Wealth Preservation Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$175,425
Net value change ($000)
+55,021 (45.7%)
New positions
7
Sold out positions
954
Turnover %
16.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,941 NEW
GOOGL 2,970 22.7%
BRK-B 1,528 1428.0%
AAPL 1,390 19.0%
PNFP 937 1089.5%
PRIV 627 287.6%
AB 530 NEW
MPC 515 NEW
RTX 482 1047.8%
TSLA 424 121.5%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -13,261 -88.0%
NVDA -11,911 -77.6%
MSFT -7,847 -93.2%
VTV -3,452 -70.9%
GOOGL -1,826 -87.1%
VUG -847 -46.0%
NFLX -763 -26.2%
HEFA -685 -48.4%
META -527 -52.0%
QXO -349 -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