Institutions / Wealth Preservation Advisors, LLC
Wealth Preservation Advisors, LLC
CIK 1968434 · Institution · as of Dec 31, 2025
Portfolio value
$198.70M
Positions
621
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 621 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $31.33M | 15.8% |
| Amazon.com Inc | $19.48M | 9.8% |
| NVIDIA Corp | $17.56M | 8.8% |
| Amg Pantheon Fund Class 3 | $14.26M | 7.2% |
| Microsoft Corp | $11.66M | 5.9% |
| Uber Technologies, Inc | $9.99M | 5.0% |
| Apple Inc. | $9.45M | 4.8% |
| Peoples Bancorp Inc | $8.37M | 4.2% |
| Vanguard Value ETF | $5.70M | 2.9% |
| StepStone Private Venture & Growth FundXSPIX | $4.90M | 2.5% |
| Netflix Inc | $2.85M | 1.4% |
| Vanguard Growth ETF | $2.79M | 1.4% |
| Vanguard Mid-Cap Value ETF | $2.48M | 1.2% |
| Alphabet Inc. | $2.44M | 1.2% |
| Blue Owl Capital CorpOBDC | $2.31M | 1.2% |
| Meta Platforms Inc | $1.74M | 0.9% |
| State Street SPDR S&P 500 ETF Trust | $1.70M | 0.9% |
| iShares Tr Hdg MSCI Eafe | $1.63M | 0.8% |
| Simon Property Group Inc | $1.48M | 0.7% |
| Dimensional US Small Capvalu ETF | $1.21M | 0.6% |
| First Horizon Corp | $1.21M | 0.6% |
| FB Financial Corp | $1.06M | 0.5% |
| iShares Tr MSCI Eafe ETF | $873.2K | 0.4% |
| Vanguard Mid-Cap Growth ETF | $834.5K | 0.4% |
| Vanguard Small-Cap Value ETF | $788.2K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.