Wealth Preservation Advisors, LLC - Portfolio Stock Holdings
Wealth Preservation Advisors, LLC disclosed 1019 stock positions in a recent SEC 13F filing. $175,504,879 of stock holdings were filed, with the largest holdings including GOOG, NVDA, and AMZN. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $591,644,303 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1019Est. Stock Holding Value:
$175,504,879Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wealth Preservation Advisors, LLC
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% of Portfolio
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