DOSSIER · 13F-HR · Q1 2026

Wealth Preservation Advisors, LLC

$120M in tracked AUM across 1,102 positions as of Q1 2026.

WP
CIK 0001968434 · last filed Mar 31, 2026
Total AUM
$120M
as of Q1 2026
Holdings
1,102
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Wealth Preservation Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$15M88K12.7%
02
AMZN
AMAZON.COM INC
$15M72K12.5%
03
GOOG
ALPHABET INC CLASS CLASS C
$13M46K10.9%
04
MSFT
MICROSOFT CORP
$8M23K7.0%
05
AAPL
APPLE INC
$7M29K6.1%
06
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
$5M25K4.0%
07
NFLX
NETFLIX INC
$3M30K2.4%
08
VOE
VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES
$3M14K2.2%
09
GOOGL
ALPHABET INC CLASS CLASS A
$2M7K1.7%
10
OBDC
BLUE OWL CAP CORP
$2M185K1.7%

Filing history

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