Wealth Preservation Advisors, LLC
CIK: 0001968434SEC EDGAR →
Portfolio Value
$198.7M
Holdings
621
As of
Q4 2025
New Positions
37
Closed Positions
35
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON.COM INC | 76,737 | $17.7M | 8.91% |
| 2 | ALPHABET INCORPORATED CAP STK CLASS C | 54,333 | $17.0M | 8.58% |
| 3 | NVIDIA CORP | 81,610 | $15.2M | 7.66% |
| 4 | ALPHABET INC CLASS CLASS C | 45,500 | $14.3M | 7.19% |
| 5 | — AMG PANTHEON FUND CLASS 3 | 499,707 | $14.3M | 7.17% |
| 6 | MICROSOFT CORP | 21,040 | $10.2M | 5.12% |
| 7 | PEOPLES BANCORP INCORPORATED | 278,803 | $8.4M | 4.21% |
| 8 | UBER TECHNOLOGIES INC | 96,457 | $7.9M | 3.97% |
| 9 | APPLE INC | 28,170 | $7.7M | 3.85% |
| 10 | VANGUARD VALUE ETF | 29,865 | $5.7M | 2.87% |
Quarterly Changes
Top Buys
New Positions (52)
AMG PANTHEON FUND CLASS 3
$14.3M · 500K shares
$4.9M · 94K shares
$644K · 11K shares
$525K · 3K shares
$432K · 38K shares
$422K · 4K shares
$263K · 3K shares
$219K · 9K shares
$174K · 9K shares
$80K · 14K shares
$69K · 1K shares
$50K · 82 shares
$46K · 2K shares
$18K · 65 shares
$18K · 85 shares
$11K · 177 shares
$11K · 719 shares
$10K · 50 shares
$9K · 109 shares
$9K · 481 shares
$9K · 60 shares
$8K · 613 shares
$7K · 66 shares
$7K · 156 shares
$6K · 104 shares
$6K · 90 shares
$5K · 15 shares
$4K · 3K shares
$4K · 900 shares
$3K · 392 shares
$3K · 201 shares
$3K · 33 shares
$3K · 103 shares
$3K · 54 shares
$3K · 126 shares
$2K · 82 shares
$2K · 129 shares
$2K · 18 shares
RECKITT BENCK GRP SPONSORED ADR
$2K · 157 shares
$2K · 14 shares
$2K · 40 shares
$1K · 7 shares
$1K · 150 shares
$1K · 21 shares
$1K · 8 shares
$1K · 9 shares
$1K · 6 shares
$0 · 1 shares
$0 · 1 shares
$0 · 250 shares
$0 · 7 shares
$0 · 8 shares
Closed Positions (20)
$754K · 1 shares
$43K · 53K shares
$33K · 543 shares
$32K · 864 shares
$29K · 15 shares
$24K · 95 shares
$24K · 2K shares
$18K · 14 shares
$18K · 3K shares
$17K · 154 shares
$11K · 841 shares
$11K · 179 shares
$8K · 72 shares
$5K · 39 shares
$4K · 49 shares
$3K · 128 shares
$3K · 24 shares
LONDON STK EXCHANGE GROUP UNSPONSORED ADR
$2K · 71 shares
$2K · 84 shares
JADE PWR TR CONTINGENT VL RT
$0 · 87K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 99 | $53.2M | 26.8% |
| Financial Services | 214 | $47.4M | 23.9% |
| Communication Services | 25 | $39.1M | 19.7% |
| Unknown | 102 | $24.4M | 12.3% |
| Consumer Cyclical | 54 | $21.1M | 10.7% |
| Industrials | 55 | $3.2M | 1.6% |
| Healthcare | 50 | $2.6M | 1.3% |
| Real Estate | 19 | $2.2M | 1.1% |
| Basic Materials | 33 | $2.0M | 1.0% |
| Utilities | 29 | $1.1M | 0.6% |
| Consumer Defensive | 25 | $1.1M | 0.6% |
| Energy | 35 | $869K | 0.4% |