Wealth Preservation Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$209,567
Net value change ($000)
+34,142 (19.5%)
New positions
39
Sold out positions
8
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 25,114 732.2%
AMZN 20,104 1108.9%
GOOG 18,088 112.5%
MSFT 13,964 2424.3%
VTV 8,024 566.7%
VUG 4,362 438.0%
AAPL 3,152 36.2%
GOOGL 2,703 997.4%
HEFA 2,095 287.4%
EFA 1,726 795.4%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -1,164 -100.0%
PEBO -727 -7.3%
LOW -230 -100.0%
FIX -129 -100.0%
DHR -127 -100.0%
DUK -127 -100.0%
PCMM -124 -100.0%
AUR -121 -100.0%
GDXJ -120 -100.0%
FBK -70 -6.7%
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