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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.69T
$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%
$474B
$16.9 Billion 9.81% of portfolio
90,355
Q3 2025 Reduced 10.65%
$3.8T
$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%
$4.38T
$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%
$0
$5.49 Billion 3.19% of portfolio
29,412
Q3 2025 Added 14.6%
$495B
$3.64 Billion 2.12% of portfolio
3,036
Q3 2025 Added 49.12%
$0
$2.84 Billion 1.65% of portfolio
5,923
Q3 2025 Added 2.49%
$5.27B
$2.6 Billion 1.51% of portfolio
203,474
Q3 2025 Added 1.91%
$0
$2.49 Billion 1.45% of portfolio
14,260
Q3 2025 Added 4.65%
$1.65T
$1.88 Billion 1.09% of portfolio
7,714
Q3 2025 Reduced 12.88%
$0
$1.82 Billion 1.06% of portfolio
2,730
Q3 2025 Added 2.59%
$0
$1.55 Billion 0.9% of portfolio
39,214
Q3 2025 Added 0.41%
$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%
$11.5B
$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
Ark 21 Shares Bitcoin ETF
-
$944 Million 0.55% of portfolio
-
Q3 2025 Reduced 21.82%
$0
$880 Million 0.51% of portfolio
2,997
Q3 2025 Added 0.03%
$0
$847 Million 0.49% of portfolio
9,069
Q3 2025 Added 29.98%
$0
$782 Million 0.46% of portfolio
3,747
Q3 2025 Added 0.03%
$458B
$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%
$0
$658 Million 0.38% of portfolio
12,206
Q2 2025 Added 0.04%
$130B
$641 Million 0.37% of portfolio
1,802
Q3 2025 Added 8.23%
$235B
$622 Million 0.36% of portfolio
7,414
Q3 2025 Added 0.08%
$1.95B
$578 Million 0.34% of portfolio
8,264
Q1 2025 New
$0
$585 Million 0.34% of portfolio
17,378
Q3 2025 Added 0.47%
$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%
$0
$542 Million 0.32% of portfolio
4,493
Q1 2025 New
$6.46B
$544 Million 0.32% of portfolio
32,112
Q3 2025 Reduced 1.13%
$308B
$546 Million 0.32% of portfolio
8,227
Q3 2025 Added 0.02%
$891B
$550 Million 0.32% of portfolio
1,745
Q3 2025 Reduced 0.23%
$278B
$530 Million 0.31% of portfolio
3,336
Q3 2025 Reduced 0.06%
$323B
$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
$0
$487 Million 0.28% of portfolio
16,736
Q3 2025 Reduced 0.23%
$99.7B
$468 Million 0.27% of portfolio
2,430
Q2 2025 Added 0.08%
$172B
$423 Million 0.25% of portfolio
460
Q3 2025 Reduced 4.17%
$0
$430 Million 0.25% of portfolio
18,484
Q1 2025 New
$137B
$419 Million 0.24% of portfolio
1,771
Q3 2025 Added 12.95%
$0
$407 Million 0.24% of portfolio
2,888
Q2 2025 Reduced 0.52%
$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%
$0
$387 Million 0.23% of portfolio
1,301
Q3 2025 Added 1.88%

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