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Amg Pantheon Fund Instl cem shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Amg Pantheon Fund Instl cem (XPEIX) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Amg Pantheon Fund Instl cem

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All positions including Amg Pantheon Fund Instl cem held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amg Pantheon Fund Instl cem by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 500k 28.53

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding Amg Pantheon Fund Instl cem

Wealth Preservation Advisors

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