Wealth Preservation Advisors, LLC

CIK

1968434

Location

CHATTANOOGA, TN

Portfolio Value

Micro $86,206,690

Diversification

Diversified

Filing Date

Global Rank

#6,016 / 8,622 ▼ 541 · as of Mar 2026

Top Industry

Semiconductors 19.2%

3Y Alpha vs SPY

-9.5%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+14.2%

SPY

+26.9%

Annualised alpha

-10.3%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.

Portfolio Concentration

953 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.8%

+1.7 pts

Top 5

56.9%

+0.5 pts

Top 10

66.1%

−5.0 pts

HHI

832

Diversified+62

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.9%	$36,151,250	171
Consumer Cyclical	20.1%	$17,352,348	123
Financial Services	12.2%	$10,532,547	116
Communication Services	7.8%	$6,750,471	50
Industrials	4.0%	$3,473,775	126
Healthcare	3.2%	$2,783,024	157
Basic Materials	2.7%	$2,313,388	43
Unclassified	2.7%	$2,308,763	17
Real Estate	2.3%	$2,021,855	43
Consumer Defensive	1.4%	$1,165,382	54
Energy	0.9%	$793,985	30
Utilities	0.6%	$559,902	23

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	+9,919	10,073	$276,604
QXO	QXO, Inc.	+8,918	17,954	$348,666
APO	Apollo Global Management, Inc.	+7,644	9,492	$1,057,598
NWL	Newell Brands Inc.	+3,632	4,247	$14,567
KGC	Kinross Gold Corp	+2,701	9,273	$283,011
KMI	Kinder Morgan, Inc.	+1,758	2,032	$68,132
KKR	KKR & Co. Inc.	+1,450	5,450	$504,125
VFC	V F Corp	+1,155	1,170	$19,878
KD	Kyndryl Holdings, Inc.	+663	862	$11,309
DAL	Delta Air Lines, Inc.	+655	1,355	$90,080
FCX	Freeport-Mcmoran Inc	+625	1,017	$59,779
CCL	Carnival Corp Ltd.	+523	766	$19,823
PEP	Pepsico Inc	+521	563	$87,428
HPE	Hewlett Packard Enterprise Co	+516	1,234	$29,381
DHR	Danaher Corp /De/	+459	1,127	$213,678
VICI	Vici Properties Inc.	+437	545	$14,889
CFG	Citizens Financial Group Inc/Ri	+425	625	$37,481
TRIP	TripAdvisor, Inc.	+419	880	$9,380
LYB	LyondellBasell Industries N.V.	+390	441	$35,526
EXE	EXPAND ENERGY Corp	+364	379	$41,606
IRM	Iron Mountain Inc	+356	401	$40,958
PG	PROCTER & GAMBLE Co	+324	1,073	$154,983
OXY	Occidental Petroleum Corp /De/	+320	1,452	$94,380
PFE	Pfizer Inc	+302	614	$17,241
AXS	Axis Capital Holdings Ltd	+294	364	$36,913
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−105,206	17,111	$1,230,793
FHN	First Horizon Corp	−23,535	27,098	$616,750
OWL	Blue Owl Capital Inc.	−22,653	8,106	$74,007
AMZN	Amazon Com Inc	−12,037	72,376	$15,073,749
SA	Seabridge Gold Inc	−9,144	1,185	$33,582
EQX	Equinox Gold Corp.	−9,000	2,488	$35,976
NVDA	Nvidia Corp	−6,216	87,965	$15,341,095
AAPL	Apple Inc.	−5,892	28,879	$7,329,200
PPL	PPL Corp	−5,563	160	$6,112
KO	Coca Cola Co	−4,791	3,420	$260,091
USB	US Bancorp De	−4,677	492	$25,588
RTX	RTX Corp	−2,626	238	$45,910
CARR	CARRIER GLOBAL Corp	−2,146	524	$29,506
ABT	Abbott Laboratories	−2,122	694	$71,252
VZ	Verizon Communications Inc	−2,039	650	$32,630
SPG	Simon Property Group Inc.	−2,000	6,002	$1,119,553
NOW	ServiceNow, Inc.	−1,928	272	$28,437
NVX	NOVONIX Ltd	−1,768	509	$351
RF	Regions Financial Corp	−1,687	1,000	$26,120
SMBK	Smartfinancial Inc.	−1,684	5,261	$205,599
PNC	Pnc Financial Services Group, Inc.	−1,604	2,000	$416,180
OBDC	Blue Owl Capital Corp	−1,582	184,581	$2,041,465
T	At&T Inc.	−1,530	925	$26,815
GLD	Spdr Gold Trust	−1,363	407	$175,128
MSFT	Microsoft Corp	−1,351	22,753	$8,422,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	770	$151,859
FTI	TechnipFMC plc	1,630	$112,681
EIX	Edison International	1,378	$100,842
PCG	PG&E Corp	5,542	$97,372
SOUN	Soundhound Ai, Inc.	13,360	$91,783
PNFP	Pinnacle Financial Partners, Inc.	1,000	$86,140
FIX	Comfort Systems USA Inc	62	$85,497
ETHW	Bitwise Ethereum ETF	5,300	$79,500
EME	EMCOR Group, Inc.	94	$69,401
ABNB	Airbnb, Inc.	525	$66,297
SF	Stifel Financial Corp	805	$59,505
LITE	Lumentum Holdings Inc.	83	$58,329
MRSH	Marsh & Mclennan Companies, Inc.	317	$54,983
REGN	Regeneron Pharmaceuticals, Inc.	69	$53,312
NBIX	Neurocrine Biosciences Inc	402	$52,959
ITT	Itt Inc.	267	$50,871
JBHT	Hunt J B Transport Services Inc	236	$50,008
CPRT	Copart Inc	1,501	$49,833
TER	Teradyne, Inc	168	$49,805
MKTX	Marketaxess Holdings Inc	299	$49,329
SYK	Stryker Corp	144	$47,316
ACGL	Arch Capital Group Ltd.	481	$46,171
G	Genpact LTD	1,235	$46,003
WDC	Western Digital Corp	170	$45,983
MASI	Masimo Corp	248	$44,111
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PEBO	Peoples Bancorp Inc	278,803	$8,372,454
AB	Alliancebernstein Holding L.P.	15,061	$579,547
CHDN	Churchill Downs Inc	4,080	$464,222
MPC	Marathon Petroleum Corp	2,430	$395,190
CEG	Constellation Energy Corp	1,068	$377,292
IBM	International Business Machines Corp	556	$164,692
EXC	Exelon Corp	3,521	$153,480
DIAX	Nuveen Dow 30sm Dynamic Overwrite Fund	8,190	$124,979
MSI	Motorola Solutions, Inc.	321	$123,045
OTIS	Otis Worldwide Corp	1,291	$112,768
BXMX	Nuveen S&P 500 BuyWrite Income Fund	7,655	$112,528
UGI	Ugi Corp /Pa/	2,669	$99,900
MDT	Medtronic plc	988	$94,907
O	Realty Income Corp	1,639	$92,390
ADI	Analog Devices Inc	322	$87,326
ROK	Rockwell Automation, Inc	219	$85,206
DC	Dakota Gold Corp.	14,241	$80,888
HD	Home Depot, Inc.	232	$79,831
CME	Cme Group Inc.	281	$76,735
ITMSF	Intermap Technologies Corp	50,000	$68,000
IAU	Ishares Gold Trust	828	$67,208
FULT	Fulton Financial Corp	3,431	$66,321
APD	Air Products & Chemicals, Inc.	238	$58,790
AMD	Advanced Micro Devices Inc	262	$56,109
CVX	Chevron Corp	366	$55,782
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

953 tracked positions · $86,206,690 total · as of Mar 31, 2026

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

Showing 1–50 of 953 positions by value · page 1 of 20

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	87,965	-6,216	$15,341,095	−12.7%	17.80%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	72,376	-12,037	$15,073,749	−22.6%	17.49%
MSFT	Microsoft Corp Technology	Reduced	22,753	-1,351	$8,422,477	−27.7%	9.77%
AAPL	Apple Inc. Technology	Reduced	28,879	-5,892	$7,329,200	−22.5%	8.50%
NFLX	Netflix Inc Communication Services	Reduced	30,261	-177	$2,909,594	+2.0%	3.38%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,293	-502	$2,097,174	−14.0%	2.43%
OBDC	Blue Owl Capital Corp Financial Services	Reduced	184,581	-1,582	$2,041,465	−11.8%	2.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,190	-298	$1,424,244	−16.1%	1.65%
UBER	Uber Technologies, Inc Technology	Reduced	17,111	-105,206	$1,230,793	−87.7%	1.43%
SPG	Simon Property Group Inc. Real Estate	Reduced	6,002	-2,000	$1,119,553	−24.4%	1.30%
APO	Apollo Global Management, Inc. Financial Services	Added	9,492	+7,644	$1,057,598	+295.3%	1.23%
META	Meta Platforms, Inc. Communication Services	Reduced	1,771	-861	$1,013,241	−41.7%	1.18%
FBK	FB Financial Corp Financial Services	Held	19,000	0	$986,860	−6.9%	1.14%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,668	-525	$802,092	+5.9%	0.93%
DE	Deere & Co Industrials	Reduced	1,246	-11	$701,871	+19.9%	0.81%
FHN	First Horizon Corp Financial Services	Reduced	27,098	-23,535	$616,750	−49.0%	0.72%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	8,264	0	$547,820	+2.1%	0.64%
MS	Morgan Stanley Financial Services	Reduced	3,290	-44	$541,435	−8.5%	0.63%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,379	-1	$507,831	−14.6%	0.59%
KKR	KKR & Co. Inc. Financial Services	Added	5,450	+1,450	$504,125	−1.1%	0.58%
OHI	Omega Healthcare Investors Inc Real Estate	Held	11,317	0	$495,910	−1.2%	0.58%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	3,988	-41	$431,701	+7.3%	0.50%
SSB	SouthState Bank Corp Financial Services	Added	4,586	+97	$424,296	+0.4%	0.49%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	2,075	0	$421,183	+19.7%	0.49%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	2,000	-1,604	$416,180	−44.7%	0.48%
UNP	Union Pacific Corp Industrials	Reduced	1,581	-196	$383,582	−6.7%	0.44%
PGR	Progressive Corp/Oh/ Financial Services	Added	1,858	+233	$368,329	−0.5%	0.43%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,174	+18	$364,866	+3.3%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Added	938	+239	$348,701	+10.9%	0.40%
QXO	QXO, Inc. Industrials	Added	17,954	+8,918	$348,666	+100.0%	0.40%
TT	Trane Technologies plc Industrials	Added	682	+6	$284,216	+8.0%	0.33%
KGC	Kinross Gold Corp Basic Materials	Added	9,273	+2,701	$283,011	+52.9%	0.33%
APH	Amphenol Corp /De/ Technology	Held	2,220	0	$280,497	−6.5%	0.33%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	10,073	+9,919	$276,604	+6134.0%	0.32%
ARKB	Ark 21Shares Bitcoin ETF	Held	12,000	0	$269,880	−22.6%	0.31%
INTC	Intel Corp Technology	Reduced	6,100	-15	$269,193	+19.3%	0.31%
KO	Coca Cola Co Consumer Defensive	Reduced	3,420	-4,791	$260,091	−54.7%	0.30%
CRM	Salesforce, Inc. Technology	Added	1,354	+232	$252,750	−15.0%	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	727	-1,059	$213,854	−62.8%	0.25%
DHR	Danaher Corp /De/ Healthcare	Added	1,127	+459	$213,678	+39.7%	0.25%
SNOW	Snowflake Inc. Technology	Added	1,410	+250	$212,656	−16.4%	0.25%
SMBK	Smartfinancial Inc. Financial Services	Reduced	5,261	-1,684	$205,599	−20.0%	0.24%
LIN	Linde PLC Basic Materials	Added	408	+75	$202,270	+42.5%	0.23%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,527	-436	$189,774	−13.2%	0.22%
LOW	Lowes Companies Inc Consumer Cyclical	Held	761	0	$179,809	−2.0%	0.21%
V	Visa Inc. Financial Services	Added	591	+21	$178,623	−10.6%	0.21%
GLD	Spdr Gold Trust	Reduced	407	-1,363	$175,128	−75.0%	0.20%
RGLD	Royal Gold Inc Basic Materials	Held	683	0	$173,816	+14.5%	0.20%
ORCL	Oracle Corp Technology	Reduced	1,175	-30	$172,853	−26.4%	0.20%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	1,100	-417	$171,028	−25.5%	0.20%

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.