§ 13F · FUND PROFILE
Wealth Preservation Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $171.9T (13F)Positions · 716Turnover · — · Q4Filed · Feb 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | 77K | $17.7T | 8.9% | +900% |
| 2 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 54K | $17.0T | 8.6% | −3% |
| 3 | NVDA | NVIDIA CORP | 82K | $15.2T | 7.7% | +5% |
| 4 | GOOG | ALPHABET INC CLASS CLASS C | 46K | $14.3T | 7.2% | −19% |
| 5 | — | AMG PANTHEON FUND CLASS 3 | 500K | $14.3T | 7.2% | NEW |
| 6 | MSFT | MICROSOFT CORP | 21K | $10.2T | 5.1% | +549% |
| 7 | PEBO | PEOPLES BANCORP INCORPORATED | 279K | $8.4T | 4.2% | ±0% |
| 8 | UBER | UBER TECHNOLOGIES INC | 96K | $7.9T | 4.0% | −2% |
| 9 | AAPL | APPLE INC | 28K | $7.7T | 3.9% | −6% |
| 10 | XSPIX | STEPSTONE PRIVATE VENTURE AND GROWTH FUND CLASS I | 94K | $4.9T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Preservation Advisors, LLC is a Other fund managing $171862.7 trillion in assets. The fund runs a broad portfolio of 716 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed