Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wealth Preservation Advisors

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

Top 5 stock holdings are GOOG, NVDA, AMZN, MSFT, AAPL, and represent 55.62% of Wealth Preservation Advisors's stock portfolio.
Added to shares of these 10 stocks: GOOG (+$19M), PEBO (+$9.9M), NVDA, VUG, VTV, MSFT, AAPL, BRK.B, AMZN, HEFA.
Started 7 new stock positions in SPXX, Seabridge Gold, CHDN, CEG, PEBO, MPC, AB.
Reduced shares in these 10 stocks: QXO, INTC, , META, SNOW, DFAU, LIN, WMT, , RGLD.
Sold out of its positions in ABSI, ACVA, ABM, AGNC, AMLP, AMCX, AMN, POWW, GOLD, ANGI.
Wealth Preservation Advisors was a net buyer of stock by $45M.
Wealth Preservation Advisors has $175M in assets under management (AUM), dropping by 45.70%.
Central Index Key (CIK): 0001968434

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Wealth Preservation Advisors

Wealth Preservation Advisors holds 88 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Incorporated Cap Stk Class C Common (GOOG)	20.1	$35M	+118%	100k	353.33	View chart
Nvidia Corporation Common (NVDA)	12.7	$22M	+26%	111k	200.09	View chart
Amazon Com Incorporated Common (AMZN)	10.8	$19M	+9%	80k	238.34	View chart
Microsoft Corporation Common (MSFT)	6.1	$11M	+26%	29k	372.90	View chart
Apple Incorporated Common (AAPL)	5.9	$10M	+24%	36k	289.37	View chart
Peoples Bancorp Incorporated Common (PEBO)	5.7	$9.9M	NEW	259k	38.41	View chart
Vanguard Value Etf Exchange Traded Funds (VTV)	4.6	$8.0M	+48%	37k	217.93	View chart
Vanguard Growth Etf Exchange Traded Funds (VUG)	2.2	$3.9M	+967%	45k	86.14	View chart
Vanguard Mid-cap Value Etf Exchange Traded Funds (VOE)	1.9	$3.2M	+13%	16k	197.60	View chart
Alphabet Incorporated Cap Stk Class A Common (GOOGL)	1.7	$3.0M	+16%	8.5k	357.37	View chart
Ishares Tr Hdg Msci Eafe Exchange Traded Funds (HEFA)	1.5	$2.7M	+72%	57k	46.92	View chart
Uber Technologies Incorporated Common (UBER)	1.3	$2.2M	+78%	31k	72.16	View chart
Netflix Common Stock (NFLX)	1.2	$2.1M		30k	71.40	View chart
Berkshire Hathaway Incorporated Del Class B Common (BRK.B)	1.2	$2.1M	+1752%	4.1k	500.39	View chart
Blue Owl Cap Corp Common Stock (OBDC)	1.1	$1.9M	-6%	173k	10.87	View chart
State Street Spdr S&p 500 Etf Trust Exchange Traded Funds (SPY)	1.1	$1.9M	+13%	2.5k	746.77	View chart
Simon Property Group Incorporated New Reit REITs (SPG)	1.0	$1.8M	+33%	8.0k	223.65	View chart
Apollo Global Mgmt Inc Nclass A Common Stock (APO)	0.8	$1.5M	+31%	12k	118.31	View chart
First Horizon Corporation Common (FHN)	0.7	$1.3M	+86%	51k	25.64	View chart
Vanguard Mid-cap Growth Index Fund Etf Shares Uit Exchange Traded (VOT)	0.7	$1.2M	+19%	4.0k	306.30	View chart
Dimensional Us Small Capvalue Etf Uit Exchange Traded (DFSV)	0.7	$1.2M	-11%	30k	38.79	View chart
Fb Finl Corp Common Stock (FBK)	0.6	$1.1M		19k	55.35	View chart
Pinnacle Finl Partners I Common Stock (PNFP)	0.6	$1.0M	+913%	10k	100.88	View chart
Ishares Currency Hedged Msci Emerging Markets Etf Uit Exchange Traded (HEEM)	0.6	$1.0M	+17%	23k	44.73	View chart
Vanguard Small-cap Valueindex Fund Etf Shares Uit Exchange Traded (VBR)	0.6	$984k	+5%	4.1k	243.01	View chart
Pnc Finl Svcs Group Incorporated Common (PNC)	0.5	$881k	+78%	3.6k	246.22	View chart
Merck & Co Common Stock (MRK)	0.5	$850k		6.6k	128.50	View chart
State Street Ig Public &private Credit Etf Uit Exchange Traded (PRIV)	0.5	$845k	+288%	34k	25.18	View chart
Jpmorgan Chase & Company Common (JPM)	0.5	$808k	+239%	2.5k	327.33	View chart
Deere & Co Common Stock (DE)	0.5	$790k		1.2k	634.33	View chart
Meta Platforms Incorporated Class A Common (META)	0.4	$784k	-21%	1.4k	563.29	View chart
Spdr Gold Shares Exchange Traded Funds (GLD)	0.4	$781k	+420%	2.1k	368.38	View chart
Tesla Common Stock (TSLA)	0.4	$773k	+95%	1.8k	420.60	View chart
Vanguard Small-cap Growth Index Fund Etf Shares Uit Exchange Traded (VBK)	0.4	$754k	+19%	2.1k	365.65	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Funds (EFA)	0.4	$717k	+63%	6.9k	103.88	View chart
Morgan Stanley Common Stock (MS)	0.4	$688k		3.3k	209.04	View chart
State Street Financial Select Sector Spdr Etf Exchange Traded Funds (XLF)	0.4	$666k	+52%	12k	53.61	View chart
Coca Cola Company Common (KO)	0.4	$665k	+139%	8.2k	81.27	View chart
Stock Yds Bancorp Common Stock (SYBT)	0.4	$632k		8.3k	76.47	View chart
Schwab U S Large-cap Value Etf Exchange Traded Funds (SCHV)	0.3	$554k	+150%	16k	34.81	View chart
Omega Healthcare Invs Inreit Real Estate Investme (OHI)	0.3	$540k		11k	47.68	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Master Limited Partnership (AB)	0.3	$530k	NEW	15k	35.22	View chart
Rtx Corporation Common (RTX)	0.3	$528k	+1068%	2.8k	189.73	View chart
Marathon Pete Corporation Common (MPC)	0.3	$515k	NEW	2.0k	255.67	View chart
Wells Fargo & Co Common Stock (WFC)	0.3	$508k	-3%	6.2k	82.64	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Funds (IVW)	0.3	$507k	+358%	3.7k	137.53	View chart
Kkr & Co Common Stock (KKR)	0.3	$457k	-8%	5.0k	91.78	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Uit Exchange Traded (VYM)	0.3	$456k		2.9k	158.03	View chart
Southstate Bk Corp Common Stock (SSB)	0.3	$449k	-2%	4.5k	99.90	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.3	$442k		1.0k	431.46	View chart
Union Pac Corp Common Stock (UNP)	0.2	$430k		1.6k	272.00	View chart
Broadcom Common Stock (AVGO)	0.2	$394k	+125%	1.0k	377.75	View chart
Amphenol Corp New Class A Common Stock (APH)	0.2	$391k		2.2k	176.32	View chart
Newmont Corp Common Stock (NEM)	0.2	$373k		4.0k	93.40	View chart
Churchill Downs Incorporated Common (CHDN)	0.2	$366k	NEW	4.1k	89.64	View chart
Schwab International Equity Etf Uit Exchange Traded (SCHF)	0.2	$354k		13k	27.70	View chart
Ishares 0-3 Month Treasury Bond Etf Uit Exchange Traded (SGOV)	0.2	$353k	+8%	4.3k	82.07	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$352k	+10%	1.3k	270.31	View chart
Progressive Corp Oh Common Stock (PGR)	0.2	$346k	-14%	1.6k	218.45	View chart
Ishares Msci Eafe Small-cap Etf Uit Exchange Traded (SCZ)	0.2	$334k		4.1k	82.27	View chart
Trane Technologies Plc F Foreign Ordinaries (TT)	0.2	$332k		676.00	491.16	View chart
Agnico Eagle Mines Ltd F Foreign Canadian (AEM)	0.2	$322k		2.1k	155.13	View chart
Us Bancorp Common (USB)	0.2	$312k	+950%	5.2k	60.40	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.2	$302k	+74%	152.00	1989.44	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	0.2	$290k		422.00	686.81	View chart
Micron Technology Common Stock (MU)	0.2	$282k	-5%	244.00	1154.29	View chart
Vanguard Ftse Europe Etf Uit Exchange Traded (VGK)	0.2	$272k		3.1k	88.54	View chart
Warner Bros Discovery Inclass Series A Common Stock (WBD)	0.2	$269k		10k	26.66	View chart
Constellation Energy Corporation Common (CEG)	0.2	$268k	NEW	1.1k	248.50	View chart
Wisdomtree Japan Hedged Equity Fund Exchange Traded Funds (DXJ)	0.2	$266k	+1890%	1.5k	173.52	View chart
Nuveen S&p 500 Dynamic Overwri Equity (SPXX)	0.1	$255k	NEW	14k	18.64	View chart
Smartfinl Common Stock (SMBK)	0.1	$247k		5.3k	46.92	View chart
Seabridge Gold Incorporated Ordinary Shares	0.1	$235k	NEW	9.1k	25.74	View chart
Ark 21shares Bitcoin Etf Uit Exchange Traded (ARKB)	0.1	$234k		12k	19.46	View chart
Lowes Cos Common Stock (LOW)	0.1	$230k	+37%	1.0k	220.49	View chart
Ishares Tr S&p Mc 400vl Etf Exchange Traded Funds (IJJ)	0.1	$222k	+54%	1.5k	147.73	View chart
Kinross Gold Corp F Foreign Canadian (KGC)	0.1	$219k		9.3k	23.62	View chart
Servicenow Incorporated Common (NOW)	0.1	$216k	+698%	2.2k	99.28	View chart
Ishares Core S&p Mid-capetf Uit Exchange Traded (IJH)	0.1	$211k		2.7k	77.11	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$205k		600.00	341.02	View chart
Comfort Sys Usa Common Stock (FIX)	0.1	$129k	+4%	65.00	1981.95	View chart
Danaher Corp Common Stock (DHR)	0.1	$127k	-40%	668.00	190.48	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$127k		1.0k	126.58	View chart
Bondbloxx Private Creditclo Etf Uit Exchange Traded (PCMM)	0.1	$124k	-45%	2.5k	49.87	View chart
Aurora Innovation Inc Class A Common Stock (AUR)	0.1	$121k		18k	6.82	View chart
Vaneck Junior Gold Miners Etf Uit Exchange Traded (GDXJ)	0.1	$120k		1.2k	98.23	View chart
Soundhound Ai Inc Class A Common Stock (SOUN)	0.0	$86k		13k	6.47	View chart
Snap Inc Class A Common Stock (SNAP)	0.0	$44k		10k	4.44	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 Q2 filed Aug. 14, 2026
Wealth Preservation Advisors 2026 Q1 filed May 15, 2026
Wealth Preservation Advisors 2025 Q4 filed Feb. 23, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z