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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$24.7 Billion 14.37% of portfolio
101,421
Q3 2025 Added 0.01%
$2.39T
$18.5 Billion 10.78% of portfolio
84,403
Q3 2025 Reduced 0.96%
$465B
$16.9 Billion 9.81% of portfolio
90,355
Q3 2025 Reduced 10.65%
$3.78T
$12.6 Billion 7.31% of portfolio
24,250
Q3 2025 Added 0.17%
$181B
$12.1 Billion 7.07% of portfolio
124,013
Q3 2025 Added 0.01%
$4.3T
$9.37 Billion 5.45% of portfolio
36,809
Q3 2025 Added 0.71%
$820M
$8.36 Billion 4.87% of portfolio
278,803
Q3 2025 Reduced 0.29%
$49.1B
$3.64 Billion 2.12% of portfolio
3,036
Q3 2025 Added 49.12%
$5.27B
$2.6 Billion 1.51% of portfolio
203,474
Q3 2025 Added 1.91%
$1.65T
$1.88 Billion 1.09% of portfolio
7,714
Q3 2025 Reduced 12.88%
$59.8B
$1.5 Billion 0.87% of portfolio
8,002
Q1 2025 New
$1.37T
$1.2 Billion 0.7% of portfolio
1,640
Q3 2025 Reduced 39.59%
$11B
$1.14 Billion 0.67% of portfolio
50,631
Q3 2025 Added 0.0%
$2.55B
$1.06 Billion 0.62% of portfolio
19,000
Q1 2025 New
$453B
$754 Million 0.44% of portfolio
1
Q1 2025 New
$74.3B
$724 Million 0.42% of portfolio
3,605
Q3 2025 Reduced 0.36%
$1.95B
$578 Million 0.34% of portfolio
8,264
Q1 2025 New
$3.83B
$576 Million 0.33% of portfolio
15,061
Q1 2025 New
$144B
$575 Million 0.33% of portfolio
1,257
Q3 2025 Added 0.88%
$6.09B
$544 Million 0.32% of portfolio
32,112
Q3 2025 Reduced 1.13%
$306B
$546 Million 0.32% of portfolio
8,227
Q3 2025 Added 0.02%
$881B
$550 Million 0.32% of portfolio
1,745
Q3 2025 Reduced 0.23%
$270B
$530 Million 0.31% of portfolio
3,336
Q3 2025 Reduced 0.06%
$317B
$534 Million 0.31% of portfolio
6,375
Q3 2025 Added 2.52%
$103B
$520 Million 0.3% of portfolio
4,000
Q1 2025 New
$10.3B
$478 Million 0.28% of portfolio
11,317
Q1 2025 New
$99.7B
$468 Million 0.27% of portfolio
2,430
Q2 2025 Added 0.08%
$169B
$423 Million 0.25% of portfolio
460
Q3 2025 Reduced 4.17%
$136B
$419 Million 0.24% of portfolio
1,771
Q3 2025 Added 12.95%
$662B
$416 Million 0.24% of portfolio
828
Q3 2025 Added 8.8%
$132B
$401 Million 0.23% of portfolio
1,625
Q3 2025 Added 0.49%
$3.71B
$396 Million 0.23% of portfolio
4,080
Q1 2025 New
$139B
$386 Million 0.22% of portfolio
1,170
Q3 2025 Reduced 5.11%
$228B
$375 Million 0.22% of portfolio
2,803
Q3 2025 Added 0.57%
$224B
$354 Million 0.21% of portfolio
1,165
Q3 2025 Added 0.69%
$76.5B
$350 Million 0.2% of portfolio
2,075
Q1 2025 New
$111B
$351 Million 0.2% of portfolio
1,068
Q2 2025 Added 0.19%
$69.1B
$340 Million 0.2% of portfolio
4,029
Q3 2025 Added 0.25%
$593B
$341 Million 0.2% of portfolio
1,211
Q3 2025 Added 5.76%
$414B
$333 Million 0.19% of portfolio
1,440
Q3 2025 Added 96.99%
$6.81B
$300 Million 0.17% of portfolio
3,200
Q3 2025 Added 166.67%
$65.7B
$285 Million 0.17% of portfolio
950
Q3 2025 Reduced 1.25%
$96.9B
$285 Million 0.17% of portfolio
676
Q1 2025 New
$79.6B
$275 Million 0.16% of portfolio
2,220
Q1 2025 New
$1.29T
$257 Million 0.15% of portfolio
579
Q3 2025 Reduced 77.55%
$67.6B
$250 Million 0.15% of portfolio
5,169
Q3 2025 Reduced 1.51%
$1.91B
$249 Million 0.15% of portfolio
10,329
Q1 2025 New
$82.2B
$261 Million 0.15% of portfolio
1,156
Q2 2025 Added 0.43%
$237B
$266 Million 0.15% of portfolio
1,122
Q3 2025 Reduced 82.37%

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
Track This Portfolio

Track Wealth Preservation Advisors, LLC Portfolio

Follow Wealth Preservation Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Preservation Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Preservation Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email