Sara-Bay Financial, based in Sarasota, Florida, has filed its Form 13F-HR for the period ending September 30, 2026. The filing details the firm's equity holdings as of the close of the third quarter.
The report lists 89 separate positions held by the firm. The largest holding disclosed in the filing is NVIDIA Corporation, for which the firm reported ownership of 68,075,794 shares. Other notable equity positions include Micron Technology (218,290 shares), Seagate Technology (4,708,380 shares), and Marvell Technology (678,491 shares).
The portfolio also includes significant exposure to exchange-traded funds (ETFs). The firm holds the iShares Bitcoin Trust ETF with 11,302,339 shares and the iShares Ethereum Trust ETF with 201,200 shares. Additionally, the firm holds various Vanguard ETFs, including the Vanguard Total Bond Market Index Fund ETF Shares (911,950 shares) and the Vanguard High Dividend Yield Index Fund ETF Shares (3,890,773 shares).
The filing indicates that all positions are held in a Sole voting capacity with no shared voting or dispositive rights.
