Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Preservation Advisors, LLC (CIK 1968434) reported $175.4M across 88 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($35.3M, 20.11%), NVDA ($22.2M, 12.67%), AMZN ($19.0M, 10.81%), MSFT ($10.7M, 6.10%), AAPL ($10.4M, 5.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $35.3M | 20.11% | 99,833 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $22.2M | 12.67% | 111,041 | Added |
| 3 | AMZN | AMAZON COM INCORPORATED | $19.0M | 10.81% | 79,534 | Added |
| 4 | MSFT | MICROSOFT CORPORATION | $10.7M | 6.10% | 28,699 | Added |
| 5 | AAPL | APPLE INCORPORATED | $10.4M | 5.94% | 35,982 | Added |
| 6 | PEBO | PEOPLES BANCORP INCORPORATED | $9.9M | 5.67% | 258,803 | New |
| 7 | VTV | VANGUARD VALUE ETF | $8.0M | 4.57% | 36,801 | Added |
| 8 | VUG | VANGUARD GROWTH ETF | $3.9M | 2.21% | 45,041 | Added |
| 9 | VOE | VANGUARD MID-CAP VALUE ETF | $3.2M | 1.85% | 16,430 | Added |
| 10 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $3.0M | 1.73% | 8,494 | Added |
| 11 | HEFA | ISHARES TR HDG MSCI EAFE | $2.7M | 1.53% | 57,273 | Added |
| 12 | UBER | UBER TECHNOLOGIES INCORPORATED | $2.2M | 1.26% | 30,603 | Added |
| 13 | NFLX | NETFLIX INC | $2.1M | 1.22% | 30,068 | Trimmed |
| 14 | BRKB | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $2.1M | 1.18% | 4,131 | Added |
| 15 | OBDC | BLUE OWL CAP CORP | $1.9M | 1.07% | 172,626 | Trimmed |
| 16 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $1.9M | 1.06% | 2,482 | Added |
| 17 | SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | $1.8M | 1.02% | 8,002 | Added |
| 18 | APO | APOLLO GLOBAL MGMT INC NCLASS A | $1.5M | 0.84% | 12,435 | Added |
| 19 | FHN | FIRST HORIZON CORPORATION | $1.3M | 0.74% | 50,638 | Added |
| 20 | VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $1.2M | 0.70% | 4,027 | Added |
| 21 | DFSV | DIMENSIONAL US SMALL CAPVALUE ETF | $1.2M | 0.66% | 30,015 | Trimmed |
| 22 | FBK | FB FINL CORP | $1.1M | 0.60% | 19,000 | Hold |
| 23 | PNFP | PINNACLE FINL PARTNERS I | $1.0M | 0.58% | 10,138 | Added |
| 24 | HEEM | ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | $1.0M | 0.57% | 22,460 | Added |
| 25 | VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $984,448 | 0.56% | 4,051 | Added |
Source: SEC Form 13F filings · as of 2026-06-30