J.W. COLE ADVISORS, INC.
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,123,908
- Description
- Tampa Florida based relationship driven wealth allocation platform with an incorporated management platform and a disciplined and process driven investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and planning integrated mandate design for planning centered advisory portfolios. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through execution path consistency and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 1,459 | 4,123,908 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q3 2025 | 11/5/2025 | 1,544 | 5,225,274 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q2 2025 | 8/12/2025 | 1,461 | 4,703,425 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q1 2025 | 5/5/2025 | 1,255 | 3,222,112 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q4 2024 | 1/31/2025 | 956 | 2,477,111 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q3 2024 | 10/24/2024 | 934 | 2,385,628 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q2 2024 | 8/8/2024 | 889 | 2,125,484 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q1 2024 | 4/30/2024 | 881 | 1,981,614 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q4 2023 | 1/31/2024 | 816 | 1,707,554 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q3 2023 | 10/24/2023 | 734 | 1,356,621 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q2 2023 | 7/27/2023 | 758 | 1,403,139 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q1 2023 | 5/3/2023 | 774 | 1,404,835 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q4 2022 | 2/14/2023 | 741 | 1,300,095 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q3 2022 | 10/31/2022 | 725 | 1,198,161 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q2 2022 | 7/27/2022 | 733 | 1,254,141 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q1 2022 | 6/10/2022 | 806 | 1,491,997 | 13F-HR/A - RESTATEMENT | J.W. COLE ADVISORS, INC. |
| Q1 2022 | 5/16/2022 | 1,803 | 583,615 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q4 2021 | 1/25/2022 | 833 | 1,536,233 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q3 2021 | 10/26/2021 | 478 | 1,399,406 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q2 2021 | 8/6/2021 | 736 | 1,270,883 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q1 2021 | 4/28/2021 | 668 | 1,037,663 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q4 2020 | 2/12/2021 | 629 | 962,168 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q3 2020 | 11/5/2020 | 766 | 1,305,097 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q2 2020 | 8/7/2020 | 303 | 665,139 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q1 2020 | 5/7/2020 | 101 | 51,745 | 13F-HR | J.W. COLE ADVISORS, INC. |
| Q4 2019 | 1/23/2020 | 547 | 793,235 | 13F-HR | J.W. COLE ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.323 M | 80.8% | 0 | 843 K | -843 K |
| ETFs | 734.9 K | 17.9% | 0 | 248.9 K | -248.9 K |
| Debt | 45.93 K | 1.1% | 0 | 8.63 K | -8.63 K |
| Other | 6.671 K | 0.2% | 0 | 1.101 K | -1.101 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
4,123,908
Holdings
1459
QoQ value change ($000)
-1,101,366
(-21.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.