CIK 1968434
Wealth Preservation Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
621
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 77K | $1M+ | SH |
| NVDA | NVIDIA CORP | 82K | $1M+ | SH |
| GOOG | ALPHABET INC CLASS CLASS C | 46K | $1M+ | SH |
| — | AMG PANTHEON FUND CLASS 3 | 500K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 21K | $1M+ | SH |
| PEBO | PEOPLES BANCORP INCORPORATED | 279K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 96K | $1M+ | SH |
| AAPL | APPLE INC | 28K | $1M+ | SH |
| — | STEPSTONE PRIVATE VENTURE AND GROWTH FUND CLASS I | 94K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 23K | $1M+ | SH |
| NFLX | NETFLIX INC | 30K | $1M+ | SH |
| VOE | VANGUARD MID CAP VALUE ETF | 13K | $1M+ | SH |
| OBDC | BLUE OWL CAP CORP | 176K | $1M+ | SH |
| GOOGL | ALPHABET INC CLASS CLASS A | 7K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 4K | $1M+ | SH |
| DFSV | DIMENSIONAL US SMALL CAPVALU ETF | 36K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEWREIT | 6K | $1M+ | SH |
| FBK | FB FINL CORP | 19K | $1M+ | SH |
| HEFA | ISHARES CURRENCY HEDG MSCI EAFE ETF | 24K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF | 1K | $500K+ | SH |
| META | META PLATFORMS INC CLASS A | 1K | $500K+ | SH |
| VBR | VANGUARD SMALL CAP VALUEETF | 4K | $500K+ | SH |
| VOT | VANGUARD MID CAP GROWTH ETF | 3K | $500K+ | SH |
| MRK | MERCK & CO. INC. | 7K | $500K+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 7K | $500K+ | SH |
| — | STEPSTONE PRIVATE MARKETS CLASS I | 11K | $500K+ | SH |
| FHN | FIRST HORIZON CORP | 26K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | 15K | $500K+ | SH |
| WFC | WELLS FARGO & CO | 6K | $500K+ | SH |
| SYBT | STOCK YDS BANCORP INC | 8K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| HEEM | ISHARES CURRENCY HEDG MSCI EMERG ETF | 15K | $500K+ | SH |
| KKR | KKR & CO INC | 4K | $500K+ | SH |
| OHI | OMEGA HEALTHCARE INVS INREIT | 11K | $500K+ | SH |
| CHDN | CHURCHILL DOWNS INCORPORATED | 4K | $100K–$500K | SH |
| XLF | STE STRT FINCL SLCT SECTOR SPDR ETF | 8K | $100K–$500K | SH |
| — | NUVEEN GLOBAL CITIES REIT INC CLASS I | 38K | $100K–$500K | SH |
| SSB | SOUTHSTATE BK CORP | 4K | $100K–$500K | SH |
| PNC | PNC FINL SERVICES | 2K | $100K–$500K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 3K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 4K | $100K–$500K | SH |
| MPC | MARATHON PETE CORPORATION | 2K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORPORATION | 1K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORPORATION | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| DE | DEERE & CO | 774 | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD F | 2K | $100K–$500K | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 12K | $100K–$500K | SH |
| VBK | VANGUARD SMALL CAP GROWTH ETF | 1K | $100K–$500K | SH |