Wealth Preservation Advisors, LLC
Follow13F filer, CIK 1968434, CHATTANOOGA, TN
Wealth Preservation Advisors, LLC reported $120,403,509 across 1,035 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 61.33% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001968434-26-000006
- Period
- 2026-03-31
- Reported value
- $120M
- Holdings
- 1,035
- Top 10 weight
- 61.33%
- New
- 671
- Sold out
- 257
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| APOadded | +7,644 | $852K |
| WBDadded | +9,919 | $272K |
| QXOadded | +8,918 | $173K |
| PCMMadded | +3,176 | $156K |
| AZNnew | +770 | $152K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGreduced | -54,142 | -$15.5M |
| AMG PANTHEON FUND CLASSexited | -499,707 | -$14.3M |
| PEBOexited | -278,803 | -$8.37M |
| UBERreduced | -105,206 | -$7.57M |
| STEPSTONE PRIVATE VENTURE A…exited | -93,795 | -$4.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,035 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AMG PANTHEON FUND CLASSAMG PANTHEON FUND CLASS | 499,707 | $14.3M | shares |
| PEBOPEOPLES BANCORP INC | 278,803 | $8.37M | shares |
| STEPSTONE PRIVATE VENTURE A…STEPSTONE PRIVATE VENTURE AND GRO… | 93,795 | $4.9M | shares |
| STEPSTONE PRIVATE MARKETSTEPSTONE PRIVATE MARKET | 10,580 | $644K | shares |
| ABALLIANCEBERNSTEIN HLDG L P | 15,061 | $580K | shares |
| CHDNCHURCHILL DOWNS INC | 4,080 | $464K | shares |
| NUVEENNUVEEN | 38,174 | $433K | shares |
| MPCMARATHON PETE CORP | 2,430 | $395K | shares |
| CEGCONSTELLATION ENERGY CORP | 1,068 | $377K | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 2,200 | $210K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 556 | $165K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 1,775 | $163K | shares |
| EXCEXELON CORP | 3,521 | $153K | shares |
| DFSUDIMENSIONAL ETF TRUST | 3,245 | $141K | shares |
| DIAXNUVEEN DOW 30SM DYNAMIC OVERWR | 8,190 | $125K | shares |
| MSIMOTOROLA SOLUTIONS INC | 321 | $123K | shares |
| OTISOTIS WORLDWIDE CORP | 1,291 | $113K | shares |
| BXMXNUVEEN S&P 500 BUY-WRITE INCOM | 7,655 | $113K | shares |
| UGIUGI CORP NEW | 2,669 | $99.9K | shares |
| MDTMEDTRONIC PLC | 988 | $94.9K | shares |
| IEFAISHARES TR | 1,039 | $92.9K | shares |
| IVVISHARES TR | 135 | $92.5K | shares |
| OREALTY INCOME CORP | 1,639 | $92.4K | shares |
| LRAXFLARA EXPLORATION LTD COMMON SH | 50,000 | $90.7K | shares |
| ADIANALOG DEVICES INC | 322 | $87.3K | shares |
| ROKROCKWELL AUTOMATION INC | 219 | $85.2K | shares |
| DCDAKOTA GOLD CORP | 14,241 | $80.9K | shares |
| HDHOME DEPOT INC | 232 | $79.8K | shares |
| CMECME GROUP INC | 281 | $76.7K | shares |
| VBVANGUARD INDEX FDS | 296 | $76.3K | shares |
| IWOISHARES TR | 214 | $69.1K | shares |
| ITMSFINTERMAP TECHNOLOGIES CORP | 50,000 | $67.4K | shares |
| IAUISHARES GOLD TR | 828 | $67.2K | shares |
| FULTFULTON FINL CORP PA | 3,431 | $66.3K | shares |
| IJTISHARES TR | 438 | $61.8K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 238 | $58.8K | shares |
| AMDADVANCED MICRO DEVICES INC | 262 | $56.1K | shares |
| CVXCHEVRON CORPORATION | 366 | $55.8K | shares |
| BNYBANK OF NY MELLON CORP | 467 | $54.3K | shares |
| PIPRPIPER SANDLER COS | 151 | $51.3K | shares |
| NEENEXTERA ENERGY INC | 628 | $50.4K | shares |
| PINNACLE FINANCIAL PARTNERS…PINNACLE FINANCIAL PARTNERS, INC.… | 2,000 | $50K | shares |
| RYAAYRYANAIR HOLDINGS PLC | 678 | $49K | shares |
| FISFIDELITY NATL INFORMATION SV | 621 | $41.3K | shares |
| EWJISHARES INC | 487 | $39.3K | shares |
| CMCSACOMCAST CORP NEW | 1,240 | $37.1K | shares |
| ISCVISHARES TR | 480 | $32.9K | shares |
| NSLRNEOSTELLAR CAP CORP | 3,448 | $32.5K | shares |
| IJSISHARES TR | 282 | $32.1K | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 399 | $32K | shares |
| FSKFS KKR CAP CORP | 2,000 | $29.6K | shares |
| MTBM & T BK CORP | 140 | $28.1K | shares |
| HSYHERSHEY CO | 151 | $27.5K | shares |
| IWNISHARES TR | 150 | $27.2K | shares |
| EPDENTERPRISE PRODS PARTNERS L | 803 | $25.7K | shares |
| FFORD MTR CO | 1,888 | $24.8K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 149 | $24.1K | shares |
| WMBWILLIAMS COS INC | 365 | $21.9K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 67 | $20.4K | shares |
| SLSRSOLARIS RES INC | 2,250 | $17.9K | shares |
| SUSAISHARES TR | 114 | $15.9K | shares |
| USOUNITED STS OIL FD LP | 211 | $14.6K | shares |
| BRWSABA CAPITAL INCOME & OPRNT | 2,000 | $14K | shares |
| MDLZMONDELEZ INTL INC | 249 | $13.4K | shares |
| SPLVINVESCO EXCH TRADED FD TR II | 185 | $13.2K | shares |
| SBUXSTARBUCKS CORP | 153 | $12.9K | shares |
| ULUNILEVER PLC | 177 | $11.6K | shares |
| VHTVANGUARD WORLD FD | 40 | $11.5K | shares |
| JGHNUVEEN GLOBAL HIGH INCOME FD | 900 | $11.3K | shares |
| QSRRESTAURANT BRANDS INTL INC | 149 | $10.2K | shares |
| GWREGUIDEWIRE SOFTWARE INC | 50 | $10.1K | shares |
| PCEFINVESCO EXCH TRADED FD TR II | 500 | $9.94K | shares |
| ENVAENOVA INTL INC | 60 | $9.43K | shares |
| GABGABELLI EQUITY TR INC | 1,500 | $9.26K | shares |
| XHRXENIA HOTELS & RESORTS INC | 613 | $8.67K | shares |
| CANADIAN PREM SAND INCORPOR…CANADIAN PREM SAND INCORPORATED | 168,000 | $8.57K | shares |
| ODVOSISKO DEVELOPMENT CORP | 2,333 | $8.14K | shares |
| XEXGXEATON VANCE TAX-MANAGED GLOB | 850 | $8.1K | shares |
| NVRIENVIRI CORP | 451 | $8.09K | shares |
| CNPCENTERPOINT ENERGY INC | 209 | $8.01K | shares |
| VTEBVANGUARD MUN BD FDS | 156 | $7.84K | shares |
| DNPDNP SELECT INCOME FD INC | 774 | $7.73K | shares |
| ETRENTERGY CORP NEW | 83 | $7.67K | shares |
| XBGYXBLACKROCK ENHANCED INTL DIV | 1,286 | $7.56K | shares |
| JFRNUVEEN FLOATING RATE INCOME | 965 | $7.56K | shares |
| HOODROBINHOOD MKTS INC | 66 | $7.46K | shares |
| BDXBECTON DICKINSON & CO | 37 | $7.18K | shares |
| BPBP PLC | 201 | $6.98K | shares |
| TSCOTRACTOR SUPPLY CO | 139 | $6.95K | shares |
| EMREMERSON ELEC CO | 52 | $6.9K | shares |
| TTETOTALENERGIES SE | 104 | $6.8K | shares |
| CCEPCOCA-COLA EUROPACIFIC PARTNE | 75 | $6.8K | shares |
| JPCNUVEEN PFD & INCOME OPPORTUN | 805 | $6.53K | shares |
| AAGIYAIA GROUP LTD-SP ADR | 159 | $6.53K | shares |
| QQQXNUVEEN NASDAQ 100 DYNAMIC OV | 221 | $6.3K | shares |
| MFCMANULIFE FINL CORP | 173 | $6.28K | shares |
| AMGNAMGEN INC | 19 | $6.22K | shares |
| CVSCVS HEALTH CORP | 78 | $6.19K | shares |
| KRKROGER CO | 98 | $6.12K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 90 | $6.07K | shares |
| PAYCPAYCOM SOFTWARE INC | 35 | $5.58K | shares |
| BAESYBAE SYSTEMS PLC -SPON ADR | 59 | $5.44K | shares |
| WSOWATSCO INC | 16 | $5.39K | shares |
| NVSNOVARTIS AG | 39 | $5.38K | shares |
| MURGYMUENCHENER RUECK-UNSPON ADR | 406 | $5.36K | shares |
| IDAIDACORP INC | 42 | $5.32K | shares |
| CORCENCORA INC | 15 | $5.07K | shares |
| DKSDICKS SPORTING GOODS INC | 25 | $4.95K | shares |
| IBDRYIBERDROLA SA-SPONSORED ADR | 56 | $4.86K | shares |
| NWENORTHWESTERN ENERGY GROUP IN | 75 | $4.84K | shares |
| MGRCMCGRATH RENTCORP | 46 | $4.83K | shares |
| ZURVYZURICH INSURANCE GROUP-ADR | 127 | $4.82K | shares |
| DBSDYDBS GROUP HOLDINGS-SPON ADR | 27 | $4.73K | shares |
| USFDUS FOODS HLDG CORP | 62 | $4.67K | shares |
| LPLALPL FINL HLDGS INC | 13 | $4.64K | shares |
| SRESEMPRA | 51 | $4.5K | shares |
| DTEGYDEUTSCHE TELEKOM AG-SPON ADR | 135 | $4.38K | shares |
| AMATAPPLIED MATLS INC | 17 | $4.37K | shares |
| TELTE CONNECTIVITY PLC | 19 | $4.32K | shares |
| MSMMSC INDL DIRECT INC | 51 | $4.29K | shares |
| MPLXMPLX LP | 80 | $4.27K | shares |
| FEFIRSTENERGY CORP | 94 | $4.21K | shares |
| EADSYAIRBUS SE - UNSP ADR | 72 | $4.19K | shares |
| DLRDIGITAL RLTY TR INC | 27 | $4.18K | shares |
| ALIZYALLIANZ SE - UNSP ADR | 91 | $4.17K | shares |
| GTGOODYEAR TIRE & RUBR CO | 465 | $4.07K | shares |
| AESAES CORP | 283 | $4.06K | shares |
| URIUNITED RENTALS INC | 5 | $4.05K | shares |
| EXPDEXPEDITORS INTL WASH INC | 27 | $4.02K | shares |
| AXAHYAXA -SPONS ADR | 82 | $3.94K | shares |
| ORANYORANGE-SPON ADR | 236 | $3.94K | shares |
| ALPMYAstellas Pharma Inc Unsponsore | 289 | $3.86K | shares |
| HBANHUNTINGTON BANCSHARES INC | 222 | $3.85K | shares |
| LSEGYLONDON STOCK EX GRP ADR SPON | 126 | $3.79K | shares |
| NBISNEBIUS GROUP N.V. | 44 | $3.68K | shares |
| EOGEOG RES INC | 35 | $3.67K | shares |
| TTITETRA TECHNOLOGIES INC DEL | 392 | $3.67K | shares |
| WMGWARNER MUSIC GROUP CORP | 119 | $3.65K | shares |
| KLACKLA CORP | 3 | $3.65K | shares |
| NTAPNETAPP INC | 34 | $3.64K | shares |
| FANGDIAMONDBACK ENERGY INC | 24 | $3.61K | shares |
| HEWLETT PACKARD ENTERPRISE CHEWLETT PACKARD ENTERPRISE C | 54 | $3.6K | shares |
| RYROYAL BK CDA | 21 | $3.58K | shares |
| DHLGYDHL AG - ADR | 65 | $3.57K | shares |
| IMBBYIMPERIAL BRANDS PLC-SPON ADR | 85 | $3.57K | shares |
| BKRBAKER HUGHES COMPANY | 77 | $3.51K | shares |
| SANBANCO SANTANDER SA | 292 | $3.42K | shares |
| NINISOURCE INC | 82 | $3.42K | shares |
| IDEXYINDITEX-UNSPON ADR | 207 | $3.42K | shares |
| OIHVANECK ETF TRUST | 12 | $3.42K | shares |
| BTIBRITISH AMERN TOB PLC | 60 | $3.4K | shares |
| COLBCOLUMBIA BKG SYS INC | 120 | $3.35K | shares |
| LAZLAZARD INC | 69 | $3.35K | shares |
| SIEGYSIEMENS AG-SPONS ADR | 23 | $3.23K | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 11 | $3.23K | shares |
| SNMRYSNAM SPA ADR (ITALY) | 239 | $3.17K | shares |
| FNFFIDELITY NATL FINL INC | 58 | $3.17K | shares |
| RHHBYROCHE HOLDINGS LTD-SPONS ADR | 61 | $3.16K | shares |
| VSSVANGUARD INTL EQUITY INDEX F | 22 | $3.15K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 31 | $3.1K | shares |
| TXNMTXNM ENERGY INC | 52 | $3.06K | shares |
| SSEZYSSE PLC-SPN ADR | 103 | $3.02K | shares |
| DOLEDOLE PLC | 201 | $3.01K | shares |
| GSKGSK PLC | 61 | $2.99K | shares |
| NCVVIRTUS CONVERTIBLE & INCOME | 196 | $2.97K | shares |
| DGXQUEST DIAGNOSTICS INC | 17 | $2.95K | shares |
| RCIROGERS COMMUNICATIONS INC | 77 | $2.9K | shares |
| VCISYVINCI S.A.-UNSPONS ADR | 81 | $2.85K | shares |
| WABWABTEC | 13 | $2.77K | shares |
| ENGIYENGIE-SPON ADR | 105 | $2.76K | shares |
| PICKISHARES INC | 53 | $2.72K | shares |
| SNNSMITH & NEPHEW PLC | 82 | $2.69K | shares |
| HUBBHUBBELL INC | 6 | $2.67K | shares |
| VIOOVANGUARD ADMIRAL FDS INC | 24 | $2.66K | shares |
| DANOYDANONE-SPONS ADR | 145 | $2.62K | shares |
| VONVVANGUARD SCOTTSDALE FDS | 28 | $2.58K | shares |
| TMTOYOTA MOTOR CORP | 12 | $2.57K | shares |
| LYGLLOYDS BANKING GROUP PLC | 484 | $2.56K | shares |
| RECKITT BENCKISER-SPON ADRECKITT BENCKISER-SPON AD | 157 | $2.54K | shares |
| FJTSYFUJITSU LTD ADR (5 COM) | 91 | $2.51K | shares |
| DEODIAGEO PLC | 29 | $2.5K | shares |
| WTKWYWOLTERS KLUWER NV SPONS ADR | 24 | $2.49K | shares |
| IKTSYIntertek Group Plc Unsponsored | 40 | $2.49K | shares |
| NSRGYNESTLE SA-SPONS ADR | 25 | $2.47K | shares |
| WTRGESSENTIAL UTILS INC | 63 | $2.42K | shares |
| KBKB FINL GROUP INC | 28 | $2.41K | shares |
| VTWVVANGUARD SCOTTSDALE FDS | 15 | $2.4K | shares |
| KKPNYROYAL KPN NV SPONSORED ADR (NL | 512 | $2.39K | shares |
| AMADYAMADEUS IT GROUP SA ADS UNSPON | 32 | $2.36K | shares |
| RELXRELX PLC | 58 | $2.34K | shares |
| COIHYCRODA INTL PLC ADR APRIL 2019 | 129 | $2.34K | shares |
| UNCRYUNICREDIT SPA-ADR | 56 | $2.33K | shares |
| ITOCYITOCHU CORP-UNSPONSORED ADR | 19 | $2.32K | shares |
| LVMUYLVMH MOET HENNESSY-UNSP ADR | 15 | $2.27K | shares |
| TEZNYTERNA RETE ELETTRICA NAZIONALE | 71 | $2.27K | shares |
| MTNVAIL RESORTS INC | 17 | $2.26K | shares |
| FNBF N B CORP | 130 | $2.22K | shares |
| TRPTC ENERGY CORP | 40 | $2.2K | shares |
| EQNREQUINOR ASA | 93 | $2.2K | shares |
| ATRAPTARGROUP INC | 18 | $2.19K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 14 | $2.19K | shares |
| TOELYTokyo Electron Ltd Unsponsored | 20 | $2.19K | shares |
| PALAFPALADIN ENERGY LTD SHS NEW | 336 | $2.15K | shares |
| CSGSCSG SYS INTL INC | 28 | $2.15K | shares |
| JJACOBS SOLUTIONS INC | 16 | $2.12K | shares |
| HTHIYHITACHI LTD -ADR | 66 | $2.06K | shares |
| CABGYCARLSBERG AS SPONSORED ADR CL | 78 | $2.05K | shares |
| STLDSTEEL DYNAMICS INC | 12 | $2.03K | shares |
| RBLXROBLOX CORP | 25 | $2.03K | shares |
| RSRELIANCE INC | 7 | $2.02K | shares |
| LDOSLEIDOS HOLDINGS INC | 11 | $1.98K | shares |
| CVECENOVUS ENERGY INC | 116 | $1.96K | shares |
| VALEVALE S A | 150 | $1.96K | shares |
| ESLOYESSILORLUXOTTICA AMERICAN DEPO | 12 | $1.9K | shares |
| ULSUL SOLUTIONS INC | 24 | $1.89K | shares |
| PNWPINNACLE WEST CAP CORP | 21 | $1.86K | shares |
| NTDOYNINTENDO CO LTD-UNSPONS ADR | 106 | $1.79K | shares |
| UALUNITED AIRLS HLDGS INC | 16 | $1.79K | shares |
| CNQCANADIAN NAT RES LTD MED TER | 52 | $1.76K | shares |
| UNFUNIFIRST CORP MASS | 9 | $1.74K | shares |
| CONCONCENTRA GROUP HOLDINGS PAR | 86 | $1.7K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 20 | $1.64K | shares |
| SEMSELECT MED HLDGS CORP | 108 | $1.6K | shares |
| ALLEALLEGION PLC | 10 | $1.59K | shares |
| AJGGALLAGHER ARTHUR J & CO | 6 | $1.55K | shares |
| APTVAPTIV PLC | 20 | $1.52K | shares |
| LHLABCORP HOLDINGS INC | 6 | $1.5K | shares |
| GXYYYGALAXY ENTMT GROUP LTD UNSPONS | 61 | $1.5K | shares |
| SHECYSHIN-ETSU CHEM-UNSPON ADR | 95 | $1.48K | shares |
| HKXCYHong Kong Exchanges & Clearing | 28 | $1.47K | shares |
| LULULULULEMON ATHLETICA INC | 7 | $1.46K | shares |
| EVVTYEVOLUTION AB-ADR | 21 | $1.44K | shares |
| MGDDYMICHELIN (CGDE)-UNSPON ADR | 81 | $1.35K | shares |
| SLBSLB LIMITED | 35 | $1.34K | shares |
| MMLPMARTIN MIDSTREAM PRTNRS L P | 500 | $1.3K | shares |
| TRNTRINITY INDS INC | 46 | $1.22K | shares |
| CCICROWN CASTLE INC | 13 | $1.16K | shares |
| UCOPROSHARES TR II | 57 | $1.1K | shares |
| CLCOLGATE PALMOLIVE CO | 13 | $1.03K | shares |
| HTZHERTZ GLOBAL HLDGS INC | 192 | $987 | shares |
| LGFRYLONGFOR GROUP HOLDINGS LIMITED | 59 | $649 | shares |
| VNQVANGUARD INDEX FDS | 6 | $531 | shares |
| VNQIVANGUARD INTL EQUITY INDEX F | 10 | $458 | shares |
| DJTTRUMP MEDIA & TECHNOLOGY GRO | 30 | $397 | shares |
| GGNGAMCO GLOBAL GOLD NAT RES & | 60 | $310 | shares |
| BAXBAXTER INTL INC | 13 | $248 | shares |
| ECTMECA MARCELLUS TRUST I COM UNIT | 500 | $246 | shares |
| KTBKONTOOR BRANDS INC | 2 | $122 | shares |
| MICCMAGNUM ICE CREAM CO NV | 7 | $111 | shares |
| FUUFFF3 URANIUM CORP NEW (CANADA) | 781 | $85 | shares |
| VWAGYVOLKSWAGEN A G (GERMANY, FR) | 6 | $74 | shares |
| FFUCFF4 URANIUM CORP COM (CANADA) | 78 | $4 | shares |
| ESC GCI LIBERTY INC SHSESC GCI LIBERTY INC SHS | 661 | $0 | shares |
| AMPEAMPIO PHARMACEUTICALS INC COM | 6 | $0 | shares |
| ZAP COM STKZAP COM STK | 2,690 | $0 | shares |
| RIBTRICEBRAN TECHNOLOGIES COM PAR$ | 1 | $0 | shares |
| BANKS IS GOLD LIMITEDBANKS IS GOLD LIMITED | 42,272 | $0 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001968434-26-000006 | base | 2026-05-15 | acceptance time not in the bulk data set |