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Wealth Preservation Advisors, LLC

Q1 2026 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    1,035

  • Value ($000)

    $120,404

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001968434
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$15.34M
13 %

87,965

A
AMZN

AMAZON.COM INC

COMMON STOCK
023135106
$15.07M
13 %

72,376

G
GOOG

ALPHABET INC CLASS CLASS C

COMMON STOCK
02079K107
$13.11M
11 %

45,691

M
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$8.42M
7 %

22,753

A
AAPL

APPLE INC

COMMON STOCK
037833100
$7.33M
6 %

28,879

V
VTV

VANGUARD VALUE INDEX FUND ETF SHARES

UIT EXCHANGE TRADED
922908744
$4.87M
4 %

24,811

N
NFLX

NETFLIX INC

COMMON STOCK
64110L106
$2.91M
2 %

30,261

V
VOE

VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES

UIT EXCHANGE TRADED
922908512
$2.66M
2 %

14,424

G
GOOGL

ALPHABET INC CLASS CLASS A

COMMON STOCK
02079K305
$2.1M
2 %

7,293

O
OBDC

BLUE OWL CAP CORP

COMMON STOCK
69121K104
$2.04M
2 %

184,581

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