Wealth Preservation Advisors, LLC Portfolio Holdings

Wealth Preservation Advisors, LLC

  • $162 Billion
  • Q2 2025

Wealth Preservation Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 714 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $18.7B, Alphabet Inc. with a value of $18B, Nvidia Corp with a value of $16B, Microsoft Corp with a value of $12B, and Uber Technologies, Inc with a value of $11.6B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $140B to 162B. Also it can be appreciated an additional of 86 stocks purchases and 1 closed positions.

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 $162 Billion
Technology: $53.9 Billion
ETFs: $24.7 Billion
Communication Services: $24.7 Billion
Financial Services: $22.4 Billion
Consumer Cyclical: $21.2 Billion
Industrials: $2.96 Billion
Healthcare: $2.1 Billion
Real Estate: $1.94 Billion
Other: $4.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$18.7 Billion 11.53% of portfolio
85,223
Q2 2025 Reduced 1.63%
$1.24T
$18 Billion 11.09% of portfolio
101,406
Q1 2025 New
$456B
$16 Billion 9.85% of portfolio
101,122
Q2 2025 Added 8.11%
$3.95T
$12 Billion 7.42% of portfolio
24,210
Q2 2025 Reduced 0.02%
$182B
$11.6 Billion 7.13% of portfolio
123,996
Q2 2025 Added 0.49%
$837M
$8.54 Billion 5.27% of portfolio
279,621
Q1 2025 New
$3.69T
$7.5 Billion 4.62% of portfolio
36,550
Q2 2025 Reduced 0.29%
$5.27B
$2.86 Billion 1.77% of portfolio
199,661
Q2 2025 Added 1.33%
$545B
$2.73 Billion 1.68% of portfolio
2,036
Q1 2025 New
$1.78T
$2 Billion 1.24% of portfolio
2,715
Q2 2025 Added 45.5%
$232B
$1.74 Billion 1.07% of portfolio
6,365
Q2 2025 Added 0.32%
$1.21T
$1.56 Billion 0.96% of portfolio
8,854
Q2 2025 Reduced 0.87%
$55.4B
$1.29 Billion 0.79% of portfolio
8,002
Q1 2025 New
$11.8B
$1.07 Billion 0.66% of portfolio
50,629
Q2 2025 Added 0.01%
$2.3B
$861 Million 0.53% of portfolio
19,000
Q1 2025 New
$1.08T
$819 Million 0.51% of portfolio
2,579
Q2 2025 Added 28.56%
$77.3B
$674 Million 0.42% of portfolio
3,618
Q2 2025 Reduced 0.06%
$2.25B
$653 Million 0.4% of portfolio
8,264
Q1 2025 New
$153B
$634 Million 0.39% of portfolio
1,246
Q1 2025 New
$3.9B
$615 Million 0.38% of portfolio
15,061
Q1 2025 New
$8.98B
$624 Million 0.38% of portfolio
32,479
Q2 2025 Reduced 0.17%
$203B
$586 Million 0.36% of portfolio
7,408
Q2 2025 Reduced 10.68%
$306B
$582 Million 0.36% of portfolio
8,225
Q2 2025 Added 0.37%
$127B
$532 Million 0.33% of portfolio
4,000
Q1 2025 New
$859B
$507 Million 0.31% of portfolio
1,749
Q2 2025 Reduced 0.17%
$302B
$498 Million 0.31% of portfolio
6,218
Q2 2025 Added 0.29%
$93.6B
$479 Million 0.3% of portfolio
941
Q2 2025 Added 3,991.3%
$172B
$493 Million 0.3% of portfolio
480
Q1 2025 New
$250B
$470 Million 0.29% of portfolio
3,338
Q2 2025 Reduced 6.6%
$142B
$432 Million 0.27% of portfolio
1,617
Q2 2025 Added 0.19%
$20.3B
$417 Million 0.26% of portfolio
750
Q2 2025 New
$229B
$421 Million 0.26% of portfolio
2,882
Q2 2025 Added 0.59%
$9.44B
$415 Million 0.26% of portfolio
11,317
Q1 2025 New
$7.19B
$413 Million 0.25% of portfolio
4,489
Q1 2025 New
$3.82B
$412 Million 0.25% of portfolio
4,080
Q1 2025 New
$79.3B
$404 Million 0.25% of portfolio
2,430
Q2 2025 Added 0.08%
$621B
$370 Million 0.23% of portfolio
761
Q1 2025 New
$3.68B
$368 Million 0.23% of portfolio
911
Q2 2025 Reduced 29.98%
$229B
$379 Million 0.23% of portfolio
2,787
Q2 2025 Reduced 0.99%
$135B
$361 Million 0.22% of portfolio
1,568
Q2 2025 Reduced 0.32%
$127B
$340 Million 0.21% of portfolio
1,233
Q2 2025 Reduced 2.07%
$222B
$338 Million 0.21% of portfolio
1,157
Q2 2025 Reduced 0.26%
$111B
$345 Million 0.21% of portfolio
1,068
Q2 2025 Added 0.19%
$102B
$296 Million 0.18% of portfolio
676
Q1 2025 New
$61.8B
$259 Million 0.16% of portfolio
1,156
Q2 2025 Added 0.43%
$64.4B
$246 Million 0.15% of portfolio
962
Q2 2025 Reduced 0.21%
$684B
$250 Million 0.15% of portfolio
1,145
Q2 2025 Reduced 1.29%
$86.8B
$246 Million 0.15% of portfolio
1,734
Q2 2025 Added 70.17%
$61.6B
$247 Million 0.15% of portfolio
2,075
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 714
  • Current Value $162 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 95 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 91 stocks
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