Wealth Preservation Advisors, Llc Portfolio Stock Holdings
Wealth Preservation Advisors, Llc disclosed 1035 stock positions valued at approximately $120.4 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORP, AMAZON.COM INC, and ALPHABET INC CLASS CLASS C. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1035
- Portfolio Value
- $120.4M
Holdings by Sector
Wealth Preservation Advisors, Llc Portfolio Holdings in Q1 2026
958 holdings in the latest reporting period.
Page 1 of 10
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 12.74% | 87,965 | +75,394 | +599.75% | $15,341,126 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 12.52% | 72,376 | -4,361 | -5.68% | $15,073,749 |
| ALPHABET INC CLASS CLASS C | GOOG | Communication Services | 10.89% | 45,691 | +191 | +0.42% | $13,106,920 |
| MICROSOFT CORP | MSFT | Technology | 7.00% | 22,753 | +19,689 | +642.59% | $8,422,606 |
| APPLE INC | AAPL | Technology | 6.09% | 28,879 | +22,278 | +337.49% | $7,329,299 |
| VANGUARD VALUE INDEX FUND ETF SHARES | VTV | Other | 4.04% | 24,811 | -5,054 | -16.92% | $4,867,852 |
| NETFLIX INC | NFLX | Communication Services | 2.42% | 30,261 | +193 | +0.64% | $2,909,595 |
| VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | VOE | Other | 2.21% | 14,424 | +13,299 | +1182.13% | $2,658,095 |
| ALPHABET INC CLASS CLASS A | GOOGL | Communication Services | 1.74% | 7,293 | +357 | +5.15% | $2,097,206 |
| BLUE OWL CAP CORP | OBDC | Financial Services | 1.70% | 184,581 | +8,298 | +4.71% | $2,041,470 |
| VANGUARD GROWTH INDEX FUND ETF SHARES | VUG | Other | 1.53% | 4,218 | -1,506 | -26.31% | $1,842,557 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 1.18% | 2,190 | +932 | +74.09% | $1,424,337 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | Other | 1.17% | 33,274 | +9,654 | +40.87% | $1,413,961 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.02% | 17,111 | -8,749 | -33.83% | $1,230,795 |
| DIMENSIONAL US SMALL CAPVALUE ETF | DFSV | Other | 0.99% | 34,048 | -2,282 | -6.28% | $1,193,053 |
| SIMON PPTY GROUP INC NEWREIT | SPG | Real Estate | 0.93% | 6,002 | - | - | $1,119,553 |
| APOLLO GLOBAL MGMT INC NCLASS CLASS A | APO | Financial Services | 0.88% | 9,492 | +7,889 | +492.14% | $1,057,599 |
| META PLATFORMS INC CLASS CLASS A | META | Communication Services | 0.84% | 1,771 | +524 | +42.02% | $1,013,328 |
| FB FINL CORP | FBK | Financial Services | 0.82% | 19,000 | - | - | $986,860 |
| VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | VOT | Other | 0.72% | 3,360 | +2,888 | +611.86% | $864,625 |
| VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | VBR | Other | 0.69% | 3,830 | +3,642 | +1937.23% | $832,037 |
| MERCK & CO. INC. | MRK | Healthcare | 0.67% | 6,668 | +6,088 | +1049.66% | $802,094 |
| ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | HEEM | Other | 0.59% | 19,162 | +4,243 | +28.44% | $707,454 |
| DEERE & CO | DE | Industrials | 0.58% | 1,246 | +763 | +157.97% | $701,872 |
| FIRST HORIZON CORP | FHN | Financial Services | 0.51% | 27,098 | +2,719 | +11.15% | $616,750 |
| STOCK YDS BANCORP INC | SYBT | Financial Services | 0.45% | 8,264 | - | - | $547,821 |
| MORGAN STANLEY | MS | Financial Services | 0.45% | 3,290 | +3,246 | +7377.27% | $541,435 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | VBK | Other | 0.43% | 1,729 | +601 | +53.28% | $522,547 |
| WELLS FARGO & CO | WFC | Financial Services | 0.42% | 6,379 | +229 | +3.72% | $507,833 |
| KKR & CO INC | KKR | Financial Services | 0.42% | 5,450 | +1,450 | +36.25% | $504,125 |
| OMEGA HEALTHCARE INVS INREIT | OHI | Real Estate | 0.41% | 11,317 | - | - | $495,911 |
| NEWMONT CORP | NEM | Basic Materials | 0.36% | 3,988 | - | - | $431,701 |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | VYM | Other | 0.36% | 2,888 | - | - | $427,713 |
| AGNICO EAGLE MINES LTD F | AEM | Basic Materials | 0.35% | 2,075 | - | - | $421,184 |
| PNC FINL SERVICES | PNC | Financial Services | 0.35% | 2,000 | +396 | +24.69% | $416,180 |
| ISHARES MSCI EAFE ETF | EFA | Other | 0.34% | 4,223 | -2,785 | -39.74% | $410,209 |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | XLF | Other | 0.33% | 8,134 | - | - | $401,576 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | Other | 0.33% | 3,951 | +1,322 | +50.29% | $397,708 |
| UNION PAC CORP | UNP | Industrials | 0.32% | 1,581 | - | - | $383,582 |
| PROGRESSIVE CORP OH | PGR | Financial Services | 0.31% | 1,858 | +233 | +14.34% | $368,330 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.30% | 1,174 | +1,125 | +2295.92% | $364,868 |
| TESLA INC | TSLA | Consumer Cyclical | 0.29% | 938 | +826 | +737.50% | $348,702 |
| QXO INC | QXO | Technology | 0.29% | 17,954 | +8,918 | +98.69% | $348,667 |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | Other | 0.26% | 4,063 | - | - | $318,580 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | Other | 0.26% | 12,758 | +5,930 | +86.85% | $315,766 |
| TRANE TECHNOLOGIES PLC F | TT | Other | 0.24% | 682 | +6 | +0.89% | $284,216 |
| KINROSS GOLD CORP F | KGC | Basic Materials | 0.24% | 9,273 | +2,940 | +46.42% | $283,012 |
| AMPHENOL CORP NEW CLASS CLASS A | APH | Technology | 0.23% | 2,220 | - | - | $280,497 |
| WARNER BROS DISCOVERY INCLASS SERIES A | WBD | Communication Services | 0.23% | 10,073 | +9,992 | +12335.80% | $276,605 |
| ARK 21SHARES BITCOIN ETF | ARKB | Other | 0.22% | 12,000 | - | - | $269,880 |
| INTEL CORP | INTC | Technology | 0.22% | 6,100 | +6,085 | +40566.67% | $269,193 |
| THE COCA-COLA CO | KO | Consumer Defensive | 0.22% | 3,420 | +2,220 | +185.00% | $260,091 |
| VANGUARD FTSE EUROPE ETF | VGK | Other | 0.21% | 3,072 | - | - | $253,225 |
| SALESFORCE INC | CRM | Technology | 0.21% | 1,354 | +750 | +124.17% | $252,799 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.21% | 422 | +416 | +6933.33% | $252,166 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.18% | 727 | -41 | -5.34% | $213,854 |
| DANAHER CORP | DHR | Healthcare | 0.18% | 1,127 | +459 | +68.71% | $213,679 |
| SNOWFLAKE INC CLASS CLASS A | SNOW | Technology | 0.18% | 1,410 | +250 | +21.55% | $212,656 |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | Other | 0.17% | 4,567 | - | - | $206,063 |
| SMARTFINL INC | SMBK | Financial Services | 0.17% | 5,261 | +3,577 | +212.41% | $205,600 |
| LINDE PLC F | LIN | Other | 0.17% | 408 | +75 | +22.52% | $202,270 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | SCHV | Other | 0.16% | 6,357 | - | - | $193,889 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 1,527 | +878 | +135.29% | $189,786 |
| ISHARES CORE S&P MID-CAPETF | IJH | Other | 0.15% | 2,731 | - | - | $184,424 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.15% | 761 | +260 | +51.90% | $179,809 |
| VISA INC CLASS CLASS A | V | Financial Services | 0.15% | 591 | +69 | +13.22% | $178,624 |
| SPDR GOLD SHARES | GLD | Other | 0.15% | 407 | -1,134 | -73.59% | $175,128 |
| ROYAL GOLD INC | RGLD | Basic Materials | 0.14% | 683 | - | - | $173,761 |
| ORACLE CORP | ORCL | Technology | 0.14% | 1,175 | +980 | +502.56% | $172,800 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.14% | 1,100 | +683 | +163.79% | $171,028 |
| ABBVIE INC | ABBV | Healthcare | 0.14% | 785 | - | - | $170,730 |
| DELL TECHNOLOGIES INC CLASS CLASS C | DELL | Technology | 0.14% | 1,034 | +938 | +977.08% | $169,697 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.13% | 537 | +23 | +4.47% | $162,464 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 1,073 | +574 | +115.03% | $154,984 |
| BRISTOL MYERS SQUIBB CO | BMY | Healthcare | 0.13% | 2,543 | +283 | +12.52% | $154,233 |
| ACCENTURE PLC IRELAND FCLASS CLASS A | ACN | Technology | 0.13% | 777 | +89 | +12.94% | $154,072 |
| ALERIAN MLP ETF | AMLP | Other | 0.12% | 2,825 | +432 | +18.05% | $148,694 |
| VANECK JUNIOR GOLD MINERS ETF | GDXJ | Other | 0.12% | 1,219 | +110 | +9.92% | $146,296 |
| PHILLIPS 66 | PSX | Energy | 0.12% | 801 | +278 | +53.15% | $145,926 |
| BROADCOM INC | AVGO | Technology | 0.12% | 463 | +361 | +353.92% | $143,221 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.12% | 495 | -455 | -47.89% | $142,065 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 0.12% | 672 | - | - | $141,893 |
| VANECK GOLD MINERS ETF | GDX | Other | 0.12% | 1,531 | -224 | -12.76% | $140,500 |
| ISHARES 01 YEAR TREASURYBOND ETF | SHV | Other | 0.11% | 1,224 | -419 | -25.50% | $135,117 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.11% | 1,000 | +619 | +162.47% | $130,940 |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | Other | 0.11% | 974 | - | - | $129,055 |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | DFAC | Other | 0.10% | 3,087 | - | - | $119,961 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.10% | 654 | +641 | +4930.77% | $119,328 |
| CHECK POINT SOFTWARE T F | CHKP | Other | 0.10% | 807 | - | - | $115,280 |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | Other | 0.10% | 87 | - | - | $114,912 |
| TECHNIPFMC PLC F | G87110105 | Other | 0.09% | 1,630 | +1,630 | +100.00% | $112,682 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.09% | 442 | - | - | $109,616 |
| BERKSHIRE HATHAWAY CLASS B | BRK-B | Financial Services | 0.09% | 223 | +98 | +78.40% | $106,862 |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | Other | 0.09% | 1,827 | +36 | +2.01% | $103,755 |
| ISHARES GLOBAL TECH ETF | IXN | Other | 0.09% | 1,024 | -12 | -1.16% | $102,369 |
| EDISON INTL | EIX | Utilities | 0.08% | 1,378 | +1,378 | +100.00% | $100,842 |
| CHUBB LTD F | CB | Financial Services | 0.08% | 301 | -35 | -10.42% | $98,105 |
| PG&E CORP | PCG | Utilities | 0.08% | 5,542 | +5,542 | +100.00% | $97,373 |
| NXP SEMICONDUCTORS N V F | N6596X109 | Other | 0.08% | 493 | -20 | -3.90% | $97,052 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.08% | 600 | - | - | $96,192 |