Wealth Preservation Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Wealth Preservation Advisors, Llc disclosed 83 stock positions valued at approximately $175.42M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INCORPORATED CAP STK CLASS C, NVIDIA CORP, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 83
- Portfolio Value
- $175.42M
Holdings by Sector
Wealth Preservation Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 20.11% | 99,833 | +8,642 | +9.48% | $35,273,994 |
| NVIDIA CORP | NVDA | Technology | 12.67% | 111,041 | +5,936 | +5.65% | $22,218,123 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 10.81% | 79,534 | -449 | -0.56% | $18,956,134 |
| MICROSOFT CORP | MSFT | Technology | 6.10% | 28,699 | +4,402 | +18.12% | $10,705,268 |
| APPLE INC | AAPL | Technology | 5.94% | 35,982 | -23,030 | -39.03% | $10,411,797 |
| PEOPLES BANCORP INCORPORATED | PEBO | Financial Services | 5.67% | 258,803 | -20,000 | -7.17% | $9,940,623 |
| VANGUARD VALUE INDEX FUND ETF SHARES | VTV | Other | 4.57% | 36,801 | -18,313 | -33.23% | $8,019,974 |
| VANGUARD GROWTH INDEX FUND ETF SHARES | VUG | Other | 2.21% | 45,041 | +7,344 | +19.48% | $3,879,862 |
| VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | VOE | Other | 1.85% | 16,430 | +892 | +5.74% | $3,246,520 |
| ALPHABET INC CLASS A | GOOGL | Communication Services | 1.73% | 8,494 | +442 | +5.49% | $3,035,408 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | Other | 1.53% | 57,273 | +8,468 | +17.35% | $2,687,515 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.26% | 30,603 | +78 | +0.26% | $2,208,312 |
| NETFLIX INC | NFLX | Communication Services | 1.22% | 30,068 | -193 | -0.64% | $2,146,855 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 1.18% | 4,131 | +3,045 | +280.39% | $2,067,112 |
| BLUE OWL CAP CORP | OBDC | Financial Services | 1.07% | 172,626 | -11,955 | -6.48% | $1,876,441 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 1.06% | 2,482 | -1,892 | -43.26% | $1,853,788 |
| SIMON PPTY GROUP INC NEWREIT | SPG | Real Estate | 1.02% | 8,002 | - | - | $1,789,647 |
| APOLLO GLOBAL MGMT INC NCLASS A | APO | Financial Services | 0.84% | 12,435 | +2,943 | +31.01% | $1,471,215 |
| FIRST HORIZON CORP | FHN | Financial Services | 0.74% | 50,638 | -844 | -1.64% | $1,298,364 |
| VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | VOT | Other | 0.70% | 4,027 | +667 | +19.85% | $1,233,466 |
| DIMENSIONAL US SMALL CAPVALUE ETF | DFSV | Other | 0.66% | 30,015 | -4,033 | -11.85% | $1,164,291 |
| FB FINL CORP | FBK | Financial Services | 0.60% | 19,000 | - | - | $1,051,650 |
| ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | HEEM | Other | 0.57% | 22,460 | +3,298 | +17.21% | $1,004,627 |
| VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | VBR | Other | 0.56% | 4,051 | +221 | +5.77% | $984,448 |
| PNC FINL SERVICES | PNC | Financial Services | 0.50% | 3,576 | -424 | -10.60% | $880,483 |
| MERCK & CO INC | MRK | Healthcare | 0.48% | 6,613 | -55 | -0.82% | $849,771 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.46% | 2,469 | -86 | -3.37% | $808,178 |
| DEERE & CO | DE | Industrials | 0.45% | 1,246 | - | - | $790,375 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 0.45% | 1,391 | -1,242 | -47.17% | $783,407 |
| SPDR GOLD SHARES | GLD | Other | 0.45% | 2,120 | +1,713 | +420.88% | $780,966 |
Showing 30 of 83 holdings in the latest reporting period.