Wealth Preservation Advisors, LLC reported 78 positions worth $164.94M for the quarter ended Sep 30, 2026, up 14.9% on the prior quarter. It opened 24 new positions, added to 41, trimmed 7 and exited 5. Its largest holding is Alphabet Inc. at 20.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +13.9K | +12.6% | $3.18M | 17.31% |
| AMZN Amazon Com Inc | +8,434 | +10.6% | $2.10M | 13.29% |
| BRK-B Berkshire Hathaway Inc | +2,271 | +55.0% | $1.13M | 1.93% |
| APO Apollo Global Management, Inc. | +6,609 | +53.1% | $767.05K | 1.34% |
| SPCX Space Exploration Technologies Corp | +4,884 | – | $736.80K | 0.447% |
| AMD Advanced Micro Devices Inc | +870 | – | $532.23K | 0.323% |
| ABBV AbbVie Inc. | +1,503 | – | $393.17K | 0.238% |
| V Visa Inc. | +894 | – | $321.24K | 0.195% |
| ABT Abbott Laboratories | +3,104 | – | $306.77K | 0.186% |
| NSC Norfolk Southern Corp | +963 | – | $297.69K | 0.18% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UBER Uber Technologies, Inc | -8,058 | -26.3% | $552.05K | 0.936% |
| PEBO Peoples Bancorp Inc | -6,984 | -2.7% | $255.54K | 5.59% |
| LOW Lowes Companies Inc | -1,043 | -100.0% | $229.97K | Exited |
| MSFT Microsoft Corp | -350 | -1.2% | $179.51K | 8.82% |
| FIX Comfort Systems Usa Inc | -65 | -100.0% | $128.83K | Exited |
| JPM Jpmorgan Chase & Co | -388 | -15.7% | $128.36K | 0.417% |
| DHR Danaher Corp | -668 | -100.0% | $127.24K | Exited |
| DUK Duke Energy CORP | -1,000 | -100.0% | $126.58K | Exited |
| AUR Aurora Innovation, Inc. | -17.7K | -100.0% | $120.71K | Exited |
| AAPL Apple Inc. | -336 | -0.9% | $111.90K | 7.2% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +4,884 | $736.80K | 0.447% |
| AMD Advanced Micro Devices Inc | +870 | $532.23K | 0.323% |
| ABBV AbbVie Inc. | +1,503 | $393.17K | 0.238% |
| V Visa Inc. | +894 | $321.24K | 0.195% |
| ABT Abbott Laboratories | +3,104 | $306.77K | 0.186% |
| NSC Norfolk Southern Corp | +963 | $297.69K | 0.18% |
| GEV GE Vernova Inc. | +297 | $282.31K | 0.171% |
| OWL Blue Owl Capital Inc. | +30.5K | $277.06K | 0.168% |
| ORCL Oracle Corp | +1,889 | $259.34K | 0.157% |
| CRM Salesforce, Inc. | +1,120 | $257.23K | 0.156% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG Alphabet Inc. | Technology | 100.3K | $34.16M | 20.71% | +434 | +0.4% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 125.0K | $28.54M | 17.31% | +13.9K | +12.6% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 88.0K | $21.92M | 13.29% | +8,434 | +10.6% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 28.3K | $14.54M | 8.82% | -350 | -1.2% | Reduced | 0% |
| 5 | AAPL Apple Inc. | Technology | 35.6K | $11.87M | 7.2% | -336 | -0.9% | Reduced | 0% |
| 6 | PEBO Peoples Bancorp Inc | Financial Services | 251.8K | $9.21M | 5.59% | -6,984 | -2.7% | Reduced | 0.7% |
| 7 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,402 | $3.19M | 1.93% | +2,271 | +55.0% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 8,643 | $2.97M | 1.8% | +149 | +1.8% | Added | 0% |
| 9 | APO Apollo Global Management, Inc. | Financial Services | 19.0K | $2.21M | 1.34% | +6,609 | +53.1% | Added | 0% |
| 10 | NFLX Netflix Inc | Technology | 30.6K | $2.13M | 1.29% | +518 | +1.7% | Added | 0% |
| 11 | OBDC Blue Owl Capital Corp | Financial Services | 181.4K | $1.90M | 1.15% | +8,779 | +5.1% | Added | 0.04% |
| 12 | SPG Simon Property Group Inc. | Real Estate | 8,050 | $1.62M | 0.98% | +48 | +0.6% | Added | 0% |
| 13 | UBER Uber Technologies, Inc | Technology | 22.5K | $1.54M | 0.936% | -8,058 | -26.3% | Reduced | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 1,669 | $1.21M | 0.734% | +278 | +20.0% | Added | 0% |
| 15 | FHN First Horizon Corp | Financial Services | 51.5K | $1.19M | 0.719% | +847 | +1.7% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Wealth Preservation Advisors.
As of its Q3 2026 13F filing, Wealth Preservation Advisors, LLC’s five largest positions were Alphabet Inc. (GOOG) at 20.7%, Nvidia Corp (NVDA) at 17.3%, Amazon Com Inc (AMZN) at 13.3%, Microsoft Corp (MSFT) at 8.8%, Apple Inc. (AAPL) at 7.2% of the reported portfolio.
Wealth Preservation Advisors, LLC reported a 13F portfolio worth $164.94M across 78 positions for Q3 2026. That is up 14.9% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($3.18M), Amazon Com Inc ($2.10M), Berkshire Hathaway Inc ($1.13M). It opened 24 new positions.
Its largest sales by value were Uber Technologies, Inc ($552.05K), Peoples Bancorp Inc ($255.54K), Lowes Companies Inc ($229.97K). It exited 5 positions entirely.
From the Form 13F-HR reports Wealth Preservation Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.