Wealth Preservation Advisors

Wealth Preservation Advisors as of June 30, 2026

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