Wealth Preservation Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
12/31/2025
Date filed
2/23/2026
Form type
13F-HR
Num holdings
747
Total value ($000)
$198,701
Net value change ($000)
+26,838 (15.6%)
New positions
52
Sold out positions
20
Turnover %
11.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AMG PANTHEON FUND CLASS 3 14,257 NEW
XSPIX 4,903 NEW
VTV 3,237 264.7%
DFSV 1,110 1305.9%
AMZN 864 5.1%
SPG 736 196.3%
GOOGL 658 4.8%
XPMIX 644 NEW
BRK-B 597 609.2%
VOT 561 395.1%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -3,565 -99.0%
VUG -948 -50.2%
BRK-B -754 -100.0%
MSFT -705 -6.5%
MRK -494 -89.0%
EFA -452 -69.3%
UBER -421 -16.6%
MCD -321 -95.5%
AVGO -318 -90.1%
VOO -254 -98.4%
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