Wealth Preservation Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Warren E. Buffett | $758.0K | 0.4% |
| Merck & Co., Inc. | $757.1K | 0.4% |
| The PNC Financial Services Group, Inc. | $752.3K | 0.4% |
| SPDR GOLD SHARES ETF | $701.5K | 0.4% |
| STE STRT FINCL SLCT SECTOR SPDR ETF | $668.5K | 0.3% |
| STEPSTONE PRIVATE MARKETS CLASS I | $644.5K | 0.3% |
| ISHARES INCORPORATED CUR HD MSCI EM | $606.3K | 0.3% |
| WELLS FARGO & COMPANY/MN | $594.6K | 0.3% |
| Morgan Stanley | $591.9K | 0.3% |
| DEERE & CO | $585.2K | 0.3% |
| ALLIANCEBERNSTEIN HOLDING L.P.AB | $579.5K | 0.3% |
| JPMORGAN CHASE & CO | $575.5K | 0.3% |
| COCA COLA CO | $574.0K | 0.3% |
| ISHARES TR S&P 500 GRWT ETF | $553.8K | 0.3% |
| Stock Yards Bancorp, Inc. | $536.7K | 0.3% |
| RTX Corp | $525.3K | 0.3% |
| KKR & Co. Inc. | $509.9K | 0.3% |
| OMEGA HEALTHCARE INVESTORS INC | $501.8K | 0.3% |
| SCHWAB US LARGE CAP VALUE ETF | $471.4K | 0.2% |
| SCHWAB INTERNATIONAL EQUITY ETF | $470.9K | 0.2% |
| Churchill Downs Inc | $464.2K | 0.2% |
| BLUE OWL CAPITAL INC. | $459.5K | 0.2% |
| NUVEEN GLOBAL CITIES REIT INC CLASS I | $432.5K | 0.2% |
| SouthState Bank CorpSSB | $422.5K | 0.2% |
| VANGUARD HIGH DIVIDEND YIELD ETF | $414.5K | 0.2% |