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 101–150 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BMY | BRISTOL MYERS SQUIBB CO | 2K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 1K | $100K–$500K | SH |
| SONY | SONY GROUP CORPORATION SPONSORED ADR | 5K | $100K–$500K | SH |
| OWL | BLUE OWL CAP INC CLASS A | 8K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORPORATION | 1K | $100K–$500K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INCOM | 8K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 513 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 600 | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 442 | $100K–$500K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 1K | $100K–$500K | SH |
| SAP | SAP SE SPON ADR | 445 | $100K–$500K | SH |
| APP | APPLOVIN CORP CLASS A | 160 | $100K–$500K | SH |
| IQV | IQVIA HLDGS INCORPORATED | 466 | $100K–$500K | SH |
| CB | CHUBB LIMITED | 336 | $100K–$500K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 2K | $50K–$100K | SH |
| UGI | UGI CORPORATION NEW | 3K | $50K–$100K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 805 | $50K–$100K | SH |
| PNFP | PINNACLE FINL PARTNERS IMANDATORY MERGER EFF: 01/02/26 | 1K | $50K–$100K | SH |
| MDT | MEDTRONIC PLC SHS | 988 | $50K–$100K | SH |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 87 | $50K–$100K | SH |
| IEFA | ISHARES TR CORE MSCI EAFE | 1K | $50K–$100K | SH |
| IVV | ISHARES TR CORE S&P500 ETF | 135 | $50K–$100K | SH |
| O | REALTY INCOME CORPORATION REIT | 2K | $50K–$100K | SH |
| IBIT | ISHARES BITCOIN ETF | 2K | $50K–$100K | SH |
| GLD | SPDR GOLD SHARES ETF | 229 | $50K–$100K | SH |
| — | LARA EXPL LIMITED | 50K | $50K–$100K | SH |
| ADI | ANALOG DEVICES INCORPORATED | 322 | $50K–$100K | SH |
| ABT | ABBOTT LABS | 694 | $50K–$100K | SH |
| ROK | ROCKWELL AUTOMATION INCORPORATED | 219 | $50K–$100K | SH |
| TMO | THERMO FISHER SCIENTIFIC INCORPORATED | 146 | $50K–$100K | SH |
| ALLW | SPDR BRIDGEWATER ALL WEATHER ETF | 3K | $50K–$100K | SH |
| KO | THE COCA-COLA CO | 1K | $50K–$100K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 2K | $50K–$100K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 681 | $50K–$100K | SH |
| DC | DAKOTA GOLD CORPORATION | 14K | $50K–$100K | SH |
| SNAP | SNAP INC CLASS CLASS A | 10K | $50K–$100K | SH |
| ECL | ECOLAB INCORPORATED | 305 | $50K–$100K | SH |
| HD | HOME DEPOT INCORPORATED | 232 | $50K–$100K | SH |
| OGS | ONE GAS INC | 1K | $50K–$100K | SH |
| CME | CME GROUP INCORPORATED | 281 | $50K–$100K | SH |
| VB | VANGUARD SMALL-CAP ETF | 296 | $50K–$100K | SH |
| TXN | TEXAS INSTRS INCORPORATED | 433 | $50K–$100K | SH |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC SHS | 618 | $50K–$100K | SH |
| OKE | ONEOK INC NEW | 1K | $50K–$100K | SH |
| COKE | COCA COLA CONSOLIDAT | 473 | $50K–$100K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 905 | $50K–$100K | SH |
| SCHB | SCHWAB US BROAD MARKET ETF | 3K | $50K–$100K | SH |
| WMT | WALMART INC | 649 | $50K–$100K | SH |
| CWB | ST STRET SPDR BLMBRG CNVBL SCRTS ETF | 800 | $50K–$100K | SH |
| B | BARRICK MNG CORP F | 2K | $50K–$100K | SH |