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CIK: 0001968434
Total reported value
$175.4M
$175.4M
621 檔
53.7%
During the Q4 2025 filing period, Wealth Preservation Advisors, LLC (CIK: 0001968434) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $175.4M across 621 reported positions.
In Q4 2025, Wealth Preservation Advisors, LLC displayed an active expansion posture, initiating 27 new positions and adding to 49 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 621 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 15.77% | +9.22% | -1.57% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.81% | -1.71% | +0.01% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 8.84% | -0.07% | +4.23% | |
| 4 | ✓ | Amg Pantheon Credit Solutions Fd S Cl | Stock-Other | 7.17% | — | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.87% | -0.90% | -0.60% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 5.03% | +0.24% | -1.37% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.76% | -0.15% | -5.54% | |
| 8 | PEBO | Peoples Bancorp Inc | Stock-Other | 4.21% | +5.67% | NEW | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.87% | +0.53% | +1.54% | |
| 10 | XSPIX | Stepstone Priv & Growth I | Stock-Other | 2.47% | — | — | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.44% | -1.20% | +902.57% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.41% | +0.68% | -3.36% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.25% | -0.36% | -2.13% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | -0.01% | +1.05% | |
| 15 | OBDC | Blue Owl Capital CORP | Stock-Financials | 1.16% | -0.63% | -8.51% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.39% | +60.49% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | -0.12% | -8.86% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.82% | +0.36% | +0.45% | |
| 19 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.75% | +0.09% | — | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.61% | -0.33% | -5.43% | |
| 21 | FHN | First Horizon CORP | Stock-Financials | 0.61% | +0.23% | +0.00% | |
| 22 | FBK | Fb Financial CORP | Stock-Other | 0.53% | -0.22% | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | +0.07% | +0.26% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.42% | -0.02% | -0.23% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.40% | -0.13% | -0.67% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +1.09% | +82.13% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.19% | -2.98% | |
| 28 | PNC | Pnc Financial Services Group | Stock-Financials | 0.38% | +0.15% | -0.03% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | +0.30% | -1.78% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.34% | +0.05% | — | |
| 31 | XPMIX | Stepstone Private Markets-i | Stock-Other | 0.32% | — | — | |
| 32 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-Other | 0.31% | -0.02% | +0.37% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.30% | -0.13% | +0.08% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.30% | -0.06% | -0.06% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.29% | -0.13% | — | |
| 36 | AB | Alliancebernstein Holding LP | Stock-Other | 0.29% | +0.30% | NEW | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | +0.28% | +2.35% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | +0.16% | -0.19% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | +0.21% | — | |
| 40 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.27% | -0.10% | — | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.26% | +0.26% | — | |
| 42 | KKR | Kkr & Co Inc | Stock-Financials | 0.26% | -0.16% | — | |
| 43 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.25% | -0.10% | — | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.24% | +0.16% | -4.88% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.24% | -0.06% | +5.96% | |
| 46 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.23% | +0.21% | NEW | |
| 47 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.23% | -0.06% | EXIT | |
| 48 | ZNGRIX | Nuveen Global Cities Reit-i | Stock-Other | 0.22% | — | — | |
| 49 | SSB | Southstate Bank CORP | Stock-Financials | 0.21% | -0.09% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -1.57% | Trim |
| 2 | META | Meta Platforms Inc-class A | +0.2% | +60.49% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.05% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +82.13% | Add |
| 5 | MRK | Merck & Co. Inc. | 0% | -2.98% | Trim |
| 6 | SCHB | Schwab US Broad Market ETF | 0% | +99.93% | Add |
| 7 | TSLA | Tesla Inc | 0% | +20.73% | Add |
| 8 | ACN | Accenture plc | 0% | +17.81% | Add |
| 9 | RGLD | Royal Gold Inc | 0% | +21.31% | Add |
| 10 | GDX | Vaneck Gold Miners ETF | 0% | +14.78% | Add |
| 11 | SLV | Ishares Silver Trust | 0% | +28.52% | Add |
| 12 | HL | Hecla Mining Co | 0% | — | Unchanged |
| 13 | ICE | Intercontinental Exchange In | 0% | +1762.50% | Add |
| 14 | B | Barrick Mining CORP | 0% | — | Unchanged |
| 15 | SCHD | Schwab US Dvd Equity ETF | 0% | +429.08% | Add |
| 16 | AMD | Advanced Micro Devices | 0% | -0.76% | Trim |
| 17 | RIO | Rio Tinto Plc-spon Adr | 0% | — | Unchanged |
| 18 | MET | Metlife Inc | 0% | +163.64% | Add |
| 19 | CHDN | Churchill Downs Inc | — | — | Unchanged |
| 20 | NEM | Newmont CORP | — | — | Unchanged |
| 21 | SEA1EUR | Seabridge Gold Inc | — | — | Unchanged |
| 22 | APO | Apollo Global Management Inc | — | +6.57% | Add |
| 23 | EQX | Equinox Gold CORP | — | — | Unchanged |
| 24 | CRM | Salesforce Inc | — | — | Unchanged |
| 25 | DXJ | Wisdomtree Japan Hedged Eq | — | — | Unchanged |
| 26 | AZNN | Astrazeneca Plc-spons Adr | — | -1.33% | Trim |
| 27 | COF | Capital One Financial CORP | — | +4.05% | Add |
| 28 | BMY | Bristol-myers Squibb Co | — | +0.50% | Add |
| 29 | DHR | Danaher CORP | — | — | Unchanged |
| 30 | AXP | American Express Co | — | +0.19% | Add |
| 31 | GDXJ | Vaneck Junior Gold Miners | — | +2.21% | Add |
| 32 | IQV | Iqvia Holdings Inc | — | — | Unchanged |
| 33 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 34 | TMO | Thermo Fisher Scientific Inc | — | — | Unchanged |
| 35 | GEV | GE Vernova Inc | — | -53.66% | Trim |
| 36 | MU | Micron Technology Inc | — | +19.12% | Add |
| 37 | GILD | Gilead Sciences Inc | — | +60.00% | Add |
| 38 | UGI | Ugi CORP | — | +0.34% | Add |
| 39 | AG | First Majestic Silver CORP | — | — | Unchanged |
| 40 | BA | Boeing Co/the | — | +66.67% | Add |
| 41 | CMI | Cummins Inc | — | -2.22% | Trim |
| 42 | IJR | Ishares Core S&p Small-cap E | — | +8.03% | Add |
| 43 | LRAXF | Lara Exploration LTD | — | — | Unchanged |
| 44 | PRU | Prudential Financial Inc | — | — | Unchanged |
| 45 | DAL | Delta Air Lines Inc | — | — | Unchanged |
| 46 | ASML | ASML Holding N.V. | — | — | Unchanged |
| 47 | ROK | Rockwell Automation Inc | — | — | Unchanged |
| 48 | FSLR | First Solar Inc | — | — | Unchanged |
| 49 | RYAAY | Ryanair Holdings Plc-sp Adr | — | — | Unchanged |
| 50 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Wealth Preservation Advisors, LLC reported a total U.S. public equity portfolio value of $175.4M across 621 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, AMZN, NVDA) accounted for 53.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMG PANTHEON CREDIT SOLUTIONS FD S CL
市值: $14.3M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $754.2K
During Q4 2025, Wealth Preservation Advisors, LLC's top holdings by market value included GOOG (15.8%)、AMZN (9.8%)、NVDA (8.8%). The largest single position, GOOG, represented 15.8% of total portfolio value.
In Q4 2025, Wealth Preservation Advisors, LLC made 134 total portfolio adjustments, initiating 27 new buys, adding to 49 positions, trimming 45 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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