Wealth Preservation Advisors, LLC

CIK

1968434

Location

CHATTANOOGA, TN

Portfolio Value

Small $146,551,159

Diversification

Diversified

Filing Date

Global Rank

#5,288 / 8,700 ▲ 2300

Top Industry

Internet Content & Information 27.2%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

6 quarters · since Mar 2025

Portfolio Concentration

62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.1%

+13.2 pts

Top 5

68.6%

+14.5 pts

Top 10

81.1%

+12.1 pts

HHI

1,249

Diversified+562

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$48,253,001	12
Communication Services	28.4%	$41,552,828	5
Financial Services	17.0%	$24,840,709	19
Consumer Cyclical	14.2%	$20,797,283	6
Unclassified	2.0%	$2,867,966	3
Real Estate	1.6%	$2,329,241	2
Industrials	1.5%	$2,209,085	5
Basic Materials	0.8%	$1,148,767	4
Healthcare	0.7%	$977,010	2
Consumer Defensive	0.5%	$665,275	1
Energy	0.4%	$515,175	1
Utilities	0.3%	$394,819	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+55,343	108,327	$38,309,492
FHN	First Horizon Corp	+23,540	50,638	$1,298,357
NVDA	Nvidia Corp	+23,076	111,041	$22,218,192
UBER	Uber Technologies, Inc	+13,492	30,603	$2,208,312
PNFP	Pinnacle Financial Partners, Inc.	+9,138	10,138	$1,022,721
SA	Seabridge Gold Inc	+7,959	9,144	$235,366
AMZN	Amazon Com Inc	+7,158	79,534	$18,956,132
AAPL	Apple Inc.	+7,103	35,982	$10,411,750
MSFT	Microsoft Corp	+5,946	28,699	$10,705,299
KO	Coca Cola Co	+4,766	8,186	$665,275
USB	US Bancorp De	+4,677	5,169	$312,207
BRK-B	Berkshire Hathaway Inc	+3,908	4,131	$2,067,109
APO	Apollo Global Management, Inc.	+2,943	12,435	$1,471,184
RTX	RTX Corp	+2,544	2,782	$527,828
SPG	Simon Property Group Inc.	+2,000	8,002	$1,789,647
NOW	ServiceNow, Inc.	+1,900	2,172	$215,636
JPM	Jpmorgan Chase & Co	+1,742	2,469	$808,177
GLD	Spdr Gold Trust	+1,713	2,120	$780,964
PNC	Pnc Financial Services Group, Inc.	+1,576	3,576	$880,482
TSLA	Tesla, Inc.	+900	1,838	$773,062
AVGO	Broadcom Inc.	+579	1,042	$393,615
SPY	Spdr S&P 500 ETF Trust	+292	2,482	$1,853,482
LOW	Lowes Companies Inc	+282	1,043	$229,971
MCD	Mcdonalds Corp	+127	1,301	$351,673
ASML	Asml Holding NV	+65	152	$302,394
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
OBDC	Blue Owl Capital Corp	−11,955	172,626	$1,876,444
KKR	KKR & Co. Inc.	−475	4,975	$456,605
DHR	Danaher Corp /De/	−459	668	$127,240
META	Meta Platforms, Inc.	−380	1,391	$783,535
PGR	Progressive Corp/Oh/	−273	1,585	$346,243
WFC	Wells Fargo & Company/Mn	−229	6,150	$508,236
NFLX	Netflix Inc	−193	30,068	$2,146,855
SSB	SouthState Bank Corp	−97	4,489	$448,451
MRK	Merck & Co., Inc.	−55	6,613	$849,770
MU	Micron Technology Inc	−13	244	$281,646
DELL	Dell Technologies Inc.	−9	1,025	$442,246
TT	Trane Technologies plc	−6	676	$332,024
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
PEBO	Peoples Bancorp Inc	258,803	$9,940,623
AB	Alliancebernstein Holding L.P.	15,061	$530,448
MPC	Marathon Petroleum Corp	2,015	$515,175
CHDN	Churchill Downs Inc	4,080	$365,731
CEG	Constellation Energy Corp	1,080	$268,239
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	13,693	$255,237
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	52,894	$10,335,638
AAXJ	iShares MSCI All Country Asia ex Japan ETF	56,116	$3,750,608
DCOR	Dimensional US Core Equity 1 ETF	44,220	$1,613,377
BKF	iShares MSCI BIC ETF	20,989	$811,216
FNDA	Schwab Fundamental U.S. Small Company ETF	24,674	$656,336
VIGI	Vanguard International Dividend Appreciation ETF	2,888	$427,712
STT	State Street Corp	8,134	$401,575
QXO	QXO, Inc.	17,954	$348,666
VEU	Vanguard FTSE All-World Ex-US ETF	4,616	$336,677
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	11,707	$306,457
AFK	VanEck Africa Index ETF	2,750	$286,827
INTC	Intel Corp	6,100	$269,193
CRM	Salesforce, Inc.	1,354	$252,750
SNOW	Snowflake Inc.	1,410	$212,656
LIN	Linde PLC	408	$202,270
WMT	Walmart Inc.	1,527	$189,774
V	Visa Inc.	591	$178,623
RGLD	Royal Gold Inc	683	$173,816
ORCL	Oracle Corp	1,175	$172,853
YUM	Yum Brands Inc	1,100	$171,028
ABBV	AbbVie Inc.	785	$170,729
AXP	American Express Co	537	$162,431
PG	PROCTER & GAMBLE Co	1,073	$154,983
BMY	Bristol Myers Squibb Co	2,543	$154,232
ACN	Accenture plc	777	$154,070
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $146,551,159 total · filing declares 118 positions · $175,424,947 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	108,327	+55,343	$38,309,492	+152.0%	26.14%
NVDA	Nvidia Corp Technology	Added	111,041	+23,076	$22,218,192	+44.8%	15.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	79,534	+7,158	$18,956,132	+25.8%	12.93%
MSFT	Microsoft Corp Technology	Added	28,699	+5,946	$10,705,299	+27.1%	7.30%
AAPL	Apple Inc. Technology	Added	35,982	+7,103	$10,411,750	+42.1%	7.10%
PEBO	Peoples Bancorp Inc Financial Services	NEW	258,803	NEW	$9,940,623	NEW	6.78%
UBER	Uber Technologies, Inc Technology	Added	30,603	+13,492	$2,208,312	+79.4%	1.51%
NFLX	Netflix Inc Communication Services	Reduced	30,068	-193	$2,146,855	−26.2%	1.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,131	+3,908	$2,067,109	+1834.4%	1.41%
OBDC	Blue Owl Capital Corp Financial Services	Reduced	172,626	-11,955	$1,876,444	−8.1%	1.28%
SPY	Spdr S&P 500 ETF Trust	Added	2,482	+292	$1,853,482	+30.1%	1.26%
SPG	Simon Property Group Inc. Real Estate	Added	8,002	+2,000	$1,789,647	+59.9%	1.22%
APO	Apollo Global Management, Inc. Financial Services	Added	12,435	+2,943	$1,471,184	+39.1%	1.00%
FHN	First Horizon Corp Financial Services	Added	50,638	+23,540	$1,298,357	+110.5%	0.89%
FBK	FB Financial Corp Financial Services	Held	19,000	0	$1,051,650	+6.6%	0.72%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Added	10,138	+9,138	$1,022,721	+1087.3%	0.70%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	3,576	+1,576	$880,482	+111.6%	0.60%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,613	-55	$849,770	+5.9%	0.58%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,469	+1,742	$808,177	+277.9%	0.55%
DE	Deere & Co Industrials	Held	1,246	0	$790,375	+12.6%	0.54%
META	Meta Platforms, Inc. Communication Services	Reduced	1,391	-380	$783,535	−22.7%	0.53%
APH	Amphenol Corp /De/ Technology	Held	2,220	0	$782,860	+39.5%	0.53%
GLD	Spdr Gold Trust	Added	2,120	+1,713	$780,964	+345.9%	0.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,838	+900	$773,062	+121.7%	0.53%
MS	Morgan Stanley Financial Services	Held	3,290	0	$687,741	+27.0%	0.47%
KO	Coca Cola Co Consumer Defensive	Added	8,186	+4,766	$665,275	+155.8%	0.45%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	8,264	0	$631,948	+15.4%	0.43%
OHI	Omega Healthcare Investors Inc Real Estate	Held	11,317	0	$539,594	+8.8%	0.37%
AB	Alliancebernstein Holding L.P. Financial Services	NEW	15,061	NEW	$530,448	NEW	0.36%
RTX	RTX Corp Industrials	Added	2,782	+2,544	$527,828	+1049.7%	0.36%
MPC	Marathon Petroleum Corp Energy	NEW	2,015	NEW	$515,175	NEW	0.35%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,150	-229	$508,236	+0.1%	0.35%
KKR	KKR & Co. Inc. Financial Services	Reduced	4,975	-475	$456,605	−9.4%	0.31%
SSB	SouthState Bank Corp Financial Services	Reduced	4,489	-97	$448,451	+5.7%	0.31%
DELL	Dell Technologies Inc. Technology	Reduced	1,025	-9	$442,246	+160.6%	0.30%
UNP	Union Pacific Corp Industrials	Held	1,581	0	$430,032	+12.1%	0.29%
AVGO	Broadcom Inc. Technology	Added	1,042	+579	$393,615	+174.7%	0.27%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	3,988	0	$372,479	−13.7%	0.25%
CHDN	Churchill Downs Inc Consumer Cyclical	NEW	4,080	NEW	$365,731	NEW	0.25%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,301	+127	$351,673	−3.6%	0.24%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	1,585	-273	$346,243	−6.0%	0.24%
TT	Trane Technologies plc Industrials	Reduced	676	-6	$332,024	+16.8%	0.23%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	2,075	0	$321,894	−23.6%	0.22%
USB	US Bancorp De Financial Services	Added	5,169	+4,677	$312,207	+1120.1%	0.21%
ASML	Asml Holding NV Technology	Added	152	+65	$302,394	+163.2%	0.21%
MU	Micron Technology Inc Technology	Reduced	244	-13	$281,646	+224.4%	0.19%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	10,073	0	$268,546	−2.9%	0.18%
CEG	Constellation Energy Corp Utilities	NEW	1,080	NEW	$268,239	NEW	0.18%
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund Financial Services	NEW	13,693	NEW	$255,237	NEW	0.17%
SMBK	Smartfinancial Inc. Financial Services	Held	5,261	0	$246,846	+20.1%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.