Wealth Preservation Advisors, LLC 13F Holdings

CIK 0001968434

As of Sep 30, 2025, Wealth Preservation Advisors, LLC reported 716 positions worth 65.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGEquity101,421$24.7M14.94%
AMAZON.COM INCAMZNEquity84,403 8.5M11.21%
NVIDIA CORPNVDATechnology90,355 6.9M10.20%
MICROSOFT CORPMSFTTechnology24,250 2.6M7.60%
UBER TECHNOLOGIES INCUBERTechnology124,013 2.1M7.35%
APPLE INCAAPLTechnology36,809$9.4M5.67%
PEOPLES BANCORP INCPEBOFinancial Services278,803$8.4M5.06%
VANGUARD VALUE INDEX FUNDVTV—29,412$5.5M3.32%
NETFLIX INCNFLXCommunication Services3,003$3.6M2.18%
VANGUARD GROWTH INDEX FUNDVUG—5,923$2.8M1.72%
BLUE OWL CAPITAL CORPOBDCFinancial Services203,474$2.6M1.57%
VANGUARD MID-CAP VALUE INDEX FUNDVOE—14,260$2.5M1.51%
ALPHABET INCGOOGLEquity7,714 .9M1.13%
SPDR S&P 500 ETF TRUSTSPY—2,730 .8M1.10%
ISHARES CURRENCY HEDGED MSCI EAFE ETFHEFA—39,214 .6M0.94%
SIMON PROPERTY GROUP INCSPGReal Estate8,002 .5M0.91%
DIMENSIONAL US SMALL CAP VALUE ETFDFSV—38,989 .2M0.75%
META PLATFORMS INCMETACommunication Services1,640 .2M0.73%
FIRST HORIZON CORPFHNFinancial Services50,631 .1M0.69%
FB FINANCIAL CORPFBKFinancial Services19,000 .1M0.64%
ARK 21SHARES BITCOIN ETFARKB—24,821$943.7K0.57%
VANGUARD MID-CAP GROWTH ETFVOT—2,997$880.3K0.53%
ISHARES MSCI EAFE ETFEFA—9,069$846.7K0.51%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services1$754.2K0.46%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—3,559$742.9K0.45%