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Wealth Preservation Advisors, LLC — 13F Holdings & Portfolio

CIK 1968434 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Wealth Preservation Advisors, LLC manages $175.4M in 13F-reported U.S. long-equity assets across 118 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (10.94%), NVDA (10.47%), AMZN (9.64%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 954, added to 60, and trimmed 14.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
715 MARKET STREET, SUITE 307
CHATTANOOGA, TN 37402
Phone
(423) 805-3764
Filing Manager
Wealth Preservation Advisors, LLC
CHATTANOOGA, TN
Signatory
Michael Curran
Compliance Consultant
Loading holdings…
AUM

$175.4M

Long-equity book

Holdings

118

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+7 / −954 / ↑60 / ↓14

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INCORPORATED CAP STK CLASS C$22.2M +169.1%
  • NVIDIA CORPORATION$6.9M +44.8%
  • AMAZON COM INCORPORATED$3.9M +25.8%
  • VANGUARD VALUE ETF$3.2M +64.8%
  • APPLE INCORPORATED$3.1M +42.1%
Show all 60 →

Top Trims

  • NETFLIX INC-$762.7K -26.2%
  • META PLATFORMS INCORPORATED CLASS A-$229.9K -22.7%
  • BLUE OWL CAP CORP-$165.0K -8.1%
  • BONDBLOXX PRIVATE CREDITCLO ETF-$101.2K -45.0%
  • AGNICO EAGLE MINES LTD F-$99.3K -23.6%
Show all 14 →

New Positions

  • PEOPLES BANCORP INCORPORATED$9.9M
  • ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN$530.4K
  • MARATHON PETE CORPORATION$515.2K
  • CHURCHILL DOWNS INCORPORATED$365.7K
  • CONSTELLATION ENERGY CORPORATION$268.4K
Show all 7 →

Exited Positions

  • QXO INC$348.7K
  • INTEL CORP$269.2K
  • SALESFORCE INC$252.8K
  • SNOWFLAKE INC CLASS CLASS A$212.7K
  • DIMENSIONAL US CORE EQUITY MARKET ETF$206.1K
Show all 954 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INCORPORATED CAP STK CLASS C GOOG 02079K107 $19.2M 10.94% 54,333 SH
2 NVIDIA CORP NVDA 67066G104 $18.4M 10.47% 91,799 SH
3 AMAZON COM INC AMZN 023135106 $16.9M 9.64% 70,928 SH
4 ALPHABET INC CLASS C GOOG 02079K107 $16.1M 9.16% 45,500 SH
5 PEOPLES BANCORP INCORPORATED PEBO 709789101 $9.9M 5.67% 258,803 SH
6 MICROSOFT CORP MSFT 594918104 $9.8M 5.61% 26,371 SH
7 APPLE INC AAPL 037833100 $8.4M 4.77% 28,888 SH
8 VANGUARD VALUE INDEX FUND ETF SHARES VTV 922908744 $6.6M 3.76% 30,303 SH
9 NVIDIA CORPORATION NVDA 67066G104 $3.4M 1.95% 17,140 SH
10 VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES VOE 922908512 $3.0M 1.73% 15,316 SH
11 VANGUARD GROWTH INDEX FUND ETF SHARES VUG 922908736 $2.9M 1.64% 33,479 SH
12 ALPHABET INC CLASS A GOOGL 02079K305 $2.8M 1.58% 7,735 SH
13 NETFLIX INC NFLX 64110L106 $2.1M 1.22% 30,068 SH
14 ISHARES CURRENCY HEDGED MSCI EAFE ETF HEFA 46434V803 $2.0M 1.12% 41,742 SH
15 BLUE OWL CAP CORP OBDC 69121K104 $1.9M 1.07% 172,626 SH
16 AMAZON COM INCORPORATED AMZN 023135106 $1.8M 1.03% 7,607 SH
17 APPLE INCORPORATED AAPL 037833100 $1.7M 0.96% 5,849 SH
18 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $1.6M 0.93% 2,184 SH
19 APOLLO GLOBAL MGMT INC NCLASS A APO 03769M106 $1.5M 0.84% 12,435 SH
20 VANGUARD VALUE ETF VTV 922908744 $1.4M 0.81% 6,498 SH
21 SIMON PPTY GROUP INC NEWREIT SPG 828806109 $1.3M 0.77% 6,002 SH
22 BERKSHIRE HATHAWAY CLASS B BRK.B 084670702 $1.3M 0.76% 2,648 SH
23 VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES VOT 922908538 $1.2M 0.70% 4,027 SH
24 DIMENSIONAL US SMALL CAPVALUE ETF DFSV 25434V815 $1.2M 0.66% 30,015 SH
25 FB FINL CORP FBK 30257X104 $1.1M 0.60% 19,000 SH
26 PINNACLE FINL PARTNERS I PNFP 72348N109 $1.0M 0.58% 10,138 SH
27 ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF HEEM 46434G509 $1.0M 0.57% 22,460 SH
28 VANGUARD GROWTH ETF VUG 922908736 $996.0K 0.57% 11,562 SH
29 VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES VBR 922908611 $984.4K 0.56% 4,051 SH
30 UBER TECHNOLOGIES INCORPORATED UBER 90353T100 $968.0K 0.55% 13,414 SH
31 MERCK & CO INC MRK 58933Y105 $849.8K 0.48% 6,613 SH
32 STATE STREET IG PUBLIC &PRIVATE CREDIT ETF PRIV 78470P622 $844.7K 0.48% 33,552 SH
33 DEERE & CO DE 244199105 $790.4K 0.45% 1,246 SH
34 TESLA INC TSLA 88160R101 $773.1K 0.44% 1,838 SH
35 VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES VBK 922908595 $754.3K 0.43% 2,063 SH
36 ISHARES TR HDG MSCI EAFE HEFA 46434V803 $728.8K 0.42% 15,531 SH
37 UBER TECHNOLOGIES INC UBER 90353T100 $712.7K 0.41% 9,876 SH
38 MORGAN STANLEY MS 617446448 $687.7K 0.39% 3,290 SH
39 FIRST HORIZON CORP FHN 320517105 $673.2K 0.38% 26,254 SH
40 STOCK YDS BANCORP INC SYBT 861025104 $631.9K 0.36% 8,264 SH
41 FIRST HORIZON CORPORATION FHN 320517105 $625.2K 0.36% 24,384 SH
42 MICROSOFT CORPORATION MSFT 594918104 $575.8K 0.33% 1,544 SH
43 SPDR GOLD SHARES GLD 78463V107 $546.7K 0.31% 1,484 SH
44 OMEGA HEALTHCARE INVS INREIT OHI 681936100 $539.6K 0.31% 11,317 SH
45 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN AB 01881G106 $530.4K 0.30% 15,061 SH
46 RTX CORPORATION RTX 75513E101 $527.8K 0.30% 2,782 SH
47 UBER TECHNOLOGIES INC UBER 90353T100 $527.7K 0.30% 7,313 SH
48 MARATHON PETE CORPORATION MPC 56585A102 $515.2K 0.29% 2,015 SH
49 WELLS FARGO & CO WFC 949746101 $508.2K 0.29% 6,150 SH
50 ISHARES TR S&P 500 GRWT ETF IVW 464287309 $507.2K 0.29% 3,688 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $175.4M 118 0001968434-26-000007
2026-03-31 2026-05-15 $120.4M 1,102 0001968434-26-000006
2025-12-31 2026-02-23 $198.7M 747 0001968434-26-000005
2025-09-30 2025-11-14 $171.9M 716 0001968434-25-000005