Wealth Preservation Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$120.4M
Q ending 2026-03-31
Prior quarter
$198.7M
Q ending 2025-12-31
Change
-39.4% QoQ · -14.0% YoY
Positions
1,035
reported holdings
Largest positions
Top 100 of 1,035 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp | NVDA | Shares | $15.3M | 88K |
| Amazon.Com Inc | AMZN | Shares | $15.1M | 72K |
| Alphabet Inc Class | GOOG | Shares | $13.1M | 46K |
| Microsoft Corp | MSFT | Shares | $8.4M | 23K |
| Apple Inc | AAPL | Shares | $7.3M | 29K |
| Vanguard Value Index Fund Etf S | VTV | Shares | $4.9M | 25K |
| Netflix Inc | NFLX | Shares | $2.9M | 30K |
| Vanguard Mid-Cap Value Index Fund | VOE | Shares | $2.7M | 14K |
| Alphabet Inc Class | GOOGL | Shares | $2.1M | 7K |
| Blue Owl Cap Corp | OBDC | Shares | $2.0M | 185K |
| Vanguard Growth Index Fund Etf S | VUG | Shares | $1.8M | 4K |
| State Street Spdr S&P 500 Etf Tr | SPY | Shares | $1.4M | 2K |
| Ishares Currency Hedged Msci Eafe | HEFA | Shares | $1.4M | 33K |
| Uber Technologies Inc | UBER | Shares | $1.2M | 17K |
| Dimensional Us Small Capvalue Etf | DFSV | Shares | $1.2M | 34K |
| Simon Ppty Group Inc Newreit | SPG | Shares | $1.1M | 6K |
| Apollo Global Mgmt Inc Nclass | APO | Shares | $1.1M | 9K |
| Meta Platforms Inc Class | META | Shares | $1.0M | 2K |
| Fb Finl Corp | FBK | Shares | $987K | 19K |
| Vanguard Mid-Cap Growth Index Fund | VOT | Shares | $865K | 3K |
| Vanguard Small-Cap Valueindex Fund | VBR | Shares | $832K | 4K |
| Merck & Co. Inc. | MRK | Shares | $802K | 7K |
| Ishares Currency Hedged Msci Emerg | HEEM | Shares | $707K | 19K |
| Deere & Co | DE | Shares | $702K | 1K |
| First Horizon Corp | FHN | Shares | $617K | 27K |
| Stock Yds Bancorp Inc | SYBT | Shares | $548K | 8K |
| Morgan Stanley | MS | Shares | $541K | 3K |
| Vanguard Small-Cap Growth Ind | VBK | Shares | $523K | 2K |
| Wells Fargo & Co | WFC | Shares | $508K | 6K |
| Kkr & Co Inc | KKR | Shares | $504K | 5K |
| Omega Healthcare Invs Inreit | OHI | Shares | $496K | 11K |
| Newmont Corp | NEM | Shares | $432K | 4K |
| Vanguard High Dividend Yield Inde | VYM | Shares | $428K | 3K |
| Southstate Bk Corp | SSB | Shares | $424K | 5K |
| Agnico Eagle Mines Ltd F | AEM | Shares | $421K | 2K |
| Pnc Finl Services | PNC | Shares | $416K | 2K |
| Ishares Msci Eafe Etf | EFA | Shares | $410K | 4K |
| State Street Financial Select Sec | XLF | Shares | $402K | 8K |
| Ishares 0-3 Month Treasury B | SGOV | Shares | $398K | 4K |
| Union Pac Corp | UNP | Shares | $384K | 2K |
| Progressive Corp Oh | PGR | Shares | $368K | 2K |
| Mcdonalds Corp | MCD | Shares | $365K | 1K |
| Tesla Inc | TSLA | Shares | $349K | 938 |
| Qxo Inc | QXO | Shares | $349K | 18K |
| Ishares Msci Eafe Small-Cap | SCZ | Shares | $319K | 4K |
| Schwab International Equity Etf | SCHF | Shares | $316K | 13K |
| Trane Technologies Plc F | Shares | $284K | 682 | |
| Kinross Gold Corp F | KGC | Shares | $283K | 9K |
| Amphenol Corp New Class | APH | Shares | $280K | 2K |
| Warner Bros Discovery Inclass | WBD | Shares | $277K | 10K |
| Ark 21Shares Bitcoin Etf | ARKB | Shares | $270K | 12K |
| Intel Corp | INTC | Shares | $269K | 6K |
| The Coca-Cola Co | KO | Shares | $260K | 3K |
| Vanguard Ftse Europe Etf | VGK | Shares | $253K | 3K |
| Salesforce Inc | CRM | Shares | $253K | 1K |
| Vanguard S&P 500 Etf | VOO | Shares | $252K | 422 |
| Bondbloxx Private Creditclo Etf | PCMM | Shares | $225K | 5K |
| State Street Ig Public &Private Cr | PRIV | Shares | $218K | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $214K | 727 |
| Danaher Corp | DHR | Shares | $214K | 1K |
| Snowflake Inc Class | SNOW | Shares | $213K | 1K |
| Dimensional Us Core Equity Mar | DFAU | Shares | $206K | 5K |
| Smartfinl Inc | SMBK | Shares | $206K | 5K |
| Linde Plc F | Shares | $202K | 408 | |
| Schwab U.S. Large-Cap Value Etf | SCHV | Shares | $194K | 6K |
| Walmart Inc | WMT | Shares | $190K | 2K |
| Ishares Core S&P Mid-Capetf | IJH | Shares | $184K | 3K |
| Lowes Cos Inc | LOW | Shares | $180K | 761 |
| Visa Inc Class | V | Shares | $179K | 591 |
| Spdr Gold Shares | GLD | Shares | $175K | 407 |
| Royal Gold Inc | RGLD | Shares | $174K | 683 |
| Oracle Corp | ORCL | Shares | $173K | 1K |
| Yum Brands Inc | YUM | Shares | $171K | 1K |
| Abbvie Inc | ABBV | Shares | $171K | 785 |
| Dell Technologies Inc Class | DELL | Shares | $170K | 1K |
| American Express Co | AXP | Shares | $162K | 537 |
| Procter & Gamble Co | PG | Shares | $155K | 1K |
| Bristol Myers Squibb Co | BMY | Shares | $154K | 3K |
| Accenture Plc Ireland Fclass | Shares | $154K | 777 | |
| Astrazeneca Plc F | Shares | $152K | 770 | |
| Alerian Mlp Etf | AMLP | Shares | $149K | 3K |
| Vaneck Junior Gold Miners Etf | GDXJ | Shares | $146K | 1K |
| Phillips 66 | PSX | Shares | $146K | 801 |
| Broadcom Inc | AVGO | Shares | $143K | 463 |
| Norfolk Southn Corp | NSC | Shares | $142K | 495 |
| Ishares S&P 500 Value Etf | IVE | Shares | $142K | 672 |
| Vaneck Gold Miners Etf | GDX | Shares | $141K | 2K |
| Ishares 01 Year Treasurybond Etf | SHV | Shares | $135K | 1K |
| Duke Energy Corp New | DUK | Shares | $131K | 1K |
| Ishares S&P Mid-Cap 400 Value Etf | IJJ | Shares | $129K | 974 |
| Dimensional U.S. Core Equity 2 E | DFAC | Shares | $120K | 3K |
| Capital One Finl Corp | COF | Shares | $119K | 654 |
| Check Point Software T F | Shares | $115K | 807 | |
| Asml Hldg N V Fsponsored | Shares | $115K | 87 | |
| Technipfmc Plc F | Shares | $113K | 2K | |
| Ishares Russell 2000 Etf | IWM | Shares | $110K | 442 |
| Berkshire Hathaway Class | BRK/B | Shares | $107K | 223 |
| Ishares Msci Emerging Markets Et | EEM | Shares | $104K | 2K |
| Ishares Global Tech Etf | IXN | Shares | $102K | 1K |
| Edison Intl | EIX | Shares | $101K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.