Wealth Preservation Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    chattanooga, TN
  • CIK
    0001968434
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,035

$120.4M
NVDA, AMZN, GOOG, MSFT
13F-HR
May 15, 2026
000196843426000006

747

$198.7M
AMZN, GOOG, NVDA, GOOG
13F-HR
Feb 23, 2026
000196843426000005

716

$171.86M
AMZN, NVDA, GOOG, GOOG
13F-HR
Nov 14, 2025
000196843425000005

714

$162.19M
AMZN, NVDA, MSFT, GOOG
13F-HR
Aug 14, 2025
000196843425000003

684

$139.94M
AMZN, NVDA, GOOG, PEBO
13F-HR
May 14, 2025
000196843425000002
Wealth Preservation Advisors, Llc 13F Filings