Wealth Preservation Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
715
Total value ($000)
$171,863
Net value change ($000)
+9,672 (6.0%)
New positions
40
Sold out positions
39
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PEBO 8,336 33344.0%
GOOGL 3,703 37.3%
AAPL 1,523 24.9%
NFLX 918 34.2%
MSFT 447 4.3%
NVDA 373 19.1%
VUG 238 14.4%
EFA 215 49.2%
FBK 198 23.0%
UBER 121 5.0%
Top Reduces (Value $000, Stocks/ETFs)
CRM -1,446 -91.0%
ARKB -649 -57.1%
TSLA -576 -73.5%
CRWD -469 -97.9%
FBTC -428 -87.0%
ZNGRIX -427 -100.0%
RTX -421 -100.0%
HUBS -417 -100.0%
SSB -413 -100.0%
MSTR -368 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type