§ 13F · FUND PROFILE
Wealth Preservation Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $172M (13F)Positions · 716Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 87K | $15M | 12.5% | −7% |
| 2 | AMZN | AMAZON.COM INC | 72K | $15M | 12.4% | −14% |
| 3 | GOOG | ALPHABET INC CLASS CLASS C | 46K | $13M | 10.8% | −54% |
| 4 | MSFT | MICROSOFT CORP | 22K | $8M | 6.8% | −6% |
| 5 | AAPL | APPLE INC | 28K | $7M | 5.9% | −17% |
| 6 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 25K | $5M | 4.0% | −17% |
| 7 | NFLX | NETFLIX INC | 30K | $3M | 2.4% | −1% |
| 8 | VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | 14K | $3M | 2.2% | +3% |
| 9 | GOOGL | ALPHABET INC CLASS CLASS A | 7K | $2M | 1.7% | −6% |
| 10 | OBDC | BLUE OWL CAP CORP | 185K | $2M | 1.7% | −1% |
§ 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 $172 million in assets. The fund runs a broad portfolio of 716 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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