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Wealth Preservation Advisors, LLC Top Holdings and 13F Report (2026)

About Wealth Preservation Advisors, LLC

Investment Activity

  • Wealth Preservation Advisors, LLC has $209.57 million in total holdings as of September 30, 2026.
  • Wealth Preservation Advisors, LLC owns shares of 119 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 66.08% of the portfolio was purchased this quarter.
  • About 1.22% of the portfolio was sold this quarter.
  • This quarter, Wealth Preservation Advisors, LLC has purchased 88 new stocks and bought additional shares in 65 stocks.
  • Wealth Preservation Advisors, LLC sold shares of 4 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Alphabet
$34,164,978
NVIDIA
$28,543,993
Amazon.com
$21,917,227
Microsoft
$14,540,022
Apple
$11,870,915

Largest New Holdings this Quarter

464287234 - iShares MSCI Emerging Markets ETF
$1,173,865 Holding
025072703 - Avantis International Equity ETF
$959,221 Holding
14020W106 - Capital Group Dividend Value ETF
$876,369 Holding
14020G101 - Capital Group Growth ETF
$845,961 Holding

Largest Purchases this Quarter

NVIDIA
107,845 shares (about $24.63M)
Amazon.com
80,361 shares (about $20.02M)
Alphabet
54,767 shares (about $18.66M)
Microsoft
26,805 shares (about $13.75M)
Apple
29,797 shares (about $9.92M)

Largest Sales this Quarter

Peoples Bancorp
6,984 shares (about $255.54K)
ISHARES TR
1,369 shares (about $137.82K)
Vanguard S&P 500 ETF
24 shares (about $16.82K)
Broadcom
21 shares (about $7.38K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealth Preservation Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOG
Alphabet
$34,164,978$18,661,308 ▲120.4%100,26716.3%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$28,543,993$24,629,571 ▲629.2%124,98513.6%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,917,227$20,021,943 ▲1,056.4%87,96810.5%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$14,540,022$13,748,114 ▲1,736.1%28,3496.9%Technology
Apple Inc. stock logo
AAPL
Apple
$11,870,915$9,923,067 ▲509.4%35,6465.7%Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,439,705$8,035,612 ▲572.3%43,6864.5%ETF
Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
$9,214,057$255,545 ▼-2.7%251,8194.4%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,358,212$4,316,360 ▲414.3%59,4632.6%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$3,303,261$3,085,442 ▲1,416.5%16,8941.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,187,702$2,757,995 ▲641.8%6,4021.5%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,974,027$2,712,858 ▲1,038.7%8,6431.4%Communication Services
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$2,823,738$2,103,260 ▲291.9%60,8701.3%ETF
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$2,210,268$767,048 ▲53.1%19,0441.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$2,128,174$36,042 ▲1.7%30,5861.0%Communication Services
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,943,091$1,726,476 ▲797.0%18,7030.9%ETF
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
$1,902,937$92,092 ▲5.1%181,4050.9%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,882,692$1,655,457 ▲728.5%2,4690.9%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$1,616,022$1,214,526 ▲302.5%8,0500.8%Real Estate
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$1,583,677$407,457 ▲34.6%5,4220.8%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,544,558$625,565 ▲68.1%22,5450.7%Industrials
iShares Currency Hedged MSCI Emerging Markets ETF stock logo
HEEM
iShares Currency Hedged MSCI Emerging Markets ETF
$1,218,247$269,534 ▲28.4%28,8410.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,210,334$826,711 ▲215.5%1,6690.6%Communication Services
First Horizon Corporation stock logo
FHN
First Horizon
$1,185,174$623,859 ▲111.1%51,4850.6%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,173,865$1,173,865 ▲New Holding17,5750.6%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,106,738$170,747 ▲18.2%4,7900.5%ETF
PINNACLE FINL PARTNERS INC
$1,061,350$112,332 ▲11.8%11,3380.5%COM
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,059,077$98,090 ▲10.2%7,2880.5%Healthcare
FB Financial Corporation stock logo
FBK
FB Financial
$982,3000.0%19,0000.5%Finance
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$959,221$959,221 ▲New Holding10,6450.5%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$942,681$145,910 ▲18.3%2,3840.4%Energy
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$892,761$892,761 ▲New Holding12,8900.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$890,736$648,535 ▲267.8%2,3390.4%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$876,369$876,369 ▲New Holding17,9400.4%ETF
SSGA ACTIVE TR
$866,150$59,302 ▲7.3%36,0180.4%STATE STREET IG
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$847,182$150,317 ▲21.6%2,5080.4%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$845,961$845,961 ▲New Holding17,8360.4%ETF
Deere & Company stock logo
DE
Deere & Company
$844,138$7,387 ▲0.9%1,2570.4%Industrials
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$841,949$841,949 ▲New Holding8,9550.4%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$821,695$471,413 ▲134.6%3,6970.4%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$805,774$153,633 ▲23.6%2,2710.4%Consumer Discretionary
SPACE EXPLORATION TECHN CORP
$736,800$736,800 ▲New Holding4,8840.4%CLASS A COM STK
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$704,479$410,085 ▲139.3%8,1840.3%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$688,457$476,395 ▲224.6%2,0810.3%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$687,365$469,920 ▲216.1%12,8720.3%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$647,249$28,403 ▲4.6%3,4410.3%Finance
Stock Yards Bancorp, Inc. stock logo
SYBT
Stock Yards Bancorp
$637,0720.0%8,2640.3%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$608,446$83,791 ▲16.0%4,2770.3%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$602,280$51,086 ▲9.3%1,1200.3%Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$593,871$243,218 ▲69.4%21,6190.3%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$567,234$74,927 ▲15.2%7,0860.3%Finance
Omega Healthcare Investors, Inc. stock logo
OHI
Omega Healthcare Investors
$551,413$27,323 ▲5.2%11,9070.3%Real Estate
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$532,231$532,231 ▲New Holding8700.3%Technology
RTX Corporation stock logo
RTX
RTX
$526,132$9,654 ▲1.9%2,8340.3%Industrials
AllianceBernstein Holding L.P. stock logo
AB
AllianceBernstein
$525,3280.0%15,0610.3%Finance
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$520,502$308,750 ▲145.8%15,6260.2%ETF
Newmont Corporation stock logo
NEM
Newmont
$518,453$58,477 ▲12.7%4,4950.2%Materials
SOUTHSTATE BK CORP
$491,329$44,404 ▲9.9%4,9350.2%COM
Union Pacific Corporation stock logo
UNP
Union Pacific
$486,568$56,331 ▲13.1%1,7880.2%Industrials
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$476,677$22,460 ▲4.9%5,2210.2%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$465,045$465,045 ▲New Holding9,2620.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$448,2180.0%2,8880.2%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$421,551$421,551 ▲New Holding3,8540.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$393,170$393,170 ▲New Holding1,5030.2%Healthcare
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$381,568$1,283 ▲0.3%2,0820.2%Materials
Amphenol Corporation stock logo
APH
Amphenol
$376,652$189,506 ▲101.3%4,4680.2%Technology
The Progressive Corporation stock logo
PGR
Progressive
$373,987$45,401 ▲13.8%1,8040.2%Finance
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$373,696$373,696 ▲New Holding7,5540.2%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$361,635$63,074 ▲21.1%6,2610.2%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$358,599$7,376 ▼-2.0%1,0210.2%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$346,446$108,066 ▲45.3%8720.2%Technology
ASML Holding N.V. stock logo
ASML
ASML
$346,029$70,655 ▲25.7%1910.2%Technology
SmartFinancial, Inc. stock logo
SMBK
SmartFinancial
$344,264$83,476 ▲32.0%6,9450.2%Finance
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$342,9980.0%4,0630.2%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$341,383$134,130 ▲64.7%2,4790.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$337,113$337,113 ▲New Holding6,5130.2%ETF
ARK 21SHARES BITCOIN ETF
$332,2800.0%12,0000.2%SHS BEN INT
McDonald's Corporation stock logo
MCD
McDonald's
$331,861$31,408 ▲10.5%1,4370.2%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$331,249$71,362 ▲27.5%3110.2%Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$322,562$31,492 ▲10.8%2,4070.2%Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$321,731$47,485 ▲17.3%1,2670.2%Utilities
Visa Inc. stock logo
V
Visa
$321,241$321,241 ▲New Holding8940.2%Finance
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$314,390$2,631 ▲0.8%10,1580.2%Communication Services
Churchill Downs, Incorporated stock logo
CHDN
Churchill Downs
$308,7740.0%4,0800.1%Consumer Discretionary
Trane Technologies plc stock logo
TT
Trane Technologies
$308,250$2,712 ▲0.9%6820.1%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$306,768$306,768 ▲New Holding3,1040.1%Healthcare
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$297,690$297,690 ▲New Holding9630.1%Industrials
iShares U.S. Small Cap Equity Factor ETF stock logo
SMLF
iShares U.S. Small Cap Equity Factor ETF
$295,134$295,134 ▲New Holding3,5320.1%ETF
ISHARES TR
$295,065$137,818 ▼-31.8%2,9310.1%0-3 MTH TREASURY
SEABRIDGE GOLD INC
$292,724$33,583 ▲13.0%10,3290.1%COM
GE VERNOVA INC
$282,305$282,305 ▲New Holding2970.1%COM
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$278,942$16,821 ▼-5.7%3980.1%ETF
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$277,063$277,063 ▲New Holding30,4800.1%Finance
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$276,7830.0%1,5330.1%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$269,765$269,765 ▲New Holding5,2010.1%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$266,6500.0%3,0720.1%ETF
Oracle Corporation stock logo
ORCL
Oracle
$259,339$259,339 ▲New Holding1,8890.1%Technology
Salesforce Inc. stock logo
CRM
Salesforce
$257,226$257,226 ▲New Holding1,1200.1%Technology
Kinross Gold Corporation stock logo
KGC
Kinross Gold
$255,417$32,123 ▲14.4%10,6070.1%Materials
Nuveen S&P 500 Dynamic Overwrite Fund stock logo
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
$253,1840.0%13,6930.1%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$252,226$252,226 ▲New Holding2,8100.1%ETF

Showing largest 100 holdings. View all holdings.
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