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
$37.5B
$39.7 Million 0.02% of portfolio
700
Q1 2025 New
$0
$39.1 Million 0.02% of portfolio
487
Q1 2025 New
$89.8B
$30.6 Million 0.02% of portfolio
172
Q3 2025 Reduced 0.58%
$0
$31.2 Million 0.02% of portfolio
282
Q1 2025 New
$0
$31.5 Million 0.02% of portfolio
96
Q3 2025 Added 1.05%
$263M
$31 Million 0.02% of portfolio
3,448
Q3 2025 New
$722M
$33.5 Million 0.02% of portfolio
599
Q1 2025 New
$398B
$42.7 Million 0.02% of portfolio
264
Q3 2025 Reduced 76.41%
$974B
$34.6 Million 0.02% of portfolio
45
Q3 2025 Added 12.5%
$24.9B
$25.8 Million 0.02% of portfolio
610
Q1 2025 New
$131B
$28.3 Million 0.02% of portfolio
600
Q3 2025 Added 128.14%
$0
$31.7 Million 0.02% of portfolio
864
Q3 2025 New
$1.44B
$29.8 Million 0.02% of portfolio
800
Q1 2025 New
$3.21B
$31.7 Million 0.02% of portfolio
2,576
Q1 2025 New
$52.5B
$40.5 Million 0.02% of portfolio
2,360
Q2 2025 Reduced 44.6%
$422B
$30.8 Million 0.02% of portfolio
597
Q3 2025 Reduced 12.33%
$17.2B
$36.7 Million 0.02% of portfolio
485
Q3 2025 Reduced 26.74%
$0
$32.6 Million 0.02% of portfolio
543
Q3 2025 New
$59.5B
$29.1 Million 0.02% of portfolio
636
Q3 2025 Reduced 0.78%
$107B
$34.1 Million 0.02% of portfolio
45
Q1 2025 New
$572M
$29 Million 0.02% of portfolio
3,061
Q1 2025 New
$41.3B
$33.3 Million 0.02% of portfolio
399
Q1 2025 New
$0
$26.5 Million 0.02% of portfolio
150
Q1 2025 New
$28.2B
$28.7 Million 0.02% of portfolio
15
Q3 2025 New
$200B
$32.4 Million 0.02% of portfolio
6
Q1 2025 New
$52.1B
$28.3 Million 0.02% of portfolio
2,367
Q3 2025 Added 0.98%
$100B
$34.1 Million 0.02% of portfolio
199
Q2 2025 Added 0.51%
$0
$29.9 Million 0.02% of portfolio
2,000
Q1 2025 New
$32.3B
$27.6 Million 0.02% of portfolio
140
Q2 2025 Added 0.72%
$0
$33.1 Million 0.02% of portfolio
387
Q3 2025 Reduced 54.52%
$0
$35.5 Million 0.02% of portfolio
1,380
Q1 2025 New
$14.7B
$40.8 Million 0.02% of portfolio
678
Q3 2025 Reduced 0.29%
$8.84B
$40.9 Million 0.02% of portfolio
3,384
Q1 2025 New
$70.2B
$26.2 Million 0.02% of portfolio
839
Q3 2025 Added 0.84%
Brookfield Renewable Fclass A
-
$23.1 Million 0.01% of portfolio
-
Q3 2025 New
$0
$9.99 Million 0.01% of portfolio
500
Q1 2025 New
$74.3B
$22.7 Million 0.01% of portfolio
359
Q3 2025 Reduced 15.53%
$0
$19.3 Million 0.01% of portfolio
322
Q1 2025 New
Canadian Prem Sand Incorporated
-
$18.1 Million 0.01% of portfolio
-
Q1 2025 New
$761M
$14.4 Million 0.01% of portfolio
300
Q1 2025 New
$61.6B
$9.37 Million 0.01% of portfolio
331
Q3 2025 Reduced 54.78%
$497B
$20 Million 0.01% of portfolio
177
Q3 2025 Added 0.57%
$0
$18.3 Million 0.01% of portfolio
518
Q1 2025 New
$57.4B
$13.9 Million 0.01% of portfolio
354
Q1 2025 New
$40.1B
$10.1 Million 0.01% of portfolio
30
Q1 2025 New
$116B
$15.4 Million 0.01% of portfolio
163
Q3 2025 Added 19.85%
$140B
$11.2 Million 0.01% of portfolio
200
Q3 2025 New
$29.5B
$16.5 Million 0.01% of portfolio
673
Q3 2025 Added 5.82%
$115B
$10.3 Million 0.01% of portfolio
21
Q3 2025 Reduced 97.77%

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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