Wealth Preservation Advisors, LLC
CIK 0001968434 · CHATTANOOGA, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$175.4M
2026 Q2
Positions
88
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
20.1%
NVDA
NVIDIA CORPORATION
12.7%
AMZN
AMAZON COM INCORPORATED
10.8%
MSFT
MICROSOFT CORPORATION
6.1%
AAPL
APPLE INCORPORATED
5.9%
PEBO
PEOPLES BANCORP INCORPORATED
5.7%
VTV
VANGUARD VALUE ETF
4.6%
VUG
VANGUARD GROWTH ETF
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.