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 |
|---|---|---|---|---|---|
| 301 | ICEINTERCONTINENTAL EXCHANGE INCORPORATED | 149 | $24.0M | 0.01% | |
| 302 | MAINMAIN STR CAP CORP | 400 | $24.0M | 0.01% | |
| 303 | GDLCGRAYSCALE COINDESK CRYPTO 5 ETF | 599 | $24.0M | 0.01% | |
| 304 | BHPBHP GROUP LTD ORDF | 783 | $23.0M | 0.01% | |
| 305 | IBITISHARES BITCOIN TRUST ETF SHS BEN INT | 455 | $22.0M | 0.01% | |
| 306 | PANWPALO ALTO NETWORKS INCORPORATED | 120 | $22.0M | 0.01% | |
| 307 | TAT&T INC | 917 | $22.0M | 0.01% | |
| 308 | 4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | 138 | $22.0M | 0.01% | |
| 309 | SCHASCHWAB US SMALL CAP ETF | 764 | $21.0M | 0.01% | |
| 310 | BABOEING COMPANY | 100 | $21.0M | 0.01% | |
| 311 | UNMUNUM GROUP | 287 | $21.0M | 0.01% | |
| 312 | WMBWILLIAMS COMPANIES INCORPORATED | 365 | $21.0M | 0.01% | |
| 313 | WFCWELLS FARGO COMPANY NEW | 230 | $21.0M | 0.01% | |
| 314 | AALAMERICAN AIRLS GROUP INC | 1,400 | $21.0M | 0.01% | |
| 315 | ALSALLSTATE CORP | 100 | $20.0M | 0.01% | |
| 316 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 322 | $20.0M | 0.01% | |
| 317 | DRIDARDEN RESTAURANTS INC | 109 | $20.0M | 0.01% | |
| 318 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 746 | $20.0M | 0.01% | |
| 319 | TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 67 | $20.0M | 0.01% | |
| 320 | BACBANK OF AMERICA CORP | 350 | $19.0M | 0.01% | |
| 321 | XOMEXXON MOBIL CORPORATION | 159 | $19.0M | 0.01% | |
| 322 | YUMCYUM CHINA HLDGS INCORPORATED | 400 | $19.0M | 0.01% | |
| 323 | STKCOLUMBIA SELIGMAN PRM TE | 518 | $19.0M | 0.01% | |
| 324 | GEGE AEROSPACE COM NEW | 61 | $18.0M | 0.01% | |
| 325 | TRVTRAVELERS COS INC | 65 | $18.0M | 0.01% | |
| 326 | ITA*ISHARES US AEROSPACE DEFENSE ETF | 85 | $18.0M | 0.01% | |
| 327 | FCXFREEPORT-MCMORAN INC | 354 | $17.0M | 0.01% | |
| 328 | HPEHEWLETT PACKARD ENTERPRISE COMPANY | 718 | $17.0M | 0.01% | |
| 329 | SLSSOLARIS RES INCORPORATED COM NEW | 2,250 | $17.0M | 0.01% | |
| 330 | DFSVDIMENSIONAL US SMALL CAP VALUE ETF | 543 | $17.0M | 0.01% | |
| 331 | VVISA INC CLASS CLASS A | 48 | $16.0M | 0.01% | |
| 332 | GILDGILEAD SCIENCES INC | 135 | $16.0M | 0.01% | |
| 333 | TFCTRUIST FINL CORP | 329 | $16.0M | 0.01% | |
| 334 | GSGOLDMAN SACHS GROUP INCORPORATED | 19 | $16.0M | 0.01% | |
| 335 | SUSAISHARES TR ESG OPTIMIZED | 114 | $15.0M | 0.01% | |
| 336 | TFCTRUIST FINL CORPORATION | 323 | $15.0M | 0.01% | |
| 337 | IYGISHARES US FINANCIAL SERETF | 165 | $15.0M | 0.01% | |
| 338 | COPCONOCOPHILLIPS | 163 | $15.0M | 0.01% | |
| 339 | MCDMCDONALDS CORPORATION | 49 | $14.0M | 0.01% | |
| 340 | TMUST-MOBILE US INCORPORATED | 72 | $14.0M | 0.01% | |
| 341 | USOUNITED STATES OIL FUND, LP | 211 | $14.0M | 0.01% | |
| 342 | UTLUNITIL CORP | 300 | $14.0M | 0.01% | |
| 343 | BRWSABA CAPITAL INCOME & OPRNT FD SHS NEW | 2,000 | $14.0M | 0.01% | |
| 344 | MDLZMONDELEZ INTERNATIONAL INCORPORATED CLASS A | 249 | $13.0M | 0.01% | |
| 345 | SPLVINVESCO S&P 500 LOW VOLATILITY ETF | 185 | $13.0M | 0.01% | |
| 346 | BACBANK AMERICA CORPORATION | 238 | $13.0M | 0.01% | |
| 347 | IWMISHARES TR RUSSELL 2000 ETF | 55 | $13.0M | 0.01% | |
| 348 | STWDSTARWOOD PPTY TR INC REIT | 700 | $12.0M | 0.01% | |
| 349 | CSCOCISCO SYSTEMS INCORPORATED | 157 | $12.0M | 0.01% | |
| 350 | BHPBHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | 200 | $12.0M | 0.01% | |
| 351 | SBUXSTARBUCKS CORPORATION | 153 | $12.0M | 0.01% | |
| 352 | LLYELI LILLY & COMPANY | 12 | $12.0M | 0.01% | |
| 353 | DELLDELL TECHNOLOGIES INCORPORATED CLASS C | 96 | $12.0M | 0.01% | |
| 354 | GLWCORNING INCORPORATED | 146 | $12.0M | 0.01% | |
| 355 | MUMICRON TECHNOLOGY INC | 44 | $12.0M | 0.01% | |
| 356 | NTRNUTRIEN LTD F | 200 | $12.0M | 0.01% | |
| 357 | ULUNILEVER PLC SPON ADR NEW | 177 | $11.0M | 0.01% | |
| 358 | PATHUIPATH INC CLASS CLASS A | 719 | $11.0M | 0.01% | |
| 359 | VHTVANGUARD HEALTH CARE ETF | 40 | $11.0M | 0.01% | |
| 360 | XLESTATE STRET ENRGY SLECT SEC SPDR ETF | 250 | $11.0M | 0.01% | |
| 361 | JGHNUVEEN GLOBAL HIGH INCOME FD SHS | 900 | $11.0M | 0.01% | |
| 362 | DXJWISDOMTREE JAPAN HEDGED EQUITY ETF | 77 | $11.0M | 0.01% | |
| 363 | SOSOUTHERN COMPANY | 131 | $11.0M | 0.01% | |
| 364 | VIRVIR BIOTECHNOLOGY INC | 1,937 | $11.0M | 0.01% | |
| 365 | ISIIONIS PHARMACEUTICALS IN | 150 | $11.0M | 0.01% | |
| 366 | TJXTJX COMPANIES INCORPORATED NEW | 78 | $11.0M | 0.01% | |
| 367 | CFGCITIZENS FINL GROUP INCORPORATED | 200 | $11.0M | 0.01% | |
| 368 | MCHPMICROCHIP TECHNOLOGY INCORPORATED. | 157 | $10.0M | 0.01% | |
| 369 | MUMICRON TECHNOLOGY INCORPORATED | 37 | $10.0M | 0.01% | |
| 370 | QSRRESTAURANT BRANDS INTERNATIONAL INCORPORATED | 149 | $10.0M | 0.01% | |
| 371 | GWREGUIDEWIRE SOFTWARE INCORPORATED | 50 | $10.0M | 0.01% | |
| 372 | FUJHYSUBARU CORP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 1,000 | $10.0M | 0.01% | |
| 373 | VDEVANGUARD ENERGY ETF | 77 | $9.0M | 0.00% | |
| 374 | GEVGE VERNOVA INCORPORATED | 15 | $9.0M | 0.00% | |
| 375 | KTOSKRATOS DEFENSE & SEC SOL | 125 | $9.0M | 0.00% | |
| 376 | MRVLMARVELL TECHNOLOGY INC | 109 | $9.0M | 0.00% | |
| 377 | GILDGILEAD SCIENCES INCORPORATED | 81 | $9.0M | 0.00% | |
| 378 | FVRRFIVERR INTL LTD F | 481 | $9.0M | 0.00% | |
| 379 | RPRXROYALTY PHARMA PLC SHS CLASS A | 250 | $9.0M | 0.00% | |
| 380 | CRWDCROWDSTRIKE HLDGS INC CLASS A | 21 | $9.0M | 0.00% | |
| 381 | GABGABELLI EQUITY TR INCORPORATED | 1,500 | $9.0M | 0.00% | |
| 382 | ENVAENOVA INTL INC | 60 | $9.0M | 0.00% | |
| 383 | PCEFINVESCO CEF INCOME COMPOSITE ETF | 500 | $9.0M | 0.00% | |
| 384 | SOSOUTHERN CO | 100 | $8.0M | 0.00% | |
| 385 | ODVOSISKO DEVELOPMENT CORPORATION COM NEW | 2,333 | $8.0M | 0.00% | |
| 386 | COINCOINBASE GLOBAL INC CLASS CLASS A | 39 | $8.0M | 0.00% | |
| 387 | EXPEEXPEDIA GROUP INCORPORATED COM NEW | 31 | $8.0M | 0.00% | |
| 388 | SNEXSTONEX GROUP INC | 91 | $8.0M | 0.00% | |
| 389 | NVRIENVIRI CORPORATION | 451 | $8.0M | 0.00% | |
| 390 | XEXGXEATON VANCE TAX-MANAGED GLOBAL | 850 | $8.0M | 0.00% | |
| 391 | CNPCENTERPOINT ENERGY INCORPORATED | 209 | $8.0M | 0.00% | |
| 392 | MOALTRIA GROUP INCORPORATED | 150 | $8.0M | 0.00% | |
| 393 | CPSCANADIAN PREM SAND INCORPORATED | 168,000 | $8.0M | 0.00% | |
| 394 | METMETLIFE INC | 111 | $8.0M | 0.00% | |
| 395 | VRTVERTIV HLDGS CO CLASS CLASS A | 50 | $8.0M | 0.00% | |
| 396 | XHRXENIA HOTELS & RESORTS INCORPORATED REIT | 613 | $8.0M | 0.00% | |
| 397 | KMIKINDER MORGAN INCORPORATED DEL | 274 | $7.0M | 0.00% | |
| 398 | DNPDNP SELECT INCOME FD INCORPORATED | 774 | $7.0M | 0.00% | |
| 399 | JFRNUVEEN FLOATING RATE INCOME FD | 965 | $7.0M | 0.00% | |
| 400 | ETRENTERGY CORPORATION NEW | 83 | $7.0M | 0.00% |