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Portfolio (Quarterly) Guide ↗

FLORIDA FINANCIAL ADVISORS, LLC

· CIK 0002050972
13F Portfolio $592M AUM 362 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 362 New
Page 8 of 19  ·  362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,939.0 $926K 0.16% NEW $477.69 -12.3%
142 SLYV SPDR SERIES TRUST 8,428.0 $920K 0.15% NEW $109.13 +1.2%
143 APP APPLOVIN CORP Technology 1,782.0 $918K 0.15% NEW $515.22 -40.7%
144 BND VANGUARD BD INDEX FDS 12,489.0 $917K 0.15% NEW $73.41 -1.6%
145 MA MASTERCARD INCORPORATED Financial Services 1,772.0 $911K 0.15% NEW $514.12 +12.9%
146 MDYV SPDR SERIES TRUST 9,579.0 $909K 0.15% NEW $94.85 +0.9%
147 RVMD REVOLUTION MEDICINES INC Healthcare 4,833.0 $905K 0.15% NEW $187.28 +11.8%
148 CSCO CISCO SYS INC Technology 7,668.0 $901K 0.15% NEW $117.47 -5.5%
149 VXUS VANGUARD STAR FDS 10,419.0 $891K 0.15% NEW $85.49 +2.6%
150 NFLX NETFLIX INC. Communication Services 12,319.0 $873K 0.15% NEW $70.83 +12.4%
151 XLV SELECT SECTOR SPDR TR 5,488.0 $871K 0.15% NEW $158.67 +10.1%
152 SOFI SOFI TECHNOLOGIES INC Financial Services 48,180.0 $864K 0.15% NEW $17.93 +5.5%
153 XLF SELECT SECTOR SPDR TR 15,984.0 $857K 0.14% NEW $53.61 +7.2%
154 XLB SELECT SECTOR SPDR TR 16,225.0 $825K 0.14% NEW $50.83 +5.3%
155 SPHQ INVESCO EXCHANGE TRADED FD T 9,111.0 $821K 0.14% NEW $90.10 -4.6%
156 VYM VANGUARD WHITEHALL FDS 5,178.0 $818K 0.14% NEW $158.05 +4.4%
157 PPA INVESCO EXCHANGE TRADED FD T 4,621.0 $816K 0.14% NEW $176.63 -1.7%
158 NEE NEXTERA ENERGY INC Utilities 9,162.0 $804K 0.14% NEW $87.75 -4.7%
159 CMI CUMMINS INC Industrials 1,101.0 $786K 0.13% NEW $714.17 -17.7%
160 CGNG CAPITAL GROUP NEW GEOGRAPHY 20,896.0 $783K 0.13% NEW $37.46 -1.4%
Page 8 of 19  ·  362 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.1%
Industrials 16.2%
Financial Services 13.5%
Healthcare 7.0%
Consumer Cyclical 6.0%
Communication Services 5.6%
Basic Materials 3.0%
Consumer Defensive 2.6%
Utilities 2.0%
Energy 2.0%