Wealth Preservation Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Wealth Preservation Advisors, LLC reported 88 stock positions worth $175.4 million. Its top holding was Alphabet Class C (GOOG) at 20.1% of the portfolio, followed by Nvidia (NVDA, 12.7%) and Amazon.com (AMZN, 10.8%). Compared with Q1 2026, it opened 6 new positions, sold out of 952, added to 44 and reduced 14. The biggest buy was Alphabet Class C (GOOG, shares +119%) and the biggest sale Netflix (NFLX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001968434
- Portfolio Value
- $175.4M (Q2 2026)
- SEC Filing
- 0001968434-26-000007 ↗ filed Aug 14, 2026
Holdings Value
Holdings 88 stocks · $175.4M
| GOOG Alphabet Inc. Class C | 20.11% | 99,833 | $35.3M | Add +118.5% |
| NVDA Nvidia Corp. | 12.67% | 111,041 | $22.2M | Add +26.2% |
| AMZN Amazon.com Inc. | 10.81% | 79,534 | $19.0M | Add +9.9% |
| MSFT Microsoft Corp. | 6.10% | 28,699 | $10.7M | Add +26.1% |
| AAPL Apple Inc. | 5.94% | 35,982 | $10.4M | Add +24.6% |
| PEBO Peoples Bancorp Inc. | 5.67% | 258,803 | $9.9M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.57% | 36,801 | $8.0M | Add +48.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.21% | 45,041 | $3.9M | Add +78.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.85% | 16,430 | $3.2M | Add +13.9% |
| GOOGL Alphabet Inc. Class A | 1.73% | 8,494 | $3.0M | Add +16.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.53% | 57,273 | $2.7M | Add +72.1% |
| UBER Uber Technologies Inc. | 1.26% | 30,603 | $2.2M | Add +78.8% |
| NFLX Netflix Inc. | 1.22% | 30,068 | $2.1M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.18% | 4,131 | $2.1M | Add +1752.5% |
| OBDC Blue Owl Capital Corp. | 1.07% | 172,626 | $1.9M | Reduce -6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 2,482 | $1.9M | Add +13.3% |
| SPG Simon Property Group Inc. | 1.02% | 8,002 | $1.8M | Add +33.3% |
| APO Apollo Global Management Inc. | 0.84% | 12,435 | $1.5M | Add +31.0% |
| FHN First Horizon Corp. | 0.74% | 50,638 | $1.3M | Add +86.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.70% | 4,027 | $1.2M | Add +19.9% |
| DFSV Dimensional US Small Cap Val | 0.66% | 30,015 | $1.2M | Reduce -11.8% |
| FBK FB Financial Corp. filed as FB FINL CORP | 0.60% | 19,000 | $1.1M | No change |
| PNFP Pinnacle Financial Partners | 0.58% | 10,138 | $1.0M | Add +913.8% |
| HEEM iShares Crncy Hedgd MSCI Em | 0.57% | 22,460 | $1.0M | Add +17.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.56% | 4,051 | $984K | Add +5.8% |
| PNC PNC Financial Services Group | 0.50% | 3,576 | $880K | Add +78.8% |
| MRK Merck & Co. Inc. | 0.48% | 6,613 | $850K | Reduce -0.8% |
| PRIV SS Ig Publ Priv Cred ETF-Usd | 0.48% | 33,552 | $845K | Add +288.6% |
| JPM JPMorgan Chase & Co. | 0.46% | 2,469 | $808K | Add +239.6% |
| DE Deere & Co. | 0.45% | 1,246 | $790K | No change |
| META Meta Platforms Inc. Class A | 0.45% | 1,391 | $783K | Reduce -21.5% |
| GLD SPDR Gold Shares | 0.45% | 2,120 | $781K | Add +420.9% |
| TSLA Tesla Inc. | 0.44% | 1,838 | $773K | Add +96.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.43% | 2,063 | $754K | Add +19.3% |
| EFA iShares MSCI Eafe ETF | 0.41% | 6,899 | $717K | Add +63.4% |
| MS Morgan Stanley | 0.39% | 3,290 | $688K | No change |
| XLF SS Financial Select Sector | 0.38% | 12,422 | $666K | Add +52.7% |
| KO The Coca-Cola Co. | 0.38% | 8,186 | $665K | Add +139.4% |
| SYBT Stock Yards Bancorp Inc. | 0.36% | 8,264 | $632K | No change |
| SCHV Schwab US Large-Cap Value | 0.32% | 15,920 | $554K | Add +150.4% |
| OHI Omega Healthcare Investors | 0.31% | 11,317 | $540K | No change |
| AB Alliancebernstein Holding LP | 0.30% | 15,061 | $530K | New |
| RTX RTX Corp. | 0.30% | 2,782 | $528K | Add +1068.9% |
| MPC Marathon Petroleum Corp. | 0.29% | 2,015 | $515K | New |
| WFC Wells Fargo & Co. | 0.29% | 6,150 | $508K | Reduce -3.6% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 3,688 | $507K | Add +358.1% |
| KKR KKR & Co. Inc. | 0.26% | 4,975 | $457K | Reduce -8.7% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 2,888 | $456K | No change |
| SSB Southstate Bank Corp. | 0.26% | 4,489 | $448K | Reduce -2.1% |
| DELL Dell Technologies -C | 0.25% | 1,025 | $442K | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.25% | 1,581 | $430K | No change |
| AVGO Broadcom Inc. | 0.22% | 1,042 | $394K | Add +125.0% |
| APH Amphenol Corp. Class A | 0.22% | 2,220 | $391K | No change |
| NEM Newmont Corp. | 0.21% | 3,988 | $372K | No change |
| CHDN Churchill Downs Inc. | 0.21% | 4,080 | $366K | New |
| SCHF Schwab Intl Equity ETF | 0.20% | 12,765 | $354K | Add +0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.20% | 4,300 | $353K | Add +8.8% |
| MCD McDonald's Corp. | 0.20% | 1,301 | $352K | Add +10.8% |
| PGR Progressive Corp. | 0.20% | 1,585 | $346K | Reduce -14.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.19% | 4,063 | $334K | No change |
| TT Trane Technologies PLC | 0.19% | 676 | $332K | Reduce -0.9% |
| AEM Agnico Eagle Mines Ltd. | 0.18% | 2,075 | $322K | No change |
| USB US Bancorp | 0.18% | 5,169 | $312K | Add +950.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.17% | 152 | $302K | Add +74.7% |
| VOO Vanguard S&P 500 ETF | 0.17% | 422 | $290K | No change |
| MU Micron Technology Inc. | 0.16% | 244 | $282K | Reduce -5.1% |
| VGK Vanguard Ftse Europe ETF | 0.15% | 3,072 | $272K | No change |
| WBD Warner Bros Discovery Inc. | 0.15% | 10,073 | $269K | No change |
| CEG Constellation Energy | 0.15% | 1,080 | $268K | New |
| DXJ Wisdomtree Japan Hedged Eq | 0.15% | 1,533 | $266K | Add +1890.9% |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.15% | 13,693 | $255K | New |
| SMBK Smartfinancial Inc. | 0.14% | 5,261 | $247K | No change |
| SA Seabridge Gold Inc. | 0.13% | 9,144 | $235K | Add +671.6% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.13% | 12,000 | $234K | No change |
| LOW Lowe's Cos Inc. | 0.13% | 1,043 | $230K | Add +37.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.13% | 1,505 | $222K | Add +54.5% |
| KGC Kinross Gold Corp. | 0.12% | 9,273 | $219K | No change |
| NOW ServiceNow Inc. | 0.12% | 2,172 | $216K | Add +698.5% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 2,731 | $211K | No change |
| PANW Palo Alto Networks Inc. | 0.12% | 600 | $205K | No change |
| FIX Comfort Systems USA Inc. | 0.07% | 65 | $129K | Add +4.8% |
| DHR Danaher Corp. | 0.07% | 668 | $127K | Reduce -40.7% |
| DUK Duke Energy Corp. | 0.07% | 1,000 | $127K | No change |
| PCMM BBLX Private Credit Clo ETF | 0.07% | 2,479 | $124K | Reduce -45.8% |
| AUR Aurora Innovation Inc. | 0.07% | 17,700 | $121K | No change |
| GDXJ Vaneck Junior Gold Miners | 0.07% | 1,219 | $120K | No change |
| SOUN Soundhound AI Inc. Class A | 0.05% | 13,360 | $86K | No change |
| SNAP Snap Inc. Class A | 0.03% | 10,000 | $44K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| NFLX Netflix Inc. | Reduce -0.6% | 1.22% | −1.19 |
| OBDC Blue Owl Capital Corp. | Reduce -6.5% | 1.07% | −0.63 |
| META Meta Platforms Inc. Class A | Reduce -21.5% | 0.45% | −0.40 |
| DFSV Dimensional US Small Cap Val | Reduce -11.8% | 0.66% | −0.33 |
| QXO Qxo Inc. | Sold out | 0.00% | −0.29 |
| INTC Intel Corp. | Sold out | 0.00% | −0.22 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.21 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.48% | −0.18 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.18 |
| DFAU Dimensional US Core Equity M | Sold out | 0.00% | −0.17 |
| LIN Linde PLC | Sold out | 0.00% | −0.17 |
| KKR KKR & Co. Inc. | Reduce -8.7% | 0.26% | −0.16 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.16 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.15 |
| RGLD Royal Gold Inc. | Sold out | 0.00% | −0.14 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.14 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.14 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.14 |
| AXP American Express Co. | Sold out | 0.00% | −0.13 |
| WFC Wells Fargo & Co. | Reduce -3.6% | 0.29% | −0.13 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.13 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.13 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.13 |
| AZN Astrazeneca PLC | Sold out | 0.00% | −0.13 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.12 |
| PSX Phillips 66 | Sold out | 0.00% | −0.12 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.12 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.12 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.12 |
| PCMM BBLX Private Credit Clo ETF | Reduce -45.8% | 0.07% | −0.12 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.11 |
| PGR Progressive Corp. | Reduce -14.7% | 0.20% | −0.11 |
| DHR Danaher Corp. | Reduce -40.7% | 0.07% | −0.10 |
| DFAC Dimensional US Core Equity 2 | Sold out | 0.00% | −0.10 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.10 |
| SSB Southstate Bank Corp. | Reduce -2.1% | 0.26% | −0.10 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.10 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.09 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.09 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.09 |
| IXN iShares Global Tech ETF | Sold out | 0.00% | −0.09 |
| EIX Edison International | Sold out | 0.00% | −0.08 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.08 |
| PCG P G & E Corp. | Sold out | 0.00% | −0.08 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.08 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.08 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.08 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.08 |
| COKE Coca-Cola Consolidated Inc. | Sold out | 0.00% | −0.08 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| GOOG Alphabet Inc. Class C | Add +118.5% | 20.11% | +9.22 |
| PEBO Peoples Bancorp Inc. | New | 5.67% | +5.67 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1752.5% | 1.18% | +1.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +78.0% | 2.21% | +0.68 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +48.3% | 4.57% | +0.53 |
| PNFP Pinnacle Financial Partners | Add +913.8% | 0.58% | +0.51 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +72.1% | 1.53% | +0.36 |
| AB Alliancebernstein Holding LP | New | 0.30% | +0.30 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | Add +288.6% | 0.48% | +0.30 |
| GLD SPDR Gold Shares | Add +420.9% | 0.45% | +0.30 |
| MPC Marathon Petroleum Corp. | New | 0.29% | +0.29 |
| JPM JPMorgan Chase & Co. | Add +239.6% | 0.46% | +0.28 |
| RTX RTX Corp. | Add +1068.9% | 0.30% | +0.26 |
| UBER Uber Technologies Inc. | Add +78.8% | 1.26% | +0.24 |
| FHN First Horizon Corp. | Add +86.9% | 0.74% | +0.23 |
| IVW iShares S&P 500 Growth ETF | Add +358.1% | 0.29% | +0.21 |
| CHDN Churchill Downs Inc. | New | 0.21% | +0.21 |
| KO The Coca-Cola Co. | Add +139.4% | 0.38% | +0.16 |
| USB US Bancorp | Add +950.6% | 0.18% | +0.16 |
| PNC PNC Financial Services Group | Add +78.8% | 0.50% | +0.16 |
| SCHV Schwab US Large-Cap Value | Add +150.4% | 0.32% | +0.15 |
| CEG Constellation Energy | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | Add +96.0% | 0.44% | +0.15 |
| XSSPX Nuveen S&P 500 Dynam Overwr | New | 0.15% | +0.15 |
| DXJ Wisdomtree Japan Hedged Eq | Add +1890.9% | 0.15% | +0.14 |
| SA Seabridge Gold Inc. | Add +671.6% | 0.13% | +0.11 |
| AVGO Broadcom Inc. | Add +125.0% | 0.22% | +0.11 |
| NOW ServiceNow Inc. | Add +698.5% | 0.12% | +0.10 |
| SPG Simon Property Group Inc. | Add +33.3% | 1.02% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +74.7% | 0.17% | +0.08 |
| EFA iShares MSCI Eafe ETF | Add +63.4% | 0.41% | +0.07 |
| XLF SS Financial Select Sector | Add +52.7% | 0.38% | +0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +54.5% | 0.13% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +4.8% | 0.07% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +19.3% | 0.43% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +16.5% | 1.73% | −0.01 |
| HEEM iShares Crncy Hedgd MSCI Em | Add +17.2% | 0.57% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +19.9% | 0.70% | −0.01 |
| LOW Lowe's Cos Inc. | Add +37.1% | 0.13% | −0.02 |
| APO Apollo Global Management Inc. | Add +31.0% | 0.84% | −0.04 |
| SCHF Schwab Intl Equity ETF | Add +0.1% | 0.20% | −0.06 |
| NVDA Nvidia Corp. | Add +26.2% | 12.67% | −0.08 |
| MCD McDonald's Corp. | Add +10.8% | 0.20% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.3% | 1.06% | −0.13 |
| SGOV iShares 0-3 Month Treasury B | Add +8.8% | 0.20% | −0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +5.8% | 0.56% | −0.13 |
| AAPL Apple Inc. | Add +24.6% | 5.94% | −0.15 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +13.9% | 1.85% | −0.36 |
| MSFT Microsoft Corp. | Add +26.1% | 6.10% | −0.89 |
| AMZN Amazon.com Inc. | Add +9.9% | 10.81% | −1.71 |
Notes & Other Activity Q1 2026 → Q2 2026
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 125 | $5Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $175.4M | GOOG, NVDA, AMZN, MSFT, AAPL |
| Q1 2026 | 1,034 | $120.4M | NVDA, AMZN, GOOG, MSFT, AAPL |
| Q4 2025 | 618 | $198.6M | GOOG, AMZN, NVDA, XPEIX, MSFT |
| Q3 2025 | 587 | $171.8M | GOOG, AMZN, NVDA, MSFT, UBER |
| Q2 2025 | 586 | $162.2M | AMZN, GOOG, NVDA, MSFT, UBER |
| Q1 2025 | 558 | $139.9M | AMZN, GOOG, NVDA, MSFT, UBER |