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Wealth Preservation Advisors

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

Top 5 stock holdings are NVDA, AMZN, GOOG, MSFT, AAPL, and represent 49.23% of Wealth Preservation Advisors's stock portfolio.
Added to shares of these 10 stocks: APO, WBD, QXO, PCMM, AZN, KKR, SGOV, VBK, FTI, EIX.
Started 671 new stock positions in FIGS, SYK, CXM, KMT, FDBC, ROCK, SSTI, STNE, MANH, STGW.
Reduced shares in these 10 stocks: GOOG (-$16M), XPEIX (-$14M), PEBO (-$8.4M), UBER (-$7.6M), XSPIX, AMZN, AAPL, NVDA, VTV, VUG.
Sold out of its positions in AES, AAGIY, XPEIX, AMD, APD, EADSY, AB, ALIZY, AMADY, COR.
Wealth Preservation Advisors was a net seller of stock by $-67M.
Wealth Preservation Advisors has $120M in assets under management (AUM), dropping by -39.40%.
Central Index Key (CIK): 0001968434

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Portfolio Holdings for Wealth Preservation Advisors

Wealth Preservation Advisors holds 1035 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Wealth Preservation Advisors has 1035 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealth Preservation Advisors March 31, 2026 positions
Download the Wealth Preservation Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	12.7	$15M	-6%	88k	174.40	View chart
Amazon.com Common Stock (AMZN)	12.5	$15M	-14%	72k	208.27	View chart
Alphabet Inc Class Class C Common Stock (GOOG)	10.9	$13M	-54%	46k	286.86	View chart
Microsoft Corp Common Stock (MSFT)	7.0	$8.4M	-5%	23k	370.18	View chart
Apple Common Stock (AAPL)	6.1	$7.3M	-16%	29k	253.79	View chart
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)	4.0	$4.9M	-16%	25k	196.20	View chart
Netflix Common Stock (NFLX)	2.4	$2.9M		30k	96.15	View chart
Vanguard Mid-cap Value Index Fund Etf Shares Uit Exchange Traded (VOE)	2.2	$2.7M	+3%	14k	184.28	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	1.7	$2.1M	-6%	7.3k	287.56	View chart
Blue Owl Cap Corp Common Stock (OBDC)	1.7	$2.0M		185k	11.06	View chart
Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)	1.5	$1.8M	-26%	4.2k	436.83	View chart
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)	1.2	$1.4M	-11%	2.2k	650.38	View chart
Ishares Currency Hedged Msci Eafe Etf Uit Exchange Traded (HEFA)	1.2	$1.4M	-15%	33k	42.49	View chart
Uber Technologies Common Stock (UBER)	1.0	$1.2M	-86%	17k	71.93	View chart
Dimensional Us Small Capvalue Etf Uit Exchange Traded (DFSV)	1.0	$1.2M	-7%	34k	35.04	View chart
Simon Ppty Group Inc Newreit Real Estate Investme (SPG)	0.9	$1.1M	-24%	6.0k	186.53	View chart
Apollo Global Mgmt Inc Nclass Class A Common Stock (APO)	0.9	$1.1M	+413%	9.5k	111.42	View chart
Meta Platforms Inc Class Class A Common Stock (META)	0.8	$1.0M	-32%	1.8k	572.18	View chart
Fb Finl Corp Common Stock (FBK)	0.8	$987k		19k	51.94	View chart
Vanguard Mid-cap Growth Index Fund Etf Shares Uit Exchange Traded (VOT)	0.7	$865k	+12%	3.4k	257.33	View chart
Vanguard Small-cap Valueindex Fund Etf Shares Uit Exchange Traded (VBR)	0.7	$832k	+2%	3.8k	217.24	View chart
Merck & Co Common Stock (MRK)	0.7	$802k	-7%	6.7k	120.29	View chart
Ishares Currency Hedged Msci Emerging Markets Etf Uit Exchange Traded (HEEM)	0.6	$708k	+9%	19k	36.92	View chart
Deere & Co Common Stock (DE)	0.6	$702k		1.2k	563.30	View chart
First Horizon Corp Common Stock (FHN)	0.5	$617k	-46%	27k	22.76	View chart
Stock Yds Bancorp Common Stock (SYBT)	0.5	$548k		8.3k	66.29	View chart
Morgan Stanley Common Stock (MS)	0.4	$541k		3.3k	164.57	View chart
Vanguard Small-cap Growth Index Fund Etf Shares Uit Exchange Traded (VBK)	0.4	$523k	+32%	1.7k	302.23	View chart
Wells Fargo & Co Common Stock (WFC)	0.4	$508k		6.4k	79.61	View chart
Kkr & Co Common Stock (KKR)	0.4	$504k	+36%	5.5k	92.50	View chart
Omega Healthcare Invs Inreit Real Estate Investme (OHI)	0.4	$496k		11k	43.82	View chart
Newmont Corp Common Stock (NEM)	0.4	$432k		4.0k	108.25	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Uit Exchange Traded (VYM)	0.4	$428k		2.9k	148.10	View chart
Southstate Bk Corp Common Stock (SSB)	0.4	$424k	+2%	4.6k	92.52	View chart
Agnico Eagle Mines Ltd F Foreign Canadian (AEM)	0.3	$421k		2.1k	202.98	View chart
Pnc Finl Services Common Stock (PNC)	0.3	$416k	-44%	2.0k	208.09	View chart
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)	0.3	$410k	-53%	4.2k	97.14	View chart
State Street Financial Select Sector Spdr Etf Uit Exchange Traded (XLF)	0.3	$402k	-33%	8.1k	49.37	View chart
Ishares 0-3 Month Treasury Bond Etf Uit Exchange Traded (SGOV)	0.3	$398k	+50%	4.0k	100.66	View chart
Union Pac Corp Common Stock (UNP)	0.3	$384k	-11%	1.6k	242.62	View chart
Progressive Corp Oh Common Stock (PGR)	0.3	$368k	+14%	1.9k	198.24	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$365k		1.2k	310.79	View chart
Tesla Common Stock (TSLA)	0.3	$349k	+34%	938.00	371.75	View chart
Qxo Common Stock (QXO)	0.3	$349k	+98%	18k	19.42	View chart
Ishares Msci Eafe Small-cap Etf Uit Exchange Traded (SCZ)	0.3	$319k		4.1k	78.41	View chart
Schwab International Equity Etf Uit Exchange Traded (SCHF)	0.3	$316k	-34%	13k	24.75	View chart
Trane Technologies Plc F Foreign Ordinaries (TT)	0.2	$284k		682.00	416.74	View chart
Kinross Gold Corp F Foreign Canadian (KGC)	0.2	$283k	+41%	9.3k	30.52	View chart
Amphenol Corp New Class Class A Common Stock (APH)	0.2	$281k		2.2k	126.35	View chart
Warner Bros Discovery Inclass Series A Common Stock (WBD)	0.2	$277k	+6440%	10k	27.46	View chart
Ark 21shares Bitcoin Etf Uit Exchange Traded (ARKB)	0.2	$270k		12k	22.49	View chart
Intel Corp Common Stock (INTC)	0.2	$269k		6.1k	44.13	View chart
The Coca-cola Common Stock (KO)	0.2	$260k	-58%	3.4k	76.05	View chart
Vanguard Ftse Europe Etf Uit Exchange Traded (VGK)	0.2	$253k		3.1k	82.43	View chart
Salesforce Common Stock (CRM)	0.2	$253k	+20%	1.4k	186.71	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	0.2	$252k		422.00	597.55	View chart
Bondbloxx Private Creditclo Etf Uit Exchange Traded (PCMM)	0.2	$225k	+227%	4.6k	49.17	View chart
State Street Ig Public &private Credit Etf Uit Exchange Traded (PRIV)	0.2	$218k		8.6k	25.23	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.2	$214k	-59%	727.00	294.16	View chart
Danaher Corp Common Stock (DHR)	0.2	$214k	+68%	1.1k	189.60	View chart
Snowflake Inc Class Class A Common Stock (SNOW)	0.2	$213k	+21%	1.4k	150.82	View chart
Dimensional Us Core Equity Market Etf Uit Exchange Traded (DFAU)	0.2	$206k		4.6k	45.12	View chart
Smartfinl Common Stock (SMBK)	0.2	$206k	-24%	5.3k	39.08	View chart
Linde Plc F Foreign Ordinaries (LIN)	0.2	$202k	+22%	408.00	495.76	View chart
Schwab U.s. Large-cap Value Etf Uit Exchange Traded (SCHV)	0.2	$194k	-60%	6.4k	30.50	View chart
Walmart Common Stock (WMT)	0.2	$190k	-22%	1.5k	124.30	View chart
Ishares Core S&p Mid-capetf Uit Exchange Traded (IJH)	0.2	$184k	-20%	2.7k	67.53	View chart
Lowes Cos Common Stock (LOW)	0.1	$180k		761.00	236.28	View chart
Visa Inc Class Class A Common Stock (V)	0.1	$179k	+3%	591.00	302.24	View chart
Spdr Gold Shares Uit Exchange Traded (GLD)	0.1	$175k	-77%	407.00	430.29	View chart
Royal Gold Common Stock (RGLD)	0.1	$174k		683.00	254.41	View chart
Oracle Corp Common Stock (ORCL)	0.1	$173k	-2%	1.2k	147.06	View chart
Yum Brands Common Stock (YUM)	0.1	$171k	-27%	1.1k	155.48	View chart
Abbvie Common Stock (ABBV)	0.1	$171k	-48%	785.00	217.49	View chart
Dell Technologies Inc Class Class C Common Stock (DELL)	0.1	$170k	-7%	1.0k	164.12	View chart
American Express Common Stock (AXP)	0.1	$163k		537.00	302.54	View chart
Procter & Gamble Common Stock (PG)	0.1	$155k	+43%	1.1k	144.44	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$154k	+6%	2.5k	60.65	View chart
Accenture Plc Ireland Fclass Class A Foreign Ordinaries (ACN)	0.1	$154k	+12%	777.00	198.29	View chart
Astrazeneca Plc F Foreign Ordinaries (AZN)	0.1	$152k	NEW	770.00	197.22	View chart
Alerian Mlp Etf Uit Exchange Traded (AMLP)	0.1	$149k	-45%	2.8k	52.63	View chart
Vaneck Junior Gold Miners Etf Uit Exchange Traded (GDXJ)	0.1	$146k	+9%	1.2k	120.01	View chart
Phillips 66 Common Stock (PSX)	0.1	$146k	+53%	801.00	182.18	View chart
Broadcom Common Stock (AVGO)	0.1	$143k	-60%	463.00	308.71	View chart
Norfolk Southn Corp Common Stock (NSC)	0.1	$142k	-47%	495.00	287.00	View chart
Ishares S&p 500 Value Etf Uit Exchange Traded (IVE)	0.1	$142k		672.00	211.15	View chart
Vaneck Gold Miners Etf Uit Exchange Traded (GDX)	0.1	$141k	-12%	1.5k	91.77	View chart
Ishares 01 Year Treasurybond Etf Uit Exchange Traded (SHV)	0.1	$135k	-25%	1.2k	110.39	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$131k	-27%	1.0k	130.94	View chart
Ishares S&p Mid-cap 400 Value Etf Uit Exchange Traded (IJJ)	0.1	$129k	-60%	974.00	132.50	View chart
Dimensional U.s. Core Equity 2 Etf Uit Exchange Traded (DFAC)	0.1	$120k		3.1k	38.86	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$119k		654.00	182.46	View chart
Check Point Software T F Foreign Ordinaries (CHKP)	0.1	$115k		807.00	142.85	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.1	$115k		87.00	1320.83	View chart
Technipfmc Plc F Foreign Ordinaries (FTI)	0.1	$113k	NEW	1.6k	69.13	View chart
Ishares Russell 2000 Etf Uit Exchange Traded (IWM)	0.1	$110k	-11%	442.00	248.00	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.1	$107k	-85%	223.00	479.20	View chart
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)	0.1	$104k	-49%	1.8k	56.79	View chart
Ishares Global Tech Etf Uit Exchange Traded (IXN)	0.1	$102k		1.0k	99.97	View chart
Edison Intl Common Stock (EIX)	0.1	$101k	NEW	1.4k	73.18	View chart
Chubb Ltd F Foreign Ordinaries (CB)	0.1	$98k	-10%	301.00	325.93	View chart
Pg&e Corp Common Stock (PCG)	0.1	$97k	NEW	5.5k	17.57	View chart
Nxp Semiconductors N V F Foreign Ordinaries (NXPI)	0.1	$97k	-3%	493.00	196.86	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$96k	-16%	600.00	160.32	View chart
Occidental Pete Corp Common Stock (OXY)	0.1	$94k	+28%	1.5k	65.00	View chart
Sony Group Corp Fsponsored Adr 1 Adr Reps 1 Ord American Depository (SONY)	0.1	$93k		4.5k	20.70	View chart
Ecolab Common Stock (ECL)	0.1	$93k	+14%	350.00	266.02	View chart
Coca Cola Consolidat Common Stock (COKE)	0.1	$93k	-27%	485.00	191.74	View chart
Soundhound Ai Inc Class A Common Stock (SOUN)	0.1	$92k	NEW	13k	6.87	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$92k	-17%	339.00	270.59	View chart
Ishares S&p 500 Growth Etf Uit Exchange Traded (IVW)	0.1	$91k	-82%	805.00	113.11	View chart
Oneok Common Stock (OKE)	0.1	$90k	-3%	1.0k	90.39	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.1	$90k	+93%	1.4k	66.48	View chart
One Gas Common Stock (OGS)	0.1	$89k	+3%	1.0k	86.13	View chart
State Street Bridgewaterall Weather Etf Uit Exchange Traded (ALLW)	0.1	$89k		3.1k	28.85	View chart
Pepsico Common Stock (PEP)	0.1	$87k	+1240%	563.00	155.29	View chart
Micron Technology Common Stock (MU)	0.1	$87k	+217%	257.00	337.84	View chart
Pinnacle Finl Partners I Common Stock (PNFP)	0.1	$86k	NEW	1.0k	86.14	View chart
Comfort Sys Usa Common Stock (FIX)	0.1	$86k	NEW	62.00	1378.98	View chart
Ishares Core S&p Small-cap Etf Uit Exchange Traded (IJR)	0.1	$85k	-30%	681.00	124.31	View chart
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RIO)	0.1	$84k		905.00	93.29	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uit Exchange Traded (VWO)	0.1	$84k	-2%	1.5k	54.05	View chart
Cava Group Common Stock (CAVA)	0.1	$81k		1.0k	80.90	View chart
Bitwise Ethereum Etf Uit Exchange Traded (ETHW)	0.1	$80k	NEW	5.3k	15.00	View chart
Iqvia Hldgs Common Stock (IQV)	0.1	$77k	-2%	453.00	170.54	View chart
Ge Aerospace Common Stock (GE)	0.1	$76k	+340%	269.00	283.77	View chart
Sap Se Fsponsored Adr 1 Adr Reps 1 Ord American Depository (SAP)	0.1	$74k	-2%	434.00	171.21	View chart
Blue Owl Cap Inc Class A Common Stock (OWL)	0.1	$74k	-73%	8.1k	9.13	View chart
State Street Spdr Bloomberg Convertible Securities Etf Uit Exchange Traded (CWB)	0.1	$73k		800.00	91.52	View chart
Aurora Innovation Inc Class A Common Stock (AUR)	0.1	$73k		18k	4.12	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$72k		146.00	491.53	View chart
Costco Whsl Corp Common Stock (COST)	0.1	$72k	+7100%	72.00	996.43	View chart
Abbott Labs Common Stock (ABT)	0.1	$71k	-75%	694.00	102.67	View chart
Texas Instrs Common Stock (TXN)	0.1	$71k	-15%	367.00	194.14	View chart
Ishares Bitcoin Trust Etf Uit Exchange Traded (IBIT)	0.1	$71k	-19%	1.8k	38.42	View chart
Emcor Group Common Stock (EME)	0.1	$69k	NEW	94.00	738.31	View chart
Schwab U.s. Broad Marketetf Uit Exchange Traded (SCHB)	0.1	$69k		2.8k	25.10	View chart
Dimensional International Core Equity Market Etf Uit Exchange Traded (DFAI)	0.1	$69k		1.8k	38.96	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.1	$68k	+641%	2.0k	33.53	View chart
Ishares S&p Mid-cap 400 Growth Etf Uit Exchange Traded (IJK)	0.1	$67k	-68%	667.00	100.62	View chart
Barrick Mng Corp F Foreign Canadian (B)	0.1	$66k	-2%	1.6k	40.79	View chart
Airbnb Inc Class A Common Stock (ABNB)	0.1	$66k	NEW	525.00	126.28	View chart
Ishares Russell 1000 Value Etf Uit Exchange Traded (IWD)	0.1	$65k		304.00	213.67	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$64k	-19%	76.00	840.46	View chart
Wheaton Precious Metal F Foreign Canadian (WPM)	0.1	$64k		487.00	131.01	View chart
Applovin Corp Class Class A Common Stock (APP)	0.1	$64k		160.00	398.00	View chart
Hecla Mng Common Stock (HL)	0.1	$63k		3.4k	18.63	View chart
Ge Vernova Common Stock (GEV)	0.1	$61k	+268%	70.00	874.25	View chart
Freeport-mcmoran Common Stock (FCX)	0.0	$60k	+159%	1.0k	58.78	View chart
Stifel Finl Corp Common Stock (SF)	0.0	$60k	NEW	805.00	73.92	View chart
Ishares Morningstar Mid-cap Etf Uit Exchange Traded (IMCB)	0.0	$59k		712.00	83.46	View chart
Lumentum Hldgs Common Stock (LITE)	0.0	$58k	NEW	83.00	702.76	View chart
Travelers Cos Common Stock (TRV)	0.0	$56k	+193%	191.00	291.68	View chart
First Majestic Silver F Foreign Canadian (AG)	0.0	$55k		2.6k	21.48	View chart
S&p Global Common Stock (SPGI)	0.0	$55k	+12900%	130.00	425.00	View chart
Marsh & Mclennan Cos Common Stock (MRSH)	0.0	$55k	NEW	317.00	173.45	View chart
Blackrock Common Stock (BLK)	0.0	$55k	+3%	58.00	944.78	View chart
Yum China Hldgs Common Stock (YUMC)	0.0	$54k	-26%	1.1k	48.78	View chart
Fedex Corp Common Stock (FDX)	0.0	$53k	+1263%	150.00	356.18	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.0	$53k	NEW	69.00	772.64	View chart
Neurocrine Biosciences I Common Stock (NBIX)	0.0	$53k	NEW	402.00	131.74	View chart
Vertiv Hldgs Co Class Class A Common Stock (VRT)	0.0	$52k	+314%	207.00	251.00	View chart
Itt Common Stock (ITT)	0.0	$51k	NEW	267.00	190.53	View chart
Tjx Cos Common Stock (TJX)	0.0	$51k	+306%	317.00	159.70	View chart
Invesco Qqq Tr Uit Exchange Traded (QQQ)	0.0	$50k	+6%	87.00	577.18	View chart
Agnc Invt Corp Reit Real Estate Investme (AGNC)	0.0	$50k		5.0k	10.03	View chart
Hunt J B Trans Svcs Common Stock (JBHT)	0.0	$50k	NEW	236.00	211.90	View chart
Equinix Inc Reit Real Estate Investme (EQIX)	0.0	$50k	+628%	51.00	980.24	View chart
Copart Common Stock (CPRT)	0.0	$50k	NEW	1.5k	33.20	View chart
Teradyne Common Stock (TER)	0.0	$50k	NEW	168.00	296.46	View chart
General Dynamics Corp Common Stock (GD)	0.0	$49k	+657%	144.00	343.22	View chart
Marketaxess Hldgs Common Stock (MKTX)	0.0	$49k	NEW	299.00	164.98	View chart
Stryker Corp Common Stock (SYK)	0.0	$47k	NEW	144.00	328.59	View chart
Eli Lilly And Common Stock (LLY)	0.0	$47k	+11%	50.00	930.97	View chart
Ishares Gold Trust Micro Uit Exchange Traded (IAUM)	0.0	$47k		996.00	46.70	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Uit Exchange Traded (DIA)	0.0	$46k		100.00	463.19	View chart
Arch Capital Group Ltd F Foreign Ordinaries (ACGL)	0.0	$46k	NEW	481.00	95.99	View chart
The Cigna Group Common Stock (CI)	0.0	$46k	+1822%	173.00	266.78	View chart
Genpact Ltd F Foreign Ordinaries (G)	0.0	$46k	NEW	1.2k	37.25	View chart
Snap Inc Class Class A Common Stock (SNAP)	0.0	$46k		10k	4.60	View chart
Western Digital Corp Common Stock (WDC)	0.0	$46k	NEW	170.00	270.49	View chart
Rtx Corp Common Stock (RTX)	0.0	$46k	-91%	238.00	192.90	View chart
Masimo Corp Common Stock (MASI)	0.0	$44k	NEW	248.00	177.87	View chart
Eaton Corp Plc F Foreign Ordinaries (ETN)	0.0	$44k	-71%	123.00	357.67	View chart
Energy Transfer Limited Partnershp (ET)	0.0	$44k	-8%	2.3k	19.30	View chart
Palantir Technologies Inclass Class A Common Stock (PLTR)	0.0	$43k	+68%	294.00	146.28	View chart
General Mills Common Stock (GIS)	0.0	$43k	NEW	1.2k	37.22	View chart
T-mobile Us Common Stock (TMUS)	0.0	$42k	+180%	202.00	210.03	View chart
The Baldwin Insuranc A Class A Common Stock (BWIN)	0.0	$42k		1.9k	21.94	View chart
Ishares Silver Trust Uit Exchange Traded (SLV)	0.0	$42k	-20%	620.00	68.14	View chart
Expand Energy Corp Common Stock (EXE)	0.0	$42k	+2426%	379.00	109.78	View chart
Match Group Common Stock (MTCH)	0.0	$41k	NEW	1.3k	30.71	View chart
Iron Mtn Inc New Reit Real Estate Investme (IRM)	0.0	$41k	+791%	401.00	102.14	View chart
Oklo Inc Class A Common Stock (OKLO)	0.0	$41k	NEW	821.00	49.59	View chart
Best Buy Common Stock (BBY)	0.0	$40k	+29%	628.00	64.20	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$40k		45.00	895.24	View chart
Chewy Inc Class Class A Common Stock (CHWY)	0.0	$40k	NEW	1.5k	27.00	View chart
Fortinet Common Stock (FTNT)	0.0	$40k	NEW	489.00	81.72	View chart
General Mtrs Common Stock (GM)	0.0	$40k	NEW	535.00	74.50	View chart
Dow Common Stock (DOW)	0.0	$40k	NEW	950.00	41.65	View chart
First Solar Common Stock (FSLR)	0.0	$40k		200.00	197.26	View chart
Viking Hldgs Ltd F Foreign Ordinaries (VIK)	0.0	$39k	NEW	536.00	73.48	View chart
Lockheed Martin Corp Common Stock (LMT)	0.0	$39k	+364%	65.00	604.38	View chart
Five Below Common Stock (FIVE)	0.0	$39k	NEW	171.00	228.48	View chart
Reinsurance Group Amer I Common Stock (RGA)	0.0	$39k	NEW	191.00	204.16	View chart
Cisco Sys Common Stock (CSCO)	0.0	$38k	-24%	495.00	77.59	View chart
Mckesson Corp Common Stock (MCK)	0.0	$38k	+633%	44.00	865.36	View chart
United Therapeutics Corp Common Stock (UTHR)	0.0	$38k	NEW	64.00	592.98	View chart
Cummins Common Stock (CMI)	0.0	$38k	-46%	70.00	538.01	View chart
Fidelity Wise Origin Bitcoin Fund Uit Exchange Traded (FBTC)	0.0	$38k	-15%	637.00	59.03	View chart
Citizens Finl Group Common Stock (CFG)	0.0	$38k	+212%	625.00	59.97	View chart
Intuit Common Stock (INTU)	0.0	$37k	NEW	86.00	432.38	View chart
Td Synnex Corp Common Stock (SNX)	0.0	$37k	NEW	220.00	168.71	View chart
Prosperity Bancshares In Common Stock (PB)	0.0	$37k	NEW	550.00	67.18	View chart
Axis Capital Holdings F Foreign Ordinaries (AXS)	0.0	$37k	+420%	364.00	101.41	View chart
Molina Healthcare Common Stock (MOH)	0.0	$37k	NEW	276.00	133.30	View chart
Manhattan Assocs Common Stock (MANH)	0.0	$37k	NEW	275.00	133.12	View chart
Aramark Common Stock (ARMK)	0.0	$36k	NEW	893.00	40.54	View chart
Lam Resh Corp Common Stock (LRCX)	0.0	$36k	+356%	169.00	213.66	View chart
Vaneck Merk Gold Trust Uit Exchange Traded (OUNZ)	0.0	$36k		800.00	45.05	View chart
Equinox Gold Corp F Foreign Canadian (EQX)	0.0	$36k	-78%	2.5k	14.46	View chart
Tyson Foods Inc Class Class A Common Stock (TSN)	0.0	$36k	NEW	555.00	64.07	View chart
Lyondellbasell Industr Fclass A Foreign Ordinaries (LYB)	0.0	$36k	+764%	441.00	80.56	View chart
Siteone Landscape Supply Common Stock (SITE)	0.0	$35k	NEW	264.00	133.11	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$35k	NEW	556.00	62.75	View chart
Ebay Common Stock (EBAY)	0.0	$35k		380.00	91.02	View chart
Cooper Cos Common Stock (COO)	0.0	$34k	NEW	476.00	71.50	View chart
Arista Networks Common Stock (ANET)	0.0	$34k	+1285%	277.00	122.78	View chart
Crane Common Stock (CR)	0.0	$34k	NEW	198.00	171.00	View chart
Mohawk Inds Common Stock (MHK)	0.0	$34k	NEW	343.00	98.46	View chart
Nutanix Inc Class A Common Stock (NTNX)	0.0	$34k	NEW	888.00	38.01	View chart
Seabridge Gold Inc F Foreign Canadian (SA)	0.0	$34k	-88%	1.2k	28.34	View chart
Darden Restaurants Common Stock (DRI)	0.0	$34k	-60%	171.00	196.04	View chart
Burlington Stores Common Stock (BURL)	0.0	$33k	NEW	102.00	325.38	View chart
Hf Sinclair Corp Common Stock (DINO)	0.0	$33k	NEW	531.00	62.39	View chart
State Street Spdr S&p Kensho Future Security Etf Uit Exchange Traded (FITE)	0.0	$33k		387.00	85.54	View chart
Lincoln Elec Hldgs Common Stock (LECO)	0.0	$33k	NEW	132.00	249.08	View chart
Curtiss Wright Corp Common Stock (CW)	0.0	$33k	NEW	48.00	681.12	View chart
Verizon Communications I Common Stock (VZ)	0.0	$33k	-75%	650.00	50.20	View chart
Ameriprise Finl Common Stock (AMP)	0.0	$32k	+21%	73.00	444.40	View chart
Bright Horizons Family S Common Stock (BFAM)	0.0	$32k	NEW	394.00	82.13	View chart
Halozyme Therapeutics In Common Stock (HALO)	0.0	$32k		500.00	64.63	View chart
Ventas Inc Reit Real Estate Investme (VTR)	0.0	$32k	NEW	395.00	81.78	View chart
Biomarin Pharmaceutical Common Stock (BMRN)	0.0	$32k	NEW	560.00	56.49	View chart
Marvell Technology Common Stock (MRVL)	0.0	$31k	+189%	316.00	99.05	View chart
Vanguard Total Stock Market Index Fund Etf Shares Uit Exchange Traded (VTI)	0.0	$31k		96.00	320.81	View chart
Landstar Sys Common Stock (LSTR)	0.0	$31k	NEW	190.00	160.31	View chart
New York Times Co Class Class A Common Stock (NYT)	0.0	$30k	NEW	363.00	83.73	View chart
Metlife Common Stock (MET)	0.0	$30k	+147%	430.00	70.44	View chart
Broadridge Finl Solution Common Stock (BR)	0.0	$30k	NEW	185.00	162.48	View chart

Past Filings by Wealth Preservation Advisors

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

Wealth Preservation Advisors 2026 Q1 filed May 15, 2026
Wealth Preservation Advisors 2025 Q4 filed Feb. 23, 2026

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