Wealth Preservation Advisors, LLC

CIK

1968434

Location

CHATTANOOGA, TN

Portfolio Value

Micro $86,194,884

Diversification

Diversified

Filing Date

Global Rank

#5,997 / 8,588 ▼ 522

Top Industry

Semiconductors 19.2%

3Y Alpha vs SPY

-10.9%

Period ended 3 months ago

Filed May 15, 2026 · 33d

5 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.5%

SPY

+28.5%

Annualised alpha

-10.9%

Max drawdown

−13.4%

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

951 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%	$17,352,334	122
Financial Services	12.2%	$10,521,336	116
Communication Services	7.8%	$6,750,380	50
Industrials	4.0%	$3,473,324	126
Healthcare	3.2%	$2,782,985	156
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

951 positions · $86,194,884 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 751–800 of 951 positions by value · page 16 of 20

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MRVL	Marvell Technology, Inc. Technology	Added	316	+207	$31,299	+237.9%	0.04%
BMRN	Biomarin Pharmaceutical Inc Healthcare	NEW	560	NEW	$31,634	NEW	0.04%
VTR	Ventas, Inc. Real Estate	NEW	395	NEW	$32,303	NEW	0.04%
HALO	Halozyme Therapeutics, Inc. Healthcare	Held	500	0	$32,315	−4.0%	0.04%
BFAM	Bright Horizons Family Solutions Inc. Consumer Cyclical	NEW	394	NEW	$32,359	NEW	0.04%
AMP	Ameriprise Financial Inc Financial Services	Added	73	+13	$32,441	+10.3%	0.04%
VZ	Verizon Communications Inc Communication Services	Reduced	650	-2,039	$32,630	−70.2%	0.04%
CW	Curtiss Wright Corp Industrials	NEW	48	NEW	$32,693	NEW	0.04%
LECO	Lincoln Electric Holdings Inc Industrials	NEW	132	NEW	$32,878	NEW	0.04%
DINO	HF Sinclair Corp Energy	NEW	531	NEW	$33,129	NEW	0.04%
BURL	Burlington Stores, Inc. Consumer Cyclical	NEW	102	NEW	$33,188	NEW	0.04%
DRI	Darden Restaurants Inc Consumer Cyclical	Reduced	171	-262	$33,522	−57.9%	0.04%
SA	Seabridge Gold Inc Basic Materials	Reduced	1,185	-9,144	$33,582	−89.0%	0.04%
NTNX	Nutanix, Inc. Technology	NEW	888	NEW	$33,752	NEW	0.04%
MHK	Mohawk Industries Inc Consumer Cyclical	NEW	343	NEW	$33,771	NEW	0.04%
CR	Crane Co Industrials	NEW	198	NEW	$33,858	NEW	0.04%
ANET	Arista Networks, Inc. Technology	Added	277	+257	$34,010	+1198.1%	0.04%
COO	Cooper Companies, Inc. Healthcare	NEW	476	NEW	$34,034	NEW	0.04%
EBAY	Ebay Inc Consumer Cyclical	Held	380	0	$34,587	+4.5%	0.04%
BSX	Boston Scientific Corp Healthcare	NEW	556	NEW	$34,889	NEW	0.04%
SITE	SiteOne Landscape Supply, Inc. Industrials	NEW	264	NEW	$35,141	NEW	0.04%
LYB	LyondellBasell Industries N.V. Basic Materials	Added	441	+390	$35,526	+1509.0%	0.04%
TSN	Tyson Foods, Inc. Consumer Defensive	NEW	555	NEW	$35,558	NEW	0.04%
EQX	Equinox Gold Corp. Basic Materials	Reduced	2,488	-9,000	$35,976	−77.7%	0.04%
OUNZ	VanEck Merk Gold ETF	Held	800	0	$36,040	+8.6%	0.04%
LRCX	Lam Research Corp Technology	Added	169	+132	$36,108	+470.2%	0.04%
ARMK	Aramark Industrials	NEW	893	NEW	$36,202	NEW	0.04%
MANH	Manhattan Associates Inc Technology	NEW	275	NEW	$36,608	NEW	0.04%
MOH	Molina Healthcare, Inc. Healthcare	NEW	276	NEW	$36,790	NEW	0.04%
AXS	Axis Capital Holdings Ltd Financial Services	Added	364	+294	$36,913	+392.4%	0.04%
PB	Prosperity Bancshares Inc Financial Services	NEW	550	NEW	$36,949	NEW	0.04%
SNX	Td Synnex Corp Technology	NEW	220	NEW	$37,116	NEW	0.04%
INTU	Intuit Inc. Technology	NEW	86	NEW	$37,184	NEW	0.04%
CFG	Citizens Financial Group Inc/Ri Financial Services	Added	625	+425	$37,481	+220.8%	0.04%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	637	-121	$37,602	−34.9%	0.04%
CMI	Cummins Inc Industrials	Reduced	70	-62	$37,661	−44.1%	0.04%
UTHR	UNITED THERAPEUTICS Corp Healthcare	NEW	64	NEW	$37,950	NEW	0.04%
MCK	Mckesson Corp Healthcare	Added	44	+38	$38,075	+673.7%	0.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	495	-157	$38,407	−23.5%	0.04%
RGA	Reinsurance Group Of America Inc Financial Services	NEW	191	NEW	$38,994	NEW	0.05%
FIVE	Five Below, Inc Consumer Cyclical	NEW	171	NEW	$39,070	NEW	0.05%
LMT	Lockheed Martin Corp Industrials	Added	65	+51	$39,285	+480.2%	0.05%
VIK	Viking Holdings Ltd Consumer Cyclical	NEW	536	NEW	$39,385	NEW	0.05%
FSLR	First Solar, Inc. Technology	Held	200	0	$39,452	−24.5%	0.05%
DOW	Dow Inc. Basic Materials	NEW	950	NEW	$39,567	NEW	0.05%
GM	General Motors Co Consumer Cyclical	NEW	535	NEW	$39,857	NEW	0.05%
FTNT	Fortinet, Inc. Technology	NEW	489	NEW	$39,961	NEW	0.05%
CHWY	Chewy, Inc. Consumer Cyclical	NEW	1,492	NEW	$40,284	NEW	0.05%
PH	Parker-Hannifin Corp Industrials	Held	45	0	$40,285	+1.9%	0.05%
BBY	Best Buy Co Inc Consumer Cyclical	Added	628	+143	$40,317	+24.2%	0.05%