Wealth Preservation Advisors, LLC - Portfolio Stock Holdings
Wealth Preservation Advisors, LLC disclosed 1268 stock positions in a recent SEC 13F filing. $117,568,512 of stock holdings were filed, with the largest holdings including NVDA, AMZN, and GOOG. This filing represented positions held on March 31, 2026, and was filed on May 15, 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:
March 31, 2026No. of Stocks:
1268Est. Stock Holding Value:
$117,568,512Top 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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