Wealth Preservation Advisors, LLC
1,038 holdingsFiling period: 2026-03-31Current AUM: $139.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 88.0K | $15.3M | $17.7M | 12.68% | -6,216 | 2026-03-31 |
| 2 | AMZN | AMAZON.COM INC | 72.4K | $15.1M | $19.7M | 14.11% | -12,037 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC CLASS CLASS C | 45.7K | $13.1M | $16.3M | 11.70% | -54,142 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 22.8K | $8.4M | $10.6M | 7.59% | -1,351 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 28.9K | $7.3M | $8.9M | 6.40% | -5,892 | 2026-03-31 |
| 6 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 24.8K | $4.9M | $5.5M | 3.92% | -5,054 | 2026-03-31 |
| 7 | NFLX | NETFLIX INC | 30.3K | $2.9M | $2.2M | 1.56% | -177 | 2026-03-31 |
| 8 | VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | 14.4K | $2.7M | $3.0M | 2.12% | +468 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC CLASS CLASS A | 7.3K | $2.1M | $2.6M | 1.86% | -502 | 2026-03-31 |
| 10 | OBDC | BLUE OWL CAP CORP | 184.6K | $2.0M | $2.0M | 1.42% | -1,582 | 2026-03-31 |
| 11 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 4.2K | $1.8M | $2.2M | 1.55% | -1,506 | 2026-03-31 |
| 12 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 2.2K | $1.4M | $1.6M | 1.17% | -298 | 2026-03-31 |
| 13 | HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 33.3K | $1.4M | $1.5M | 1.11% | -6,115 | 2026-03-31 |
| 14 | UBER | UBER TECHNOLOGIES INC | 17.1K | $1.2M | $1.2M | 0.86% | -105,206 | 2026-03-31 |
| 15 | DFSV | DIMENSIONAL US SMALL CAPVALUE ETF | 34.0K | $1.2M | $1.4M | 0.97% | -2,825 | 2026-03-31 |
| 16 | SPG | SIMON PPTY GROUP INC NEWREIT | 6.0K | $1.1M | $1.4M | 0.99% | -2,000 | 2026-03-31 |
| 17 | APO | APOLLO GLOBAL MGMT INC NCLASS CLASS A | 9.5K | $1.1M | $1.2M | 0.86% | +7.6K | 2026-03-31 |
| 18 | META | META PLATFORMS INC CLASS CLASS A | 1.8K | $1.0M | $985K | 0.71% | -861 | 2026-03-31 |
| 19 | FBK | FB FINL CORP | 19.0K | $986K | $1.1M | 0.82% | -- | 2026-03-31 |
| 20 | VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | 3.4K | $864K | $992K | 0.71% | +370 | 2026-03-31 |
| 21 | VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | 3.8K | $832K | $937K | 0.67% | +108 | 2026-03-31 |
| 22 | MRK | MERCK & CO. INC. | 6.7K | $801K | $867K | 0.62% | -525 | 2026-03-31 |
| 23 | HEEM | ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | 19.2K | $707K | $783K | 0.56% | +1.7K | 2026-03-31 |
| 24 | DE | DEERE & CO | 1.2K | $701K | $738K | 0.53% | -11 | 2026-03-31 |
| 25 | FHN | FIRST HORIZON CORP | 27.1K | $616K | $694K | 0.50% | -23,535 | 2026-03-31 |
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