Wealth Preservation Advisors, LLC Top Holdings and 13F Report (2026) About Wealth Preservation Advisors, LLCInvestment ActivityWealth Preservation Advisors, LLC has $120.40 million in total holdings as of March 31, 2026.Wealth Preservation Advisors, LLC owns shares of 1,035 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 64.23% of the portfolio was purchased this quarter.About 30.55% of the portfolio was sold this quarter.This quarter, Wealth Preservation Advisors, LLC has purchased 621 new stocks and bought additional shares in 184 stocks.Wealth Preservation Advisors, LLC sold shares of 29 stocks and completely divested from 266 stocks this quarter.Largest Holdings NVIDIA $15,341,126Amazon.com $15,073,749Alphabet $13,106,920Microsoft $8,422,606Apple $7,329,299 Largest New Holdings this Quarter G0593M107 - AstraZeneca $151,859 HoldingG87110105 - TechnipFMC $112,682 Holding281020107 - Edison International $100,842 Holding69331C108 - Pacific Gas & Electric $97,373 Holding836100107 - SoundHound AI $91,783 Holding Largest Purchases this Quarter Amazon.com 64,700 shares (about $13.48M)NVIDIA 75,394 shares (about $13.15M)Microsoft 19,689 shares (about $7.29M)Apple 22,278 shares (about $5.65M)Vanguard Value ETF 18,299 shares (about $3.59M) Largest Sales this Quarter Uber Technologies 8,749 shares (about $629.32K)RTX 2,626 shares (about $506.55K)U.S. Bancorp 4,677 shares (about $243.25K)Norfolk Southern 455 shares (about $130.59K)Carrier Global 2,146 shares (about $120.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Preservation Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$15,341,126$13,148,739 â–²599.7%87,96512.7%Computer and TechnologyAMZNAmazon.com$15,073,749$13,475,069 â–²842.9%72,37612.5%Retail/WholesaleGOOGAlphabet$13,106,920$54,790 â–²0.4%45,69110.9%Computer and TechnologyMSFTMicrosoft$8,422,606$7,288,388 â–²642.6%22,7537.0%Computer and TechnologyAAPLApple$7,329,299$5,654,009 â–²337.5%28,8796.1%Computer and TechnologyVTVVanguard Value ETF$4,867,852$3,590,215 â–²281.0%24,8114.0%ETFNFLXNetflix$2,909,595$2,874,020 â–²8,078.6%30,2612.4%Consumer DiscretionaryVOEVanguard Mid-Cap Value ETF$2,658,095$2,450,777 â–²1,182.1%14,4242.2%ETFGOOGLAlphabet$2,097,206$1,850,188 â–²749.0%7,2931.7%Computer and TechnologyOBDCBlue Owl Capital$2,041,470$1,932,197 â–²1,768.2%184,5811.7%FinanceVUGVanguard Growth ETF$1,842,557$1,000,782 â–²118.9%4,2181.5%ETFSPYSPDR S&P 500 ETF Trust$1,424,337$624,367 â–²78.0%2,1901.2%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$1,413,961$743,866 â–²111.0%33,2741.2%ETFUBERUber Technologies$1,230,795$629,316 â–¼-33.8%17,1111.0%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$1,193,053$1,174,026 â–²6,170.3%34,0481.0%ETFSPGSimon Property Group$1,119,553$746,493 â–²200.1%6,0020.9%FinanceAPOApollo Global Management$1,057,599$1,030,301 â–²3,774.3%9,4920.9%FinanceMETAMeta Platforms$1,013,328$299,821 â–²42.0%1,7710.8%Computer and TechnologyFBKFB Financial$986,8600.0%19,0000.8%FinanceVOTVanguard Mid-Cap Growth ETF$864,625$743,166 â–²611.9%3,3600.7%ETFVBRVanguard Small-Cap Value ETF$832,037$791,195 â–²1,937.2%3,8300.7%ETFMRKMerck & Co., Inc.$802,094$732,326 â–²1,049.7%6,6680.7%MedicalHEEMiShares Currency Hedged MSCI Emerging Markets ETF$707,454$614,269 â–²659.2%19,1620.6%ETFDEDeere & Company$701,872$429,798 â–²158.0%1,2460.6%IndustrialsFHNFirst Horizon$616,750$61,884 â–²11.2%27,0980.5%FinanceSYBTStock Yards Bancorp$547,8210.0%8,2640.5%FinanceMSMorgan Stanley$541,435$534,194 â–²7,377.3%3,2900.4%FinanceVBKVanguard Small-Cap Growth ETF$522,547$469,960 â–²893.7%1,7290.4%ETFWFCWells Fargo & Company$507,833$489,523 â–²2,673.5%6,3790.4%FinanceKKRKKR & Co. Inc.$504,125$134,125 â–²36.3%5,4500.4%FinanceOHIOmega Healthcare Investors$495,9110.0%11,3170.4%FinanceNEMNewmont$431,701$427,263 â–²9,626.8%3,9880.4%Basic MaterialsVYMVanguard High Dividend Yield ETF$427,7130.0%2,8880.4%Financial ServicesSOUTHSTATE BK CORP$424,296$8,974 â–²2.2%4,5860.4%COMMON STOCKAEMAgnico Eagle Mines$421,1840.0%2,0750.3%Basic MaterialsPNCThe PNC Financial Services Group$416,180$82,404 â–²24.7%2,0000.3%FinanceEFAiShares MSCI EAFE ETF$410,209$207,679 â–²102.5%4,2230.3%FinanceXLFFinancial Select Sector SPDR Fund$401,576$200,541 â–²99.8%8,1340.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$397,708$133,073 â–²50.3%3,9510.3%ETFUNPUnion Pacific$383,582$336,029 â–²706.6%1,5810.3%TransportationPGRProgressive$368,330$46,190 â–²14.3%1,8580.3%FinanceMCDMcDonald's$364,868$349,639 â–²2,295.9%1,1740.3%Retail/WholesaleTSLATesla$348,702$307,066 â–²737.5%9380.3%Auto/Tires/TrucksQXO INC$348,667$173,188 â–²98.7%17,9540.3%COMMON STOCKSCZiShares MSCI EAFE Small-Cap ETF$318,5800.0%4,0630.3%ETFSCHFSchwab International Equity ETF$315,766$146,770 â–²86.8%12,7580.3%ETFTTTrane Technologies$284,216$2,500 â–²0.9%6820.2%ConstructionKGCKinross Gold$283,012$275,718 â–²3,779.9%9,2730.2%Basic MaterialsAPHAmphenol$280,4970.0%2,2200.2%Computer and TechnologyWBDWarner Bros. Discovery$276,605$274,600 â–²13,698.6%10,0730.2%Consumer DiscretionaryARK 21SHARES BITCOIN ETF$269,8800.0%12,0000.2%UIT EXCHANGE TRADEDINTCIntel$269,193$268,531 â–²40,566.7%6,1000.2%Computer and TechnologyKOCocaCola$260,091$168,831 â–²185.0%3,4200.2%Consumer StaplesVGKVanguard FTSE Europe ETF$253,2250.0%3,0720.2%ETFCRMSalesforce$252,799$156,086 â–²161.4%1,3540.2%Computer and TechnologyVOOVanguard S&P 500 ETF$252,166$248,581 â–²6,933.3%4220.2%ETFBONDBLOXX PRIVATE CREDITCLO ETF$224,805$156,164 â–²227.5%4,5720.2%UIT EXCHANGE TRADEDSTATE STREET IG PUBLIC &PRIVATE CREDIT ETF$217,8000.0%8,6340.2%UIT EXCHANGE TRADEDJPMJPMorgan Chase & Co.$213,854$12,061 â–¼-5.3%7270.2%FinanceDHRDanaher$213,679$87,026 â–²68.7%1,1270.2%MedicalSNOWSnowflake$212,656$37,705 â–²21.6%1,4100.2%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$206,0630.0%4,5670.2%ETFSMBKSmartFinancial$205,600$139,789 â–²212.4%5,2610.2%FinanceLINDE PLC F$202,270$37,182 â–²22.5%4080.2%FOREIGN ORDINARIESSCHVSchwab U.S. Large-Cap Value ETF$193,8890.0%6,3570.2%ETFWALMART INC$189,786$109,124 â–²135.3%1,5270.2%COMMON STOCKIJHiShares Core S&P Mid-Cap ETF$184,424$137,423 â–²292.4%2,7310.2%ETFLOWLowe's Companies$179,809$118,376 â–²192.7%7610.1%Retail/WholesaleVVisa$178,624$164,116 â–²1,131.3%5910.1%Business ServicesGLDSPDR Gold Shares$175,128$76,592 â–²77.7%4070.1%FinanceRGLDRoyal Gold$173,7610.0%6830.1%Basic MaterialsORCLOracle$172,800$144,123 â–²502.6%1,1750.1%Computer and TechnologyYUMYum! Brands$171,028$106,193 â–²163.8%1,1000.1%Retail/WholesaleABBVAbbVie$170,730$10,875 â–²6.8%7850.1%MedicalDELLDell Technologies$169,697$153,942 â–²977.1%1,0340.1%Computer and TechnologyAXPAmerican Express$162,464$157,926 â–²3,480.0%5370.1%FinancePGProcter & Gamble$154,984$118,874 â–²329.2%1,0730.1%Consumer StaplesBMYBristol Myers Squibb$154,233$145,985 â–²1,769.9%2,5430.1%MedicalACNAccenture$154,072$17,648 â–²12.9%7770.1%Computer and TechnologyAZNCFAstraZeneca$151,859$151,859 â–²New Holding7700.1%MedicalAMLPAlerian MLP ETF$148,694$22,738 â–²18.1%2,8250.1%ETFGDXJVanEck Junior Gold Miners ETF$146,296$13,201 â–²9.9%1,2190.1%ETFPSXPhillips 66$145,926$141,736 â–²3,382.6%8010.1%EnergyAVGOBroadcom$143,221$111,669 â–²353.9%4630.1%Computer and TechnologyNSCNorfolk Southern$142,065$130,585 â–¼-47.9%4950.1%TransportationIVEiShares S&P 500 Value ETF$141,8930.0%6720.1%ETFGDXVanEck Gold Miners ETF$140,500$20,556 â–¼-12.8%1,5310.1%ETFSHViShares Short Treasury Bond ETF$135,117$46,253 â–¼-25.5%1,2240.1%ETFDUKDuke Energy$130,940$81,052 â–²162.5%1,0000.1%UtilitiesIJJiShares S&P Mid-Cap 400 Value ETF$129,0550.0%9740.1%ETFDFACDimensional U.S. Core Equity 2 ETF$119,9610.0%3,0870.1%ETFCOFCapital One Financial$119,328$116,956 â–²4,930.8%6540.1%FinanceCHKPCheck Point Software Technologies$115,2800.0%8070.1%Computer and TechnologyASMLASML$114,9120.0%870.1%Computer and TechnologyFTITechnipFMC$112,682$112,682 â–²New Holding1,6300.1%EnergyIWMiShares Russell 2000 ETF$109,616$95,976 â–²703.6%4420.1%FinanceBRK.BBerkshire Hathaway$106,862$46,962 â–²78.4%2230.1%FinanceEEMiShares MSCI Emerging Markets ETF$103,755$2,044 â–²2.0%1,8270.1%FinanceIXNiShares Global Tech ETF$102,369$1,200 â–¼-1.2%1,0240.1%ETFEIXEdison International$100,842$100,842 â–²New Holding1,3780.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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