DOSSIER · 13F-HR · Q2 2026

Wealth Preservation Advisors, LLC

$175M in tracked AUM across 118 positions as of Q2 2026.

WP
CIK 0001968434 · last filed Jun 30, 2026
Total AUM
$175M
as of Q2 2026
Holdings
118
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Wealth Preservation Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
$35M100K20.1%
02
NVDA
NVIDIA CORPORATION
$22M111K12.7%
03
AMZN
AMAZON COM INCORPORATED
$19M80K10.8%
04
MSFT
MICROSOFT CORPORATION
$11M29K6.1%
05
AAPL
APPLE INCORPORATED
$10M36K5.9%
06
PEBO
PEOPLES BANCORP INCORPORATED
$10M259K5.7%
07
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
$8M37K4.6%
08
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
$4M45K2.2%
09
VOE
VANGUARD MID-CAP VALUE ETF
$3M16K1.9%
10
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
$3M8K1.7%

Filing history

2026Q2Jun 30
$175M 45.7%
118 positionsView →
2026Q1Mar 31
$120M 39.4%
1,102 positionsView →
2025Q4Dec 31
$199M 15.6%
747 positionsView →
2025Q3Sep 30
$172M 6.0%
716 positionsView →
2025Q2Jun 30
$162M 151.7%
714 positionsLocked
2025Q1Mar 31
$64M
335 positionsLocked