Wealth Preservation Advisors, LLC
Q2 2026 13F filing
Updated 27 days ago118 disclosed positions worth $175.4M
Full holdings
Every line item disclosed in 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% | — |
| 21 | S SPG-PJ SIMON PPTY GROUP INC NEWREIT | $1.3M | 6.0K | 0.77% | — |
| 22 | B BRK-A BERKSHIRE HATHAWAY CLASS B | $1.3M | 2.6K | 0.76% | — |
| 23 | V VGES VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $1.2M | 4.0K | 0.70% | — |
| 24 | ? N/A DIMENSIONAL US SMALL CAPVALUE ETF | $1.2M | 30.0K | 0.66% | — |
| 25 | F FBK FB FINL CORP | $1.1M | 19.0K | 0.60% | — |
| 26 | P PNFP-PB PINNACLE FINL PARTNERS I | $1M | 10.1K | 0.58% | — |
| 27 | E ETHA ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | $1M | 22.5K | 0.57% | — |
| 28 | V VGES VANGUARD GROWTH ETF | $996K | 11.6K | 0.57% | — |
| 29 | V VGES VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $984K | 4.1K | 0.56% | — |
| 30 | U UBER UBER TECHNOLOGIES INCORPORATED | $968K | 13.4K | 0.55% | — |
| 31 | M MRK MERCK & CO INC | $850K | 6.6K | 0.48% | — |
| 32 | ? N/A STATE STREET IG PUBLIC &PRIVATE CREDIT ETF | $845K | 33.6K | 0.48% | — |
| 33 | D DE DEERE & CO | $790K | 1.2K | 0.45% | — |
| 34 | T TSLA TESLA INC | $773K | 1.8K | 0.44% | — |
| 35 | T THQ VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $754K | 2.1K | 0.43% | — |
| 36 | E ETHA ISHARES TR HDG MSCI EAFE | $729K | 15.5K | 0.42% | — |
| 37 | U UBER UBER TECHNOLOGIES INC | $713K | 9.9K | 0.41% | — |
| 38 | M MS-PP MORGAN STANLEY | $688K | 3.3K | 0.39% | — |
| 39 | F FHN-PF FIRST HORIZON CORP | $673K | 26.3K | 0.38% | — |
| 40 | S SYBT STOCK YDS BANCORP INC | $632K | 8.3K | 0.36% | — |
| 41 | F FHN-PF FIRST HORIZON CORPORATION | $625K | 24.4K | 0.36% | — |
| 42 | M MSFT MICROSOFT CORPORATION | $576K | 1.5K | 0.33% | — |
| 43 | G GLD SPDR GOLD SHARES | $547K | 1.5K | 0.31% | — |
| 44 | O OHI OMEGA HEALTHCARE INVS INREIT | $540K | 11.3K | 0.31% | — |
| 45 | A AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $530K | 15.1K | 0.30% | — |
| 46 | R RTX RTX CORPORATION | $528K | 2.8K | 0.30% | — |
| 47 | U UBER UBER TECHNOLOGIES INC | $528K | 7.3K | 0.30% | — |
| 48 | M MPC MARATHON PETE CORPORATION | $515K | 2.0K | 0.29% | — |
| 49 | W WFC-PZ WELLS FARGO & CO | $508K | 6.2K | 0.29% | — |
| 50 | E ETHA ISHARES TR S&P 500 GRWT ETF | $507K | 3.7K | 0.29% | — |