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

About Wealth Preservation Advisors, LLC

Investment Activity

Wealth Preservation Advisors, LLC has $175.42 million in total holdings as of June 30, 2026.
Wealth Preservation Advisors, LLC owns shares of 111 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 17.89% of the portfolio was purchased this quarter.
About 43.19% of the portfolio was sold this quarter.
This quarter, Wealth Preservation Advisors, LLC has purchased 1,058 new stocks and bought additional shares in 41 stocks.
Wealth Preservation Advisors, LLC sold shares of 35 stocks and completely divested from 954 stocks this quarter.

Largest Holdings

Alphabet: $19,197,479
NVIDIA: $18,788,580
Amazon.com: $17,143,082
Alphabet: $16,076,515
Microsoft: $10,129,505

Largest New Holdings this Quarter

709789101 - Peoples Bancorp: $9,940,623 Holding
01881G106 - AllianceBernstein: $530,448 Holding
56585A102 - Marathon Petroleum: $515,175 Holding
171484108 - Churchill Downs: $365,731 Holding
21037T109 - Constellation Energy: $268,378 Holding

Largest Purchases this Quarter

Peoples Bancorp: 258,803 shares (about $9.94M)
Alphabet: 8,642 shares (about $3.05M)
Vanguard Growth ETF: 29,261 shares (about $2.52M)
Microsoft: 4,402 shares (about $1.64M)
Berkshire Hathaway: 3,045 shares (about $1.52M)

Largest Sales this Quarter

Amazon.com: 64,769 shares (about $15.44M)
NVIDIA: 70,825 shares (about $14.17M)
Microsoft: 21,209 shares (about $7.91M)
Apple: 23,030 shares (about $6.66M)
Vanguard Value ETF: 18,313 shares (about $3.99M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOG Alphabet	$19,197,479	$3,053,478 â–²	18.9%	54,333	10.9%	Communication Services
NVDA NVIDIA	$18,788,580	$1,187,730 â–²	6.7%	93,901	10.7%	Technology
AMZN Amazon.com	$17,143,082	$107,015 â–¼	-0.6%	71,927	9.8%	Consumer Discretionary
GOOG Alphabet	$16,076,515	$67,486 â–¼	-0.4%	45,500	9.2%	Communication Services
MSFT Microsoft	$10,129,505	$1,642,058 â–²	19.3%	27,155	5.8%	Technology
PEBO Peoples Bancorp	$9,940,623	$9,940,623 â–²	New Holding	258,803	5.7%	Finance
AAPL Apple	$8,719,276	$362,857 â–²	4.3%	30,133	5.0%	Technology
VTV Vanguard Value ETF	$6,603,865	$1,196,859 â–²	22.1%	30,303	3.8%	ETF
NVDA NVIDIA	$3,429,543	$14,171,376 â–¼	-80.5%	17,140	2.0%	Technology
VOE Vanguard Mid-Cap Value ETF	$3,026,394	$176,256 â–²	6.2%	15,316	1.7%	ETF
VUG Vanguard Growth ETF	$2,883,911	$2,520,569 â–²	693.7%	33,479	1.6%	ETF
GOOGL Alphabet	$2,764,164	$157,952 â–²	6.1%	7,735	1.6%	Communication Services
NFLX Netflix	$2,146,855	$13,780 â–¼	-0.6%	30,068	1.2%	Communication Services
HEFA iShares Currency Hedged MSCI EAFE ETF	$1,958,723	$397,357 â–²	25.4%	41,742	1.1%	ETF
OBDC Blue Owl Capital	$1,876,441	$129,951 â–¼	-6.5%	172,626	1.1%	Finance
AMZN Amazon.com	$1,813,052	$15,437,040 â–¼	-89.5%	7,607	1.0%	Consumer Discretionary
AAPL Apple	$1,692,521	$6,664,175 â–¼	-79.7%	5,849	1.0%	Technology
BRK.B Berkshire Hathaway	$1,635,275	$1,523,688 â–²	1,365.5%	3,268	0.9%	Finance
SPY SPDR S&P 500 ETF Trust	$1,631,251	$4,481 â–¼	-0.3%	2,184	0.9%	ETF
APO Apollo Global Management	$1,471,215	$348,193 â–²	31.0%	12,435	0.8%	Finance
VTV Vanguard Value ETF	$1,416,109	$3,990,952 â–¼	-73.8%	6,498	0.8%	ETF
SPG Simon Property Group	$1,342,347		0.0%	6,002	0.8%	Real Estate
UBER Uber Technologies	$1,240,358	$5,628 â–²	0.5%	17,189	0.7%	Industrials
VOT Vanguard Mid-Cap Growth ETF	$1,233,466	$204,301 â–²	19.9%	4,027	0.7%	ETF
DFSV Dimensional US Small Cap Value ETF	$1,164,291	$156,441 â–¼	-11.8%	30,015	0.7%	ETF
FBK FB Financial	$1,051,650		0.0%	19,000	0.6%	Finance
PINNACLE FINL PARTNERS I	$1,022,721	$921,841 â–²	913.8%	10,138	0.6%	COMMON STOCK
HEEM iShares Currency Hedged MSCI Emerging Markets ETF	$1,004,627	$147,518 â–²	17.2%	22,460	0.6%	ETF
VUG Vanguard Growth ETF	$995,951	$632,612 â–²	174.1%	11,562	0.6%	ETF
VBR Vanguard Small-Cap Value ETF	$984,448	$53,706 â–²	5.8%	4,051	0.6%	ETF
UBER Uber Technologies	$967,954	$266,775 â–¼	-21.6%	13,414	0.6%	Industrials
MRK Merck & Co., Inc.	$849,771	$7,068 â–¼	-0.8%	6,613	0.5%	Healthcare
STATE STREET IG PUBLIC &PRIVATE CREDIT ETF	$844,672	$627,311 â–²	288.6%	33,552	0.5%	UIT EXCHANGE TRADED
DE Deere & Company	$790,375		0.0%	1,246	0.5%	Industrials
TSLA Tesla	$773,063	$378,540 â–²	95.9%	1,838	0.4%	Consumer Discretionary
VBK Vanguard Small-Cap Growth ETF	$754,331	$122,126 â–²	19.3%	2,063	0.4%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$728,792	$832,590 â–¼	-53.3%	15,531	0.4%	ETF
MS Morgan Stanley	$687,742		0.0%	3,290	0.4%	Finance
FHN First Horizon	$673,153	$21,640 â–¼	-3.1%	26,254	0.4%	Finance
SYBT Stock Yards Bancorp	$631,948		0.0%	8,264	0.4%	Finance
FHN First Horizon	$625,211	$69,588 â–¼	-10.0%	24,384	0.4%	Finance
JPM JPMorgan Chase & Co.	$598,359	$360,390 â–²	151.4%	1,828	0.3%	Finance
MSFT Microsoft	$575,763	$7,908,910 â–¼	-93.2%	1,544	0.3%	Technology
GLD SPDR Gold Shares	$546,676	$396,745 â–²	264.6%	1,484	0.3%	ETF
OHI Omega Healthcare Investors	$539,595		0.0%	11,317	0.3%	Real Estate
AB AllianceBernstein	$530,448	$530,448 â–²	New Holding	15,061	0.3%	Finance
RTX RTX	$527,829	$482,673 â–²	1,068.9%	2,782	0.3%	Industrials
MPC Marathon Petroleum	$515,175	$515,175 â–²	New Holding	2,015	0.3%	Energy
WFC Wells Fargo & Company	$508,236	$18,925 â–¼	-3.6%	6,150	0.3%	Finance
IVW iShares S&P 500 Growth ETF	$507,211	$396,499 â–²	358.1%	3,688	0.3%	ETF
EFA iShares MSCI EAFE ETF	$500,082	$61,394 â–²	14.0%	4,814	0.3%	ETF
PNC The PNC Financial Services Group	$492,440		0.0%	2,000	0.3%	Finance
META Meta Platforms	$485,556	$512,031 â–¼	-51.3%	862	0.3%	Communication Services
KKR KKR & Co. Inc.	$456,606	$43,596 â–¼	-8.7%	4,975	0.3%	Finance
VYM Vanguard High Dividend Yield ETF	$456,391		0.0%	2,888	0.3%	ETF
SOUTHSTATE BK CORP	$448,451	$9,690 â–¼	-2.1%	4,489	0.3%	COMMON STOCK
XLF Financial Select Sector SPDR Fund	$447,644	$11,580 â–²	2.7%	8,350	0.3%	ETF
SPG Simon Property Group	$447,300	$895,047 â–¼	-66.7%	2,000	0.3%	Real Estate
DELL Dell Technologies	$442,243	$3,883 â–¼	-0.9%	1,025	0.3%	Technology
BRK.B Berkshire Hathaway	$431,837	$320,250 â–²	287.0%	863	0.2%	Finance
UNP Union Pacific	$430,032		0.0%	1,581	0.2%	Industrials
AVGO Broadcom	$393,616	$218,718 â–²	125.1%	1,042	0.2%	Technology
APH Amphenol	$391,430		0.0%	2,220	0.2%	Technology
PNC The PNC Financial Services Group	$388,043	$104,397 â–¼	-21.2%	1,576	0.2%	Finance
KO CocaCola	$387,333	$109,389 â–²	39.4%	4,766	0.2%	Consumer Staples
NEM Newmont	$372,479		0.0%	3,988	0.2%	Materials
CHDN Churchill Downs	$365,731	$365,731 â–²	New Holding	4,080	0.2%	Consumer Discretionary
SCHF Schwab International Equity ETF	$353,587	$194 â–²	0.1%	12,765	0.2%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$352,902	$28,643 â–²	8.8%	4,300	0.2%	ETF
MCD McDonald's	$351,673	$34,329 â–²	10.8%	1,301	0.2%	Consumer Discretionary
PGR Progressive	$346,243	$59,637 â–¼	-14.7%	1,585	0.2%	Finance
SCZ iShares MSCI EAFE Small-Cap ETF	$334,263		0.0%	4,063	0.2%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$332,888	$111,601 â–²	50.4%	9,563	0.2%	ETF
TT Trane Technologies	$332,024	$2,947 â–¼	-0.9%	676	0.2%	Industrials
AEM Agnico Eagle Mines	$321,895		0.0%	2,075	0.2%	Materials
USB U.S. Bancorp	$312,208	$282,491 â–²	950.6%	5,169	0.2%	Finance
ASML ASML	$302,395	$129,314 â–²	74.7%	152	0.2%	Technology
META Meta Platforms	$297,851	$699,302 â–¼	-70.1%	529	0.2%	Communication Services
VOO Vanguard S&P 500 ETF	$289,834		0.0%	422	0.2%	ETF
MU Micron Technology	$281,647	$15,006 â–¼	-5.1%	244	0.2%	Technology
KO CocaCola	$277,943		0.0%	3,420	0.2%	Consumer Staples
VGK Vanguard FTSE Europe ETF	$271,995		0.0%	3,072	0.2%	ETF
GOOGL Alphabet	$271,244	$2,335,057 â–¼	-89.6%	759	0.2%	Communication Services
WBD Warner Bros. Discovery	$268,546		0.0%	10,073	0.2%	Communication Services
CEG Constellation Energy	$268,378	$268,378 â–²	New Holding	1,080	0.2%	Utilities
DXJ WisdomTree Japan Hedged Equity Fund	$266,006	$252,645 â–²	1,890.9%	1,533	0.2%	ETF
SPXX Nuveen S&P 500 Dynamic Overwrite Fund	$255,238	$255,238 â–²	New Holding	13,693	0.1%	Finance
SMBK SmartFinancial	$246,846		0.0%	5,261	0.1%	Finance
SEABRIDGE GOLD INCORPORATED	$235,367	$235,367 â–²	New Holding	9,144	0.1%	Ordinary Shares
GLD SPDR Gold Shares	$234,290	$84,359 â–²	56.3%	636	0.1%	ETF
ARK 21SHARES BITCOIN ETF	$233,520		0.0%	12,000	0.1%	UIT EXCHANGE TRADED
LOW Lowe's Companies	$229,971	$62,178 â–²	37.1%	1,043	0.1%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$222,537	$1,412,886 â–¼	-86.4%	298	0.1%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$222,334	$78,445 â–²	54.5%	1,505	0.1%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$221,287		0.0%	6,357	0.1%	ETF
VOE Vanguard Mid-Cap Value ETF	$220,126	$2,630,051 â–¼	-92.3%	1,114	0.1%	ETF
KGC Kinross Gold	$219,028		0.0%	9,273	0.1%	Materials
XLF Financial Select Sector SPDR Fund	$218,300	$217,764 â–¼	-49.9%	4,072	0.1%	ETF
EFA iShares MSCI EAFE ETF	$216,590	$222,096 â–¼	-50.6%	2,085	0.1%	ETF
NOW ServiceNow	$215,636	$188,632 â–²	698.5%	2,172	0.1%	Technology

Showing largest 100 holdings. View all holdings.

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

About Wealth Preservation Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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

About Wealth Preservation Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealth Preservation Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools