Wealth Preservation Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Wealth Preservation Advisors, LLC reported 1,034 stock positions worth $120.4 million. Its top holding was Nvidia (NVDA) at 12.7% of the portfolio, followed by Amazon.com (AMZN, 12.5%) and Alphabet Class C (GOOG, 10.9%). Compared with Q4 2025, it opened 669 new positions, sold out of 254, added to 114 and reduced 123. The biggest buy was Vngrd Mrngstr MD-Cap Val ETF (VOE, shares +3%) and the biggest sale an exit from Amg Pantheon Fund LLC-Instl (XPEIX).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001968434
- Portfolio Value
- $120.4M (Q1 2026)
- SEC Filing
- 0001968434-26-000006 ↗ filed May 15, 2026
Holdings Value
Holdings 1,034 stocks · $120.4M
| NVDA Nvidia Corp. | 12.74% | 87,965 | $15.3M | Reduce -6.6% |
| AMZN Amazon.com Inc. | 12.52% | 72,376 | $15.1M | Reduce -14.3% |
| GOOG Alphabet Inc. Class C | 10.89% | 45,691 | $13.1M | Reduce -54.2% |
| MSFT Microsoft Corp. | 7.00% | 22,753 | $8.4M | Reduce -5.6% |
| AAPL Apple Inc. | 6.09% | 28,879 | $7.3M | Reduce -16.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.04% | 24,811 | $4.9M | Reduce -16.9% |
| NFLX Netflix Inc. | 2.42% | 30,261 | $2.9M | Reduce -0.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.21% | 14,424 | $2.7M | Add +3.4% |
| GOOGL Alphabet Inc. Class A | 1.74% | 7,293 | $2.1M | Reduce -6.4% |
| OBDC Blue Owl Capital Corp. | 1.70% | 184,581 | $2.0M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.53% | 4,218 | $1.8M | Reduce -26.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 2,190 | $1.4M | Reduce -12.0% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.17% | 33,274 | $1.4M | Reduce -15.5% |
| UBER Uber Technologies Inc. | 1.02% | 17,111 | $1.2M | Reduce -86.0% |
| DFSV Dimensional US Small Cap Val | 0.99% | 34,048 | $1.2M | Reduce -7.7% |
| SPG Simon Property Group Inc. | 0.93% | 6,002 | $1.1M | Reduce -25.0% |
| APO Apollo Global Management Inc. | 0.88% | 9,492 | $1.1M | Add +413.6% |
| META Meta Platforms Inc. Class A | 0.84% | 1,771 | $1.0M | Reduce -32.7% |
| FBK FB Financial Corp. filed as FB FINL CORP | 0.82% | 19,000 | $987K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.72% | 3,360 | $865K | Add +12.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.69% | 3,830 | $832K | Add +2.9% |
| MRK Merck & Co. Inc. | 0.67% | 6,668 | $802K | Reduce -7.3% |
| HEEM iShares Crncy Hedgd MSCI Em | 0.59% | 19,162 | $707K | Add +9.8% |
| DE Deere & Co. | 0.58% | 1,246 | $702K | Reduce -0.9% |
| FHN First Horizon Corp. | 0.51% | 27,098 | $617K | Reduce -46.5% |
| SYBT Stock Yards Bancorp Inc. | 0.46% | 8,264 | $548K | No change |
| MS Morgan Stanley | 0.45% | 3,290 | $541K | Reduce -1.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.43% | 1,729 | $523K | Add +32.8% |
| WFC Wells Fargo & Co. | 0.42% | 6,379 | $508K | Reduce -0.0% |
| KKR KKR & Co. Inc. | 0.42% | 5,450 | $504K | Add +36.3% |
| OHI Omega Healthcare Investors | 0.41% | 11,317 | $496K | No change |
| NEM Newmont Corp. | 0.36% | 3,988 | $432K | Reduce -1.0% |
| VYM Vanguard High DVD Yield ETF | 0.36% | 2,888 | $428K | No change |
| SSB Southstate Bank Corp. | 0.35% | 4,586 | $424K | Add +2.2% |
| AEM Agnico Eagle Mines Ltd. | 0.35% | 2,075 | $421K | No change |
| PNC PNC Financial Services Group | 0.35% | 2,000 | $416K | Reduce -44.5% |
| EFA iShares MSCI Eafe ETF | 0.34% | 4,223 | $410K | Reduce -53.6% |
| XLF SS Financial Select Sector | 0.33% | 8,134 | $402K | Reduce -33.4% |
| SGOV iShares 0-3 Month Treasury B | 0.33% | 3,951 | $398K | Add +50.3% |
| UNP Union Pacific Corp. | 0.32% | 1,581 | $384K | Reduce -11.0% |
| PGR Progressive Corp. | 0.31% | 1,858 | $368K | Add +14.3% |
| MCD McDonald's Corp. | 0.30% | 1,174 | $365K | Add +1.6% |
| TSLA Tesla Inc. | 0.29% | 938 | $349K | Add +34.2% |
| QXO Qxo Inc. | 0.29% | 17,954 | $349K | Add +98.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.26% | 4,063 | $319K | No change |
| SCHF Schwab Intl Equity ETF | 0.26% | 12,758 | $316K | Reduce -34.9% |
| TT Trane Technologies PLC | 0.24% | 682 | $284K | Add +0.9% |
| KGC Kinross Gold Corp. | 0.24% | 9,273 | $283K | Add +41.1% |
| APH Amphenol Corp. Class A | 0.23% | 2,220 | $280K | No change |
| WBD Warner Bros Discovery Inc. | 0.23% | 10,073 | $277K | Add +6440.9% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.22% | 12,000 | $270K | No change |
| INTC Intel Corp. | 0.22% | 6,100 | $269K | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.22% | 3,420 | $260K | Reduce -58.4% |
| VGK Vanguard Ftse Europe ETF | 0.21% | 3,072 | $253K | No change |
| CRM Salesforce Inc. | 0.21% | 1,354 | $253K | Add +20.7% |
| VOO Vanguard S&P 500 ETF | 0.21% | 422 | $252K | Reduce -1.4% |
| PCMM BBLX Private Credit Clo ETF | 0.19% | 4,572 | $225K | Add +227.5% |
| PRIV SS Ig Publ Priv Cred ETF-Usd | 0.18% | 8,634 | $218K | No change |
| JPM JPMorgan Chase & Co. | 0.18% | 727 | $214K | Reduce -59.3% |
| DHR Danaher Corp. | 0.18% | 1,127 | $214K | Add +68.7% |
| SNOW Snowflake Inc. | 0.18% | 1,410 | $213K | Add +21.6% |
| DFAU Dimensional US Core Equity M | 0.17% | 4,567 | $206K | No change |
| SMBK Smartfinancial Inc. | 0.17% | 5,261 | $206K | Reduce -24.3% |
| LIN Linde PLC | 0.17% | 408 | $202K | Add +22.5% |
| SCHV Schwab US Large-Cap Value | 0.16% | 6,357 | $194K | Reduce -60.1% |
| WMT Walmart Inc. | 0.16% | 1,527 | $190K | Reduce -22.2% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 2,731 | $184K | Reduce -20.3% |
| LOW Lowe's Cos Inc. | 0.15% | 761 | $180K | No change |
| V Visa Inc. Class A | 0.15% | 591 | $179K | Add +3.7% |
| GLD SPDR Gold Shares | 0.15% | 407 | $175K | Reduce -77.0% |
| RGLD Royal Gold Inc. | 0.14% | 683 | $174K | No change |
| ORCL Oracle Corp. | 0.14% | 1,175 | $173K | Reduce -2.5% |
| YUM Yum! Brands Inc. | 0.14% | 1,100 | $171K | Reduce -27.5% |
| ABBV Abbvie Inc. | 0.14% | 785 | $171K | Reduce -48.4% |
| DELL Dell Technologies -C | 0.14% | 1,034 | $170K | Reduce -7.1% |
| AXP American Express Co. | 0.13% | 537 | $162K | Add +1.5% |
| PG The Procter & Gamble Co. | 0.13% | 1,073 | $155K | Add +43.3% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 2,543 | $154K | Add +6.1% |
| ACN Accenture PLC Class A | 0.13% | 777 | $154K | Add +12.9% |
| AZN Astrazeneca PLC | 0.13% | 770 | $152K | Reduce -13.2% |
| AMLP Alerian MLP ETF | 0.12% | 2,825 | $149K | Reduce -45.5% |
| GDXJ Vaneck Junior Gold Miners | 0.12% | 1,219 | $146K | Add +9.9% |
| PSX Phillips 66 | 0.12% | 801 | $146K | Add +53.1% |
| AVGO Broadcom Inc. | 0.12% | 463 | $143K | Reduce -60.1% |
| NSC Norfolk Southern Corp. | 0.12% | 495 | $142K | Reduce -47.9% |
| IVE iShares S&P 500 Value ETF | 0.12% | 672 | $142K | No change |
| GDX Vaneck Gold Miners ETF | 0.12% | 1,531 | $141K | Reduce -12.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.11% | 1,224 | $135K | Reduce -25.5% |
| DUK Duke Energy Corp. | 0.11% | 1,000 | $131K | Reduce -27.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.11% | 974 | $129K | Reduce -60.7% |
| DFAC Dimensional US Core Equity 2 | 0.10% | 3,087 | $120K | No change |
| COF Capital One Financial Corp. | 0.10% | 654 | $119K | Add +1.9% |
| CHKP Check Point Software Tech | 0.10% | 807 | $115K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.10% | 87 | $115K | No change |
| FTI Technipfmc PLC | 0.09% | 1,630 | $113K | New |
| IWM iShares Russell 2000 ETF | 0.09% | 442 | $110K | Reduce -11.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 223 | $107K | Reduce -85.2% |
| EEM iShares MSCI Emerging Market | 0.09% | 1,827 | $104K | Reduce -49.5% |
| IXN iShares Global Tech ETF | 0.09% | 1,024 | $102K | Reduce -1.2% |
| EIX Edison International | 0.08% | 1,378 | $101K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $5K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 125 | $5K | No change |
Total filed on the 13F, all lines: $120.4M.
Portfolio Sells Q4 2025 → Q1 2026
| XPEIX Amg Pantheon Fund LLC-Instl | Sold out | 0.00% | −7.18 |
| GOOG Alphabet Inc. Class C | Reduce -54.2% | 10.89% | −4.88 |
| PEBO Peoples Bancorp Inc. | Sold out | 0.00% | −4.21 |
| UBER Uber Technologies Inc. | Reduce -86.0% | 1.02% | −4.01 |
| XSPIX Stepstone Priv & Growth I | Sold out | 0.00% | −2.47 |
| XPMIX Stepstone Private Markets-I | Sold out | 0.00% | −0.32 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -85.2% | 0.09% | −0.29 |
| AB Alliancebernstein Holding LP | Sold out | 0.00% | −0.29 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.23 |
| RTX RTX Corp. | Reduce -91.7% | 0.04% | −0.23 |
| ZNGRIX Nuveen Global Cities REIT-I | Sold out | 0.00% | −0.22 |
| GLD SPDR Gold Shares | Reduce -77.0% | 0.15% | −0.21 |
| IVW iShares S&P 500 Growth ETF | Reduce -82.1% | 0.08% | −0.20 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.20 |
| CEG Constellation Energy | Sold out | 0.00% | −0.19 |
| OWL Blue Owl Capital Inc. | Reduce -73.7% | 0.06% | −0.17 |
| NOW ServiceNow Inc. | Reduce -87.6% | 0.02% | −0.15 |
| SA Seabridge Gold Inc. | Reduce -88.5% | 0.03% | −0.13 |
| ABT Abbott Laboratories | Reduce -75.4% | 0.06% | −0.12 |
| USB US Bancorp | Reduce -90.5% | 0.02% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -59.3% | 0.18% | −0.11 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -95.2% | 0.01% | −0.11 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.11 |
| EFA iShares MSCI Eafe ETF | Reduce -53.6% | 0.34% | −0.10 |
| FHN First Horizon Corp. | Reduce -46.5% | 0.51% | −0.10 |
| PPL PPL Corp. | Reduce -97.2% | 0.01% | −0.10 |
| AVGO Broadcom Inc. | Reduce -60.1% | 0.12% | −0.08 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.08 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.08 |
| SCHV Schwab US Large-Cap Value | Reduce -60.1% | 0.16% | −0.08 |
| KO The Coca-Cola Co. | Reduce -58.4% | 0.22% | −0.07 |
| DFSU Dimensional US Sus CORE1 ETF | Sold out | 0.00% | −0.07 |
| DIAX Nuveen Dow 30 Dynamic Overwr | Sold out | 0.00% | −0.06 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -60.7% | 0.11% | −0.06 |
| PRU Prudential Financial Inc. | Reduce -95.3% | 0.00% | −0.06 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.06 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Sold out | 0.00% | −0.06 |
| EQX Equinox Gold Corp. | Reduce -78.3% | 0.03% | −0.05 |
| UGI Ugi Corp. | Sold out | 0.00% | −0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -68.7% | 0.06% | −0.05 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.05 |
| CARR Carrier Global Corp. | Reduce -80.4% | 0.02% | −0.05 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.05 |
| O Realty Income Corp. | Sold out | 0.00% | −0.05 |
| LRAXF Lara Exploration Ltd. | Sold out | 0.00% | −0.05 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.04 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.04 |
| DC Dakota Gold Corp. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +3.4% | 2.21% | +0.96 |
| APO Apollo Global Management Inc. | Add +413.6% | 0.88% | +0.74 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +12.4% | 0.72% | +0.30 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.9% | 0.69% | +0.29 |
| HEEM iShares Crncy Hedgd MSCI Em | Add +9.8% | 0.59% | +0.28 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +32.8% | 0.43% | +0.24 |
| WBD Warner Bros Discovery Inc. | Add +6440.9% | 0.23% | +0.23 |
| QXO Qxo Inc. | Add +98.7% | 0.29% | +0.20 |
| SGOV iShares 0-3 Month Treasury B | Add +50.3% | 0.33% | +0.20 |
| KKR KKR & Co. Inc. | Add +36.3% | 0.42% | +0.16 |
| PCMM BBLX Private Credit Clo ETF | Add +227.5% | 0.19% | +0.15 |
| KGC Kinross Gold Corp. | Add +41.1% | 0.24% | +0.14 |
| SSB Southstate Bank Corp. | Add +2.2% | 0.35% | +0.14 |
| TSLA Tesla Inc. | Add +34.2% | 0.29% | +0.13 |
| MCD McDonald's Corp. | Add +1.6% | 0.30% | +0.13 |
| PGR Progressive Corp. | Add +14.3% | 0.31% | +0.12 |
| TT Trane Technologies PLC | Add +0.9% | 0.24% | +0.10 |
| DHR Danaher Corp. | Add +68.7% | 0.18% | +0.10 |
| LIN Linde PLC | Add +22.5% | 0.17% | +0.10 |
| FTI Technipfmc PLC | New | 0.09% | +0.09 |
| PSX Phillips 66 | Add +53.1% | 0.12% | +0.09 |
| EIX Edison International | New | 0.08% | +0.08 |
| PCG P G & E Corp. | New | 0.08% | +0.08 |
| SOUN Soundhound AI Inc. Class A | New | 0.08% | +0.08 |
| PG The Procter & Gamble Co. | Add +43.3% | 0.13% | +0.07 |
| PNFP Pinnacle Financial Partners | New | 0.07% | +0.07 |
| FIX Comfort Systems USA Inc. | New | 0.07% | +0.07 |
| PEP Pepsico Inc. | Add +1240.5% | 0.07% | +0.07 |
| ETHW Bitwise Ethereum ETF | New | 0.07% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +6.1% | 0.13% | +0.06 |
| MU Micron Technology Inc. | Add +217.3% | 0.07% | +0.06 |
| CRM Salesforce Inc. | Add +20.7% | 0.21% | +0.06 |
| COST Costco Wholesale Corp. | Add +7100.0% | 0.06% | +0.06 |
| GDXJ Vaneck Junior Gold Miners | Add +9.9% | 0.12% | +0.06 |
| EME Emcor Group Inc. | New | 0.06% | +0.06 |
| ABNB Airbnb Inc. Class A | New | 0.06% | +0.06 |
| OXY Occidental Petroleum Corp. | Add +28.3% | 0.08% | +0.06 |
| GE General Electric | Add +341.0% | 0.06% | +0.05 |
| KMI Kinder Morgan Inc. | Add +641.6% | 0.06% | +0.05 |
| DAL Delta Air Lines Inc. | Add +93.6% | 0.07% | +0.05 |
| SF Stifel Financial Corp. | New | 0.05% | +0.05 |
| SNOW Snowflake Inc. | Add +21.6% | 0.18% | +0.05 |
| LITE Lumentum Holdings Inc. | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +3.7% | 0.15% | +0.05 |
| MRSH Marsh & McLennan Cos | New | 0.05% | +0.05 |
| SPGI S&P Global Inc. | Add +12900.0% | 0.05% | +0.05 |
| GEV GE Vernova Inc. | Add +268.4% | 0.05% | +0.04 |
| REGN Regeneron Pharmaceuticals | New | 0.04% | +0.04 |
| NBIX Neurocrine Biosciences Inc. | New | 0.04% | +0.04 |
| FDX FedEx Corp. | Add +1263.6% | 0.04% | +0.04 |
Notes & Other Activity Q4 2025 → Q1 2026
| PINNACLE FINANCIAL PARTN (PNFP 6.75 PERP B) | PFD | Sold out | 2,000 | $50Kbefore exit |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | Sold out | 54 | $4Kbefore 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 |