOO Vanguard 500 Index Fund — ETF Shares	3.5%	$20.4M	+5.1%	29.7K	4.0%	ETF
2	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 46,646 reported quantity $16,671,947 reported value	2.8%	$16.7M	+21.9%	46.6K	2.6%	Common Stock
3	QQQ Invesco QQQ Trust, Series 1	2.7%	$16.1M	-1.6%	21.9K	3.1%	ETF
4	BBUS JPMorgan BetaBuilders U.S. Equity ETF	2.4%	$14.1M	+1.9%	104.3K	2.9%	ETF
5	NVDA NVIDIA	2.3%	$13.9M	+6.9%	69.4K	2.7%	Common Stock
6	MU Micron Technology	1.8%	$10.7M	-19.2%	9.3K	0.9%	Common Stock
7	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.7%	$9.9M	+2.7%	45.5K	2.1%	ETF
8	AMAT Applied Materials	1.5%	$9.0M	+181.4%	12.5K	0.4%	Common Stock
9	SNDK Sandisk	1.5%	$9.0M	-8.6%	4.0K	0.7%	Common Stock
10	XLK State Street(R) Technology Select Sector SPDR(R) ETF	1.5%	$8.8M	-5.8%	46.1K	1.6%	ETF
11	CAT Caterpillar	1.5%	$8.7M	+37.9%	8.1K	1.0%	Common Stock
12	JNJ Johnson & Johnson	1.3%	$7.9M	+28.0%	31.2K	1.4%	Common Stock
13	AAPL Apple	1.3%	$7.8M	+0.7%	27.0K	1.6%	Common Stock
14	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.3%	$7.5M	-2.6%	10.1K	1.6%	ETF
15	MGC Vanguard Morningstar Mega Cap Index Fund — ETF Shares	1.3%	$7.4M	-8.0%	27.1K	1.7%	ETF
16	MSFT Microsoft	1.2%	$7.1M	-5.8%	18.9K	1.8%	Common Stock
17	LRCX Lam Research Filing details 512807306 Jun 30, 2026 16,285 reported quantity $7,057,703 reported value	1.2%	$7.1M	+22.2%	16.3K	0.7%	Common Stock
18	AMD Advanced Micro Devices	1.2%	$7.0M	-3.1%	12.1K	0.6%	Common Stock
19	STX Seagate Technology	1.2%	$6.9M	-19.8%	7.2K	0.8%	Common Stock
20	SPMO Invesco S&P 500 Momentum ETF	1.1%	$6.4M	+35.9%	39.7K	0.8%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing34

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.