Q2 2026 13F · SEC CIK 1968434

Wealth Preservation Advisors, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $175.4M
Reported positions: 88
Holdings vs S&P 500, 3 yrs: —
Assets under management: $591.6M

Wealth Preservation Advisors, LLC is a wealth manager that reported 88 positions worth $175.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Alphabet Inc (GOOG, 20.1%), Nvidia Corporation (NVDA, 12.7%), Amazon Com Inc (AMZN, 10.8%).

Wealth Preservation Advisors, LLC holdings largest 50 of 88 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth Preservation Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	20.1%	10.9%	99,833	+118.5%	$35.3M
NVDANvidia Corporation	12.7%	12.7%	111,041	+26.2%	$22.2M
AMZNAmazon Com Inc	10.8%	12.5%	79,534	+9.9%	$19.0M
MSFTMicrosoft Corp	6.1%	7.0%	28,699	+26.1%	$10.7M
AAPLApple Inc	5.9%	6.1%	35,982	+24.6%	$10.4M
PEBOPeoples Bancorp Inc	5.7%	—	258,803	—	$9.9M
VTVVanguard Index Fds	4.6%	4.0%	36,801	+48.3%	$8.0M
VUGVanguard Index Fds	2.2%	1.5%	45,041	+967.8%	$3.9M
VOEVanguard Index Fds	1.9%	2.2%	16,430	+13.9%	$3.2M
GOOGLAlphabet Inc	1.7%	1.7%	8,494	+16.5%	$3.0M
HEFAIshares Tr	1.5%	1.2%	57,273	+72.1%	$2.7M
UBERUber Technologies Inc	1.3%	1.0%	30,603	+78.8%	$2.2M
NFLXNetflix Inc.	1.2%	2.4%	30,068	-0.6%	$2.1M
BRK-BBerkshire Hathaway Inc Del	1.2%	—	4,131	—	$2.1M
OBDCBlue Owl Capital Corp.	1.1%	1.7%	172,626	-6.5%	$1.9M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.2%	2,482	+13.3%	$1.9M
SPGSimon Ppty Group Inc New	1.0%	0.9%	8,002	+33.3%	$1.8M
APOApollo Global Management Inc	0.8%	0.9%	12,435	+31.0%	$1.5M
FHNFirst Horizon Corporation	0.7%	0.5%	50,638	+86.9%	$1.3M
VOTVanguard Index Fds	0.7%	0.7%	4,027	+19.9%	$1.2M
DFSVDimensional US Small Cap	0.7%	1.0%	30,015	-11.8%	$1.2M
FBKFb Finl Corp	0.6%	0.8%	19,000	+0.0%	$1.1M
PNFPPinnacle Finl Partners Inc	0.6%	—	10,138	—	$1.0M
HEEMIshares Inc	0.6%	0.6%	22,460	+17.2%	$1.0M
VBRVanguard Index Fds	0.6%	0.7%	4,051	+5.8%	$984K
PNCPnc Finl Svcs Group Inc	0.5%	0.3%	3,576	+78.8%	$880K
MRKMerck & Co Inc	0.5%	0.7%	6,613	-0.8%	$850K
PRIVSsga Active Tr	0.5%	—	33,552	—	$845K
JPMJpmorgan Chase & Co	0.5%	—	2,469	—	$808K
DEDeere & Co	0.5%	0.6%	1,246	+0.0%	$790K
METAMeta Platforms Inc	0.4%	0.8%	1,391	-21.5%	$783K
GLDSpdr Gold Tr	0.4%	—	2,120	—	$781K
TSLATesla Inc	0.4%	0.3%	1,838	+95.9%	$773K
VBKVanguard Index Fds	0.4%	0.4%	2,063	+19.3%	$754K
EFAIshares Tr	0.4%	0.3%	6,899	+63.4%	$717K
MSMorgan Stanley	0.4%	0.5%	3,290	+0.0%	$688K
XLFSelect Sector Spdr Tr	0.4%	0.3%	12,422	+52.7%	$666K
KOCoca Cola Co	0.4%	—	8,186	—	$665K
SYBTStock Yds Bancorp Inc	0.4%	0.5%	8,264	+0.0%	$632K
SCHVSchwab Strategic Tr	0.3%	—	15,920	—	$554K
OHIOmega Healthcare Invs Inc	0.3%	0.4%	11,317	+0.0%	$540K
ABAlliancebernstein Hldg L P	0.3%	—	15,061	—	$530K
RTXRtx Corporation	0.3%	—	2,782	—	$528K
MPCMarathon Petroleum	0.3%	—	2,015	—	$515K
WFCWells Fargo & Co	0.3%	0.4%	6,150	-3.6%	$508K
IVWIshares Tr	0.3%	—	3,688	—	$507K
KKRKkr & Co Inc	0.3%	0.4%	4,975	-8.7%	$457K
VYMVanguard Whitehall Fds	0.3%	0.4%	2,888	+0.0%	$456K
SSBSouthstate Bk Corp	0.3%	0.4%	4,489	-2.1%	$448K
DELLDell Technologies Inc	0.3%	—	1,025	—	$442K

What Wealth Preservation Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+967.8% shares
GOOG Alphabet Inc+118.5% shares
TSLA Tesla Inc+95.9% shares
FHN First Horizon Corporation+86.9% shares
UBER Uber Technologies Inc+78.8% shares
PNC Pnc Finl Svcs Group Inc+78.8% shares
HEFA Ishares Tr+72.1% shares
EFA Ishares Tr+63.4% shares

Reduced

META Meta Platforms Inc-21.5% shares
DFSV Dimensional US Small Cap-11.8% shares
KKR Kkr & Co Inc-8.7% shares
OBDC Blue Owl Capital Corp.-6.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$175.4M	88
Q1 2026	$120.4M	1,026
Q4 2025	$198.7M	608
Q3 2025	$171.9M	575
Q2 2025	$162.2M	577
Q1 2025	$139.9M	556

Questions about Wealth Preservation Advisors, LLC's portfolio

What stocks does Wealth Preservation Advisors, LLC own?

Wealth Preservation Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 88 positions worth $175.4M. The largest are Alphabet Inc (GOOG) at 20.1%, Nvidia Corporation (NVDA) at 12.7%, Amazon Com Inc (AMZN) at 10.8%, Microsoft Corp (MSFT) at 6.1% and Apple Inc (AAPL) at 5.9%.

What did Wealth Preservation Advisors, LLC buy last quarter?

In Q2 2026, Wealth Preservation Advisors, LLC added Vanguard Index Fds (VUG) (+967.8% shares), Alphabet Inc (GOOG) (+118.5% shares) and Tesla Inc (TSLA) (+95.9% shares), compared with its Q1 2026 filing.

What did Wealth Preservation Advisors, LLC sell last quarter?

In Q2 2026, Wealth Preservation Advisors, LLC cut from its top 50 Newmont Corp (NEM), cut from its top 50 Agnico Eagle Mines Ltd (AEM), cut from its top 50 Ishares Tr (SGOV), cut from its top 50 Union Pac Corp (UNP), cut from its top 50 Progressive Corp (PGR), Meta Platforms Inc (META) (-21.5% shares), Dimensional US Small Cap (DFSV) (-11.8% shares) and Kkr & Co Inc (KKR) (-8.7% shares), compared with its Q1 2026 filing.

When is Wealth Preservation Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth Preservation Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealth Preservation Advisors, LLC manage?

Wealth Preservation Advisors, LLC reported $591.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $175.4M.