Wealth Preservation Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$171.9B
Holdings
589
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (589 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IJHISHARES CORE S&P MID CAPETF | 2,651 | $173.0M | 0.10% | |
| 102 | AXPAMERICAN EXPRESS CO | 513 | $170.5M | 0.10% | |
| 103 | YUMYUM BRANDS INC | 1,100 | $167.2M | 0.10% | |
| 104 | CHKPCHECK POINT SOFTWARE TECH LIMITED ORD | 807 | $167.0M | 0.10% | |
| 105 | ETNEATON CORPORATION PLC SHS | 437 | $163.5M | 0.10% | |
| 106 | CARRCARRIER GLOBAL CORPORATION | 2,671 | $159.5M | 0.09% | |
| 107 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 6,828 | $159.0M | 0.09% | |
| 108 | PEOEXELON CORPORATION | 3,521 | $158.5M | 0.09% | |
| 109 | LINLINDE PLC SHS | 333 | $158.2M | 0.09% | |
| 110 | KGCKINROSS GOLD CORP F | 6,333 | $157.4M | 0.09% | |
| 111 | IBMINTERNATIONAL BUSINESS MACHINES | 553 | $156.0M | 0.09% | |
| 112 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 333 | $154.4M | 0.09% | |
| 113 | ABBVABBVIE INCORPORATED | 655 | $151.7M | 0.09% | |
| 114 | MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | 321 | $146.8M | 0.09% | |
| 115 | ACNACCENTURE PLC IRELAND SHS CLASS A | 584 | $144.0M | 0.08% | |
| 116 | IJKISHARES TR S&P MC 400GR ETF | 1,500 | $143.8M | 0.08% | |
| 117 | DELLDELL TECHNOLOGIES INC CLASS C | 1,014 | $143.7M | 0.08% | |
| 118 | CRMSALESFORCE INC | 604 | $143.1M | 0.08% | |
| 119 | VOTVANGUARD MID-CAP GROWTH ETF | 485 | $142.5M | 0.08% | |
| 120 | UNHUNITEDHEALTH GROUP INCORPORATED | 409 | $141.2M | 0.08% | |
| 121 | IVEISHARES S&P 500 VALUE ETF | 672 | $138.8M | 0.08% | |
| 122 | AZNASTRAZENECA PLC SPONSORED ADR | 1,799 | $138.0M | 0.08% | |
| 123 | DFSUDIMENSIONAL US SUSTAINABLE CORE 1 ETF | 3,245 | $137.8M | 0.08% | |
| 124 | WMTWALMART INCORPORATED | 1,337 | $137.8M | 0.08% | |
| 125 | DHRDANAHER CORPORATION | 668 | $132.4M | 0.08% | |
| 126 | OWLBLUE OWL CAP INC CLASS A | 7,670 | $129.9M | 0.08% | |
| 127 | AMLPALPS ALERIAN MLP ETF | 2,761 | $129.6M | 0.08% | |
| 128 | SONYSONY GROUP CORPORATION SPONSORED ADR | 4,500 | $129.6M | 0.08% | |
| 129 | COFCAPITAL ONE FINL CORP | 604 | $128.4M | 0.07% | |
| 130 | LOWLOWES COMPANIES INCORPORATED | 501 | $125.9M | 0.07% | |
| 131 | DUKDUKE ENERGY CORP NEW | 1,000 | $123.8M | 0.07% | |
| 132 | CRMSALESFORCE INCORPORATED | 518 | $122.8M | 0.07% | |
| 133 | PANWPALO ALTO NETWORKS INC | 600 | $122.2M | 0.07% | |
| 134 | DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS | 8,190 | $121.9M | 0.07% | |
| 135 | IJJISHARES S&P MID CAP 400 VALUE ETF | 927 | $120.3M | 0.07% | |
| 136 | SAPSAP SE SPON ADR | 446 | $119.2M | 0.07% | |
| 137 | DFACDIMENSIONAL U S CORE EQUITY 2 ETF | 3,087 | $119.1M | 0.07% | |
| 138 | OTISOTIS WORLDWIDE CORPORATION | 1,291 | $118.0M | 0.07% | |
| 139 | GDXVANECK GOLD MINERS ETF | 1,529 | $116.8M | 0.07% | |
| 140 | NXPINXP SEMICONDUCTORS N V | 509 | $115.9M | 0.07% | |
| 141 | APPAPPLOVIN CORP CLASS A | 160 | $115.0M | 0.07% | |
| 142 | RGLDROYAL GOLD INC | 563 | $113.0M | 0.07% | |
| 143 | PNFPPINNACLE FINL PARTNERS INCORPORATED | 1,200 | $112.5M | 0.07% | |
| 144 | AMLPALERIAN MLP ETF | 2,393 | $112.3M | 0.07% | |
| 145 | XBXMXNUVEEN S&P 500 BUY-WRITE INCOM | 7,655 | $110.5M | 0.06% | |
| 146 | JNJJOHNSON & JOHNSON | 596 | $110.5M | 0.06% | |
| 147 | IXNISHARES GLOBAL TECH ETF | 1,060 | $109.4M | 0.06% | |
| 148 | GDXJVANECK JUNIOR GOLD MINERS ETF | 1,085 | $107.4M | 0.06% | |
| 149 | IWMISHARES RUSSELL 2000 ETF | 442 | $106.9M | 0.06% | |
| 150 | PRUPRUDENTIAL FINL INCORPORATED | 1,025 | $106.3M | 0.06% | |
| 151 | IMPINTERMAP TECHNOLOGIES CORPORATION CLASS A | 50,000 | $104.5M | 0.06% | |
| 152 | PGPROCTER AND GAMBLE COMPANY | 666 | $102.3M | 0.06% | |
| 153 | BMYBRISTOL MYERS SQUIBB CO | 2,260 | $101.9M | 0.06% | |
| 154 | IBITISHARES BITCOIN ETF | 1,568 | $101.9M | 0.06% | |
| 155 | EQXCALIBRE MINING CORPORATION | 9,000 | $101.0M | 0.06% | |
| 156 | OREALTY INCOME CORPORATION REIT | 1,640 | $99.7M | 0.06% | |
| 157 | EEMISHARES MSCI EMERGING MARKETS ETF | 1,827 | $97.6M | 0.06% | |
| 158 | BRK/BBERKSHIRE HATHAWAY CLASS B | 194 | $97.5M | 0.06% | |
| 159 | IVWISHARES S&P 500 GROWTH ETF | 805 | $97.2M | 0.06% | |
| 160 | EEMISHARES TR MSCI EMG MKT ETF | 1,791 | $95.6M | 0.06% | |
| 161 | AURAURORA INNOVATION INC CLASS A | 17,700 | $95.4M | 0.06% | |
| 162 | CBCHUBB LIMITED | 336 | $94.8M | 0.06% | |
| 163 | HDHOME DEPOT INCORPORATED | 233 | $94.4M | 0.05% | |
| 164 | MDTMEDTRONIC PLC SHS | 979 | $93.2M | 0.05% | |
| 165 | AQLTISHARES TR CORE MSCI EAFE | 1,039 | $90.7M | 0.05% | |
| 166 | IVVISHARES TR CORE S&P500 ETF | 135 | $90.4M | 0.05% | |
| 167 | BACVERIZON COMMUNICATIONS INCORPORATED | 2,039 | $89.6M | 0.05% | |
| 168 | IQVIQVIA HLDGS INCORPORATED | 466 | $88.5M | 0.05% | |
| 169 | UGIUGI CORPORATION NEW | 2,660 | $88.5M | 0.05% | |
| 170 | ALLWSPDR BRIDGEWATER ALL WEATHER ETF | 3,073 | $85.7M | 0.05% | |
| 171 | DFSVDIMENSIONAL US SMALL CAP VALUE ETF | 2,679 | $85.3M | 0.05% | |
| 172 | HEEMISHARES INCORPORATED CUR HD MSCI EM | 2,524 | $84.9M | 0.05% | |
| 173 | ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 87 | $84.2M | 0.05% | |
| 174 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 1,544 | $83.7M | 0.05% | |
| 175 | ECLECOLAB INCORPORATED | 305 | $83.5M | 0.05% | |
| 176 | VOVANGUARD MID-CAP ETF | 277 | $81.4M | 0.05% | |
| 177 | OGSONE GAS INC | 1,000 | $80.9M | 0.05% | |
| 178 | LRALARA EXPL LIMITED | 50,000 | $80.8M | 0.05% | |
| 179 | KOTHE COCA-COLA CO | 1,200 | $79.6M | 0.05% | |
| 180 | ADIANALOG DEVICES INCORPORATED | 322 | $79.1M | 0.05% | |
| 181 | RCLROYAL CARIBBEAN GROUP | 243 | $78.6M | 0.05% | |
| 182 | SNAPSNAP INC CLASS A | 10,000 | $77.1M | 0.04% | |
| 183 | TXNTEXAS INSTRS INCORPORATED | 417 | $76.6M | 0.04% | |
| 184 | ROKROCKWELL AUTOMATION INCORPORATED | 219 | $76.5M | 0.04% | |
| 185 | CMECME GROUP INCORPORATED | 281 | $75.9M | 0.04% | |
| 186 | VBVANGUARD SMALL-CAP ETF | 295 | $75.0M | 0.04% | |
| 187 | OKEONEOK INC NEW | 1,000 | $73.0M | 0.04% | |
| 188 | PSXPHILLIPS 66 | 534 | $72.6M | 0.04% | |
| 189 | CWBSPDR BLOOMBERG CONVRTBL SECRS ETF | 800 | $72.4M | 0.04% | |
| 190 | TMOTHERMO FISHER SCIENTIFIC INCORPORATED | 146 | $70.8M | 0.04% | |
| 191 | IJRISHARES CORE S&P SMALL CAP ETF | 585 | $69.5M | 0.04% | |
| 192 | IWOISHARES TR RUS 2000 GRW ETF | 214 | $68.5M | 0.04% | |
| 193 | JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS | 618 | $67.9M | 0.04% | |
| 194 | MRKMERCK & COMPANY INCORPORATED | 801 | $67.2M | 0.04% | |
| 195 | WMTWALMART INC | 649 | $66.9M | 0.04% | |
| 196 | GQ9SPDR GOLD SHARES ETF | 187 | $66.5M | 0.04% | |
| 197 | LOWLOWES COS INC | 260 | $65.3M | 0.04% | |
| 198 | DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | 1,759 | $63.9M | 0.04% | |
| 199 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 637 | $63.6M | 0.04% | |
| 200 | YUMYUM BRANDS INCORPORATED | 417 | $63.4M | 0.04% |