Wealth Preservation Advisors, LLC ETFs

Wealth Preservation Advisors, LLC

$172 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHB Schwab Strategic Tr Us Broad M	$0	$35.5 Million 0.02% of portfolio	1,380	Q1 2025 New
GDLC Grayscale Digital Large Cap Fund LLC	$722M	$33.5 Million 0.02% of portfolio	599	Q1 2025 New
FITE Spdr S&P Kensho Future Securit	$0	$33.1 Million 0.02% of portfolio	387	Q3 2025 Reduced 54.52%
VGIT Vanguard Intermediate Term Tre	$0	$32.6 Million 0.02% of portfolio	543	Q3 2025 New
ISCV Ishares Morningstar Small Cap	$0	$32 Million 0.02% of portfolio	480	Q1 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$31.2 Million 0.02% of portfolio	282	Q1 2025 New
OUNZ Van Eck Merk Gold Trust	$1.44B	$29.8 Million 0.02% of portfolio	800	Q1 2025 New
IWN Ishares Russell2000 Val ETF	$0	$26.5 Million 0.02% of portfolio	150	Q1 2025 New
SLV I Shares Silver Trust	$24.1B	$25.8 Million 0.02% of portfolio	610	Q1 2025 New
SIL Global X Silver Miners ETF	$0	$21.5 Million 0.01% of portfolio	300	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$21.3 Million 0.01% of portfolio	764	Q1 2025 New
VEA Vanguard Ftse Developed Market	$0	$19.3 Million 0.01% of portfolio	322	Q1 2025 New
XLE Energy Sector Spdr	$0	$17.8 Million 0.01% of portfolio	199	Q2 2025 Reduced 40.24%
USO United States Oil Fund, LP	$5.08B	$15.6 Million 0.01% of portfolio	211	Q1 2025 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$15.5 Million 0.01% of portfolio	114	Q2 2025 Reduced 45.19%
IYG Ishares Tr	$0	$14.8 Million 0.01% of portfolio	165	Q1 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$13.6 Million 0.01% of portfolio	185	Q1 2025 New
VHT Vanguard Health Care ETF	$0	$10.4 Million 0.01% of portfolio	40	Q1 2025 New
PCEF Invesco Cef Income Composite E	$0	$9.99 Million 0.01% of portfolio	500	Q1 2025 New
VDE Vanguard Energy ETF	$0	$9.69 Million 0.01% of portfolio	77	Q1 2025 New
MUB Ishares National Muni Bond ETF	$0	$7.67 Million 0.0% of portfolio	72	Q3 2025 Added 2.86%
PGF Invesco Exchange Traded Fd Tr	$0	$7.31 Million 0.0% of portfolio	500	Q1 2025 New
IEMG Ishares Inc	$0	$6.86 Million 0.0% of portfolio	104	Q1 2025 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$6.41 Million 0.0% of portfolio	127	Q1 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$5.62 Million 0.0% of portfolio	176	Q1 2025 New
SCHY Schwab Strategic Tr Intl Divid	$0	$4.42 Million 0.0% of portfolio	158	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$3.85 Million 0.0% of portfolio	141	Q1 2025 New
UGA United States Gasoline Fund, LP	$125M	$3.68 Million 0.0% of portfolio	57	Q1 2025 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$3.14 Million 0.0% of portfolio	22	Q1 2025 New
OIH Vaneck ETF Tr Oil Services ETF	$0	$3.12 Million 0.0% of portfolio	12	Q2 2025 Reduced 78.57%
VIOO Vanguard S&P Small Cap 600 ETF	$0	$2.65 Million 0.0% of portfolio	24	Q1 2025 New
VONV Vanguard Russell 1000 Value Et	$0	$2.5 Million 0.0% of portfolio	28	Q1 2025 New
PICK Ishares Inc Msci Global Select	$0	$2.36 Million 0.0% of portfolio	53	Q1 2025 New
VTWV Vanguard Russell 2000 Value Et	$0	$2.34 Million 0.0% of portfolio	15	Q1 2025 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$1.62 Million 0.0% of portfolio	32	Q1 2025 New
UCO Pro Shares Trust Ii	$5.47B	$1.28 Million 0.0% of portfolio	57	Q1 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$51.1B	$987,000 0.0% of portfolio	11	Q3 2025 New
TECB Ishares Tr Us Tech Breakthroug	$0	$922,000 0.0% of portfolio	15	Q1 2025 New
VNQ Vanguard Specialized Funds Van	$0	$549,000 0.0% of portfolio	6	Q1 2025 New
VNQI Vanguard Global Ex U.S. Real	$0	$477,000 0.0% of portfolio	10	Q1 2025 New

Track This Portfolio

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.