§ 13F · FUND PROFILE
Wealth Preservation Advisors, LLC.
AUM · $175M (13F)Positions · 118Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 54K | $19M | 10.9% | +119% |
| 2 | NVDA | NVIDIA CORP | 92K | $18M | 10.5% | +26% |
| 3 | AMZN | AMAZON COM INC | 71K | $17M | 9.6% | +10% |
| 4 | GOOG | ALPHABET INC CLASS C | 46K | $16M | 9.2% | — |
| 5 | PEBO | PEOPLES BANCORP INCORPORATED | 259K | $10M | 5.7% | NEW |
| 6 | MSFT | MICROSOFT CORP | 26K | $10M | 5.6% | +26% |
| 7 | AAPL | APPLE INC | 29K | $8M | 4.8% | +25% |
| 8 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 30K | $7M | 3.8% | +48% |
| 9 | NVDA | NVIDIA CORPORATION | 17K | $3M | 2.0% | — |
| 10 | VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | 15K | $3M | 1.7% | +14% |
§ 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 $175 million in assets. The fund runs a portfolio of 118 positions.
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