Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Preservation Advisors, LLC (CIK 1968434) reported $120.4M across 1,025 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($15.3M, 12.74%), AMZN ($15.1M, 12.52%), GOOG ($13.1M, 10.89%), MSFT ($8.4M, 7.00%), AAPL ($7.3M, 6.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $15.3M | 12.74% | 87,965 | Trimmed |
| 2 | AMZN | AMAZON.COM INC | $15.1M | 12.52% | 72,376 | Trimmed |
| 3 | GOOG | ALPHABET INC CLASS CLASS C | $13.1M | 10.89% | 45,691 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $8.4M | 7.00% | 22,753 | Trimmed |
| 5 | AAPL | APPLE INC | $7.3M | 6.09% | 28,879 | Trimmed |
| 6 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $4.9M | 4.04% | 24,811 | Trimmed |
| 7 | NFLX | NETFLIX INC | $2.9M | 2.42% | 30,261 | Trimmed |
| 8 | VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $2.7M | 2.21% | 14,424 | Added |
| 9 | GOOGL | ALPHABET INC CLASS CLASS A | $2.1M | 1.74% | 7,293 | Trimmed |
| 10 | OBDC | BLUE OWL CAP CORP | $2.0M | 1.70% | 184,581 | Trimmed |
| 11 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $1.8M | 1.53% | 4,218 | Trimmed |
| 12 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $1.4M | 1.18% | 2,190 | Trimmed |
| 13 | HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.4M | 1.17% | 33,274 | Trimmed |
| 14 | UBER | UBER TECHNOLOGIES INC | $1.2M | 1.02% | 17,111 | Trimmed |
| 15 | DFSV | DIMENSIONAL US SMALL CAPVALUE ETF | $1.2M | 0.99% | 34,048 | Trimmed |
| 16 | SPG | SIMON PPTY GROUP INC NEWREIT | $1.1M | 0.93% | 6,002 | Trimmed |
| 17 | APO | APOLLO GLOBAL MGMT INC NCLASS CLASS A | $1.1M | 0.88% | 9,492 | Added |
| 18 | META | META PLATFORMS INC CLASS CLASS A | $1.0M | 0.84% | 1,771 | Trimmed |
| 19 | FBK | FB FINL CORP | $986,860 | 0.82% | 19,000 | Hold |
| 20 | VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $864,625 | 0.72% | 3,360 | Added |
| 21 | VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $832,037 | 0.69% | 3,830 | Added |
| 22 | MRK | MERCK & CO. INC. | $802,094 | 0.67% | 6,668 | Trimmed |
| 23 | HEEM | ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | $707,454 | 0.59% | 19,162 | Added |
| 24 | DE | DEERE & CO | $701,872 | 0.58% | 1,246 | Trimmed |
| 25 | FHN | FIRST HORIZON CORP | $616,750 | 0.51% | 27,098 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31