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Dow shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $40k 950 41.65

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Nvidia Corp Common Stock (NVDA)
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Alphabet Inc Class Class C Common Stock (GOOG)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)
Netflix Common Stock (NFLX)
Vanguard Mid-cap Value Index Fund Etf Shares Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)
Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)
Ishares Currency Hedged Msci Eafe Etf Uit Exchange Traded (HEFA)
Uber Technologies Common Stock (UBER)
Dimensional Us Small Capvalue Etf Uit Exchange Traded (DFSV)

View all positions for Wealth Preservation Advisors

Top funds holding Dow

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Susquehanna International
AQR Capital Management
Invesco
Capital Research Global Investors
Citadel Advisors
Charles Schwab Investment Management
Goldman Sachs Group

View all funds holding Dow