Wealth Preservation Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
1,035
Total value ($000)
$120,404
Net value change ($000)
-78,297 (-39.4%)
New positions
671
Sold out positions
257
Turnover %
33.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NVDA 12,997 554.5%
NFLX 2,875 8214.3%
VOE 2,458 1229.0%
OBDC 1,918 1559.3%
GOOGL 1,828 679.6%
APO 1,023 2922.9%
VUG 903 96.1%
MRK 741 1214.8%
HEEM 619 703.4%
SPY 585 69.7%
Top Reduces (Value $000, Stocks/ETFs)
AMG PANTHEON FUND CLASS 3 -14,257 -100.0%
PEBO -8,372 -100.0%
XSPIX -4,903 -100.0%
AMZN -2,638 -14.9%
MSFT -1,753 -17.2%
GOOGL -1,171 -8.2%
UBER -882 -41.7%
XPMIX -644 -100.0%
BRK-B -588 -84.6%
AB -580 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type