Wealth Preservation Advisors, LLC

13F filer · CIK 0001968434

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$175MU.S. long equity reported on 13F

Positions666 new · 905 closed

Net flow last quarter+$35.1MBuys minus sells

Top 10 positions weight66.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202666 positions
GOOGAlphabet Inc.	$35.3M	20.11%	Not reported	+118.5%	Q1 2025
NVDANvidia Corp	$22.2M	12.67%	0.00%	+26.2%	Q1 2025
AMZNAmazon Com Inc	$19M	10.81%	0.00%	+9.9%	Q1 2025
MSFTMicrosoft Corp	$10.7M	6.10%	0.00%	+26.1%	Q1 2025
AAPLApple Inc.	$10.4M	5.94%	0.00%	+24.6%	Q1 2025
PEBOPeoples Bancorp Inc	$9.94M	5.67%	0.72%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$3.04M	1.73%	0.00%	+16.5%	Q1 2025
UBERUber Technologies, Inc	$2.21M	1.26%	0.00%	+78.9%	Q1 2025
NFLXNetflix Inc	$2.15M	1.22%	0.00%	-0.6%	Q1 2025
BRK.BBerkshire Hathaway Inc	$2.07M	1.18%	Not reported	+1752.5%	Q1 2025
OBDCBlue Owl Capital Corp	$1.88M	1.07%	0.04%	-6.5%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.85M	1.06%	Not reported	+13.3%	Q1 2025
SPGSimon Property Group Inc.	$1.79M	1.02%	100.03%	+33.3%	Q1 2025
APOApollo Global Management, Inc.	$1.47M	0.84%	0.00%	+31.0%	Q1 2025
FHNFirst Horizon Corp	$1.3M	0.74%	0.01%	+86.9%	Q1 2025
VOTVan Kampen Municipal Opportunity Trust II	$1.23M	0.70%	Not reported	+19.9%	Q1 2025
FBKFB Financial Corp	$1.05M	0.60%	0.04%	Not reported	Q1 2025
PNFPPinnacle Financial Partners, Inc.	$1.02M	0.58%	0.01%	+913.8%	Q1 2025
PNCPNC Financial Services Group, Inc.	$880K	0.50%	0.00%	+78.8%	Q1 2025
MRKMerck & Co., Inc.	$850K	0.48%	0.00%	-0.8%	Q1 2025
JPMJPMorgan Chase & Co	$808K	0.46%	0.00%	+239.6%	Q1 2025
DEDeere & Co	$790K	0.45%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$783K	0.45%	Not reported	-21.5%	Q1 2025
GLDSPDR Gold Trust	$781K	0.45%	0.00%	+420.9%	Q1 2025
TSLATesla, Inc.	$773K	0.44%	0.00%	+96.0%	Q1 2025
MSMorgan Stanley	$688K	0.39%	0.00%	Not reported	Q1 2025
KOCoca Cola Co	$665K	0.38%	0.00%	+139.4%	Q1 2025
SYBTStock Yards Bancorp, Inc.	$632K	0.36%	0.03%	Not reported	Q1 2025
OHIOmega Healthcare Investors Inc	$540K	0.31%	0.00%	Not reported	Q1 2025
ABAlliancebernstein Holding L.P.	$530K	0.30%	0.02%	Not reported	Q1 2025
RTXRTX Corp	$528K	0.30%	0.00%	+1068.9%	Q1 2025
MPCMarathon Petroleum Corp	$515K	0.29%	0.00%	Not reported	Q1 2025
WFCWells Fargo & Company	$508K	0.29%	0.00%	-3.6%	Q1 2025
KKRKKR & Co. Inc.	$457K	0.26%	0.00%	-8.7%	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$456K	0.26%	Not reported	Not reported	Q1 2025
SSBSouthState Bank Corp	$448K	0.26%	0.00%	-2.1%	Q1 2025
DELLDell Technologies Inc.	$442K	0.25%	0.00%	-0.9%	Q1 2025
UNPUnion Pacific Corp	$430K	0.25%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$394K	0.22%	0.00%	+125.1%	Q1 2025
APHAmphenol Corp	$391K	0.22%	0.00%	Not reported	Q1 2025
NEMNEWMONT Corp	$372K	0.21%	0.00%	Not reported	Q1 2025
CHDNChurchill Downs Inc	$366K	0.21%	0.01%	Not reported	Q1 2025
MCDMcdonalds Corp	$352K	0.20%	0.00%	+10.8%	Q1 2025
PGRProgressive Corp	$346K	0.20%	0.00%	-14.7%	Q1 2025
SCZNXG NextGen Infrastructure Income Fund	$334K	0.19%	Not reported	Not reported	Q1 2025
TTTrane Technologies plc	$332K	0.19%	0.00%	-0.9%	Q1 2025
AEMAgnico Eagle Mines Ltd	$322K	0.18%	0.00%	Not reported	Q1 2025
USBUS Bancorp \de\	$312K	0.18%	0.00%	+950.6%	Q1 2025
ASMLAsml Holding NV	$302K	0.17%	0.00%	+74.7%	Q3 2025
MUMicron Technology Inc	$282K	0.16%	0.00%	-5.1%	Q1 2025

Q1 2026Reported May 15, 2026965 positions
NVDANvidia Corp	$15.3M	12.74%	0.00%	-6.6%	Q1 2025
AMZNAmazon Com Inc	$15.1M	12.52%	0.00%	-14.3%	Q1 2025
GOOGAlphabet Inc.	$13.1M	10.89%	Not reported	-54.2%	Q1 2025
MSFTMicrosoft Corp	$8.42M	7.00%	0.00%	-5.6%	Q1 2025
AAPLApple Inc.	$7.33M	6.09%	0.00%	-17.0%	Q1 2025
NFLXNetflix Inc	$2.91M	2.42%	0.00%	-0.6%	Q1 2025
GOOGLAlphabet Inc.	$2.1M	1.74%	0.00%	-6.4%	Q1 2025
OBDCBlue Owl Capital Corp	$2.04M	1.70%	0.04%	-0.9%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.42M	1.18%	Not reported	-12.0%	Q1 2025
UBERUber Technologies, Inc	$1.23M	1.02%	0.00%	-86.0%	Q1 2025
SPGSimon Property Group Inc.	$1.12M	0.93%	75.03%	-25.0%	Q1 2025
APOApollo Global Management, Inc.	$1.06M	0.88%	0.00%	+413.6%	Q1 2025
METAMeta Platforms, Inc.	$1.01M	0.84%	Not reported	-32.7%	Q1 2025
FBKFB Financial Corp	$987K	0.82%	0.04%	Not reported	Q1 2025
VOTVan Kampen Municipal Opportunity Trust II	$865K	0.72%	Not reported	+12.4%	Q1 2025
MRKMerck & Co., Inc.	$802K	0.67%	0.00%	-7.3%	Q1 2025
DEDeere & Co	$702K	0.58%	0.00%	-0.9%	Q1 2025
FHNFirst Horizon Corp	$617K	0.51%	0.01%	-46.5%	Q1 2025
SYBTStock Yards Bancorp, Inc.	$548K	0.45%	0.03%	Not reported	Q1 2025
MSMorgan Stanley	$541K	0.45%	0.00%	-1.3%	Q1 2025
WFCWells Fargo & Company	$508K	0.42%	0.00%	0.0%	Q1 2025
KKRKKR & Co. Inc.	$504K	0.42%	0.00%	+36.3%	Q1 2025
OHIOmega Healthcare Investors Inc	$496K	0.41%	0.00%	Not reported	Q1 2025
NEMNEWMONT Corp	$432K	0.36%	0.00%	-1.0%	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$428K	0.36%	Not reported	Not reported	Q1 2025
SSBSouthState Bank Corp	$424K	0.35%	0.00%	+2.2%	Q1 2025
AEMAgnico Eagle Mines Ltd	$421K	0.35%	0.00%	Not reported	Q1 2025
PNCPNC Financial Services Group, Inc.	$416K	0.35%	0.00%	-44.5%	Q1 2025
UNPUnion Pacific Corp	$384K	0.32%	0.00%	-11.0%	Q1 2025
PGRProgressive Corp	$368K	0.31%	0.00%	+14.3%	Q1 2025
MCDMcdonalds Corp	$365K	0.30%	0.00%	+1.6%	Q1 2025
TSLATesla, Inc.	$349K	0.29%	0.00%	+34.2%	Q1 2025
QXOQXO, Inc.	$349K	0.29%	0.00%	+98.7%	Q4 2025
SCZNXG NextGen Infrastructure Income Fund	$319K	0.26%	Not reported	Not reported	Q1 2025
TTTrane Technologies plc	$284K	0.24%	0.00%	+0.9%	Q1 2025
KGCKinross Gold Corp	$283K	0.24%	0.00%	+41.1%	Q1 2025
APHAmphenol Corp	$280K	0.23%	0.00%	Not reported	Q1 2025
WBDWarner Bros. Discovery, Inc.	$277K	0.23%	0.00%	+6440.9%	Q1 2025
ARKBArk 21Shares Bitcoin ETF	$270K	0.22%	0.01%	Not reported	Q1 2025
INTCIntel Corp	$269K	0.22%	0.00%	-0.3%	Q1 2025
KOCoca Cola Co	$260K	0.22%	0.00%	-58.4%	Q1 2025
CRMSalesforce, Inc.	$253K	0.21%	0.00%	+20.7%	Q1 2025
JPMJPMorgan Chase & Co	$214K	0.18%	0.00%	-59.3%	Q1 2025
DHRDanaher Corp	$214K	0.18%	0.00%	+68.7%	Q1 2025
SNOWSnowflake Inc.	$213K	0.18%	0.00%	+21.6%	Q1 2025
SMBKSmartfinancial Inc.	$206K	0.17%	0.03%	-24.3%	Q1 2025
LINLinde PLC	$202K	0.17%	0.00%	+22.5%	Q1 2025
WMTWalmart Inc.	$190K	0.16%	0.00%	-22.2%	Q1 2025
LOWLowes Companies Inc	$180K	0.15%	0.00%	Not reported	Q1 2025
VVisa Inc.	$179K	0.15%	0.00%	+3.7%	Q1 2025

Q4 2025Reported Feb 23, 2026485 positions
GOOGAlphabet Inc.	$31.3M	15.77%	Not reported	-1.6%	Q1 2025
AMZNAmazon Com Inc	$19.5M	9.81%	0.00%	0.0%	Q1 2025
NVDANvidia Corp	$17.6M	8.84%	0.00%	+4.2%	Q1 2025
MSFTMicrosoft Corp	$11.7M	5.87%	0.00%	-0.6%	Q1 2025
UBERUber Technologies, Inc	$9.99M	5.03%	0.01%	-1.4%	Q1 2025
AAPLApple Inc.	$9.45M	4.76%	0.00%	-5.5%	Q1 2025
PEBOPeoples Bancorp Inc	$8.37M	4.21%	0.78%	Not reported	Q1 2025
XSPIXStepStone Private Venture & Growth Fund	$4.9M	2.47%	Not reported	New	Q4 2025
NFLXNetflix Inc	$2.85M	1.44%	0.00%	+0.3%	Q1 2025
GOOGLAlphabet Inc.	$2.44M	1.23%	0.00%	+1.1%	Q1 2025
OBDCBlue Owl Capital Corp	$2.31M	1.16%	0.04%	-8.5%	Q1 2025
METAMeta Platforms, Inc.	$1.74M	0.87%	Not reported	+60.5%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.7M	0.85%	Not reported	-8.9%	Q1 2025
SPGSimon Property Group Inc.	$1.48M	0.75%	100.03%	Not reported	Q1 2025
FHNFirst Horizon Corp	$1.21M	0.61%	0.01%	0.0%	Q1 2025
FBKFB Financial Corp	$1.06M	0.53%	0.04%	Not reported	Q1 2025
VOTVan Kampen Municipal Opportunity Trust II	$835K	0.42%	Not reported	-0.2%	Q1 2025
BRK.BBerkshire Hathaway Inc	$758K	0.38%	Not reported	+82.1%	Q1 2025
MRKMerck & Co., Inc.	$757K	0.38%	0.00%	-3.0%	Q1 2025
PNCPNC Financial Services Group, Inc.	$752K	0.38%	0.00%	0.0%	Q1 2025
GLDSPDR Gold Trust	$701K	0.35%	0.00%	-1.8%	Q1 2025
XPMIXStepStone Private Markets	$644K	0.32%	Not reported	New	Q4 2025
WFCWells Fargo & Company	$595K	0.30%	0.00%	+0.1%	Q1 2025
MSMorgan Stanley	$592K	0.30%	0.00%	-0.1%	Q1 2025
DEDeere & Co	$585K	0.29%	0.00%	Not reported	Q1 2025
ABAlliancebernstein Holding L.P.	$580K	0.29%	0.02%	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$575K	0.29%	0.00%	+2.4%	Q1 2025
KOCoca Cola Co	$574K	0.29%	0.00%	-0.2%	Q1 2025
SYBTStock Yards Bancorp, Inc.	$537K	0.27%	0.03%	Not reported	Q1 2025
RTXRTX Corp	$525K	0.26%	0.00%	Not reported	Q1 2025
KKRKKR & Co. Inc.	$510K	0.26%	0.00%	Not reported	Q1 2025
OHIOmega Healthcare Investors Inc	$502K	0.25%	0.00%	Not reported	Q1 2025
CHDNChurchill Downs Inc	$464K	0.23%	0.01%	Not reported	Q1 2025
OWLBlue Owl Capital Inc.	$460K	0.23%	0.45%	-4.2%	Q1 2025
SSBSouthState Bank Corp	$422K	0.21%	0.00%	Not reported	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$414K	0.21%	Not reported	Not reported	Q1 2025
UNPUnion Pacific Corp	$411K	0.21%	0.00%	+0.3%	Q1 2025
NEMNEWMONT Corp	$402K	0.20%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$402K	0.20%	0.00%	-0.8%	Q1 2025
MPCMarathon Petroleum Corp	$395K	0.20%	0.00%	Not reported	Q1 2025
CEGConstellation Energy Corp	$377K	0.19%	0.00%	Not reported	Q1 2025
PGRProgressive Corp	$370K	0.19%	0.00%	Not reported	Q1 2025
MCDMcdonalds Corp	$353K	0.18%	0.00%	-0.8%	Q1 2025
ABTAbbott Laboratories	$353K	0.18%	0.00%	+0.5%	Q1 2025
AEMAgnico Eagle Mines Ltd	$352K	0.18%	0.00%	Not reported	Q1 2025
ARKBArk 21Shares Bitcoin ETF	$348K	0.18%	0.01%	-51.7%	Q1 2025
ABBVAbbVie Inc.	$347K	0.17%	0.00%	+5.6%	Q1 2025
NOWServiceNow, Inc.	$337K	0.17%	0.00%	-4.4%	Q1 2025
SCZNXG NextGen Infrastructure Income Fund	$315K	0.16%	Not reported	Not reported	Q1 2025
TSLATesla, Inc.	$314K	0.16%	0.00%	+20.7%	Q1 2025

Q3 2025Reported Nov 14, 2025460 positions
GOOGAlphabet Inc.	$24.7M	14.37%	Not reported	0.0%	Q1 2025
AMZNAmazon Com Inc	$18.5M	10.78%	0.00%	-1.0%	Q1 2025
NVDANvidia Corp	$16.9M	9.81%	0.00%	-10.7%	Q1 2025
MSFTMicrosoft Corp	$12.6M	7.31%	0.00%	+0.2%	Q1 2025
UBERUber Technologies, Inc	$12.1M	7.07%	0.01%	0.0%	Q1 2025
AAPLApple Inc.	$9.37M	5.45%	0.00%	+0.7%	Q1 2025
PEBOPeoples Bancorp Inc	$8.36M	4.87%	0.78%	-0.3%	Q1 2025
NFLXNetflix Inc	$3.64M	2.12%	0.00%	+49.1%	Q1 2025
OBDCBlue Owl Capital Corp	$2.6M	1.51%	0.04%	+1.9%	Q1 2025
GOOGLAlphabet Inc.	$1.88M	1.09%	0.00%	-12.9%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.82M	1.06%	Not reported	+2.6%	Q1 2025
SPGSimon Property Group Inc.	$1.5M	0.87%	100.03%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$1.2M	0.70%	Not reported	-39.6%	Q1 2025
FHNFirst Horizon Corp	$1.14M	0.67%	0.01%	0.0%	Q1 2025
FBKFB Financial Corp	$1.06M	0.62%	0.04%	Not reported	Q1 2025
ARKBArk 21Shares Bitcoin ETF	$944K	0.55%	0.02%	-21.8%	Q1 2025
VOTVan Kampen Municipal Opportunity Trust II	$880K	0.51%	Not reported	0.0%	Q1 2025
BRK.ABerkshire Hathaway Inc	$754K	0.44%	Not reported	Not reported	Q1 2025
PNCPNC Financial Services Group, Inc.	$724K	0.42%	0.00%	-0.4%	Q1 2025
GLDSPDR Gold Trust	$641K	0.37%	0.00%	+8.2%	Q1 2025
MRKMerck & Co., Inc.	$622K	0.36%	0.00%	+0.1%	Q1 2025
SYBTStock Yards Bancorp, Inc.	$578K	0.34%	0.03%	Not reported	Q1 2025
ABAlliancebernstein Holding L.P.	$576K	0.33%	0.02%	Not reported	Q1 2025
DEDeere & Co	$575K	0.33%	0.00%	+0.9%	Q1 2025
JPMJPMorgan Chase & Co	$550K	0.32%	0.00%	-0.2%	Q1 2025
KOCoca Cola Co	$546K	0.32%	0.00%	0.0%	Q1 2025
OWLBlue Owl Capital Inc.	$544K	0.32%	0.47%	-1.1%	Q1 2025
WFCWells Fargo & Company	$534K	0.31%	0.00%	+2.5%	Q1 2025
MSMorgan Stanley	$530K	0.31%	0.00%	-0.1%	Q1 2025
KKRKKR & Co. Inc.	$520K	0.30%	0.00%	Not reported	Q1 2025
OHIOmega Healthcare Investors Inc	$478K	0.28%	0.00%	Not reported	Q1 2025
MPCMarathon Petroleum Corp	$468K	0.27%	0.00%	Not reported	Q1 2025
NOWServiceNow, Inc.	$423K	0.25%	0.00%	-4.2%	Q1 2025
UNPUnion Pacific Corp	$419K	0.24%	0.00%	+13.0%	Q1 2025
BRK.BBerkshire Hathaway Inc	$416K	0.24%	Not reported	+8.8%	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$407K	0.24%	Not reported	Not reported	Q1 2025
PGRProgressive Corp	$401K	0.23%	0.00%	+0.5%	Q1 2025
CHDNChurchill Downs Inc	$396K	0.23%	0.01%	Not reported	Q1 2025
AVGOBroadcom Inc.	$386K	0.22%	0.00%	-5.1%	Q1 2025
ABTAbbott Laboratories	$375K	0.22%	0.00%	+0.6%	Q1 2025
MCDMcdonalds Corp	$354K	0.21%	0.00%	+0.7%	Q1 2025
CEGConstellation Energy Corp	$351K	0.20%	0.00%	Not reported	Q1 2025
AEMAgnico Eagle Mines Ltd	$350K	0.20%	0.00%	Not reported	Q1 2025
ORCLOracle Corp	$341K	0.20%	0.00%	+5.8%	Q1 2025
NEMNEWMONT Corp	$340K	0.20%	0.00%	+0.3%	Q1 2025
ABBVAbbVie Inc.	$333K	0.19%	0.00%	+97.0%	Q1 2025
SCZNXG NextGen Infrastructure Income Fund	$312K	0.18%	Not reported	Not reported	Q1 2025
PNFPPinnacle Financial Partners, Inc.	$300K	0.17%	0.00%	+166.7%	Q1 2025
TTTrane Technologies plc	$285K	0.17%	0.00%	Not reported	Q1 2025
NSCNorfolk Southern Corp	$285K	0.17%	0.00%	-1.3%	Q1 2025

Premium opens every quarter this fund has filed