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 |
|---|---|---|---|---|---|
| 201 | IWOISHARES TR RUS 2000 GRW ETF | 214 | $69.0M | 0.03% | |
| 202 | RCLROYAL CARIBBEAN GROUP | 245 | $68.0M | 0.03% | |
| 203 | CMICUMMINS INCORPORATED | 132 | $67.0M | 0.03% | |
| 204 | AURAURORA INNOVATION INC CLASS A | 17,700 | $67.0M | 0.03% | |
| 205 | DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | 1,759 | $67.0M | 0.03% | |
| 206 | IMPINTERMAP TECHNOLOGIES CORPORATION CLASS A | 50,000 | $67.0M | 0.03% | |
| 207 | IAU*ISHARES GOLD TR ISHARES NEW | 828 | $67.0M | 0.03% | |
| 208 | FULTFULTON FINL CORPORATION PA | 3,431 | $66.0M | 0.03% | |
| 209 | GSGOLDMAN SACHS GROUP INC | 75 | $66.0M | 0.03% | |
| 210 | PSXPHILLIPS 66 | 523 | $66.0M | 0.03% | |
| 211 | IJKISHARES S&P MID CAP 400 GRWTH ETF | 667 | $64.0M | 0.03% | |
| 212 | HLHECLA MNG CO | 3,384 | $64.0M | 0.03% | |
| 213 | YUMYUM BRANDS INCORPORATED | 417 | $63.0M | 0.03% | |
| 214 | IWDISHARES RUSSELL 1000 VALUE ETF | 304 | $63.0M | 0.03% | |
| 215 | SMBKSMARTFINANCIAL INCORPORATED COM NEW | 1,684 | $62.0M | 0.03% | |
| 216 | BRK/BBERKSHIRE HATHAWAY CLASS CLASS B | 125 | $62.0M | 0.03% | |
| 217 | LOWLOWES COS INC | 260 | $62.0M | 0.03% | |
| 218 | DISDISNEY WALT COMPANY | 545 | $62.0M | 0.03% | |
| 219 | MRKMERCK & COMPANY INCORPORATED | 580 | $61.0M | 0.03% | |
| 220 | IJTISHARES TR S&P SML 600 GWT | 438 | $61.0M | 0.03% | |
| 221 | DRIDARDEN RESTAURANTS INCORPORATED | 324 | $59.0M | 0.03% | |
| 222 | IMCBISHARES MORNINGSTAR MID CAP ETF | 710 | $58.0M | 0.03% | |
| 223 | APDAIR PRODUCTS & CHEMICALS INCORPORATED | 238 | $58.0M | 0.03% | |
| 224 | CAVACAVA GROUP INC | 1,000 | $58.0M | 0.03% | |
| 225 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 758 | $57.0M | 0.03% | |
| 226 | WPMWHEATON PRECIOUS METAL F | 487 | $57.0M | 0.03% | |
| 227 | AMDADVANCED MICRO DEVICES INCORPORATED | 262 | $56.0M | 0.03% | |
| 228 | CVXCHEVRON CORPORATION NEW | 366 | $55.0M | 0.03% | |
| 229 | BKBANK NEW YORK MELLON CORPORATION | 467 | $54.0M | 0.03% | |
| 230 | AGNCAGNC INVT CORP REIT | 5,000 | $53.0M | 0.03% | |
| 231 | FSLRFIRST SOLAR INC | 200 | $52.0M | 0.03% | |
| 232 | YUMCYUM CHINA HLDGS INC | 1,100 | $52.0M | 0.03% | |
| 233 | VBKVANGUARD SMALL-CAP GROWTH ETF | 174 | $52.0M | 0.03% | |
| 234 | PIPRPIPER SANDLER COMPANIES | 151 | $51.0M | 0.03% | |
| 235 | NDQINVSC QQQ TRUST SRS 1 ETF | 82 | $50.0M | 0.03% | |
| 236 | NEENEXTERA ENERGY INCORPORATED | 628 | $50.0M | 0.03% | |
| 237 | TSLATESLA INCORPORATED | 112 | $50.0M | 0.03% | |
| 238 | SLVISHARES SILVER TRUST ETF | 784 | $50.0M | 0.03% | |
| 239 | PNFP 6.75 PERP BPINNACLE FINANCIAL PARTNERS, INC. PFD | 2,000 | $50.0M | 0.03% | |
| 240 | DALDELTA AIR LINES INC DEL | 700 | $48.0M | 0.02% | |
| 241 | DONSPDR DOW JONES INDUSTRIAL AVRG ETF | 100 | $48.0M | 0.02% | |
| 242 | RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR | 678 | $48.0M | 0.02% | |
| 243 | BWINTHE BALDWIN INSURANC A CLASS A | 1,931 | $46.0M | 0.02% | |
| 244 | VAWVANGUARD MATERIALS ETF | 224 | $46.0M | 0.02% | |
| 245 | IJHISHARES TR CORE S&P MCP ETF | 696 | $45.0M | 0.02% | |
| 246 | UNPUNION PAC CORPORATION | 196 | $45.0M | 0.02% | |
| 247 | RFREGIONS FINANCIAL CORPORATION NEW | 1,687 | $45.0M | 0.02% | |
| 248 | DUKDUKE ENERGY CORPORATION NEW COM NEW | 381 | $44.0M | 0.02% | |
| 249 | ASTEASTEC INDUSTRIES INCORPORATED | 1,000 | $43.0M | 0.02% | |
| 250 | IAUMISHARES GOLD TR MICRO UNDIV BENF ETV | 996 | $42.0M | 0.02% | |
| 251 | AGFIRST MAJESTIC SILVER F | 2,576 | $42.0M | 0.02% | |
| 252 | OXYOCCIDENTAL PETE CORP | 1,000 | $41.0M | 0.02% | |
| 253 | FISFIDELITY NATL INFORMATION SVCS | 621 | $41.0M | 0.02% | |
| 254 | PHPARKER-HANNIFIN CORP | 45 | $39.0M | 0.02% | |
| 255 | EWJISHARES INCORPORATED MSCI JAPAN ETF | 487 | $39.0M | 0.02% | |
| 256 | VBRVANGUARD SMALL-CAP VALUE ETF | 188 | $39.0M | 0.02% | |
| 257 | CSCOCISCO SYS INC | 495 | $38.0M | 0.02% | |
| 258 | ORCLORACLE CORPORATION | 195 | $38.0M | 0.02% | |
| 259 | TAT&T INCORPORATED | 1,538 | $38.0M | 0.02% | |
| 260 | CMCSACOMCAST CORP NEW CLASS A | 1,240 | $37.0M | 0.02% | |
| 261 | ETENERGY TRANSFER L P LP | 2,264 | $37.0M | 0.02% | |
| 262 | IJRISHARES TR CORE S&P SCP ETF | 301 | $36.0M | 0.02% | |
| 263 | PGPROCTER & GAMBLE CO | 250 | $35.0M | 0.02% | |
| 264 | APOAPOLLO GLOBAL MGMT INCORPORATED | 245 | $35.0M | 0.02% | |
| 265 | LLYELI LILLY AND CO | 33 | $35.0M | 0.02% | |
| 266 | SEASEABRIDGE GOLD INC F | 1,185 | $35.0M | 0.02% | |
| 267 | AVGOBROADCOM INC | 102 | $35.0M | 0.02% | |
| 268 | EQXEQUINOX GOLD CORP F | 2,488 | $34.0M | 0.02% | |
| 269 | NFLXNETFLIX INCORPORATED. | 370 | $34.0M | 0.02% | |
| 270 | FITEST STRT SPDR S&P KNSH FTR SCRTY ETF | 387 | $33.0M | 0.02% | |
| 271 | HALOHALOZYME THERAPEUTICS IN | 500 | $33.0M | 0.02% | |
| 272 | EBAEBAY INC | 380 | $33.0M | 0.02% | |
| 273 | OUNZVANECK MERK GOLD ETF | 800 | $33.0M | 0.02% | |
| 274 | BKNGBOOKING HLDGS INC | 6 | $32.0M | 0.02% | |
| 275 | SSSSSURO CAPITAL CORP | 3,448 | $32.0M | 0.02% | |
| 276 | IJSISHARES TR SP SMCP600VL ETF | 282 | $32.0M | 0.02% | |
| 277 | BLKBLACKROCK INCORPORATED | 30 | $32.0M | 0.02% | |
| 278 | PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED | 399 | $32.0M | 0.02% | |
| 279 | ISCVISHARES TR MRNING SM CP ETF | 480 | $32.0M | 0.02% | |
| 280 | BBYBEST BUY INCORPORATED | 485 | $32.0M | 0.02% | |
| 281 | VTIVANGUARD TOTAL STOCK MARKET ETF | 96 | $32.0M | 0.02% | |
| 282 | PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | 175 | $31.0M | 0.02% | |
| 283 | BXBLACKSTONE INCORPORATED | 201 | $30.0M | 0.02% | |
| 284 | COKECOCA COLA CONS INCORPORATED | 200 | $30.0M | 0.02% | |
| 285 | A4SAMERIPRISE FINL INC | 60 | $29.0M | 0.01% | |
| 286 | FSKFS KKR CAP CORPORATION | 2,000 | $29.0M | 0.01% | |
| 287 | CIONCION INVT CORP | 3,061 | $29.0M | 0.01% | |
| 288 | MTBM & T BK CORPORATION | 140 | $28.0M | 0.01% | |
| 289 | BLKBLACKROCK INC NEW | 26 | $28.0M | 0.01% | |
| 290 | IWNISHARES TR RUS 2000 VAL ETF | 150 | $27.0M | 0.01% | |
| 291 | RFREGIONS FINL CORP NEW | 1,000 | $27.0M | 0.01% | |
| 292 | WELLWELLTOWER INC REIT | 150 | $27.0M | 0.01% | |
| 293 | HSYHERSHEY COMPANY | 151 | $27.0M | 0.01% | |
| 294 | BACVERIZON COMMUNICATIONS I | 650 | $26.0M | 0.01% | |
| 295 | BEPCBROOKFIELD RENEWABLE FCLASS A | 670 | $25.0M | 0.01% | |
| 296 | EPDENTERPRISE PRODUCTS PARTNERS L P | 803 | $25.0M | 0.01% | |
| 297 | SILGLOBAL X SILVER MINERS ETF | 300 | $25.0M | 0.01% | |
| 298 | FFORD MTR COMPANY | 1,888 | $24.0M | 0.01% | |
| 299 | MAINMAIN STR CAP CORP | 400 | $24.0M | 0.01% | |
| 300 | SNYSANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 500 | $24.0M | 0.01% |