Wealth Preservation Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Wealth Preservation Advisors, LLC reported 586 stock positions worth $162.2 million. Its top holding was Amazon.com (AMZN) at 11.5% of the portfolio, followed by Alphabet Class C (GOOG, 11.1%) and Nvidia (NVDA, 9.9%). Compared with Q1 2025, it opened 84 new positions, sold out of 56, added to 94 and reduced 91. The biggest buy was Nvidia (NVDA, shares +8%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001968434
- Portfolio Value
- $162.2M (Q2 2025)
- SEC Filing
- 0001968434-25-000003 ↗ filed Aug 14, 2025
Holdings Value
Holdings 586 stocks · $162.2M
| AMZN Amazon.com Inc. | 11.53% | 85,223 | $18.7M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 11.09% | 101,406 | $18.0M | No change |
| NVDA Nvidia Corp. | 9.85% | 101,122 | $16.0M | Add +8.1% |
| MSFT Microsoft Corp. | 7.42% | 24,210 | $12.0M | Reduce -0.0% |
| UBER Uber Technologies Inc. | 7.13% | 123,996 | $11.6M | Add +0.5% |
| PEBO Peoples Bancorp Inc. | 5.27% | 279,621 | $8.5M | No change |
| AAPL Apple Inc. | 4.62% | 36,550 | $7.5M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.80% | 25,666 | $4.5M | Add +1.5% |
| OBDC Blue Owl Capital Corp. | 1.77% | 199,661 | $2.9M | Add +1.3% |
| NFLX Netflix Inc. | 1.68% | 2,036 | $2.7M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.56% | 5,779 | $2.5M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.38% | 13,627 | $2.2M | Add +2.2% |
| META Meta Platforms Inc. Class A | 1.24% | 2,715 | $2.0M | Add +45.5% |
| CRM Salesforce Inc. | 1.07% | 6,365 | $1.7M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 2,661 | $1.6M | No change |
| GOOGL Alphabet Inc. Class A | 0.96% | 8,854 | $1.6M | Reduce -0.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.91% | 39,053 | $1.5M | Reduce -0.5% |
| DFSV Dimensional US Small Cap Val | 0.79% | 43,788 | $1.3M | Reduce -8.0% |
| SPG Simon Property Group Inc. | 0.79% | 8,002 | $1.3M | No change |
| ARKB ARK 21SHARES Bitcoin ETF | 0.70% | 31,749 | $1.1M | Add +5.0% |
| FHN First Horizon Corp. | 0.66% | 50,629 | $1.1M | Add +0.0% |
| FBK FB Financial Corp. filed as FB FINL CORP | 0.53% | 19,000 | $861K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.53% | 2,996 | $852K | Add +1.1% |
| TSLA Tesla Inc. | 0.51% | 2,579 | $819K | Add +28.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.45% | 3,746 | $731K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.45% | 1 | $729K | No change |
| PNC PNC Financial Services Group | 0.42% | 3,618 | $674K | Reduce -0.1% |
| SYBT Stock Yards Bancorp Inc. | 0.40% | 8,264 | $653K | No change |
| XLF SS Financial Select Sector | 0.39% | 12,206 | $639K | Add +0.0% |
| DE Deere & Co. | 0.39% | 1,246 | $634K | No change |
| OWL Blue Owl Capital Inc. | 0.38% | 32,479 | $624K | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.38% | 6,977 | $624K | Add +0.3% |
| AB Alliancebernstein Holding LP | 0.38% | 15,061 | $615K | No change |
| MRK Merck & Co. Inc. | 0.36% | 7,408 | $586K | Reduce -10.7% |
| KO The Coca-Cola Co. | 0.36% | 8,225 | $582K | Add +0.4% |
| KKR KKR & Co. Inc. | 0.33% | 4,000 | $532K | No change |
| HEEM iShares Crncy Hedgd MSCI Em | 0.32% | 17,297 | $521K | Reduce -1.6% |
| GLD SPDR Gold Shares | 0.31% | 1,665 | $508K | No change |
| JPM JPMorgan Chase & Co. | 0.31% | 1,749 | $507K | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.31% | 6,218 | $498K | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 4,493 | $495K | No change |
| NOW ServiceNow Inc. | 0.30% | 480 | $493K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.30% | 5,236 | $492K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 941 | $479K | Add +3991.3% |
| MS Morgan Stanley | 0.29% | 3,338 | $470K | Reduce -6.6% |
| SCHV Schwab US Large-Cap Value | 0.29% | 16,774 | $464K | Reduce -0.7% |
| IBIT iShares Bitcoin Trust ETF | 0.28% | 7,522 | $460K | Add +6.4% |
| PGR Progressive Corp. | 0.27% | 1,617 | $432K | Add +0.2% |
| ZNGRIX Nuveen Global Cities REIT-I | 0.26% | 37,132 | $427K | New |
| RTX RTX Corp. | 0.26% | 2,882 | $421K | Add +0.6% |
| HUBS HubSpot Inc. | 0.26% | 750 | $417K | New |
| OHI Omega Healthcare Investors | 0.26% | 11,317 | $415K | No change |
| SSB Southstate Bank Corp. | 0.25% | 4,489 | $413K | No change |
| CHDN Churchill Downs Inc. | 0.25% | 4,080 | $412K | No change |
| SCHF Schwab Intl Equity ETF | 0.25% | 18,484 | $408K | No change |
| MPC Marathon Petroleum Corp. | 0.25% | 2,430 | $404K | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.24% | 2,888 | $385K | Reduce -0.5% |
| ABT Abbott Laboratories | 0.23% | 2,787 | $379K | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 761 | $370K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.23% | 911 | $368K | Reduce -30.0% |
| UNP Union Pacific Corp. | 0.22% | 1,568 | $361K | Reduce -0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.22% | 1,277 | $354K | Add +6.6% |
| CEG Constellation Energy | 0.21% | 1,068 | $345K | Add +0.2% |
| AVGO Broadcom Inc. | 0.21% | 1,233 | $340K | Reduce -2.1% |
| MCD McDonald's Corp. | 0.21% | 1,157 | $338K | Reduce -0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.19% | 2,479 | $306K | Reduce -0.4% |
| TT Trane Technologies PLC | 0.18% | 676 | $296K | No change |
| EEM iShares MSCI Emerging Market | 0.18% | 6,126 | $296K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.18% | 4,063 | $295K | No change |
| SNOW Snowflake Inc. | 0.16% | 1,156 | $259K | Add +0.4% |
| AMLP Alerian MLP ETF | 0.15% | 5,139 | $251K | Reduce -5.7% |
| ORCL Oracle Corp. | 0.15% | 1,145 | $250K | Reduce -1.3% |
| AEM Agnico Eagle Mines Ltd. | 0.15% | 2,075 | $247K | No change |
| NSC Norfolk Southern Corp. | 0.15% | 962 | $246K | Reduce -0.2% |
| APO Apollo Global Management Inc. | 0.15% | 1,734 | $246K | Add +70.2% |
| VGK Vanguard Ftse Europe ETF | 0.15% | 3,098 | $240K | Reduce -2.0% |
| VOO Vanguard S&P 500 ETF | 0.15% | 422 | $240K | Add +6933.3% |
| USB US Bancorp | 0.15% | 5,248 | $237K | Reduce -0.6% |
| SMBK Smartfinancial Inc. | 0.14% | 6,945 | $235K | No change |
| NEM Newmont Corp. | 0.14% | 4,019 | $234K | Reduce -9.0% |
| YUM Yum! Brands Inc. | 0.14% | 1,511 | $224K | No change |
| APH Amphenol Corp. Class A | 0.14% | 2,220 | $219K | No change |
| IJH iShares Core S&P Midcap ETF | 0.13% | 3,347 | $208K | No change |
| V Visa Inc. Class A | 0.12% | 570 | $202K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.12% | 2,131 | $194K | No change |
| HSY The Hershey Co. | 0.12% | 1,167 | $194K | Add +0.8% |
| WMT Walmart Inc. | 0.12% | 1,979 | $194K | Reduce -0.5% |
| DFAU Dimensional US Core Equity M | 0.12% | 4,567 | $193K | No change |
| CARR Carrier Global Corp. | 0.12% | 2,636 | $193K | No change |
| PPL PPL Corp. | 0.12% | 5,678 | $192K | Add +0.7% |
| ETF OPPORTUNITIES TRUST | 0.12% | 22,000 | $190K | New |
| DXJ Wisdomtree Japan Hedged Eq | 0.11% | 1,610 | $184K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.11% | 1,643 | $181K | No change |
| CHKP Check Point Software Tech | 0.11% | 807 | $179K | No change |
| ACN Accenture PLC Class A | 0.11% | 576 | $172K | Add +1.9% |
| LOW Lowe's Cos Inc. | 0.10% | 761 | $169K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 556 | $164K | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.10% | 1,378 | $163K | Add +3.0% |
| AMD Advanced Micro Devices | 0.10% | 1,119 | $159K | Add +72.4% |
| ETN Eaton Corp. PLC | 0.10% | 444 | $159K | Add +1.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 177 | $4K | Add +41.6% |
Total filed on the 13F, all lines: $162.2M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.3% | 4.62% | −1.20 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 11.53% | −0.26 |
| MRK Merck & Co. Inc. | Reduce -10.7% | 0.36% | −0.17 |
| DFSV Dimensional US Small Cap Val | Reduce -8.0% | 0.79% | −0.16 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -0.5% | 0.91% | −0.10 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.09 |
| BITU Proshares Ultra Bitcoin ETF | Sold out | 0.00% | −0.09 |
| OWL Blue Owl Capital Inc. | Reduce -0.2% | 0.38% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.08% | −0.08 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.06 |
| MOAT Vaneck Morningstar Wide Moat | Sold out | 0.00% | −0.06 |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.21% | −0.05 |
| TRMD Torm PLC-A | Sold out | 0.00% | −0.05 |
| AMLP Alerian MLP ETF | Reduce -5.7% | 0.15% | −0.05 |
| SPGP Invesco S&P 500 Garp ETF | Sold out | 0.00% | −0.05 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.22% | −0.04 |
| MSTR Strategy Inc. | Reduce -30.0% | 0.23% | −0.04 |
| PNC PNC Financial Services Group | Reduce -0.1% | 0.42% | −0.04 |
| BST BlackRock Science & Tech TR | Sold out | 0.00% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -31.4% | 0.06% | −0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -0.7% | 0.29% | −0.03 |
| PRU Prudential Financial Inc. | Reduce -18.9% | 0.07% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.0% | 0.23% | −0.03 |
| HEEM iShares Crncy Hedgd MSCI Em | Reduce -1.6% | 0.32% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -65.4% | 0.01% | −0.03 |
| T AT&T Inc. | Reduce -37.8% | 0.04% | −0.03 |
| ET Energy Transfer LP | Reduce -44.6% | 0.03% | −0.03 |
| MPLX MPLX LP | Reduce -95.1% | 0.00% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.5% | 0.24% | −0.03 |
| O Realty Income Corp. | Reduce -22.3% | 0.06% | −0.03 |
| SBRA Sabra Health Care REIT Inc. | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -17.4% | 0.06% | −0.03 |
| MAIN Main Street Capital Corp. | Reduce -61.0% | 0.01% | −0.03 |
| ARLP Alliance Resource Partners | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 0.96% | −0.03 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −0.02 |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | Sold out | 0.00% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.4% | 0.19% | −0.02 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.02 |
| CHMI Cherry Hill Mortgage Investm | Sold out | 0.00% | −0.02 |
| UNM Unum Group | Reduce -55.4% | 0.01% | −0.02 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.02 |
| BBDC Barings BDC Inc. | Sold out | 0.00% | −0.02 |
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -18.0% | 0.07% | −0.02 |
| CVX Chevron Corp. | Reduce -7.0% | 0.04% | −0.02 |
| STN Stantec Inc. | Sold out | 0.00% | −0.02 |
| MFIC Midcap Financial Investment | Sold out | 0.00% | −0.02 |
| BSM Black Stone Minerals LP | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +8.1% | 9.85% | +2.60 |
| UBER Uber Technologies Inc. | Add +0.5% | 7.13% | +0.71 |
| META Meta Platforms Inc. Class A | Add +45.5% | 1.24% | +0.47 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3991.3% | 0.30% | +0.29 |
| ZNGRIX Nuveen Global Cities REIT-I | New | 0.26% | +0.26 |
| HUBS HubSpot Inc. | New | 0.26% | +0.26 |
| VOO Vanguard S&P 500 ETF | Add +6933.3% | 0.15% | +0.15 |
| TSLA Tesla Inc. | Add +28.6% | 0.51% | +0.13 |
| ETF OPPORTUNITIES TRUST | New | 0.12% | +0.12 |
| ARKB ARK 21SHARES Bitcoin ETF | Add +5.0% | 0.70% | +0.11 |
| SAP Sap SE-Sponsored ADR | New | 0.08% | +0.08 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.08% | +0.08 |
| SONY Sony Group Corp. - SP ADR | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +238.1% | 0.09% | +0.07 |
| COF Capital One Financial Corp. | Add +549.5% | 0.08% | +0.07 |
| APP AppLovin Corp. Class A | New | 0.06% | +0.06 |
| CEG Constellation Energy | Add +0.2% | 0.21% | +0.06 |
| APO Apollo Global Management Inc. | Add +70.2% | 0.15% | +0.05 |
| AMD Advanced Micro Devices | Add +72.4% | 0.10% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +6.4% | 0.28% | +0.05 |
| SNOW Snowflake Inc. | Add +0.4% | 0.16% | +0.04 |
| INTC Intel Corp. | Add +87.0% | 0.09% | +0.03 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.03% | +0.03 |
| AEP American Electric Power | Add +980.4% | 0.04% | +0.03 |
| AGNC AGNC Investment Corp. | New | 0.03% | +0.03 |
| RYAAY Ryanair Holdings PLC-SP ADR | New | 0.02% | +0.02 |
| HYMTF Hyundai Motor Co.-Reg S GDR | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +1.6% | 0.10% | +0.01 |
| DELL Dell Technologies -C | Add +2.0% | 0.08% | +0.01 |
| RCL Royal Caribbean Cruises Ltd. | Add +0.4% | 0.05% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +45.9% | 0.08% | +0.01 |
| SNY Sanofi-ADR | New | 0.01% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +1.1% | 0.53% | +0.01 |
| UL Unilever PLC | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +48.7% | 0.02% | +0.01 |
| TJX TJX Companies Inc. | New | 0.01% | +0.01 |
| IMBBY Imperial Brands PLC-Spon ADR | New | 0.00% | +0.00 |
| BP BP PLC-Spons ADR | New | 0.00% | +0.00 |
| DIS The Walt Disney Co. | Add +2.4% | 0.04% | +0.00 |
| BAESY Bae Systems PLC -Spon ADR | New | 0.00% | +0.00 |
| TTE Totalenergies SE -Spon ADR | New | 0.00% | +0.00 |
| NVS Novartis AG-Sponsored ADR | New | 0.00% | +0.00 |
| SAND Sandstorm Gold Ltd. | Add +30.3% | 0.01% | +0.00 |
| AAGIY Aia Group Ltd.-SP ADR | New | 0.00% | +0.00 |
| DTEGY Deutsche Telekom AG-Spon ADR | New | 0.00% | +0.00 |
| KTOS Kratos Defense & Security | New | 0.00% | +0.00 |
| IBDRY Iberdrola SA-Sponsored ADR | New | 0.00% | +0.00 |
| AXAHY AXA -Spons ADR | New | 0.00% | +0.00 |
| MCHP Microchip Technology Inc. | Add +53.9% | 0.01% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| PINNACLE FINANCIAL PARTN (PNFP 6.75 PERP B) | PFD | Sold out | 2,000 | $48Kbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +41.6% | 177 | $4K |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | Sold out | 43 | $2Kbefore exit |
| QVC INC (QVCN 6.375 09/13/67) | Preferred | Sold out | 144 | $1Kbefore exit |
| EMN Eastman Chemical Co. | COM | Reduce -100.0% | 0 | $0 |
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 |