Wealth Preservation Advisors, LLC

CIK

1968434

Location

CHATTANOOGA, TN

Portfolio Value

Micro $559,902

Diversification

Diversified

Filing Date

Global Rank

#5,650 / 8,232 ▼ 404

Top Industry

Semiconductors 19.2%

3Y Alpha vs SPY

-11.1%

Period ended 2 months ago

Filed May 15, 2026 · 30d

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

+14.9%

SPY

+27.1%

Annualised alpha

-11.1%

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

23 positions · $559,902 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DUK	Duke Energy CORP Utilities	Reduced	1,000	-381	$130,940	−19.1%	23.39%
EIX	Edison International Utilities	NEW	1,378	NEW	$100,842	NEW	18.01%
PCG	PG&E Corp Utilities	NEW	5,542	NEW	$97,372	NEW	17.39%
OGS	ONE Gas, Inc. Utilities	Added	1,036	+36	$89,230	+15.5%	15.94%
OKLO	Oklo Inc. Utilities	NEW	821	NEW	$40,713	NEW	7.27%
BEPC	Brookfield Renewable Corp Utilities	Held	670	0	$26,686	+3.9%	4.77%
ES	Eversource Energy Utilities	NEW	288	NEW	$19,952	NEW	3.56%
UTL	Unitil Corp Utilities	Held	300	0	$15,672	+7.8%	2.80%
SO	Southern Co Utilities	Reduced	100	-131	$9,652	−52.1%	1.72%
ATO	Atmos Energy Corp Utilities	NEW	41	NEW	$7,573	NEW	1.35%
PPL	PPL Corp Utilities	Reduced	160	-5,563	$6,112	−97.0%	1.09%
ED	Consolidated Edison Inc Utilities	Held	50	0	$5,659	+14.0%	1.01%
NRG	Nrg Energy, Inc. Utilities	Added	18	+10	$2,630	+106.6%	0.47%
AEP	American Electric Power Co Inc Utilities	Reduced	19	-45	$2,490	−66.3%	0.44%
CWT	California Water Service Group Utilities	NEW	32	NEW	$1,450	NEW	0.26%
AWR	American States Water Co Utilities	NEW	19	NEW	$1,436	NEW	0.26%
CWCO	Consolidated Water Co. Ltd. Utilities	NEW	16	NEW	$529	NEW	0.09%
CTRI	Centuri Holdings, Inc. Utilities	NEW	16	NEW	$467	NEW	0.08%
YORW	York Water Co Utilities	NEW	11	NEW	$334	NEW	0.06%
NXXT	Nextnrg, Inc. Utilities	NEW	164	NEW	$65	NEW	0.01%
GWRS	Global Water Resources, Inc. Utilities	NEW	7	NEW	$53	NEW	0.01%
PCYO	Pure Cycle Corp Utilities	NEW	4	NEW	$40	NEW	0.01%
VGAS	Verde Clean Fuels, Inc. Utilities	NEW	3	NEW	$5	NEW	0.00%