Wealth Preservation Advisors, LLC
- SEC CIK
- 0001968434
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only.
- Positions
- 562
- No filing for Q4 2024
- Portfolio value
- $139.9M
- No filing for Q4 2024
Wealth Preservation Advisors, LLC did not file a 13F for Q4 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 86,638 | $16.5M | 11.8% | – | – | History |
| GOOGAlphabet Inc. | Stock | 101,406 | $15.8M | 11.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 93,532 | $10.1M | 7.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 24,216 | $9.09M | 6.5% | – | – | History |
| UBERUber Technologies, Inc | Stock | 123,393 | $8.99M | 6.4% | – | – | History |
| PEBOPeoples Bancorp Inc | COM | 279,621 | $8.29M | 5.9% | – | – | History |
| AAPLApple Inc. | Stock | 36,655 | $8.14M | 5.8% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 25,283 | $4.37M | 3.1% | – | – | – |
| OBDCBlue Owl Capital Corp | COM | 197,035 | $2.89M | 2.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,835 | $2.16M | 1.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,335 | $2.14M | 1.5% | – | – | – |
| NFLXNetflix Inc | Stock | 2,036 | $1.90M | 1.4% | – | – | History |
| CRMSalesforce, Inc. | Stock | 6,345 | $1.70M | 1.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,661 | $1.49M | 1.1% | – | – | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 39,259 | $1.42M | 1.0% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,932 | $1.38M | 1.0% | – | – | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 47,618 | $1.34M | 1.0% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 8,002 | $1.33M | 0.9% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,866 | $1.08M | 0.8% | – | – | History |
| FHNFirst Horizon Corp | COM | 50,626 | $983.2K | 0.7% | – | – | History |
| FBKFB Financial Corp | COM | 19,000 | $880.8K | 0.6% | – | – | History |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 10,083 | $828.8K | 0.6% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $798.4K | 0.6% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 8,294 | $744.5K | 0.5% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,962 | $724.7K | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,746 | $697.9K | 0.5% | – | – | – |
| OWLBlue Owl Capital Inc. | COM CL A | 32,534 | $652.0K | 0.5% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 3,620 | $636.3K | 0.5% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,201 | $607.7K | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 8,195 | $586.9K | 0.4% | – | – | History |
| DEDeere & Co | Stock | 1,246 | $584.8K | 0.4% | – | – | History |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 15,061 | $577.0K | 0.4% | – | – | History |
| SYBTStock Yards Bancorp, Inc. | COM | 8,264 | $570.7K | 0.4% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 6,953 | $568.3K | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 2,006 | $519.9K | 0.4% | – | – | History |
| iShares Inc46434G509 | CUR HD MSCI EM | 17,573 | $493.5K | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,665 | $479.8K | 0.3% | – | – | History |
| KKRKKR & Co. Inc. | COM | 4,000 | $462.4K | 0.3% | – | – | History |
| PGRProgressive Corp | Stock | 1,614 | $456.8K | 0.3% | – | – | History |
| CHDNChurchill Downs Inc | COM | 4,080 | $453.2K | 0.3% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 16,886 | $448.8K | 0.3% | – | – | – |
| WFCWells Fargo & Company | Stock | 6,200 | $445.1K | 0.3% | – | – | History |
| OHIOmega Healthcare Investors Inc | COM | 11,317 | $431.0K | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,752 | $429.8K | 0.3% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,493 | $417.1K | 0.3% | – | – | – |
| MSMorgan Stanley | Stock | 3,574 | $417.0K | 0.3% | – | – | History |
| SSBSouthState Bank Corp | COM | 4,489 | $416.7K | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 761 | $405.3K | 0.3% | – | – | History |
| NOWServiceNow, Inc. | Stock | 480 | $382.1K | 0.3% | – | – | History |
| RTXRTX Corp | Stock | 2,865 | $379.5K | 0.3% | – | – | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 5,236 | $376.8K | 0.3% | – | – | History |
| MSTRStrategy Inc | Stock | 1,301 | $375.0K | 0.3% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,903 | $374.4K | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 2,815 | $373.4K | 0.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,573 | $371.6K | 0.3% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 18,484 | $365.6K | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,160 | $362.3K | 0.3% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 2,428 | $353.7K | 0.3% | – | – | History |
| IBITiShares Bitcoin Trust ETF | ETF | 7,067 | $330.8K | 0.2% | – | – | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,198 | $301.5K | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,489 | $298.0K | 0.2% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 5,447 | $282.9K | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,126 | $267.7K | 0.2% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 4,063 | $258.1K | 0.2% | – | – | – |
| YUMYum Brands Inc | Stock | 1,511 | $237.8K | 0.2% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 964 | $228.2K | 0.2% | – | – | History |
| TTTrane Technologies plc | SHS | 676 | $227.8K | 0.2% | – | – | History |
| AEMAgnico Eagle Mines Ltd | Stock | 2,075 | $225.0K | 0.2% | – | – | History |
| USBUS Bancorp DE | COM NEW | 5,280 | $222.9K | 0.2% | – | – | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,161 | $221.9K | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 416 | $217.9K | 0.2% | – | – | History |
| SMBKSmartfinancial Inc. | COM NEW | 6,945 | $215.9K | 0.2% | – | – | History |
| CEGConstellation Energy Corp | Stock | 1,066 | $215.0K | 0.2% | – | – | History |
| NEMNEWMONT Corp | Stock | 4,418 | $213.3K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,259 | $210.8K | 0.2% | – | – | History |
| PPLPPL Corp | COM | 5,638 | $203.6K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 570 | $199.8K | 0.1% | – | – | History |
| HSYHershey Co | COM | 1,158 | $198.0K | 0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,347 | $195.3K | 0.1% | – | – | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 807 | $183.9K | 0.1% | – | – | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,643 | $181.5K | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 761 | $177.5K | 0.1% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,131 | $177.5K | 0.1% | – | – | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 1,610 | $177.4K | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 565 | $176.3K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 4,567 | $175.6K | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,989 | $174.6K | 0.1% | – | – | History |
| SNOWSnowflake Inc. | Stock | 1,151 | $168.2K | 0.1% | – | – | History |
| CARRCarrier Global Corp | Stock | 2,636 | $167.1K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 1,338 | $163.2K | 0.1% | – | – | History |
| ORCLOracle Corp | Stock | 1,160 | $162.2K | 0.1% | – | – | History |
| EXCExelon Corp | Stock | 3,489 | $160.8K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 917 | $156.3K | 0.1% | – | – | History |
| LINLinde PLC | Stock | 333 | $155.1K | 0.1% | – | – | History |
| PRUPrudential Financial Inc | Stock | 1,325 | $148.0K | 0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 2,417 | $147.4K | 0.1% | – | – | History |
| APHAmphenol Corp | CL A | 2,220 | $145.6K | 0.1% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 321 | $140.5K | 0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 333 | $139.8K | 0.1% | – | – | History |
| APOApollo Global Management, Inc. | COM | 1,019 | $139.5K | 0.1% | – | – | History |