Wealth Preservation Advisors, LLC
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 120,404
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 1,035 | 120,404 | 13F-HR | Wealth Preservation Advisors, LLC |
| Q4 2025 | 2/23/2026 | 747 | 198,701 | 13F-HR | Wealth Preservation Advisors, LLC |
| Q3 2025 | 11/14/2025 | 715 | 171,863 | 13F-HR | Wealth Preservation Advisors, LLC |
| Q2 2025 | 8/14/2025 | 713 | 162,191 | 13F-HR | Wealth Preservation Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 95.98 K | 79.7% | 0 | 73 K | -73 K |
| ETFs | 23.38 K | 19.4% | 0 | 5.53 K | -5.53 K |
| Other | 1.011 K | 0.8% | 196 | 0 | 196 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
120,404
Holdings
1035
QoQ value change ($000)
-78,297
(-39.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.