1y return+18.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $135 against $133 in the S&P 500.2
Wealth Preservation Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGAlphabet Incorporated Cap Stk Class C | $35.3M | 20.1% | +118.5% |
| NVDANvidia Corp | $22.2M | 12.7% | +26.2% |
| AMZNAmazon Com Incorporated | $19.0M | 10.8% | +9.9% |
| MSFTMicrosoft Corp | $10.7M | 6.1% | +26.1% |
| AAPLApple Incorporated | $10.4M | 5.9% | +24.6% |
| PEBOPeoples Bancorp Incorporated | $9.9M | 5.7% | New |
| VTVVanguard Value Index Fund Etf Shares | $8.0M | 4.6% | +48.3% |
| VUGVanguard Growth Index Fund Etf Shares | $3.9M | 2.2% | +78.0% |
| VOEVanguard Mid-cap Value Index Fund Etf Shares | $3.2M | 1.9% | +13.9% |
| GOOGLAlphabet Incorporated Cap Stk Class A | $3.0M | 1.7% | +16.5% |
| HEFAIshares Tr Hdg Msci Eafe | $2.7M | 1.5% | +72.1% |
| UBERUber Technologies Inc | $2.2M | 1.3% | +78.8% |
| NFLXNetflix Inc | $2.1M | 1.2% | |
| BRK/BBerkshire Hathaway Incorporated Del Class B New | $2.1M | 1.2% | +1752.5% |
| OBDCBlue Owl Cap Corp | $1.9M | 1.1% | −6.5% |
| SPYState Street Spdr S&p 500 Etf Trust | $1.9M | 1.1% | +13.3% |
| SPGSimon Ppty Group Inc Newreit | $1.8M | 1.0% | +33.3% |
| APOApollo Global Mgmt Inc Nclass A | $1.5M | 0.8% | +31.0% |
| FHNFirst Horizon Corporation | $1.3M | 0.7% | +86.9% |
| VOTVanguard Mid-cap Growth Index Fund Etf Shares | $1.2M | 0.7% | +19.9% |
| Dimensional Us Small Capvalue EtfCUSIP 25434V815 | $1.2M | 0.7% | −11.8% |
| FBKFb Finl Corp | $1.1M | 0.6% | |
| PNFPPinnacle Finl Partners I | $1.0M | 0.6% | +913.8% |
| HEEMIshares Currency Hedged Msci Emerging Markets Etf | $1.0M | 0.6% | +17.2% |
| VBRVanguard Small-cap Valueindex Fund Etf Shares | $984K | 0.6% | +5.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Incorporated Cap Stk Class A | March 31, 2025 | +131.1% | $3.0M |
| GOOGAlphabet Incorporated Cap Stk Class C | March 31, 2025 | +126.2% | $35.3M |
| NVDANvidia Corp | March 31, 2025 | +84.6% | $22.2M |
| MSMorgan Stanley | March 31, 2025 | +79.2% | $688K |
| TSLATesla Inc | March 31, 2025 | +62.3% | $773K |
| HEEMIshares Currency Hedged Msci Emerging Markets Etf | March 31, 2025 | +59.3% | $1.0M |
| VBKVanguard Small-cap Growth Index Fund Etf Shares | March 31, 2025 | +45.3% | $754K |
| MRKMerck & Co Inc | March 31, 2025 | +43.2% | $850K |
| PNCPnc Finl Services | March 31, 2025 | +40.1% | $880K |
| VUGVanguard Growth Index Fund Etf Shares | March 31, 2025 | +39.4% | $3.9M |
Sold off last quarter
- QXOQxo Inc was $349K
- INTCIntel Corp was $269K
- CRMSalesforce Inc was $253K
- SNOWSnowflake Inc Class Class A was $213K
- DFAUDimensional Us Core Equity Market Etf was $206K
- Linde PLC FCUSIP G54950103 was $202K
- WMTWalmart Inc was $190K
- VVisa Inc Class Class A was $179K
- RGLDRoyal Gold Inc was $174K
- ORCLOracle Corp was $173K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −6.1% | −4.6% |
| December 31, 2025 | +3.7% | +2.4% |
| September 30, 2025 | +9.9% | +7.8% |
| June 30, 2025 | +14.0% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealth Preservation Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1968434&type=13F-HR&dateb=&owner=include&count=40CIK 1968434
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1968434/000196843426000007/Filed August 14, 2026 · accession 0001968434-26-000007