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 51–100 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| SCZ | ISHARES TR EAFE SML CP ETF | 4K | $100K–$500K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 13K | $100K–$500K | SH |
| APH | AMPHENOL CORPORATION NEW CLASS A | 2K | $100K–$500K | SH |
| USB | US BANCORP DEL COM NEW | 5K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORPORATION | 950 | $100K–$500K | SH |
| VOO | VANGUARD S&P 500 ETF | 422 | $100K–$500K | SH |
| TSLA | TESLA INC | 587 | $100K–$500K | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 3K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 676 | $100K–$500K | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 3K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC CLASS CLASS A | 1K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO | 768 | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC NCLASS CLASS A | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| PRIV | SPDR SSGA IG PUBLIC AND PRVT CRT ETF | 9K | $100K–$500K | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 5K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| SMBK | SMARTFINL INC | 5K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 514 | $100K–$500K | SH |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | 6K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 688 | $100K–$500K | SH |
| SHV | ISHARES 0 1 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID CAPETF | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 785 | $100K–$500K | SH |
| KGC | KINROSS GOLD CORP F | 6K | $100K–$500K | SH |
| QXO | QXO INC | 9K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 1K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHINES | 556 | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 604 | $100K–$500K | SH |
| EXC | EXELON CORPORATION | 4K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 668 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 629 | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 683 | $100K–$500K | SH |
| GDX | VANECK GOLD MINERS ETF | 2K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LIMITED ORD | 807 | $100K–$500K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 672 | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 333 | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 3K | $100K–$500K | SH |
| DFSU | DIMENSIONAL US SUSTAINABLE CORE 1 ETF | 3K | $100K–$500K | SH |
| ETN | EATON CORPORATION PLC SHS | 437 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INCORPORATED | 409 | $100K–$500K | SH |
| AMLP | ALPS ALERIAN MLP ETF | 3K | $100K–$500K | SH |
| IJJ | ISHARES S&P MID CAP 400 VALUE ETF | 974 | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | 1K | $100K–$500K | SH |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 1K | $100K–$500K | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT FD SHS | 8K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | 321 | $100K–$500K | SH |
| DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | 3K | $100K–$500K | SH |