Wealth Preservation Advisors, LLC

CIK

1968434

Location

CHATTANOOGA, TN

Portfolio Value

Small $208,880,463

Diversification

Diversified

Filing Date

Global Rank

#6,931 / 8,827 ▲ 755 · as of Jun 2026

Top Industry

Internet Content & Information 23.3%

Period ended 38 days ago

Filed Nov 5, 2026 · 2d

7 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.9% of the book (60%+)

Turnover

Low turnover

23.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.6 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 64.1%; sector active share 28.7% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

119 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.8%

−4.1 pts

Top 5

59.4%

−2.5 pts

Top 10

75.7%

−3.2 pts

HHI

851

Diversified−141

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$60,513,942	16
Unclassified	21.2%	$44,302,500	39
Communication Services	19.6%	$40,847,162	6
Financial Services	12.9%	$26,970,248	24
Consumer Cyclical	11.3%	$23,570,325	5
Industrials	1.8%	$3,745,466	9
Real Estate	1.0%	$2,167,531	2
Basic Materials	1.0%	$2,147,321	8
Healthcare	0.9%	$1,973,660	4
Energy	0.7%	$1,389,130	3
Consumer Defensive	0.4%	$931,335	2
Utilities	0.2%	$321,843	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+14,422	59,463	$5,358,210
NVDA	Nvidia Corp	+13,944	124,985	$28,544,074
EFA	iShares MSCI EAFE ETF	+11,804	18,703	$1,943,054
SCHF	Schwab International Equity ETF	+8,854	21,619	$593,873
OBDC	Blue Owl Capital Corp	+8,779	181,405	$1,902,938
AMZN	Amazon Com Inc	+8,434	87,968	$21,917,227
VTV	VANGUARD VALUE INDEX FUND	+6,885	43,686	$9,439,670
APO	Apollo Global Management, Inc.	+6,609	19,044	$2,210,246
HEEM	iShares Currency Hedged MSCI Emerging Markets ETF	+6,381	28,841	$1,218,243
HEFA	iShares Currency Hedged MSCI EAFE ETF	+3,597	60,870	$2,823,759
PRIV	State Street(R) IG Public & Private Credit ETF	+2,466	36,018	$866,160
BRK-B	Berkshire Hathaway Inc	+2,271	6,402	$3,187,875
APH	Amphenol Corp	+2,248	4,468	$376,652
SMBK	Smartfinancial Inc.	+1,684	6,945	$344,263
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	+1,395	5,422	$1,583,766
KGC	Kinross Gold Corp	+1,334	10,607	$255,416
PNFP	Pinnacle Financial Partners, Inc.	+1,200	11,338	$1,061,350
SA	Seabridge Gold Inc	+1,185	10,329	$292,723
USB	US Bancorp De	+1,092	6,261	$361,635
IJJ	iShares S&P Mid-Cap 400 Value ETF	+974	2,479	$341,383
WFC	Wells Fargo & Company	+936	7,086	$567,234
FHN	First Horizon Corp	+847	51,485	$1,185,184
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+739	4,790	$1,106,633
IJH	iShares Core S&P Mid-Cap ETF	+696	3,427	$246,572
MRK	Merck & Co., Inc.	+675	7,288	$1,059,019
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−8,058	22,545	$1,544,557
PEBO	Peoples Bancorp Inc	−6,984	251,819	$9,214,057
SGOV	iShares 0-3 Month Treasury Bond ETF	−1,369	2,931	$295,093
JPM	Jpmorgan Chase & Co	−388	2,081	$688,457
MSFT	Microsoft Corp	−350	28,349	$14,540,202
AAPL	Apple Inc.	−336	35,646	$11,870,830
SCHV	Schwab U.S. Large-Cap Value ETF	−294	15,626	$520,502
VOO	VANGUARD 500 INDEX FUND	−24	398	$278,942
AVGO	Broadcom Inc.	−21	1,021	$358,564
SPY	Spdr S&P 500 ETF Trust	−13	2,469	$1,882,933
KO	Coca Cola Co	−2	8,184	$704,478
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EEM	iShares MSCI Emerging Markets ETF	17,575	$1,173,834
AVDE	Avantis International Equity ETF	10,645	$959,220
DYNF	iShares U.S. Equity Factor Rotation Active ETF	12,890	$892,761
CGDV	Capital Group Dividend Value ETF	17,940	$876,369
CGGR	Capital Group Growth ETF	17,836	$845,961
AVEM	Avantis Emerging Markets Equity ETF	8,955	$841,949
SPCX	Space Exploration Technologies Corp	4,884	$736,800
AMD	Advanced Micro Devices Inc	870	$532,231
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	9,262	$465,045
AVDV	Avantis International Small Cap Value ETF	3,854	$421,550
ABBV	AbbVie Inc.	1,503	$393,169
IQLT	iShares MSCI Intl Quality Factor ETF	7,554	$373,696
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	6,513	$337,112
V	Visa Inc.	894	$321,241
ABT	Abbott Laboratories	3,104	$306,768
NSC	Norfolk Southern Corp	963	$297,567
SMLF	iShares U.S. Small-Cap Equity Factor ETF	3,532	$295,133
GEV	GE Vernova Inc.	297	$282,295
OWL	Blue Owl Capital Inc.	30,480	$277,063
AMLP	Alerian MLP ETF	5,201	$269,775
ORCL	Oracle Corp	1,889	$259,359
CRM	Salesforce, Inc.	1,120	$257,118
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2,810	$252,225
SCHB	Schwab U.S. Broad Market ETF	8,488	$248,783
LIN	Linde PLC	523	$248,241
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	30,015	$1,164,281
LOW	Lowes Companies Inc	1,043	$229,971
FIX	Comfort Systems USA Inc	65	$128,826
DHR	Danaher Corp	668	$127,240
DUK	Duke Energy CORP	1,000	$126,580
AUR	Aurora Innovation, Inc.	17,700	$120,714
GDXJ	VanEck Junior Gold Miners ETF	1,219	$119,766
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 tracked positions · $208,880,463 total · filing declares 119 positions · $209,567,076 · as of Sep 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 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOG	Alphabet Inc. Communication Services	Added	100,267	+434	$34,164,977	−3.1%	16.36%
NVDA	Nvidia Corp Technology	Added	124,985	+13,944	$28,544,074	+28.5%	13.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	87,968	+8,434	$21,917,227	+15.6%	10.49%
MSFT	Microsoft Corp Technology	Reduced	28,349	-350	$14,540,202	+35.8%	6.96%
AAPL	Apple Inc. Technology	Reduced	35,646	-336	$11,870,830	+14.0%	5.68%
VTV	VANGUARD VALUE INDEX FUND	Added	43,686	+6,885	$9,439,670	+17.7%	4.52%
PEBO	Peoples Bancorp Inc Financial Services	Reduced	251,819	-6,984	$9,214,057	−7.3%	4.41%
VUG	VANGUARD GROWTH INDEX FUND	Added	59,463	+14,422	$5,358,210	+38.1%	2.57%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	16,894	+464	$3,303,283	+1.7%	1.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,402	+2,271	$3,187,875	+54.2%	1.53%
GOOGL	Alphabet Inc. Communication Services	Added	8,643	+149	$2,973,883	−2.0%	1.42%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Added	60,870	+3,597	$2,823,759	+5.1%	1.35%
APO	Apollo Global Management, Inc. Financial Services	Added	19,044	+6,609	$2,210,246	+50.2%	1.06%
NFLX	Netflix Inc Communication Services	Added	30,586	+518	$2,128,173	−0.9%	1.02%
EFA	iShares MSCI EAFE ETF	Added	18,703	+11,804	$1,943,054	+171.1%	0.93%
OBDC	Blue Owl Capital Corp Financial Services	Added	181,405	+8,779	$1,902,938	+1.4%	0.91%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,469	-13	$1,882,933	+1.6%	0.90%
SPG	Simon Property Group Inc. Real Estate	Added	8,050	+48	$1,616,118	−9.7%	0.77%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Added	5,422	+1,395	$1,583,766	+28.4%	0.76%
UBER	Uber Technologies, Inc Technology	Reduced	22,545	-8,058	$1,544,557	−30.1%	0.74%
HEEM	iShares Currency Hedged MSCI Emerging Markets ETF	Added	28,841	+6,381	$1,218,243	+21.3%	0.58%
META	Meta Platforms, Inc. Communication Services	Added	1,669	+278	$1,210,325	+54.5%	0.58%
FHN	First Horizon Corp Financial Services	Added	51,485	+847	$1,185,184	−8.7%	0.57%
EEM	iShares MSCI Emerging Markets ETF	NEW	17,575	NEW	$1,173,834	NEW	0.56%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	4,790	+739	$1,106,633	+12.4%	0.53%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	Added	11,338	+1,200	$1,061,350	+3.8%	0.51%
MRK	Merck & Co., Inc. Healthcare	Added	7,288	+675	$1,059,019	+24.6%	0.51%
FBK	FB Financial Corp Financial Services	Held	19,000	0	$982,300	−6.6%	0.47%
AVDE	Avantis International Equity ETF	NEW	10,645	NEW	$959,220	NEW	0.46%
MPC	Marathon Petroleum Corp Energy	Added	2,384	+369	$942,681	+83.0%	0.45%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	NEW	12,890	NEW	$892,761	NEW	0.43%
GLD	Spdr Gold Trust	Added	2,339	+219	$890,784	+14.1%	0.43%
CGDV	Capital Group Dividend Value ETF	NEW	17,940	NEW	$876,369	NEW	0.42%
PRIV	State Street(R) IG Public & Private Credit ETF	Added	36,018	+2,466	$866,160	+2.5%	0.41%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	2,508	+445	$847,277	+12.3%	0.41%
CGGR	Capital Group Growth ETF	NEW	17,836	NEW	$845,961	NEW	0.40%
DE	Deere & Co Industrials	Added	1,257	+11	$844,138	+6.8%	0.40%
AVEM	Avantis Emerging Markets Equity ETF	NEW	8,955	NEW	$841,949	NEW	0.40%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	3,697	+121	$821,695	−6.7%	0.39%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,271	+433	$805,773	+4.2%	0.39%
SPCX	Space Exploration Technologies Corp Industrials	NEW	4,884	NEW	$736,800	NEW	0.35%
KO	Coca Cola Co Consumer Defensive	Reduced	8,184	-2	$704,478	+5.9%	0.34%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,081	-388	$688,457	−14.8%	0.33%
MS	Morgan Stanley Financial Services	Added	3,441	+151	$647,183	−5.9%	0.31%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	8,264	0	$637,071	+0.8%	0.30%
IVW	iShares S&P 500 Growth ETF	Added	4,277	+589	$608,446	+20.0%	0.29%
DELL	Dell Technologies Inc. Technology	Added	1,120	+95	$602,504	+36.2%	0.29%
SCHF	Schwab International Equity ETF	Added	21,619	+8,854	$593,873	+68.0%	0.28%
WFC	Wells Fargo & Company Financial Services	Added	7,086	+936	$567,234	+11.6%	0.27%
OHI	Omega Healthcare Investors Inc Real Estate	Added	11,907	+590	$551,413	+2.2%	0.26%

Showing the top 50 of 119 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.