Wealth Preservation Advisors, LLC
CIK 1968434 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- GOOG20.11%
- NVDA12.67%
- AMZN10.81%
- MSFT6.10%
- AAPL5.94%
- PEBO5.67%
- VTV4.57%
- VUG2.21%
- VOE1.85%
- GOOGL1.73%
Share classes counted separately71.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGWeight increased · +9.22 pp10.89% → 20.11%Shares +54.14K (+118.50%)
- AMZNWeight decreased · -1.71 pp12.52% → 10.81%Shares +7.16K (+9.89%)
- NFLXWeight decreased · -1.20 pp2.42% → 1.22%Shares -193 (-0.64%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGALPHABET INC-CL CCommon View history and evidence | $35.27M | 20.11% | 99.83K shares | 10.89% → 20.11%+9.22 pp +54.14K (+118.50%) | Added | ▾ |
| 02 | NVDANVIDIA CORPCommon View history and evidence | $22.22M | 12.67% | 111.04K shares | 12.74% → 12.67%-0.07 pp +23.08K (+26.23%) | Added | ▾ |
| 03 | AMZNAMAZON.COM INCCommon View history and evidence | $18.96M | 10.81% | 79.53K shares | 12.52% → 10.81%-1.71 pp +7.16K (+9.89%) | Added | ▾ |
| 04 | MSFTMICROSOFT CORPCommon View history and evidence | $10.71M | 6.10% | 28.70K shares | 7.00% → 6.10%-0.90 pp +5.95K (+26.13%) | Added | ▾ |
| 05 | AAPLAPPLE INCCommon View history and evidence | $10.41M | 5.94% | 35.98K shares | 6.09% → 5.94%-0.15 pp +7.10K (+24.60%) | Added | ▾ |
| 06 | PEBOPEOPLES BANCORP INCCommon View history and evidence | $9.94M | 5.67% | 258.80K shares | Prior unavailable +258.80K | New | ▾ |
| 07 | VTVVANGUARD MRNGSTR VAL ETF-AUIExchange Traded Funds View history and evidence | $8.02M | 4.57% | 36.80K shares | 4.04% → 4.57%+0.53 pp +11.99K (+48.33%) | Added | ▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIExchange Traded Funds View history and evidence | $3.88M | 2.21% | 45.04K shares | 1.53% → 2.21%+0.68 pp +40.82K (+967.83%) | Added | ▾ |
| 09 | VOEVNGRD MRNGSTR MD-CAP VAL ETFExchange Traded Funds View history and evidence | $3.25M | 1.85% | 16.43K shares | 2.21% → 1.85%-0.36 pp +2.01K (+13.91%) | Added | ▾ |
| 10 | GOOGLALPHABET INC-CL ACommon View history and evidence | $3.04M | 1.73% | 8.49K shares | 1.74% → 1.73%-0.01 pp +1.20K (+16.47%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 953
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QXO QXO INC | Non-derivative | -17,954 | -$348.67K | SEC filing ↗ | SEC filing ↗ |
| INTC INTEL CORP | Non-derivative | -6,100 | -$269.19K | SEC filing ↗ | SEC filing ↗ |
| CRM SALESFORCE INC | Non-derivative | -1,354 | -$252.80K | SEC filing ↗ | SEC filing ↗ |
3 / 953 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1968434 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 175424947
}Research all 88 reported holdings.
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