Wealth Preservation Advisors, LLC
89 holdingsFiling period: 2026-06-30Current AUM: $184.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 99.8K | $35.3M | $34.1M | 18.50% | +54.1K | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 111.0K | $22.2M | $23.6M | 12.79% | +23.1K | 2026-06-30 |
| 3 | AMZN | AMAZON COM INCORPORATED | 79.5K | $19.0M | $19.8M | 10.72% | +7.2K | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORPORATION | 28.7K | $10.7M | $14.3M | 7.74% | +5.9K | 2026-06-30 |
| 5 | AAPL | APPLE INCORPORATED | 36.0K | $10.4M | $11.9M | 6.47% | +7.1K | 2026-06-30 |
| 6 | PEBO | PEOPLES BANCORP INCORPORATED | 258.8K | $9.9M | $10.4M | 5.64% | -- | 2026-06-30 |
| 7 | VTV | VANGUARD VALUE ETF | 36.8K | $8.0M | $8.2M | 4.45% | +12.0K | 2026-06-30 |
| 8 | VUG | VANGUARD GROWTH ETF | 45.0K | $3.9M | $3.9M | 2.13% | +40.8K | 2026-06-30 |
| 9 | VOE | VANGUARD MID-CAP VALUE ETF | 16.4K | $3.2M | $3.3M | 1.82% | +2.0K | 2026-06-30 |
| 10 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 8.5K | $3.0M | $2.9M | 1.59% | +1.2K | 2026-06-30 |
| 11 | HEFA | ISHARES TR HDG MSCI EAFE | 57.3K | $2.7M | $2.7M | 1.44% | +24.0K | 2026-06-30 |
| 12 | UBER | UBER TECHNOLOGIES INCORPORATED | 30.6K | $2.2M | $2.2M | 1.19% | +13.5K | 2026-06-30 |
| 13 | NFLX | NETFLIX INC | 30.1K | $2.1M | $2.3M | 1.27% | -193 | 2026-06-30 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 4.1K | $2.1M | $2.1M | 1.12% | +3.9K | 2026-06-30 |
| 15 | OBDC | BLUE OWL CAP CORP | 172.6K | $1.9M | $1.9M | 1.04% | -11,955 | 2026-06-30 |
| 16 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 2.5K | $1.9M | $1.9M | 1.02% | +292 | 2026-06-30 |
| 17 | SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | 8.0K | $1.8M | $1.6M | 0.89% | +2.0K | 2026-06-30 |
| 18 | APO | APOLLO GLOBAL MGMT INC NCLASS A | 12.4K | $1.5M | $1.6M | 0.86% | +2.9K | 2026-06-30 |
| 19 | FHN | FIRST HORIZON CORPORATION | 50.6K | $1.3M | $1.2M | 0.67% | +23.5K | 2026-06-30 |
| 20 | VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | 4.0K | $1.2M | $1.2M | 0.63% | +667 | 2026-06-30 |
| 21 | DFSV | DIMENSIONAL US SMALL CAPVALUE ETF | 30.0K | $1.2M | $1.2M | 0.64% | -4,033 | 2026-06-30 |
| 22 | FBK | FB FINL CORP | 19.0K | $1.1M | $1.0M | 0.56% | -- | 2026-06-30 |
| 23 | PNFP | PINNACLE FINL PARTNERS I | 10.1K | $1.0M | $1.0M | 0.55% | +9.1K | 2026-06-30 |
| 24 | PNFP | PINNACLE FINL PARTNERS I | 10.1K | $1.0M | $1.0M | 0.55% | +9.1K | 2026-06-30 |
| 25 | HEEM | ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | 22.5K | $1.0M | $931K | 0.51% | +3.3K | 2026-06-30 |
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