Wealth Preservation Advisors, LLC Portfolio Holdings

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025

Wealth Preservation Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 716 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $24.7B, Amazon Com Inc with a value of $18.5B, Nvidia Corp with a value of $16.9B, Microsoft Corp with a value of $12.6B, and Uber Technologies, Inc with a value of $12.1B.

Examining the 13F form we can see an increase of $9.67B in the current position value, from $162B to 172B.

Wealth Preservation Advisors, LLC is based out at Chattanooga, TN

Below you can find more details about Wealth Preservation Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
Technology: $55.2 Billion
Communication Services: $31.8 Billion
ETFs: $27.2 Billion
Financial Services: $22.3 Billion
Consumer Cyclical: $20.5 Billion
Industrials: $2.6 Billion
Healthcare: $2.42 Billion
Real Estate: $2.23 Billion
Other: $5.29 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$263M
$31 Million 0.02% of portfolio
3,448
Q3 2025 New
$250M
$7.91 Million 0.0% of portfolio
2,333
Q1 2025 New
$136M
$2.92 Million 0.0% of portfolio
2,277
Q3 2025 Added 3.64%
$102M
$1.53 Million 0.0% of portfolio
500
Q1 2025 New
$125M
$1.76 Million 0.0% of portfolio
502
Q1 2025 New
$197M
$270,000 0.0% of portfolio
102
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 716
  • Current Value $172 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 118 stocks
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