Wealth Preservation Advisors, LLC
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 175,425
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 111 | 175,425 | 13F-HR | Wealth Preservation Advisors, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.8 K | 81.4% | 46.77 K | 0 | 46.77 K |
| ETFs | 32.13 K | 18.3% | 8.754 K | 0 | 8.754 K |
| Other | 541 | 0.3% | 0 | 470 | -470 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
175,425
Holdings
111
QoQ value change ($000)
55,021
(45.7%)
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.