Wealth Preservation Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Wealth Preservation Advisors, LLC reported 558 stock positions worth $139.9 million. Its top holding was Amazon.com (AMZN) at 11.8% of the portfolio, followed by Alphabet Class C (GOOG, 11.3%) and Nvidia (NVDA, 7.2%).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001968434
- Portfolio Value
- $139.9M (Q1 2025)
- SEC Filing
- 0001968434-25-000002 ↗ filed May 14, 2025
Holdings Value
Holdings 558 stocks · $139.9M
| AMZN Amazon.com Inc. | 11.78% | 86,638 | $16.5M | — |
| GOOG Alphabet Inc. Class C | 11.33% | 101,406 | $15.8M | — |
| NVDA Nvidia Corp. | 7.25% | 93,532 | $10.1M | — |
| MSFT Microsoft Corp. | 6.50% | 24,216 | $9.1M | — |
| UBER Uber Technologies Inc. | 6.43% | 123,393 | $9.0M | — |
| PEBO Peoples Bancorp Inc. | 5.93% | 279,621 | $8.3M | — |
| AAPL Apple Inc. | 5.82% | 36,655 | $8.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.12% | 25,283 | $4.4M | — |
| OBDC Blue Owl Capital Corp. | 2.06% | 197,035 | $2.9M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.55% | 5,835 | $2.2M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.53% | 13,335 | $2.1M | — |
| NFLX Netflix Inc. | 1.36% | 2,036 | $1.9M | — |
| CRM Salesforce Inc. | 1.22% | 6,345 | $1.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 2,661 | $1.5M | — |
| HEFA Isha Curr Hedged MSCI Eafe | 1.02% | 39,259 | $1.4M | — |
| GOOGL Alphabet Inc. Class A | 0.99% | 8,932 | $1.4M | — |
| DFSV Dimensional US Small Cap Val | 0.96% | 47,618 | $1.3M | — |
| SPG Simon Property Group Inc. | 0.95% | 8,002 | $1.3M | — |
| META Meta Platforms Inc. Class A | 0.77% | 1,866 | $1.1M | — |
| FHN First Horizon Corp. | 0.70% | 50,626 | $983K | — |
| FBK FB Financial Corp. filed as FB FINL CORP | 0.63% | 19,000 | $881K | — |
| ARKB ARK 21SHARES Bitcoin ETF | 0.59% | 10,083 | $829K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.57% | 1 | $798K | — |
| MRK Merck & Co. Inc. | 0.53% | 8,294 | $744K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.52% | 2,962 | $725K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.50% | 3,746 | $698K | — |
| OWL Blue Owl Capital Inc. | 0.47% | 32,534 | $652K | — |
| PNC PNC Financial Services Group | 0.45% | 3,620 | $636K | — |
| XLF SS Financial Select Sector | 0.43% | 12,201 | $608K | — |
| KO The Coca-Cola Co. | 0.42% | 8,195 | $587K | — |
| DE Deere & Co. | 0.42% | 1,246 | $585K | — |
| AB Alliancebernstein Holding LP | 0.41% | 15,061 | $577K | — |
| SYBT Stock Yards Bancorp Inc. | 0.41% | 8,264 | $571K | — |
| EFA iShares MSCI Eafe ETF | 0.41% | 6,953 | $568K | — |
| TSLA Tesla Inc. | 0.37% | 2,006 | $520K | — |
| HEEM iShares Crncy Hedgd MSCI Em | 0.35% | 17,573 | $493K | — |
| GLD SPDR Gold Shares | 0.34% | 1,665 | $480K | — |
| KKR KKR & Co. Inc. | 0.33% | 4,000 | $462K | — |
| PGR Progressive Corp. | 0.33% | 1,614 | $457K | — |
| CHDN Churchill Downs Inc. | 0.32% | 4,080 | $453K | — |
| SCHV Schwab US Large-Cap Value | 0.32% | 16,886 | $449K | — |
| WFC Wells Fargo & Co. | 0.32% | 6,200 | $445K | — |
| OHI Omega Healthcare Investors | 0.31% | 11,317 | $431K | — |
| JPM JPMorgan Chase & Co. | 0.31% | 1,752 | $430K | — |
| IVW iShares S&P 500 Growth ETF | 0.30% | 4,493 | $417K | — |
| MS Morgan Stanley | 0.30% | 3,574 | $417K | — |
| SSB Southstate Bank Corp. | 0.30% | 4,489 | $417K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 761 | $405K | — |
| NOW ServiceNow Inc. | 0.27% | 480 | $382K | — |
| RTX RTX Corp. | 0.27% | 2,865 | $379K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.27% | 5,236 | $377K | — |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.27% | 1,301 | $375K | — |
| VYM Vanguard High DVD Yield ETF | 0.27% | 2,903 | $374K | — |
| ABT Abbott Laboratories | 0.27% | 2,815 | $373K | — |
| UNP Union Pacific Corp. | 0.27% | 1,573 | $372K | — |
| SCHF Schwab Intl Equity ETF | 0.26% | 18,484 | $366K | — |
| MCD McDonald's Corp. | 0.26% | 1,160 | $362K | — |
| MPC Marathon Petroleum Corp. | 0.25% | 2,428 | $354K | — |
| IBIT iShares Bitcoin Trust ETF | 0.24% | 7,067 | $331K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.22% | 1,198 | $302K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.21% | 2,489 | $298K | — |
| AMLP Alerian MLP ETF | 0.20% | 5,447 | $283K | — |
| EEM iShares MSCI Emerging Market | 0.19% | 6,126 | $268K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.18% | 4,063 | $258K | — |
| YUM Yum! Brands Inc. | 0.17% | 1,511 | $238K | — |
| NSC Norfolk Southern Corp. | 0.16% | 964 | $228K | — |
| TT Trane Technologies PLC | 0.16% | 676 | $228K | — |
| AEM Agnico Eagle Mines Ltd. | 0.16% | 2,075 | $225K | — |
| USB US Bancorp | 0.16% | 5,280 | $223K | — |
| VGK Vanguard Ftse Europe ETF | 0.16% | 3,161 | $222K | — |
| UNH Unitedhealth Group Inc. | 0.16% | 416 | $218K | — |
| SMBK Smartfinancial Inc. | 0.15% | 6,945 | $216K | — |
| CEG Constellation Energy | 0.15% | 1,066 | $215K | — |
| NEM Newmont Corp. | 0.15% | 4,418 | $213K | — |
| AVGO Broadcom Inc. | 0.15% | 1,259 | $211K | — |
| PPL PPL Corp. | 0.15% | 5,638 | $204K | — |
| V Visa Inc. Class A | 0.14% | 570 | $200K | — |
| HSY The Hershey Co. | 0.14% | 1,158 | $198K | — |
| IJH iShares Core S&P Midcap ETF | 0.14% | 3,347 | $195K | — |
| CHKP Check Point Software Tech | 0.13% | 807 | $184K | — |
| SHV iShares 0-1 Year Treasury Bo | 0.13% | 1,643 | $181K | — |
| LOW Lowe's Cos Inc. | 0.13% | 761 | $177K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.13% | 2,131 | $177K | — |
| DXJ Wisdomtree Japan Hedged Eq | 0.13% | 1,610 | $177K | — |
| ACN Accenture PLC Class A | 0.13% | 565 | $176K | — |
| DFAU Dimensional US Core Equity M | 0.13% | 4,567 | $176K | — |
| WMT Walmart Inc. | 0.12% | 1,989 | $175K | — |
| SNOW Snowflake Inc. | 0.12% | 1,151 | $168K | — |
| CARR Carrier Global Corp. | 0.12% | 2,636 | $167K | — |
| DUK Duke Energy Corp. | 0.12% | 1,338 | $163K | — |
| ORCL Oracle Corp. | 0.12% | 1,160 | $162K | — |
| EXC Exelon Corp. | 0.11% | 3,489 | $161K | — |
| PG The Procter & Gamble Co. | 0.11% | 917 | $156K | — |
| LIN Linde PLC | 0.11% | 333 | $155K | — |
| PRU Prudential Financial Inc. | 0.11% | 1,325 | $148K | — |
| BMY Bristol-Myers Squibb Co. | 0.11% | 2,417 | $147K | — |
| APH Amphenol Corp. Class A | 0.10% | 2,220 | $146K | — |
| MSI Motorola Solutions Inc. | 0.10% | 321 | $141K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.10% | 333 | $140K | — |
| APO Apollo Global Management Inc. | 0.10% | 1,019 | $140K | — |
Other holdings (4): bonds, preferreds, convertibles and warrants · $55K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PINNACLE FINANCIAL PARTN (PNFP 6.75 PERP B) | PFD | 2,000 | $48K | — |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 125 | $3K | — |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 43 | $2K | — |
| QVC INC (QVCN 6.375 09/13/67) | Preferred | 144 | $1K | — |
Total filed on the 13F, all lines: $139.9M.
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
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 |