Wealth Preservation Advisors, LLC Q4 2025 Filing
Filed February 23, 2026
Portfolio Value
$198.7B
Holdings
621
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (621 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AXPAMERICAN EXPRESS CO | 514 | $190.0M | 0.10% | |
| 102 | SCHVSCHWAB US LARGE CAP VALUE ETF | 6,357 | $188.0M | 0.09% | |
| 103 | ACNACCENTURE PLC IRELAND SHS CLASS A | 688 | $184.0M | 0.09% | |
| 104 | VVISA INCORPORATED COM CLASS A | 522 | $183.0M | 0.09% | |
| 105 | IJHISHARES CORE S&P MID CAPETF | 2,731 | $180.0M | 0.09% | |
| 106 | SHVISHARES 0 1 YEAR TREASURY BOND ETF | 1,643 | $180.0M | 0.09% | |
| 107 | ABBVABBVIE INC | 785 | $179.0M | 0.09% | |
| 108 | KGCKINROSS GOLD CORP F | 6,333 | $178.0M | 0.09% | |
| 109 | QXOQXO INC | 9,036 | $174.0M | 0.09% | |
| 110 | ABBVABBVIE INCORPORATED | 735 | $167.0M | 0.08% | |
| 111 | YUMYUM BRANDS INC | 1,100 | $166.0M | 0.08% | |
| 112 | IBMINTERNATIONAL BUSINESS MACHINES | 556 | $164.0M | 0.08% | |
| 113 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 6,828 | $164.0M | 0.08% | |
| 114 | AZNASTRAZENECA PLC SPONSORED ADR | 1,775 | $163.0M | 0.08% | |
| 115 | CRMSALESFORCE INC | 604 | $159.0M | 0.08% | |
| 116 | PEOEXELON CORPORATION | 3,521 | $153.0M | 0.08% | |
| 117 | DHRDANAHER CORPORATION | 668 | $152.0M | 0.08% | |
| 118 | COFCAPITAL ONE FINL CORP | 629 | $152.0M | 0.08% | |
| 119 | RGLDROYAL GOLD INC | 683 | $151.0M | 0.08% | |
| 120 | GDXVANECK GOLD MINERS ETF | 1,755 | $150.0M | 0.08% | |
| 121 | CHKPCHECK POINT SOFTWARE TECH LIMITED ORD | 807 | $149.0M | 0.07% | |
| 122 | WMTWALMART INCORPORATED | 1,314 | $146.0M | 0.07% | |
| 123 | IVEISHARES S&P 500 VALUE ETF | 672 | $142.0M | 0.07% | |
| 124 | LINLINDE PLC SHS | 333 | $141.0M | 0.07% | |
| 125 | CARRCARRIER GLOBAL CORPORATION | 2,670 | $141.0M | 0.07% | |
| 126 | IJKISHARES TR S&P MC 400GR ETF | 1,464 | $141.0M | 0.07% | |
| 127 | DFSUDIMENSIONAL US SUSTAINABLE CORE 1 ETF | 3,245 | $140.0M | 0.07% | |
| 128 | ETNEATON CORPORATION PLC SHS | 437 | $139.0M | 0.07% | |
| 129 | CRMSALESFORCE INCORPORATED | 518 | $137.0M | 0.07% | |
| 130 | UNHUNITEDHEALTH GROUP INCORPORATED | 409 | $135.0M | 0.07% | |
| 131 | AMLPALPS ALERIAN MLP ETF | 2,794 | $131.0M | 0.07% | |
| 132 | VOTVANGUARD MID-CAP GROWTH ETF | 472 | $131.0M | 0.07% | |
| 133 | DELLDELL TECHNOLOGIES INC CLASS CLASS C | 1,017 | $128.0M | 0.06% | |
| 134 | IJJISHARES S&P MID CAP 400 VALUE ETF | 974 | $128.0M | 0.06% | |
| 135 | EQXEQUINOX GOLD CORPORATION | 9,000 | $126.0M | 0.06% | |
| 136 | GDXJVANECK JUNIOR GOLD MINERS ETF | 1,109 | $126.0M | 0.06% | |
| 137 | DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS | 8,190 | $124.0M | 0.06% | |
| 138 | MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | 321 | $123.0M | 0.06% | |
| 139 | OBDCBLUE OWL CAPITAL CORPORATION | 9,880 | $122.0M | 0.06% | |
| 140 | DFACDIMENSIONAL U S CORE EQUITY 2 ETF | 3,087 | $122.0M | 0.06% | |
| 141 | BMYBRISTOL MYERS SQUIBB CO | 2,260 | $121.0M | 0.06% | |
| 142 | LOWLOWES COMPANIES INCORPORATED | 501 | $120.0M | 0.06% | |
| 143 | DUKDUKE ENERGY CORP NEW | 1,000 | $117.0M | 0.06% | |
| 144 | PRUPRUDENTIAL FINL INCORPORATED | 1,025 | $115.0M | 0.06% | |
| 145 | SONYSONY GROUP CORPORATION SPONSORED ADR | 4,500 | $115.0M | 0.06% | |
| 146 | OWLBLUE OWL CAP INC CLASS A | 7,670 | $114.0M | 0.06% | |
| 147 | PNFPPINNACLE FINL PARTNERS INCORPORATED | 1,200 | $114.0M | 0.06% | |
| 148 | OTISOTIS WORLDWIDE CORPORATION | 1,291 | $112.0M | 0.06% | |
| 149 | AMLPALERIAN MLP ETF | 2,393 | $112.0M | 0.06% | |
| 150 | XBXMXNUVEEN S&P 500 BUY-WRITE INCOM | 7,655 | $112.0M | 0.06% | |
| 151 | NXPINXP SEMICONDUCTORS N V | 513 | $111.0M | 0.06% | |
| 152 | PANWPALO ALTO NETWORKS INC | 600 | $110.0M | 0.06% | |
| 153 | IWMISHARES RUSSELL 2000 ETF | 442 | $108.0M | 0.05% | |
| 154 | SAPSAP SE SPON ADR | 445 | $108.0M | 0.05% | |
| 155 | IXNISHARES GLOBAL TECH ETF | 1,036 | $108.0M | 0.05% | |
| 156 | APPAPPLOVIN CORP CLASS A | 160 | $107.0M | 0.05% | |
| 157 | JNJJOHNSON & JOHNSON | 520 | $107.0M | 0.05% | |
| 158 | IQVIQVIA HLDGS INCORPORATED | 466 | $105.0M | 0.05% | |
| 159 | CBCHUBB LIMITED | 336 | $104.0M | 0.05% | |
| 160 | EEMISHARES MSCI EMERGING MARKETS ETF | 1,827 | $99.0M | 0.05% | |
| 161 | IVWISHARES S&P 500 GROWTH ETF | 805 | $99.0M | 0.05% | |
| 162 | UGIUGI CORPORATION NEW | 2,669 | $99.0M | 0.05% | |
| 163 | EEMISHARES TR MSCI EMG MKT ETF | 1,791 | $97.0M | 0.05% | |
| 164 | PNFPPINNACLE FINL PARTNERS IMANDATORY MERGER EFF: 01/02/26 | 1,000 | $95.0M | 0.05% | |
| 165 | MDTMEDTRONIC PLC SHS | 988 | $94.0M | 0.05% | |
| 166 | ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 87 | $93.0M | 0.05% | |
| 167 | AQLTISHARES TR CORE MSCI EAFE | 1,039 | $92.0M | 0.05% | |
| 168 | IVVISHARES TR CORE S&P500 ETF | 135 | $92.0M | 0.05% | |
| 169 | OREALTY INCOME CORPORATION REIT | 1,639 | $92.0M | 0.05% | |
| 170 | IBITISHARES BITCOIN ETF | 1,848 | $91.0M | 0.05% | |
| 171 | LRALARA EXPL LIMITED | 50,000 | $90.0M | 0.05% | |
| 172 | GQ9SPDR GOLD SHARES ETF | 229 | $90.0M | 0.05% | |
| 173 | HEEMISHARES INCORPORATED CUR HD MSCI EM | 2,524 | $87.0M | 0.04% | |
| 174 | ADIANALOG DEVICES INCORPORATED | 322 | $87.0M | 0.04% | |
| 175 | ROKROCKWELL AUTOMATION INCORPORATED | 219 | $85.0M | 0.04% | |
| 176 | TMOTHERMO FISHER SCIENTIFIC INCORPORATED | 146 | $84.0M | 0.04% | |
| 177 | ALLWSPDR BRIDGEWATER ALL WEATHER ETF | 3,073 | $84.0M | 0.04% | |
| 178 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 1,544 | $83.0M | 0.04% | |
| 179 | KOTHE COCA-COLA CO | 1,200 | $83.0M | 0.04% | |
| 180 | BACVERIZON COMMUNICATIONS INCORPORATED | 2,039 | $83.0M | 0.04% | |
| 181 | IJRISHARES CORE S&P SMALL CAP ETF | 681 | $81.0M | 0.04% | |
| 182 | VOVANGUARD MID-CAP ETF | 277 | $80.0M | 0.04% | |
| 183 | SNAPSNAP INC CLASS CLASS A | 10,000 | $80.0M | 0.04% | |
| 184 | DCDAKOTA GOLD CORPORATION | 14,241 | $80.0M | 0.04% | |
| 185 | ECLECOLAB INCORPORATED | 305 | $80.0M | 0.04% | |
| 186 | HDHOME DEPOT INCORPORATED | 232 | $79.0M | 0.04% | |
| 187 | OGSONE GAS INC | 1,000 | $77.0M | 0.04% | |
| 188 | CMECME GROUP INCORPORATED | 281 | $76.0M | 0.04% | |
| 189 | VBVANGUARD SMALL-CAP ETF | 296 | $76.0M | 0.04% | |
| 190 | TXNTEXAS INSTRS INCORPORATED | 433 | $75.0M | 0.04% | |
| 191 | JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS | 618 | $74.0M | 0.04% | |
| 192 | OKEONEOK INC NEW | 1,000 | $73.0M | 0.04% | |
| 193 | RIORIO TINTO PLC SPONSORED ADR | 905 | $72.0M | 0.04% | |
| 194 | SCHBSCHWAB US BROAD MARKET ETF | 2,759 | $72.0M | 0.04% | |
| 195 | COKECOCA COLA CONSOLIDAT | 473 | $72.0M | 0.04% | |
| 196 | WMTWALMART INC | 649 | $72.0M | 0.04% | |
| 197 | PGPROCTER & GAMBLE COMPANY | 499 | $71.0M | 0.04% | |
| 198 | CWBST STRET SPDR BLMBRG CNVBL SCRTS ETF | 800 | $71.0M | 0.04% | |
| 199 | BBARRICK MNG CORP F | 1,628 | $70.0M | 0.04% | |
| 200 | PCMMBONDBLOXX PRIVATE CREDITCLO ETF | 1,396 | $69.0M | 0.03% |