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 151–200 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PCMM | BONDBLOXX PRIVATE CREDITCLO ETF | 1K | $50K–$100K | SH |
| IWO | ISHARES TR RUS 2000 GRW ETF | 214 | $50K–$100K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 245 | $50K–$100K | SH |
| AUR | AURORA INNOVATION INC CLASS A | 18K | $50K–$100K | SH |
| — | INTERMAP TECHNOLOGIES CORPORATION CLASS A | 50K | $50K–$100K | SH |
| CMI | CUMMINS INCORPORATED | 132 | $50K–$100K | SH |
| IAU | ISHARES GOLD TR ISHARES NEW | 828 | $50K–$100K | SH |
| DFAI | DIMENSIONAL INTERN CORE EQT MKT ETF | 2K | $50K–$100K | SH |
| FULT | FULTON FINL CORPORATION PA | 3K | $50K–$100K | SH |
| GS | GOLDMAN SACHS GROUP INC | 75 | $50K–$100K | SH |
| HL | HECLA MNG CO | 3K | $50K–$100K | SH |
| IJK | ISHARES S&P MID CAP 400 GRWTH ETF | 667 | $50K–$100K | SH |
| PSX | PHILLIPS 66 | 500 | $50K–$100K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 304 | $50K–$100K | SH |
| BRK.B | BERKSHIRE HATHAWAY CLASS CLASS B | 125 | $50K–$100K | SH |
| LOW | LOWES COS INC | 260 | $50K–$100K | SH |
| IJT | ISHARES TR S&P SML 600 GWT | 438 | $50K–$100K | SH |
| APD | AIR PRODUCTS & CHEMICALS INCORPORATED | 238 | $50K–$100K | SH |
| IMCB | ISHARES MORNINGSTAR MID CAP ETF | 710 | $50K–$100K | SH |
| CAVA | CAVA GROUP INC | 1K | $50K–$100K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 758 | $50K–$100K | SH |
| WPM | WHEATON PRECIOUS METAL F | 487 | $50K–$100K | SH |
| AMD | ADVANCED MICRO DEVICES INCORPORATED | 262 | $50K–$100K | SH |
| CVX | CHEVRON CORPORATION NEW | 366 | $50K–$100K | SH |
| BK | BANK NEW YORK MELLON CORPORATION | 467 | $50K–$100K | SH |
| AGNC | AGNC INVT CORP REIT | 5K | $50K–$100K | SH |
| YUMC | YUM CHINA HLDGS INC | 1K | $50K–$100K | SH |
| FSLR | FIRST SOLAR INC | 200 | $50K–$100K | SH |
| PIPR | PIPER SANDLER COMPANIES | 151 | $50K–$100K | SH |
| SLV | ISHARES SILVER TRUST ETF | 784 | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INCORPORATED | 628 | $50K–$100K | SH |
| QQQ | INVSC QQQ TRUST SRS 1 ETF | 82 | $50K–$100K | SH |
| PNFPP | PINNACLE FINANCIAL PARTNERS, INC. PFD | 2K | $50K–$100K | SH |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | 678 | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL | 700 | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVRG ETF | 100 | $15K–$50K | SH |
| BWIN | THE BALDWIN INSURANC A CLASS A | 2K | $15K–$50K | SH |
| AG | FIRST MAJESTIC SILVER F | 3K | $15K–$50K | SH |
| IAUM | ISHARES GOLD TR MICRO UNDIV BENF ETV | 996 | $15K–$50K | SH |
| FIS | FIDELITY NATL INFORMATION SVCS | 621 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP | 1K | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORP | 45 | $15K–$50K | SH |
| EWJ | ISHARES INCORPORATED MSCI JAPAN ETF | 487 | $15K–$50K | SH |
| CSCO | CISCO SYS INC | 495 | $15K–$50K | SH |
| ET | ENERGY TRANSFER L P LP | 2K | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW CLASS A | 1K | $15K–$50K | SH |
| LLY | ELI LILLY AND CO | 33 | $15K–$50K | SH |
| PG | PROCTER & GAMBLE CO | 250 | $15K–$50K | SH |
| AVGO | BROADCOM INC | 102 | $15K–$50K | SH |
| SA | SEABRIDGE GOLD INC F | 1K | $15K–$50K | SH |