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Wealth Preservation Advisors

Latest statistics and disclosures from Wealth Preservation Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001968434

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Positions held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Preservation Advisors

Wealth Preservation Advisors holds 621 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Wealth Preservation Advisors has 621 total positions. Only the first 250 positions are shown.

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Download the Wealth Preservation Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Alphabet Inc Class Class C Common Stock (GOOG)	15.8	$31M	100k	313.80	View chart
Amazon.com Common Stock (AMZN)	9.8	$20M	84k	230.82	View chart
Nvidia Corp Common Stock (NVDA)	8.8	$18M	94k	186.50	View chart
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)	7.2	$14M	500k	28.53	View chart
Microsoft Corp Common Stock (MSFT)	5.9	$12M	24k	483.63	View chart
Uber Technologies Common Stock (UBER)	5.0	$10M	122k	81.71	View chart
Apple Common Stock (AAPL)	4.8	$9.5M	35k	271.86	View chart
Peoples Bancorp Incorporated Common (PEBO)	4.2	$8.4M	279k	30.03	View chart
Vanguard Value Etf Uit Exchange Traded (VTV)	2.9	$5.7M	30k	190.99	View chart
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund	2.5	$4.9M	94k	52.27	View chart
Netflix Common Stock (NFLX)	1.4	$2.9M	30k	93.76	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	1.4	$2.8M	5.7k	487.89	View chart
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)	1.2	$2.5M	14k	177.37	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	1.2	$2.4M	7.8k	313.02	View chart
Blue Owl Cap Corp Common Stock (OBDC)	1.2	$2.3M	186k	12.43	View chart
Meta Platforms Inc Class A Common Stock (META)	0.9	$1.7M	2.6k	660.32	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.9	$1.7M	2.5k	681.83	View chart
Ishares Currency Hedg Msci Eafe Etf Uit Exchange Traded (HEFA)	0.8	$1.6M	39k	41.36	View chart
Simon Ppty Group Inc Newreit Real Estate Investme (SPG)	0.7	$1.5M	8.0k	185.11	View chart
Dimensional Us Small Capvalu Etf Uit Exchange Traded (DFSV)	0.6	$1.2M	37k	32.89	View chart
First Horizon Corp Common Stock (FHN)	0.6	$1.2M	51k	23.90	View chart
Fb Finl Corp Common Stock (FBK)	0.5	$1.1M	19k	55.80	View chart
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)	0.4	$873k	9.1k	96.03	View chart
Vanguard Mid Cap Growth Etf Uit Exchange Traded (VOT)	0.4	$835k	3.0k	279.10	View chart
Vanguard Small Cap Valueetf Uit Exchange Traded (VBR)	0.4	$788k	3.7k	211.76	View chart
Berkshire Hathaway Class Class B Common Stock (BRK.B)	0.4	$758k	1.5k	502.65	View chart
Merck & Co Common Stock (MRK)	0.4	$757k	7.2k	105.26	View chart
Pnc Finl Services Common Stock (PNC)	0.4	$752k	3.6k	208.73	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.4	$702k	1.8k	396.31	View chart
Ste Strt Fincl Slct Sector Spdr Etf Uit Exchange Traded (XLF)	0.3	$669k	12k	54.77	View chart
Stepstone Private Markets Class I Closed End Mutl Fund (XPMIX)	0.3	$645k	11k	60.91	View chart
Ishares Currency Hedg Msci Emerg Etf Uit Exchange Traded (HEEM)	0.3	$606k	17k	34.76	View chart
Wells Fargo & Co Common Stock (WFC)	0.3	$595k	6.4k	93.20	View chart
Morgan Stanley Common Stock (MS)	0.3	$592k	3.3k	177.53	View chart
Deere & Co Common Stock (DE)	0.3	$585k	1.3k	465.57	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Master Limited Partnership (AB)	0.3	$580k	15k	38.48	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.3	$576k	1.8k	322.22	View chart
The Coca-cola Common Stock (KO)	0.3	$574k	8.2k	69.91	View chart
Ishares S&p 500 Growth Etf Uit Exchange Traded (IVW)	0.3	$554k	4.5k	123.26	View chart
Stock Yds Bancorp Common Stock (SYBT)	0.3	$537k	8.3k	64.95	View chart
Rtx Corporation Common (RTX)	0.3	$525k	2.9k	183.40	View chart
Kkr & Co Common Stock (KKR)	0.3	$510k	4.0k	127.48	View chart
Omega Healthcare Invs Inreit Real Estate Investme (OHI)	0.3	$502k	11k	44.34	View chart
Schwab Us Large Cap Value Etf Uit Exchange Traded (SCHV)	0.2	$471k	16k	29.61	View chart
Schwab International Equity Etf Uit Exchange Traded (SCHF)	0.2	$471k	20k	24.04	View chart
Churchill Downs Incorporated Common (CHDN)	0.2	$464k	4.1k	113.78	View chart
Blue Owl Cap Inc Class A Common Stock (OWL)	0.2	$460k	31k	14.94	View chart
Nuveen Global Cities Reit Inc Class I Real Estate Investme (ZNGRIX)	0.2	$433k	38k	11.33	View chart
Southstate Bk Corp Common Stock (SSB)	0.2	$423k	4.5k	94.11	View chart
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)	0.2	$415k	2.9k	143.52	View chart
Union Pac Corp Common Stock (UNP)	0.2	$411k	1.8k	231.32	View chart
Newmont Corp Common Stock (NEM)	0.2	$402k	4.0k	99.85	View chart
Broadcom Common Stock (AVGO)	0.2	$400k	1.2k	344.46	View chart
Marathon Pete Corporation Common (MPC)	0.2	$395k	2.4k	162.63	View chart
Vanguard Small Cap Growth Etf Uit Exchange Traded (VBK)	0.2	$394k	1.3k	302.20	View chart
Constellation Energy Corporation Common (CEG)	0.2	$377k	1.1k	353.12	View chart
Progressive Corporation Common (PGR)	0.2	$370k	1.6k	227.72	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$353k	1.2k	305.63	View chart
Abbott Labs Common Stock (ABT)	0.2	$353k	2.8k	125.29	View chart
Agnico Eagle Mines Ltd F Foreign Canadian (AEM)	0.2	$352k	2.1k	169.53	View chart
Ark 21shares Bitcoin Etf Uit Exchange Traded (ARKB)	0.2	$349k	12k	29.04	View chart
Abbvie Common Stock (ABBV)	0.2	$347k	1.5k	228.49	View chart
Servicenow Common Stock (NOW)	0.2	$337k	2.2k	153.20	View chart
Ishares S&p Mid Cap 400 Value Etf Uit Exchange Traded (IJJ)	0.2	$326k	2.5k	131.59	View chart
Ishares Tr Eafe Sml Cp Etf Exchange Traded Funds (SCZ)	0.2	$315k	4.1k	77.53	View chart
Tesla Common Stock (TSLA)	0.2	$314k	699.00	449.72	View chart
Seabridge Gold Inc F Foreign Canadian (SA)	0.2	$306k	10k	29.59	View chart
Amphenol Corporation New Class A Common (APH)	0.2	$300k	2.2k	135.14	View chart
Salesforce Common Stock (CRM)	0.1	$297k	1.1k	264.88	View chart
Us Bancorp Del Common (USB)	0.1	$276k	5.2k	53.36	View chart
Norfolk Southn Corporation Common (NSC)	0.1	$274k	950.00	288.73	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	0.1	$268k	428.00	627.13	View chart
Apollo Global Mgmt Inc Nclass Class A Common Stock (APO)	0.1	$268k	1.8k	144.76	View chart
Ishares 0-3 Month Treasury Bond Etf Uit Exchange Traded (SGOV)	0.1	$264k	2.6k	100.38	View chart
Trane Technologies Ordinary Shares (TT)	0.1	$263k	676.00	389.20	View chart
Smartfinl Common Stock (SMBK)	0.1	$257k	6.9k	36.99	View chart
Vanguard Ftse Europe Etf Uit Exchange Traded (VGK)	0.1	$257k	3.1k	83.61	View chart
Snowflake Inc Class Class A Common Stock (SNOW)	0.1	$255k	1.2k	219.36	View chart
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)	0.1	$244k	5.2k	47.02	View chart
Oracle Corp Common Stock (ORCL)	0.1	$235k	1.2k	194.87	View chart
Wisdomtree Japan Hedged Equity Etf Uit Exchange Traded (DXJ)	0.1	$232k	1.6k	144.16	View chart
Yum Brands Common Stock (YUM)	0.1	$230k	1.5k	151.28	View chart
Ishares Core S&p Mid Capetf Uit Exchange Traded (IJH)	0.1	$226k	3.4k	66.00	View chart
Intel Corp Common Stock (INTC)	0.1	$226k	6.1k	36.90	View chart
Spdr Ssga Ig Public And Prvt Crt Etf Uit Exchange Traded (PRIV)	0.1	$219k	8.6k	25.41	View chart
Walmart Common Stock (WMT)	0.1	$219k	2.0k	111.42	View chart
Dimensional Us Core Equity Markt Etf Uit Exchange Traded (DFAU)	0.1	$214k	4.6k	46.80	View chart
Pinnacle Finl Partners Imandatory Merger Eff: 01/02/26 Common Stock	0.1	$210k	2.2k	95.41	View chart
Ishares S&p Mid Cap 400 Grwth Etf Uit Exchange Traded (IJK)	0.1	$207k	2.1k	96.88	View chart
Ppl Corp Common Stock (PPL)	0.1	$200k	5.7k	35.02	View chart
Visa Inc Class Class A Common Stock (V)	0.1	$200k	570.00	350.71	View chart
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)	0.1	$198k	3.6k	54.71	View chart
American Express Common Stock (AXP)	0.1	$196k	529.00	369.70	View chart
Kinross Gold Corp F Foreign Canadian (KGC)	0.1	$185k	6.6k	28.16	View chart
Accenture Plc Ireland Shs Class A Ordinary Shares (ACN)	0.1	$185k	688.00	268.30	View chart
Lowes Cos Common Stock (LOW)	0.1	$184k	761.00	241.16	View chart
Ishares 0 1 Year Treasury Bond Etf Uit Exchange Traded (SHV)	0.1	$181k	1.6k	110.15	View chart
Qxo Common Stock (QXO)	0.1	$174k	9.0k	19.29	View chart
International Business Machines Common (IBM)	0.1	$165k	556.00	296.18	View chart
Astrazeneca American Dep. Receipt	0.1	$163k	1.8k	91.93	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$162k	1.4k	117.21	View chart
Equinox Gold Corp F Foreign Canadian (EQX)	0.1	$161k	12k	14.04	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$156k	642.00	242.36	View chart
Exelon Corporation Common (EXC)	0.1	$154k	3.5k	43.59	View chart
Danaher Corporation Common (DHR)	0.1	$153k	668.00	228.92	View chart
Royal Gold Common Stock (RGLD)	0.1	$152k	683.00	222.17	View chart
Vaneck Gold Miners Etf Uit Exchange Traded (GDX)	0.1	$151k	1.8k	85.77	View chart
Check Point Software Tech Limited Ord Ordinary Shares (CHKP)	0.1	$150k	807.00	185.56	View chart
Ishares S&p 500 Value Etf Uit Exchange Traded (IVE)	0.1	$143k	672.00	212.07	View chart
Linde Ordinary Shares (LIN)	0.1	$142k	333.00	426.39	View chart
Carrier Global Corporation Common (CARR)	0.1	$141k	2.7k	52.84	View chart
Dimensional Us Sustainable Core 1 Etf Exchange Traded Funds (DFSU)	0.1	$141k	3.2k	43.43	View chart
Dell Technologies Inc Class Class C Common Stock (DELL)	0.1	$140k	1.1k	125.91	View chart
Eaton Corporation Ordinary Shares (ETN)	0.1	$139k	437.00	318.51	View chart
Unitedhealth Group Incorporated Common (UNH)	0.1	$135k	409.00	330.11	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$133k	720.00	184.20	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$129k	2.4k	53.94	View chart
Vaneck Junior Gold Miners Etf Uit Exchange Traded (GDXJ)	0.1	$126k	1.1k	113.75	View chart
Nuveen Dow 30 Dynmc Overwrt Equity (DIAX)	0.1	$125k	8.2k	15.26	View chart
Motorola Solutions Incorporated Common (MSI)	0.1	$123k	321.00	383.32	View chart
Ishares Russell 2000 Etf Uit Exchange Traded (IWM)	0.1	$122k	497.00	246.16	View chart
Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)	0.1	$122k	3.1k	39.59	View chart
Prudential Finl Common Stock (PRU)	0.1	$121k	1.1k	112.88	View chart
Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR)	0.1	$118k	982.00	120.18	View chart
Sony Group Corporation American Dep. Receipt (SONY)	0.1	$115k	4.5k	25.60	View chart
Ishares Bitcoin Etf Uit Exchange Traded (IBIT)	0.1	$114k	2.3k	49.65	View chart
Otis Worldwide Corporation Common (OTIS)	0.1	$113k	1.3k	87.35	View chart
Nuveen S&p 500 Buy-write Incom Equity (BXMX)	0.1	$113k	7.7k	14.70	View chart
Nxp Semiconductors N V Ordinary Shares (NXPI)	0.1	$111k	513.00	217.06	View chart
Verizon Communications I Common Stock (VZ)	0.1	$110k	2.7k	40.73	View chart
Ishares Global Tech Etf Uit Exchange Traded (IXN)	0.1	$109k	1.0k	105.00	View chart
Sap Se American Dep. Receipt (SAP)	0.1	$108k	445.00	242.91	View chart
Applovin Corp Class A Common Stock (APP)	0.1	$108k	160.00	673.82	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$108k	520.00	206.96	View chart
Procter & Gamble Common Stock (PG)	0.1	$107k	749.00	143.31	View chart
Iqvia Hldgs Incorporated Common (IQV)	0.1	$105k	466.00	225.41	View chart
Chubb Ordinary Shares (CB)	0.1	$105k	336.00	312.12	View chart
Coca Cola Consolidat Common Stock (COKE)	0.1	$103k	673.00	153.30	View chart
Ugi Corporation Common (UGI)	0.1	$100k	2.7k	37.44	View chart
Medtronic Ordinary Shares (MDT)	0.0	$95k	988.00	96.06	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.0	$93k	87.00	1069.86	View chart
Ishares Tr Core Msci Eafe Exchange Traded Funds (IEFA)	0.0	$93k	1.0k	89.46	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Funds (IVV)	0.0	$93k	135.00	684.94	View chart
Realty Income Corporation Reit REITs (O)	0.0	$92k	1.6k	56.37	View chart
Lara Expl Ordinary Shares (LRAXF)	0.0	$91k	50k	1.81	View chart
Analog Devices Incorporated Common (ADI)	0.0	$87k	322.00	271.20	View chart
Rockwell Automation Incorporated Common (ROK)	0.0	$85k	219.00	389.07	View chart
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)	0.0	$85k	1.6k	53.76	View chart
Thermo Fisher Scientific Incorporated Common (TMO)	0.0	$85k	146.00	579.45	View chart
Spdr Bridgewater All Weather Etf Uit Exchange Traded (ALLW)	0.0	$85k	3.1k	27.49	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$83k	94.00	883.57	View chart
Vanguard Mid Cap Etf Uit Exchange Traded (VO)	0.0	$82k	281.00	290.25	View chart
Dakota Gold Corporation Common (DC)	0.0	$81k	14k	5.68	View chart
Snap Inc Class Class A Common Stock (SNAP)	0.0	$81k	10k	8.07	View chart
Ecolab Incorporated Common (ECL)	0.0	$80k	305.00	262.52	View chart
Home Depot Incorporated Common (HD)	0.0	$80k	232.00	344.10	View chart
Darden Restaurants Common Stock (DRI)	0.0	$80k	433.00	184.02	View chart
One Gas Common Stock (OGS)	0.0	$77k	1.0k	77.25	View chart
Cme Group Incorporated Common (CME)	0.0	$77k	281.00	273.08	View chart
Vanguard Small-cap Etf Exchange Traded Funds (VB)	0.0	$76k	296.00	257.69	View chart
Oneok Common Stock (OKE)	0.0	$76k	1.0k	73.50	View chart
Texas Instrs Incorporated Common (TXN)	0.0	$75k	433.00	173.49	View chart
Johnson Controls International Ordinary Shares (JCI)	0.0	$74k	618.00	119.75	View chart
Regions Finl Corp Common Stock (RF)	0.0	$73k	2.7k	27.10	View chart
Barrick Mng Corp F Foreign Canadian (B)	0.0	$73k	1.7k	43.55	View chart
Rio Tinto American Dep. Receipt (RIO)	0.0	$72k	905.00	80.03	View chart
Schwab Us Broad Market Etf Uit Exchange Traded (SCHB)	0.0	$72k	2.8k	26.23	View chart
Yum China Hldgs Common Stock (YUMC)	0.0	$72k	1.5k	47.74	View chart
St Stret Spdr Blmbrg Cnvbl Scrts Etf Uit Exchange Traded (CWB)	0.0	$71k	800.00	89.20	View chart
Bondbloxx Private Creditclo Etf Uit Exchange Traded (PCMM)	0.0	$70k	1.4k	50.12	View chart
Ishares Tr Rus 2000 Grw Etf Exchange Traded Funds (IWO)	0.0	$69k	214.00	323.01	View chart
Royal Caribbean Group Ordinary Shares (RCL)	0.0	$68k	245.00	278.85	View chart
Aurora Innovation Inc Class A Common Stock (AUR)	0.0	$68k	18k	3.84	View chart
Phillips 66 Common Stock (PSX)	0.0	$68k	523.00	129.04	View chart
Intermap Technologies Corporation Class A Ordinary Shares (ITMSF)	0.0	$67k	50k	1.35	View chart
Cummins Incorporated Common (CMI)	0.0	$67k	132.00	510.45	View chart
Ishares Gold Tr Ishares Exchange Traded Funds (IAU)	0.0	$67k	828.00	81.17	View chart
Dimensional Intern Core Eqt Mkt Etf Uit Exchange Traded (DFAI)	0.0	$67k	1.8k	38.11	View chart
Fulton Finl Corporation Pa Common (FULT)	0.0	$66k	3.4k	19.33	View chart
Hecla Mng Common Stock (HL)	0.0	$65k	3.4k	19.19	View chart
Ishares Russell 1000 Value Etf Uit Exchange Traded (IWD)	0.0	$64k	304.00	210.34	View chart
Disney Walt Common Stock (DIS)	0.0	$63k	555.00	113.80	View chart
Ishares Tr S&p Sml 600 Gwt Exchange Traded Funds (IJT)	0.0	$62k	438.00	141.16	View chart
At&t Common Stock (T)	0.0	$61k	2.5k	24.85	View chart
Blackrock Common Stock (BLK)	0.0	$61k	56.00	1087.00	View chart
Air Products & Chemicals Incorporated Common (APD)	0.0	$59k	238.00	247.02	View chart
Ishares Morningstar Mid Cap Etf Uit Exchange Traded (IMCB)	0.0	$59k	710.00	82.75	View chart
Cava Group Common Stock (CAVA)	0.0	$59k	1.0k	58.69	View chart
Fidelity Wise Origin Bitcoin Fund Uit Exchange Traded (FBTC)	0.0	$58k	758.00	76.23	View chart
Wheaton Precious Metal F Foreign Canadian (WPM)	0.0	$57k	487.00	117.52	View chart
Advanced Micro Devices Incorporated Common (AMD)	0.0	$56k	262.00	214.16	View chart
Chevron Corporation Common (CVX)	0.0	$56k	366.00	152.41	View chart
Bank New York Mellon Corporation Common (BK)	0.0	$54k	467.00	116.19	View chart
Agnc Invt Corp Reit Real Estate Investme (AGNC)	0.0	$54k	5.0k	10.72	View chart
First Solar Common Stock (FSLR)	0.0	$52k	200.00	261.23	View chart
Piper Sandler Companies Common (PIPR)	0.0	$51k	151.00	339.71	View chart
Ishares Silver Trust Etf Uit Exchange Traded (SLV)	0.0	$51k	784.00	64.42	View chart
Nextera Energy Incorporated Common (NEE)	0.0	$50k	628.00	80.28	View chart
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)	0.0	$50k	82.00	614.30	View chart
Cisco Sys Common Stock (CSCO)	0.0	$50k	652.00	77.03	View chart
Pinnacle Financial Partners, Inc. P Preferred (PNFPP)	0.0	$50k	2.0k	25.02	View chart
Ryanair Holdings American Dep. Receipt (RYAAY)	0.0	$49k	678.00	72.22	View chart
Eli Lilly And Common Stock (LLY)	0.0	$49k	45.00	1086.06	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$49k	700.00	69.40	View chart
Spdr Dow Jones Industrial Avrg Etf Uit Exchange Traded (DIA)	0.0	$48k	100.00	480.57	View chart
Occidental Pete Corp Common Stock (OXY)	0.0	$47k	1.1k	41.12	View chart
Vanguard Materials Etf Uit Exchange Traded (VAW)	0.0	$47k	224.00	207.56	View chart
The Baldwin Insuranc A Class A Common Stock (BWIN)	0.0	$46k	1.9k	24.03	View chart
Astec Inds Common Stock (ASTE)	0.0	$45k	1.0k	43.32	View chart
First Majestic Silver F Foreign Canadian (AG)	0.0	$43k	2.6k	16.66	View chart
Ishares Gold Tr Micro Undiv Benf Etv Uit Exchange Traded (IAUM)	0.0	$43k	996.00	42.99	View chart
Fidelity Natl Information Svcs Common (FIS)	0.0	$41k	621.00	66.46	View chart
Energy Transfer Limited Partnershp (ET)	0.0	$41k	2.5k	16.49	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$40k	45.00	878.96	View chart
Ishares Incorporated Msci Japan Etf Exchange Traded Funds (EWJ)	0.0	$39k	487.00	80.74	View chart
Comcast Corp New Class A Common (CMCSA)	0.0	$37k	1.2k	29.89	View chart
Halozyme Therapeutics In Common Stock (HALO)	0.0	$34k	500.00	67.30	View chart
Welltower Inc Reit Real Estate Investme (WELL)	0.0	$34k	181.00	185.61	View chart
Vaneck Merk Gold Etf Uit Exchange Traded (OUNZ)	0.0	$33k	800.00	41.48	View chart
Ebay Common Stock (EBAY)	0.0	$33k	380.00	87.10	View chart
St Strt Spdr S&p Knsh Ftr Scrty Etf Uit Exchange Traded (FITE)	0.0	$33k	387.00	85.33	View chart
Ishares Tr Mrning Sm Cp Etf Exchange Traded Funds (ISCV)	0.0	$33k	480.00	68.50	View chart
Suro Capital Corp Common Stock (SSSS)	0.0	$33k	3.4k	9.44	View chart
Best Buy Incorporated Common (BBY)	0.0	$33k	485.00	66.93	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$32k	588.00	55.00	View chart
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)	0.0	$32k	96.00	335.27	View chart
Booking Hldgs Common Stock (BKNG)	0.0	$32k	6.00	5355.33	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$32k	652.00	49.21	View chart
Ishares Tr Sp Smcp600vl Etf Exchange Traded Funds (IJS)	0.0	$32k	282.00	113.72	View chart
Public Svc Enterprise Grp Incorporated Common (PEG)	0.0	$32k	399.00	80.30	View chart
Palantir Technologies Incorporated Class A Common (PLTR)	0.0	$31k	175.00	177.75	View chart
Blackstone Incorporated Common (BX)	0.0	$31k	201.00	153.77	View chart
Fs Kkr Cap Corporation Common (FSK)	0.0	$30k	2.0k	14.81	View chart
Cion Invt Corp Common Stock (CION)	0.0	$30k	3.1k	9.67	View chart
Ameriprise Finl Common Stock (AMP)	0.0	$29k	60.00	490.33	View chart
Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (SNY)	0.0	$29k	600.00	48.46	View chart
M & T Bk Corporation Common (MTB)	0.0	$28k	140.00	200.90	View chart
Hershey Company Common (HSY)	0.0	$28k	151.00	182.09	View chart
Ishares Tr Rus 2000 Val Etf Exchange Traded Funds (IWN)	0.0	$27k	150.00	181.21	View chart
Boeing Common Stock (BA)	0.0	$27k	125.00	217.12	View chart
Gilead Sciences Common Stock (GILD)	0.0	$27k	216.00	122.74	View chart
Enterprise Products Partners Master Limited Partnership (EPD)	0.0	$26k	803.00	32.06	View chart
Brookfield Renewable Fclass A Foreign Canadian (BEPC)	0.0	$26k	670.00	38.34	View chart
Global X Silver Miners Etf Uit Exchange Traded (SIL)	0.0	$25k	300.00	83.52	View chart
Dimensional Wld Ex Us Creq 2 Etf Uit Exchange Traded (DFAX)	0.0	$25k	759.00	32.73	View chart
Ford Mtr Company Common (F)	0.0	$25k	1.9k	13.12	View chart
Grayscale Coindesk Crypto 5 Etf Uit Exchange Traded (GDLC)	0.0	$25k	599.00	41.32	View chart
Main Str Cap Corp Common Stock (MAIN)	0.0	$24k	400.00	60.39	View chart
Intercontinental Exchange Incorporated Common (ICE)	0.0	$24k	149.00	161.96	View chart
Bhp Group Ltd Ordf Unlstd Foreign Ordry (BHPLF)	0.0	$24k	783.00	30.38	View chart

Past Filings by Wealth Preservation Advisors

SEC 13F filings are viewable for Wealth Preservation Advisors going back to 2025

Wealth Preservation Advisors 2025 Q4 filed Feb. 23, 2026

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