Wealth Preservation Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 23, 2026), Wealth Preservation Advisors, LLC reported 618 stock positions worth $198.6 million. Its top holding was Alphabet Class C (GOOG) at 15.8% of the portfolio, followed by Amazon.com (AMZN, 9.8%) and Nvidia (NVDA, 8.8%). Compared with Q3 2025, it opened 48 new positions, sold out of 18, added to 96 and reduced 102. The biggest buy was a new position in Amg Pantheon Fund LLC-Instl (XPEIX) and the biggest sale Uber Technologies (UBER, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001968434
- Portfolio Value
- $198.6M (Q4 2025)
- SEC Filing
- 0001968434-26-000005 ↗ filed Feb 23, 2026
Holdings Value
Holdings 618 stocks · $198.6M
| GOOG Alphabet Inc. Class C | 15.77% | 99,833 | $31.3M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 9.81% | 84,413 | $19.5M | Add +0.0% |
| NVDA Nvidia Corp. | 8.84% | 94,181 | $17.6M | Add +4.2% |
| XPEIX Amg Pantheon Fund LLC-Instl | 7.18% | 499,707 | $14.3M | New |
| MSFT Microsoft Corp. | 5.87% | 24,104 | $11.7M | Reduce -0.6% |
| UBER Uber Technologies Inc. | 5.03% | 122,317 | $10.0M | Reduce -1.4% |
| AAPL Apple Inc. | 4.76% | 34,771 | $9.5M | Reduce -5.5% |
| PEBO Peoples Bancorp Inc. | 4.21% | 278,803 | $8.4M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.87% | 29,865 | $5.7M | Add +1.5% |
| XSPIX Stepstone Priv & Growth I | 2.47% | 93,795 | $4.9M | New |
| NFLX Netflix Inc. | 1.44% | 30,438 | $2.9M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.41% | 5,724 | $2.8M | Reduce -3.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.25% | 13,956 | $2.5M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 1.23% | 7,795 | $2.4M | Add +1.1% |
| OBDC Blue Owl Capital Corp. | 1.16% | 186,163 | $2.3M | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 0.87% | 2,632 | $1.7M | Add +60.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 2,488 | $1.7M | Reduce -8.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.82% | 39,389 | $1.6M | Add +0.5% |
| SPG Simon Property Group Inc. | 0.75% | 8,002 | $1.5M | No change |
| DFSV Dimensional US Small Cap Val | 0.61% | 36,873 | $1.2M | Reduce -5.4% |
| FHN First Horizon Corp. | 0.61% | 50,633 | $1.2M | Add +0.0% |
| FBK FB Financial Corp. filed as FB FINL CORP | 0.53% | 19,000 | $1.1M | No change |
| EFA iShares MSCI Eafe ETF | 0.44% | 9,093 | $873K | Add +0.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.42% | 2,990 | $835K | Reduce -0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 3,722 | $788K | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,508 | $758K | Add +82.1% |
| MRK Merck & Co. Inc. | 0.38% | 7,193 | $757K | Reduce -3.0% |
| PNC PNC Financial Services Group | 0.38% | 3,604 | $752K | Reduce -0.0% |
| GLD SPDR Gold Shares | 0.35% | 1,770 | $701K | Reduce -1.8% |
| XLF SS Financial Select Sector | 0.34% | 12,206 | $669K | No change |
| XPMIX Stepstone Private Markets-I | 0.32% | 10,580 | $644K | New |
| HEEM iShares Crncy Hedgd MSCI Em | 0.31% | 17,443 | $606K | Add +0.4% |
| WFC Wells Fargo & Co. | 0.30% | 6,380 | $595K | Add +0.1% |
| MS Morgan Stanley | 0.30% | 3,334 | $592K | Reduce -0.1% |
| DE Deere & Co. | 0.29% | 1,257 | $585K | No change |
| AB Alliancebernstein Holding LP | 0.29% | 15,061 | $580K | No change |
| JPM JPMorgan Chase & Co. | 0.29% | 1,786 | $575K | Add +2.4% |
| KO The Coca-Cola Co. | 0.29% | 8,211 | $574K | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 4,493 | $554K | No change |
| SYBT Stock Yards Bancorp Inc. | 0.27% | 8,264 | $537K | No change |
| RTX RTX Corp. | 0.26% | 2,864 | $525K | New |
| KKR KKR & Co. Inc. | 0.26% | 4,000 | $510K | No change |
| OHI Omega Healthcare Investors | 0.25% | 11,317 | $502K | No change |
| SCHV Schwab US Large-Cap Value | 0.24% | 15,920 | $471K | Reduce -4.9% |
| SCHF Schwab Intl Equity ETF | 0.24% | 19,586 | $471K | Add +6.0% |
| CHDN Churchill Downs Inc. | 0.23% | 4,080 | $464K | No change |
| OWL Blue Owl Capital Inc. | 0.23% | 30,759 | $460K | Reduce -4.2% |
| ZNGRIX Nuveen Global Cities REIT-I | 0.22% | 38,174 | $433K | New |
| SSB Southstate Bank Corp. | 0.21% | 4,489 | $422K | New |
| VYM Vanguard High DVD Yield ETF | 0.21% | 2,888 | $414K | No change |
| UNP Union Pacific Corp. | 0.21% | 1,777 | $411K | Add +0.3% |
| NEM Newmont Corp. | 0.20% | 4,029 | $402K | No change |
| AVGO Broadcom Inc. | 0.20% | 1,161 | $402K | Reduce -0.8% |
| MPC Marathon Petroleum Corp. | 0.20% | 2,430 | $395K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.20% | 1,302 | $393K | Add +0.1% |
| CEG Constellation Energy | 0.19% | 1,068 | $377K | No change |
| PGR Progressive Corp. | 0.19% | 1,625 | $370K | No change |
| MCD McDonald's Corp. | 0.18% | 1,156 | $353K | Reduce -0.8% |
| ABT Abbott Laboratories | 0.18% | 2,816 | $353K | Add +0.5% |
| AEM Agnico Eagle Mines Ltd. | 0.18% | 2,075 | $352K | No change |
| ARKB ARK 21SHARES Bitcoin ETF | 0.18% | 12,000 | $348K | Reduce -51.6% |
| ABBV Abbvie Inc. | 0.17% | 1,520 | $347K | Add +5.6% |
| NOW ServiceNow Inc. | 0.17% | 2,200 | $337K | Reduce -4.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.16% | 2,479 | $326K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.16% | 4,063 | $315K | No change |
| TSLA Tesla Inc. | 0.16% | 699 | $314K | Add +20.7% |
| SA Seabridge Gold Inc. | 0.15% | 10,329 | $306K | No change |
| APH Amphenol Corp. Class A | 0.15% | 2,220 | $300K | No change |
| CRM Salesforce Inc. | 0.15% | 1,122 | $297K | No change |
| USB US Bancorp | 0.14% | 5,169 | $276K | No change |
| NSC Norfolk Southern Corp. | 0.14% | 950 | $274K | No change |
| VOO Vanguard S&P 500 ETF | 0.14% | 428 | $268K | No change |
| APO Apollo Global Management Inc. | 0.13% | 1,848 | $268K | Add +6.6% |
| SGOV iShares 0-3 Month Treasury B | 0.13% | 2,629 | $264K | New |
| TT Trane Technologies PLC | 0.13% | 676 | $263K | No change |
| SMBK Smartfinancial Inc. | 0.13% | 6,945 | $257K | No change |
| VGK Vanguard Ftse Europe ETF | 0.13% | 3,072 | $257K | No change |
| SNOW Snowflake Inc. | 0.13% | 1,160 | $254K | Add +0.3% |
| AMLP Alerian MLP ETF | 0.12% | 5,187 | $244K | Add +0.6% |
| ORCL Oracle Corp. | 0.12% | 1,205 | $235K | Reduce -0.5% |
| DXJ Wisdomtree Japan Hedged Eq | 0.12% | 1,610 | $232K | No change |
| YUM Yum! Brands Inc. | 0.12% | 1,517 | $229K | No change |
| IJH iShares Core S&P Midcap ETF | 0.11% | 3,427 | $226K | Add +2.4% |
| INTC Intel Corp. | 0.11% | 6,115 | $226K | No change |
| PRIV SS Ig Publ Priv Cred ETF-Usd | 0.11% | 8,634 | $219K | New |
| WMT Walmart Inc. | 0.11% | 1,963 | $219K | Reduce -1.2% |
| DFAU Dimensional US Core Equity M | 0.11% | 4,567 | $214K | No change |
| PNFP Pinnacle Financial Partners | 0.11% | 2,200 | $210K | Reduce -31.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 2,131 | $206K | No change |
| PPL PPL Corp. | 0.10% | 5,723 | $200K | Add +0.0% |
| V Visa Inc. Class A | 0.10% | 570 | $200K | No change |
| EEM iShares MSCI Emerging Market | 0.10% | 3,618 | $198K | No change |
| AXP American Express Co. | 0.10% | 529 | $196K | Add +0.2% |
| KGC Kinross Gold Corp. | 0.09% | 6,572 | $185K | Reduce -0.8% |
| ACN Accenture PLC Class A | 0.09% | 688 | $185K | Add +17.8% |
| LOW Lowe's Cos Inc. | 0.09% | 761 | $184K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.09% | 1,643 | $181K | No change |
| QXO Qxo Inc. | 0.09% | 9,036 | $174K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 556 | $165K | Add +0.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.08% | 1,775 | $163K | Reduce -1.3% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $56K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PINNACLE FINANCIAL PARTN (PNFP 6.75 PERP B) | PFD | 2,000 | $50K | No change |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 54 | $4K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 125 | $2K | Reduce -29.4% |
Total filed on the 13F, all lines: $198.7M.
Portfolio Sells Q3 2025 → Q4 2025
| UBER Uber Technologies Inc. | Reduce -1.4% | 5.03% | −2.04 |
| MSFT Microsoft Corp. | Reduce -0.6% | 5.87% | −1.44 |
| AAPL Apple Inc. | Reduce -5.5% | 4.76% | −0.70 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.44 |
| ARKB ARK 21SHARES Bitcoin ETF | Reduce -51.6% | 0.18% | −0.37 |
| OBDC Blue Owl Capital Corp. | Reduce -8.5% | 1.16% | −0.35 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.4% | 1.41% | −0.25 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.9% | 0.85% | −0.20 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.1% | 1.25% | −0.20 |
| HSY The Hershey Co. | Reduce -87.2% | 0.01% | −0.11 |
| DFSV Dimensional US Small Cap Val | Reduce -5.4% | 0.61% | −0.11 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -76.9% | 0.02% | −0.09 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.2% | 0.42% | −0.09 |
| OWL Blue Owl Capital Inc. | Reduce -4.2% | 0.23% | −0.09 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.12% | −0.08 |
| NOW ServiceNow Inc. | Reduce -4.3% | 0.17% | −0.08 |
| PNFP Pinnacle Financial Partners | Reduce -31.3% | 0.11% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.7% | 0.40% | −0.06 |
| SCHV Schwab US Large-Cap Value | Reduce -4.9% | 0.24% | −0.05 |
| PNC PNC Financial Services Group | Reduce -0.0% | 0.38% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.2% | 0.29% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.18% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -18.2% | 0.05% | −0.03 |
| HERITAGE DISTILLING HLDG CO | Sold out | 0.00% | −0.03 |
| AVGO Broadcom Inc. | Reduce -0.8% | 0.20% | −0.02 |
| CARR Carrier Global Corp. | Reduce -0.0% | 0.07% | −0.02 |
| GLD SPDR Gold Shares | Reduce -1.8% | 0.35% | −0.02 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.02 |
| CEF Sprott Physical Gold and Sil | Sold out | 0.00% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -44.4% | 0.02% | −0.02 |
| GE General Electric | Reduce -59.6% | 0.01% | −0.02 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.02 |
| SAP Sap SE-Sponsored ADR | Reduce -0.2% | 0.05% | −0.01 |
| HD Home Depot Inc. | Reduce -0.4% | 0.04% | −0.01 |
| HEI.A Heico Corp. Class A | Sold out | 0.00% | −0.01 |
| SAND Sandstorm Gold Ltd. | Sold out | 0.00% | −0.01 |
| O Realty Income Corp. | Reduce -0.1% | 0.05% | −0.01 |
| MS Morgan Stanley | Reduce -0.1% | 0.30% | −0.01 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.01 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -12.8% | 0.05% | −0.01 |
| POST Post Holdings Inc. | Sold out | 0.00% | −0.01 |
| CAVA Cava Group Inc. | Reduce -9.1% | 0.03% | −0.01 |
| WMT Walmart Inc. | Reduce -1.2% | 0.11% | −0.01 |
| IXN iShares Global Tech ETF | Reduce -2.3% | 0.05% | −0.01 |
| SPGI S&P Global Inc. | Reduce -96.9% | 0.00% | −0.01 |
| BLK BlackRock Inc. | Reduce -1.8% | 0.03% | −0.01 |
| GEV GE Vernova Inc. | Reduce -53.7% | 0.01% | −0.01 |
| PSX Phillips 66 | Reduce -2.1% | 0.03% | −0.01 |
| COKE Coca-Cola Consolidated Inc. | Reduce -22.9% | 0.05% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| XPEIX Amg Pantheon Fund LLC-Instl | New | 7.18% | +7.18 |
| XSPIX Stepstone Priv & Growth I | New | 2.47% | +2.47 |
| XPMIX Stepstone Private Markets-I | New | 0.32% | +0.32 |
| RTX RTX Corp. | New | 0.26% | +0.26 |
| ZNGRIX Nuveen Global Cities REIT-I | New | 0.22% | +0.22 |
| SSB Southstate Bank Corp. | New | 0.21% | +0.21 |
| META Meta Platforms Inc. Class A | Add +60.5% | 0.87% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +82.1% | 0.38% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 1.23% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | New | 0.13% | +0.13 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | New | 0.11% | +0.11 |
| QXO Qxo Inc. | New | 0.09% | +0.09 |
| DC Dakota Gold Corp. | New | 0.04% | +0.04 |
| PCMM BBLX Private Credit Clo ETF | New | 0.04% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.03% | +0.03 |
| BWIN Baldwin Insurance Group Inc./ | New | 0.02% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +99.9% | 0.04% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +1762.5% | 0.01% | +0.01 |
| RGLD Royal Gold Inc. | Add +21.3% | 0.08% | +0.01 |
| SLV iShares Silver Trust | Add +28.5% | 0.03% | +0.01 |
| TRV The Travelers Cos Inc. | New | 0.01% | +0.01 |
| ITA iShares U.S. Aerospace & Def | New | 0.01% | +0.01 |
| ACN Accenture PLC Class A | Add +17.8% | 0.09% | +0.01 |
| TSLA Tesla Inc. | Add +20.7% | 0.16% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +429.1% | 0.01% | +0.01 |
| GDX Vaneck Gold Miners ETF | Add +14.8% | 0.08% | +0.01 |
| PATH Uipath Inc. Class A | New | 0.01% | +0.01 |
| GWRE Guidewire Software Inc. | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | Add +19.1% | 0.01% | +0.01 |
| FVRR Fiverr International Ltd. | New | 0.00% | +0.00 |
| ENVA Enova International Inc. | New | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | New | 0.00% | +0.00 |
| GILD Gilead Sciences Inc. | Add +60.0% | 0.01% | +0.00 |
| XHR Xenia Hotels & Resorts Inc. | New | 0.00% | +0.00 |
| BA The Boeing Co. | Add +66.7% | 0.01% | +0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | New | 0.00% | +0.00 |
| MET Metlife Inc. | Add +163.6% | 0.01% | +0.00 |
| TTE Totalenergies SE | New | 0.00% | +0.00 |
| IFF Intl Flavors & Fragrances | New | 0.00% | +0.00 |
| COR Cencora Inc. | New | 0.00% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +0.5% | 0.07% | +0.00 |
| SFGYY Sony Financial Group Inc.-ADR | New | 0.00% | +0.00 |
| IPST Ip Strategy Holdings Inc. | New | 0.00% | +0.00 |
| COF Capital One Financial Corp. | Add +4.0% | 0.08% | +0.00 |
| FCX Freeport-McMoran Inc. | Add +10.7% | 0.01% | +0.00 |
| TTI Tetra Technologies Inc. | New | 0.00% | +0.00 |
| WSO Watsco Inc. | Add +300.0% | 0.00% | +0.00 |
| RPM RPM International Inc. | New | 0.00% | +0.00 |
| SSEZY Sse PLC-SPN ADR | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | New | 54 | $4K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -29.4% | 125 | $2K |
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 |