Wealth Preservation Advisors, LLC
Filing Date
Global Rank
#5,978
/ 8,603
▼ 520
· as of Mar 2026
Top Industry
Semiconductors
19.2%
3Y Alpha vs SPY
-10.6%
Period ended 3 months ago
Filed May 15, 2026 · 55d
5 quarters · since Mar 2025
Clone Performance
May 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+15.1%
SPY
+27.7%
Annualised alpha
-10.7%
Max drawdown
−13.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
952 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.8%
+1.7 pts
Top 5
57.0%
+0.5 pts
Top 10
66.2%
−5.0 pts
HHI
833
Diversified+63
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.0% | $36,146,901 |
| Consumer Cyclical | 20.1% | $17,328,097 |
| Financial Services | 12.2% | $10,531,521 |
| Communication Services | 7.8% | $6,750,471 |
| Industrials | 4.0% | $3,463,794 |
| Healthcare | 3.2% | $2,783,024 |
| Basic Materials | 2.7% | $2,313,388 |
| Unclassified | 2.7% | $2,308,763 |
| Real Estate | 2.3% | $2,021,855 |
| Consumer Defensive | 1.4% | $1,165,382 |
| Energy | 0.9% | $778,547 |
| Utilities | 0.6% | $559,902 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
952 positions ·
$86,151,645 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 952 positions by value
· page 1 of 20
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 87,965 | $15,341,095 | 17.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 72,376 | $15,073,749 | 17.50% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 22,753 | $8,422,477 | 9.78% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 28,879 | $7,329,200 | 8.51% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 30,261 | $2,909,594 | 3.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 7,293 | $2,097,174 | 2.43% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Reduced | 184,581 | $2,041,465 | 2.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,190 | $1,424,244 | 1.65% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 17,111 | $1,230,793 | 1.43% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Reduced | 6,002 | $1,119,553 | 1.30% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 9,492 | $1,057,598 | 1.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,771 | $1,013,241 | 1.18% | |
| FBK |
FB Financial Corp
Financial Services
|
Held | 19,000 | $986,860 | 1.15% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 6,668 | $802,092 | 0.93% | |
| DE |
Deere & Co
Industrials
|
Reduced | 1,246 | $701,871 | 0.81% | |
| FHN |
First Horizon Corp
Financial Services
|
Reduced | 27,098 | $616,750 | 0.72% | |
| SYBT |
Stock Yards Bancorp, Inc.
Financial Services
|
Held | 8,264 | $547,820 | 0.64% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 3,290 | $541,435 | 0.63% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 6,379 | $507,831 | 0.59% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Added | 5,450 | $504,125 | 0.59% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
Held | 11,317 | $495,910 | 0.58% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 3,988 | $431,701 | 0.50% | |
| SSB |
SouthState Bank Corp
Financial Services
|
Added | 4,586 | $424,296 | 0.49% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Held | 2,075 | $421,183 | 0.49% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 2,000 | $416,180 | 0.48% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,581 | $383,582 | 0.45% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 1,858 | $368,329 | 0.43% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,174 | $364,866 | 0.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 938 | $348,701 | 0.40% | |
| QXO |
QXO, Inc.
Industrials
|
Added | 17,954 | $348,666 | 0.40% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 682 | $284,216 | 0.33% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
Added | 9,273 | $283,011 | 0.33% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 2,220 | $280,497 | 0.33% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Added | 10,073 | $276,604 | 0.32% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
Held | 12,000 | $269,880 | 0.31% | |
| INTC |
Intel Corp
Technology
|
Reduced | 6,100 | $269,193 | 0.31% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,420 | $260,091 | 0.30% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,354 | $252,750 | 0.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 727 | $213,854 | 0.25% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 1,127 | $213,678 | 0.25% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 1,410 | $212,656 | 0.25% | |
| SMBK |
Smartfinancial Inc.
Financial Services
|
Reduced | 5,261 | $205,599 | 0.24% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 408 | $202,270 | 0.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 1,527 | $189,774 | 0.22% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 761 | $179,809 | 0.21% | |
| V |
Visa Inc.
Financial Services
|
Added | 591 | $178,623 | 0.21% | |
| GLD |
Spdr Gold Trust
|
Reduced | 407 | $175,128 | 0.20% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Held | 683 | $173,816 | 0.20% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,175 | $172,853 | 0.20% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Reduced | 1,100 | $171,028 | 0.20% |