Wealth Preservation Advisors, LLC
Top Portfolio Positions
949 positions ·
$86,087,970 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
87,965 | $15,341,095 | 17.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
72,376 | $15,073,749 | 17.51% | |
| MSFT |
Microsoft Corp
Technology
|
22,753 | $8,422,477 | 9.78% | |
| AAPL |
Apple Inc.
Technology
|
28,879 | $7,329,200 | 8.51% | |
| NFLX |
Netflix Inc
Communication Services
|
30,261 | $2,909,594 | 3.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,293 | $2,097,174 | 2.44% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
184,581 | $2,041,465 | 2.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,190 | $1,424,244 | 1.65% | |
| UBER |
Uber Technologies, Inc
Technology
|
17,111 | $1,230,793 | 1.43% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
6,002 | $1,119,553 | 1.30% |
Portfolio Trend
Holdings in GDLC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 | $20,803 | 599 | Shares | Sole | 2025-05-14 | |
| 2025-06-30 | $28,722 | 599 | Shares | Sole | 2025-08-14 | |
| 2025-09-30 | $33,484 | 599 | Shares | Sole | 2025-11-14 | |
| 2025-12-31 | $24,752 | 599 | Shares | Sole | 2026-02-23 | |
| 2026-03-31 | $18,682 | 599 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||