Wealth Preservation Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Wealth Preservation Advisors, LLC reported 587 stock positions worth $171.8 million. Its top holding was Alphabet Class C (GOOG) at 14.4% of the portfolio, followed by Amazon.com (AMZN, 10.8%) and Nvidia (NVDA, 9.8%). Compared with Q2 2025, it opened 37 new positions, sold out of 36, added to 130 and reduced 118. The biggest buy was Alphabet Class C (GOOG, shares +0%) and the biggest sale Salesforce (CRM, shares −82%).

Most Recent 13F
Q2 2026
Location
CHATTANOOGA, TN
CIK
0001968434
Portfolio Value
$171.8M (Q3 2025)
SEC Filing
0001968434-25-000005 ↗ filed Nov 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2025: $139.9M Q1 2025 Q2 2025: $162.2M Q2 2025 Q3 2025: $171.8M $171.8M Q3 2025 Q4 2025: $198.6M Q4 2025 Q1 2026: $120.4M Q1 2026 Q2 2026: $175.4M Q2 2026

Holdings 587 stocks · $171.8M
GOOG Alphabet Inc. Class C 14.38% 101,421 $24.7M Add +0.0%
AMZN Amazon.com Inc. 10.79% 84,403 $18.5M Reduce -1.0%
NVDA Nvidia Corp. 9.81% 90,355 $16.9M Reduce -10.7%
MSFT Microsoft Corp. 7.31% 24,250 $12.6M Add +0.2%
UBER Uber Technologies Inc. 7.07% 124,013 $12.1M Add +0.0%
AAPL Apple Inc. 5.46% 36,809 $9.4M Add +0.7%
PEBO Peoples Bancorp Inc. 4.87% 278,803 $8.4M Reduce -0.3%
VTV Vanguard Mrngstr Val ETF-Aui 3.19% 29,412 $5.5M Add +14.6%
NFLX Netflix Inc. 2.12% 3,036 $3.6M Add +49.1%
VUG Vanguard Mrngstar GR ETF-Sui 1.65% 5,923 $2.8M Add +2.5%
OBDC Blue Owl Capital Corp. 1.51% 203,474 $2.6M Add +1.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 1.45% 14,260 $2.5M Add +4.7%
GOOGL Alphabet Inc. Class A 1.09% 7,714 $1.9M Reduce -12.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.06% 2,730 $1.8M Add +2.6%
HEFA Isha Curr Hedged MSCI Eafe 0.90% 39,214 $1.6M Add +0.4%
SPG Simon Property Group Inc. 0.87% 8,002 $1.5M No change
DFSV Dimensional US Small Cap Val 0.72% 38,989 $1.2M Reduce -11.0%
META Meta Platforms Inc. Class A 0.70% 1,640 $1.2M Reduce -39.6%
FHN First Horizon Corp. 0.67% 50,631 $1.1M Add +0.0%
FBK FB Financial Corp. filed as FB FINL CORP 0.62% 19,000 $1.1M No change
ARKB ARK 21SHARES Bitcoin ETF 0.55% 24,821 $944K Reduce -21.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.51% 2,997 $880K Add +0.0%
EFA iShares MSCI Eafe ETF 0.49% 9,069 $847K Add +30.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.46% 3,747 $782K Add +0.0%
BRK.A Berkshire Hathaway Inc. Class A 0.44% 1 $754K No change
PNC PNC Financial Services Group 0.42% 3,605 $724K Reduce -0.4%
XLF SS Financial Select Sector 0.38% 12,206 $658K No change
GLD SPDR Gold Shares 0.37% 1,802 $641K Add +8.2%
MRK Merck & Co. Inc. 0.36% 7,414 $622K Add +0.1%
HEEM iShares Crncy Hedgd MSCI Em 0.34% 17,378 $585K Add +0.5%
SYBT Stock Yards Bancorp Inc. 0.34% 8,264 $578K No change
AB Alliancebernstein Holding LP 0.34% 15,061 $576K No change
DE Deere & Co. 0.33% 1,257 $575K Add +0.9%
JPM JPMorgan Chase & Co. 0.32% 1,745 $550K Reduce -0.2%
KO The Coca-Cola Co. 0.32% 8,227 $546K Add +0.0%
OWL Blue Owl Capital Inc. 0.32% 32,112 $544K Reduce -1.1%
IVW iShares S&P 500 Growth ETF 0.32% 4,493 $542K No change
WFC Wells Fargo & Co. 0.31% 6,375 $534K Add +2.5%
MS Morgan Stanley 0.31% 3,336 $530K Reduce -0.1%
KKR KKR & Co. Inc. 0.30% 4,000 $520K No change
SCHV Schwab US Large-Cap Value 0.28% 16,736 $487K Reduce -0.2%
OHI Omega Healthcare Investors 0.28% 11,317 $478K No change
MPC Marathon Petroleum Corp. 0.27% 2,430 $468K No change
SCHF Schwab Intl Equity ETF 0.25% 18,484 $430K No change
NOW ServiceNow Inc. 0.25% 460 $423K Reduce -4.2%
UNP Union Pacific Corp. 0.24% 1,771 $419K Add +12.9%
BRK.B Berkshire Hathaway Inc. Class B 0.24% 828 $416K Add +8.8%
VYM Vanguard High DVD Yield ETF 0.24% 2,888 $407K No change
PGR Progressive Corp. 0.23% 1,625 $401K Add +0.5%
CHDN Churchill Downs Inc. 0.23% 4,080 $396K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.23% 1,301 $387K Add +1.9%
AVGO Broadcom Inc. 0.22% 1,170 $386K Reduce -5.1%
ABT Abbott Laboratories 0.22% 2,803 $375K Add +0.6%
MCD McDonald's Corp. 0.21% 1,165 $354K Add +0.7%
CEG Constellation Energy 0.20% 1,068 $351K No change
AEM Agnico Eagle Mines Ltd. 0.20% 2,075 $350K No change
ORCL Oracle Corp. 0.20% 1,211 $341K Add +5.8%
NEM Newmont Corp. 0.20% 4,029 $340K Add +0.3%
ABBV Abbvie Inc. 0.19% 1,440 $333K Add +97.0%
IJJ iShares S&P Mid-Cap 400 Valu 0.19% 2,479 $322K No change
SCZ iShares MSCI Eafe Small-Cap 0.18% 4,063 $312K No change
PNFP Pinnacle Financial Partners 0.17% 3,200 $300K Add +166.7%
TT Trane Technologies PLC 0.17% 676 $285K No change
NSC Norfolk Southern Corp. 0.17% 950 $285K Reduce -1.3%
APH Amphenol Corp. Class A 0.16% 2,220 $275K No change
CRM Salesforce Inc. 0.15% 1,122 $266K Reduce -82.4%
VOO Vanguard S&P 500 ETF 0.15% 428 $262K Add +1.4%
SNOW Snowflake Inc. 0.15% 1,156 $261K No change
TSLA Tesla Inc. 0.15% 579 $257K Reduce -77.5%
USB US Bancorp 0.15% 5,169 $250K Reduce -1.5%
SA Seabridge Gold Inc. 0.15% 10,329 $249K No change
SMBK Smartfinancial Inc. 0.14% 6,945 $248K No change
VGK Vanguard Ftse Europe ETF 0.14% 3,072 $245K Reduce -0.8%
AMLP Alerian MLP ETF 0.14% 5,154 $242K Add +0.3%
APO Apollo Global Management Inc. 0.13% 1,734 $231K No change
YUM Yum! Brands Inc. 0.13% 1,517 $231K Add +0.4%
HSY The Hershey Co. 0.13% 1,175 $220K Add +0.7%
IJH iShares Core S&P Midcap ETF 0.13% 3,347 $218K No change
PPL PPL Corp. 0.12% 5,722 $213K Add +0.8%
DFAU Dimensional US Core Equity M 0.12% 4,567 $209K No change
DXJ Wisdomtree Japan Hedged Eq 0.12% 1,610 $206K No change
INTC Intel Corp. 0.12% 6,115 $205K Reduce -5.2%
WMT Walmart Inc. 0.12% 1,986 $205K Add +0.3%
IJK iShares S&P Mid-Cap 400 Grow 0.12% 2,131 $204K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.12% 433 $201K Add +30.0%
V Visa Inc. Class A 0.11% 570 $195K No change
EEM iShares MSCI Emerging Market 0.11% 3,618 $193K Reduce -40.9%
LOW Lowe's Cos Inc. 0.11% 761 $191K No change
SHV iShares 0-1 Year Treasury Bo 0.11% 1,643 $182K No change
AXP American Express Co. 0.10% 528 $175K Add +131.6%
DUK Duke Energy Corp. 0.10% 1,381 $171K Add +0.2%
CHKP Check Point Software Tech 0.10% 807 $167K No change
KGC Kinross Gold Corp. 0.10% 6,627 $165K No change
ETN Eaton Corp. PLC 0.10% 437 $164K Reduce -1.6%
CARR Carrier Global Corp. 0.09% 2,671 $159K Add +1.3%
EXC Exelon Corp. 0.09% 3,521 $158K No change
LIN Linde PLC 0.09% 333 $158K No change
DELL Dell Technologies -C 0.09% 1,104 $157K Add +1.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 553 $156K Reduce -0.5%
MSI Motorola Solutions Inc. 0.09% 321 $147K No change

Show all 587 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $55K (not counted above)
SecurityClassShares / PrincipalValueChange
PINNACLE FINANCIAL PARTN (PNFP 6.75 PERP B) PFD 2,000$50KNew
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 177$5KNo change

Total filed on the 13F, all lines: $171.9M.

Portfolio Sells Q2 2025 → Q3 2025
CRM Salesforce Inc. Reduce -82.4% 0.15% −0.92
AMZN Amazon.com Inc. Reduce -1.0% 10.79% −0.74
META Meta Platforms Inc. Class A Reduce -39.6% 0.70% −0.53
PEBO Peoples Bancorp Inc. Reduce -0.3% 4.87% −0.40
TSLA Tesla Inc. Reduce -77.5% 0.15% −0.36
CRWD CrowdStrike Holdings Inc. Class A Reduce -97.8% 0.01% −0.29
FBTC Fidelity Wise Origin Bitcoin Reduce -87.8% 0.04% −0.27
ZNGRIX Nuveen Global Cities REIT-I Sold out 0.00% −0.26
RTX RTX Corp. Sold out 0.00% −0.26
HUBS HubSpot Inc. Sold out 0.00% −0.26
SSB Southstate Bank Corp. Sold out 0.00% −0.25
MSTR Strategy Inc. Sold out 0.00% −0.23
IBIT iShares Bitcoin Trust ETF Reduce -73.1% 0.08% −0.21
ARKB ARK 21SHARES Bitcoin ETF Reduce -21.8% 0.55% −0.15
ETF OPPORTUNITIES TRUST Sold out 0.00% −0.12
AMD Advanced Micro Devices Reduce -76.4% 0.02% −0.07
DFSV Dimensional US Small Cap Val Reduce -11.0% 0.72% −0.07
EEM iShares MSCI Emerging Market Reduce -40.9% 0.11% −0.07
OWL Blue Owl Capital Inc. Reduce -1.1% 0.32% −0.07
NOW ServiceNow Inc. Reduce -4.2% 0.25% −0.06
PLTR Palantir Technologies Inc. Class A Reduce -70.4% 0.03% −0.06
PARAMOUNT GLOBAL Sold out 0.00% −0.05
ARKK ARK Innovation ETF Sold out 0.00% −0.04
NVDA Nvidia Corp. Reduce -10.7% 9.81% −0.04
AEP American Electric Power Reduce -90.7% 0.00% −0.03
SDY SS SPDR S&P Dividend ETF Sold out 0.00% −0.03
FITE SS SPDR S&P Kensho FS ETF Reduce -54.5% 0.02% −0.02
HYMTF Hyundai Motor Co.-Reg S GDR Sold out 0.00% −0.02
SAP Sap SE-Sponsored ADR Reduce -0.5% 0.07% −0.01
CMCSA Comcast Corp. Class A Reduce -17.6% 0.03% −0.01
TGT Target Corp. Sold out 0.00% −0.01
TRV The Travelers Cos Inc. Sold out 0.00% −0.01
ECL Ecolab Inc. Reduce -14.1% 0.05% −0.01
IBM Intl Business Machines Corp. Reduce -0.5% 0.09% −0.01
HPQ HP Inc. Sold out 0.00% −0.01
AMGN Amgen Inc. Reduce -68.8% 0.00% −0.01
VLO Valero Energy Corp. Sold out 0.00% −0.01
LHX L3HARRIS Technologies Inc. Reduce -88.1% 0.00% −0.01
OKE Oneok Inc. Reduce -1.9% 0.04% −0.01
FIS Fidelity National Info Serv Reduce -2.8% 0.03% −0.01
PG The Procter & Gamble Co. Reduce -0.1% 0.08% −0.01
CVX Chevron Corp. Reduce -22.0% 0.03% −0.01
KMI Kinder Morgan Inc. Reduce -54.8% 0.01% −0.01
EOG EOG Resources Inc. Reduce -73.9% 0.00% −0.01
BMY Bristol-Myers Squibb Co. Reduce -1.4% 0.06% −0.01
BBY Best Buy Co. Inc. Reduce -26.7% 0.02% −0.01
CB Chubb Ltd. Reduce -1.2% 0.06% −0.01
DTE DTE Energy Company Sold out 0.00% −0.01
VGK Vanguard Ftse Europe ETF Reduce -0.8% 0.14% −0.01
PFE Pfizer Inc. Reduce -53.9% 0.00% −0.00

Portfolio Buys Q2 2025 → Q3 2025
GOOG Alphabet Inc. Class C Add +0.0% 14.38% +3.29
AAPL Apple Inc. Add +0.7% 5.46% +0.83
NFLX Netflix Inc. Add +49.1% 2.12% +0.44
VTV Vanguard Mrngstr Val ETF-Aui Add +14.6% 3.19% +0.40
ABBV Abbvie Inc. Add +97.0% 0.19% +0.11
EFA iShares MSCI Eafe ETF Add +30.0% 0.49% +0.11
PNFP Pinnacle Financial Partners Add +166.7% 0.17% +0.09
VUG Vanguard Mrngstar GR ETF-Sui Add +2.5% 1.65% +0.09
VOE Vngrd Mrngstr MD-Cap Val ETF Add +4.7% 1.45% +0.07
GLD SPDR Gold Shares Add +8.2% 0.37% +0.06
COKE Coca-Cola Consolidated Inc. New 0.06% +0.06
AXP American Express Co. Add +131.6% 0.10% +0.06
AUR Aurora Innovation Inc. New 0.06% +0.06
NEM Newmont Corp. Add +0.3% 0.20% +0.05
ASML ASML Holding NV-NY Reg SHS New 0.05% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +2.6% 1.06% +0.04
ORCL Oracle Corp. Add +5.8% 0.20% +0.04
CAVA Cava Group Inc. New 0.04% +0.04
ITMSF Intermap Technologies Corp. Add +66.7% 0.06% +0.03
DIA SS SPDR Dow Jones Indus Avg Add +30.0% 0.12% +0.03
UNP Union Pacific Corp. Add +12.9% 0.24% +0.02
GDXJ Vaneck Junior Gold Miners Add +5.8% 0.06% +0.02
HEEM iShares Crncy Hedgd MSCI Em Add +0.5% 0.34% +0.02
VGIT Vanguard Intermediate-Term T New 0.02% +0.02
CEF Sprott Physical Gold and Sil New 0.02% +0.02
SNAP Snap Inc. Class A Add +100.0% 0.04% +0.02
NSLR Neostellar Capital Corp. New 0.02% +0.02
MKL Markel Group Inc. New 0.02% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +8.8% 0.24% +0.01
HEI.A Heico Corp. Class A New 0.01% +0.01
BEPC Brookfield Renewable Corp. New 0.01% +0.01
B Barrick Mining Corp. Add +5.8% 0.03% +0.01
TDG Transdigm Group Inc. New 0.01% +0.01
VZ Verizon Communications Inc. Add +23.5% 0.07% +0.01
JNJ Johnson & Johnson Add +4.2% 0.06% +0.01
POST Post Holdings Inc. New 0.01% +0.01
DELL Dell Technologies -C Add +1.4% 0.09% +0.01
SPGI S&P Global Inc. Add +3100.0% 0.01% +0.01
SNY Sanofi-ADR Add +128.1% 0.02% +0.01
HSY The Hershey Co. Add +0.7% 0.13% +0.01
IQV Iqvia Holdings Inc. Add +2.9% 0.05% +0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Add +1.9% 0.23% +0.01
BHP BHP Group Ltd.-Spon ADR New 0.01% +0.01
CMI Cummins Inc. Add +2.3% 0.03% +0.01
NOMD Nomad Foods Ltd. New 0.01% +0.01
AZN Astrazeneca PLC-Spons ADR Add +3.0% 0.08% +0.01
GLW Corning Inc. Add +54.5% 0.01% +0.01
PPL PPL Corp. Add +0.8% 0.12% +0.01
VOO Vanguard S&P 500 ETF Add +1.4% 0.15% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.0% 0.46% +0.00

Notes & Other Activity Q2 2025 → Q3 2025
PINNACLE FINANCIAL PARTN (PNFP 6.75 PERP B) PFD New 2,000 $50K
EMN Eastman Chemical Co. COM Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 88$175.4MGOOG, NVDA, AMZN, MSFT, AAPL
Q1 2026 1,034$120.4MNVDA, AMZN, GOOG, MSFT, AAPL
Q4 2025 618$198.6MGOOG, AMZN, NVDA, XPEIX, MSFT
Q3 2025 587$171.8MGOOG, AMZN, NVDA, MSFT, UBER
Q2 2025 586$162.2MAMZN, GOOG, NVDA, MSFT, UBER
Q1 2025 558$139.9MAMZN, GOOG, NVDA, MSFT, UBER