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Wealth Preservation Advisors, LLC
hedge fundUpdated 27 days agoManaged by Wealth Preservation Advisors, Llc • Latest filing Q2 2026
Portfolio value
$175.4M
Q2 2026
Filings
6
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
59.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 6 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2025 | $139.9M |
| Q2 2025 | $162.2M |
| Q3 2025 | $171.9M |
| Q4 2025 | $198.7M |
| Q1 2026 | $120.4M |
| Q2 2026 | $175.4M |
Top holdings
118 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INCORPORATED CAP STK CLASS C | $19.2M | 54.3K | 10.94% | — |
| 2 | N NVDA NVIDIA CORP | $18.4M | 91.8K | 10.47% | — |
| 3 | A AMZN AMAZON COM INC | $16.9M | 70.9K | 9.64% | — |
| 4 | G GOOGN ALPHABET INC CLASS C | $16.1M | 45.5K | 9.16% | — |
| 5 | P PEBO PEOPLES BANCORP INCORPORATED | $9.9M | 258.8K | 5.67% | — |
| 6 | M MSFT MICROSOFT CORP | $9.8M | 26.4K | 5.61% | — |
| 7 | A AAPL APPLE INC | $8.4M | 28.9K | 4.76% | — |
| 8 | V VGES VANGUARD VALUE INDEX FUND ETF SHARES | $6.6M | 30.3K | 3.76% | — |
| 9 | N NVDA NVIDIA CORPORATION | $3.4M | 17.1K | 1.96% | — |
| 10 | V VGES VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $3M | 15.3K | 1.73% | — |
| 11 | V VGES VANGUARD GROWTH INDEX FUND ETF SHARES | $2.9M | 33.5K | 1.64% | — |
| 12 | G GOOGN ALPHABET INC CLASS A | $2.8M | 7.7K | 1.58% | — |
| 13 | N NFLX NETFLIX INC | $2.1M | 30.1K | 1.22% | — |
| 14 | E ETHA ISHARES CURRENCY HEDGED MSCI EAFE ETF | $2M | 41.7K | 1.12% | — |
| 15 | O OBDC BLUE OWL CAP CORP | $1.9M | 172.6K | 1.07% | — |
| 16 | A AMZN AMAZON COM INCORPORATED | $1.8M | 7.6K | 1.03% | — |
| 17 | A AAPL APPLE INCORPORATED | $1.7M | 5.8K | 0.96% | — |
| 18 | S SPY STATE STREET SPDR S&P 500 ETF TRUST | $1.6M | 2.2K | 0.93% | — |
| 19 | A APOS APOLLO GLOBAL MGMT INC NCLASS A | $1.5M | 12.4K | 0.84% | — |
| 20 | V VGES VANGUARD VALUE ETF | $1.4M | 6.5K | 0.81% | — |