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 201–250 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EQX | EQUINOX GOLD CORP F | 2K | $15K–$50K | SH |
| HALO | HALOZYME THERAPEUTICS IN | 500 | $15K–$50K | SH |
| OUNZ | VANECK MERK GOLD ETF | 800 | $15K–$50K | SH |
| EBAY | EBAY INC | 380 | $15K–$50K | SH |
| FITE | ST STRT SPDR S&P KNSH FTR SCRTY ETF | 387 | $15K–$50K | SH |
| ISCV | ISHARES TR MRNING SM CP ETF | 480 | $15K–$50K | SH |
| SSSS | SURO CAPITAL CORP | 3K | $15K–$50K | SH |
| BBY | BEST BUY INCORPORATED | 485 | $15K–$50K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 96 | $15K–$50K | SH |
| BKNG | BOOKING HLDGS INC | 6 | $15K–$50K | SH |
| IJS | ISHARES TR SP SMCP600VL ETF | 282 | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INCORPORATED | 399 | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 175 | $15K–$50K | SH |
| BX | BLACKSTONE INCORPORATED | 201 | $15K–$50K | SH |
| FSK | FS KKR CAP CORPORATION | 2K | $15K–$50K | SH |
| CION | CION INVT CORP | 3K | $15K–$50K | SH |
| AMP | AMERIPRISE FINL INC | 60 | $15K–$50K | SH |
| BLK | BLACKROCK INC NEW | 26 | $15K–$50K | SH |
| MTB | M & T BK CORPORATION | 140 | $15K–$50K | SH |
| WELL | WELLTOWER INC REIT | 150 | $15K–$50K | SH |
| HSY | HERSHEY COMPANY | 151 | $15K–$50K | SH |
| IWN | ISHARES TR RUS 2000 VAL ETF | 150 | $15K–$50K | SH |
| RF | REGIONS FINL CORP NEW | 1K | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS I | 650 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODUCTS PARTNERS L P | 803 | $15K–$50K | SH |
| BEPC | BROOKFIELD RENEWABLE FCLASS A | 670 | $15K–$50K | SH |
| SIL | GLOBAL X SILVER MINERS ETF | 300 | $15K–$50K | SH |
| DFAX | DIMENSIONAL WLD EX US CREQ 2 ETF | 759 | $15K–$50K | SH |
| F | FORD MTR COMPANY | 2K | $15K–$50K | SH |
| GDLC | GRAYSCALE COINDESK CRYPTO 5 ETF | 599 | $15K–$50K | SH |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 500 | $15K–$50K | SH |
| MAIN | MAIN STR CAP CORP | 400 | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | 149 | $15K–$50K | SH |
| — | BHP GROUP LTD ORDF | 783 | $15K–$50K | SH |
| T | AT&T INC | 917 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | 138 | $15K–$50K | SH |
| WMB | WILLIAMS COMPANIES INCORPORATED | 365 | $15K–$50K | SH |
| SCHA | SCHWAB US SMALL CAP ETF | 764 | $15K–$50K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 1K | $15K–$50K | SH |
| ALL | ALLSTATE CORP | 100 | $15K–$50K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 746 | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 67 | $15K–$50K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 322 | $15K–$50K | SH |
| DRI | DARDEN RESTAURANTS INC | 109 | $15K–$50K | SH |
| BAC | BANK OF AMERICA CORP | 350 | $15K–$50K | SH |
| STK | COLUMBIA SELIGMAN PRM TE | 518 | $15K–$50K | SH |
| TRV | TRAVELERS COS INC | 65 | $15K–$50K | SH |
| GE | GE AEROSPACE COM NEW | 61 | $15K–$50K | SH |
| ITA | ISHARES US AEROSPACE DEFENSE ETF | 85 | $15K–$50K | SH |
| FCX | FREEPORT-MCMORAN INC | 354 | $15K–$50K | SH |