Wealth Preservation Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$162.2B
Holdings
588
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (588 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON.COM INC | 77,432 | $17.0B | 10.47% | |
| 2 | NVDANVIDIA CORP | 88,751 | $14.0B | 8.65% | |
| 3 | MSFTMICROSOFT CORP | 20,977 | $10.4B | 6.43% | |
| 4 | GOOGALPHABET INCORPORATED CAP STK CLASS C | 55,906 | $9.9B | 6.11% | |
| 5 | UBERUBER TECHNOLOGIES INC | 98,136 | $9.2B | 5.65% | |
| 6 | PEBOPEOPLES BANCORP INCORPORATED | 278,803 | $8.5B | 5.25% | |
| 7 | GOOGALPHABET INC CLASS C | 45,500 | $8.1B | 4.98% | |
| 8 | AAPLAPPLE INC | 29,763 | $6.1B | 3.76% | |
| 9 | VTVVANGUARD VALUE ETF | 25,666 | $4.5B | 2.80% | |
| 10 | NFLXNETFLIX INC | 2,003 | $2.7B | 1.65% | |
| 11 | OBDCBLUE OWL CAP CORP | 181,057 | $2.6B | 1.60% | |
| 12 | VUGVANGUARD GROWTH ETF | 5,779 | $2.5B | 1.56% | |
| 13 | UBERUBER TECHNOLOGIES INCORPORATED | 25,860 | $2.4B | 1.49% | |
| 14 | VOEVANGUARD MID CAP VALUE ETF | 12,502 | $2.1B | 1.27% | |
| 15 | NVDANVIDIA CORPORATION | 12,371 | $2.0B | 1.21% | |
| 16 | AMZNAMAZON COM INCORPORATED | 7,791 | $1.7B | 1.05% | |
| 17 | SPYSPDR S&P 500 ETF | 2,661 | $1.6B | 1.01% | |
| 18 | MSFTMICROSOFT CORPORATION | 3,233 | $1.6B | 0.99% | |
| 19 | CRMSALESFORCE INC | 5,828 | $1.6B | 0.98% | |
| 20 | AAPLAPPLE INCORPORATED | 6,787 | $1.4B | 0.86% | |
| 21 | GOOGLALPHABET INC CLASS A | 7,875 | $1.4B | 0.86% | |
| 22 | METAMETA PLATFORMS INC CLASS A | 1,671 | $1.2B | 0.76% | |
| 23 | DFSVDIMENSIONAL US SMALL CAPVALU ETF | 41,109 | $1.2B | 0.75% | |
| 24 | ARKBARK 21SHARES BITCOIN ETF | 31,749 | $1.1B | 0.70% | |
| 25 | SPGSIMON PPTY GROUP INC NEWREIT | 6,002 | $964.9M | 0.59% | |
| 26 | HEFAISHARES CURRENCY HEDG MSCI EAFE ETF | 23,034 | $874.4M | 0.54% | |
| 27 | FBKFB FINL CORP | 19,000 | $860.7M | 0.53% | |
| 28 | TSLATESLA INC | 2,467 | $783.7M | 0.48% | |
| 29 | METAMETA PLATFORMS INCORPORATED CLASS A | 1,044 | $770.6M | 0.48% | |
| 30 | BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | 1 | $728.8M | 0.45% | |
| 31 | VOTVANGUARD MID CAP GROWTH ETF | 2,511 | $714.2M | 0.44% | |
| 32 | VBRVANGUARD SMALL CAP VALUEETF | 3,558 | $693.9M | 0.43% | |
| 33 | SYBTSTOCK YDS BANCORP INC | 8,264 | $652.7M | 0.40% | |
| 34 | ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | 15,061 | $614.9M | 0.38% | |
| 35 | HEFAISHARES TR HDG MSCI EAFE | 16,019 | $608.1M | 0.37% | |
| 36 | FT2FIRST HORIZON CORP | 26,254 | $556.6M | 0.34% | |
| 37 | KKRKKR & CO INC | 4,000 | $532.1M | 0.33% | |
| 38 | MRKMERCK & CO. INC. | 6,613 | $523.5M | 0.32% | |
| 39 | FT2FIRST HORIZON CORPORATION | 24,375 | $516.7M | 0.32% | |
| 40 | KOCOCA COLA COMPANY | 7,025 | $497.0M | 0.31% | |
| 41 | WFCWELLS FARGO & CO | 6,150 | $492.7M | 0.30% | |
| 42 | GQ9SPDR GOLD SHARES | 1,615 | $492.3M | 0.30% | |
| 43 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 5,236 | $492.1M | 0.30% | |
| 44 | NOWSERVICENOW INCORPORATED | 470 | $483.2M | 0.30% | |
| 45 | CRWDCROWDSTRIKE HLDGS INC CLASS A | 941 | $479.3M | 0.30% | |
| 46 | OWLBLUE OWL CAPITAL INCORPORATED COM CLASS A | 24,809 | $476.6M | 0.29% | |
| 47 | DWDMORGAN STANLEY | 3,290 | $463.4M | 0.29% | |
| 48 | HEEMISHARES CURRENCY HEDG MSCI EMERG ETF | 14,773 | $444.6M | 0.27% | |
| 49 | EFAISHARES MSCI EAFE ETF | 4,892 | $437.3M | 0.27% | |
| 50 | IBITISHARES BITCOIN ETF | 7,067 | $432.6M | 0.27% | |
| 51 | PGRPROGRESSIVE CORPORATION | 1,617 | $431.5M | 0.27% | |
| 52 | IVWISHARES TR S&P 500 GRWT ETF | 3,904 | $429.8M | 0.27% | |
| 53 | ZNGRIXNUVEEN GLOBAL CITIES REIT INC CLASS I | 37,132 | $427.0M | 0.26% | |
| 54 | XLFSELECT STR FINANCIAL SELECT SPDR ETF | 8,134 | $426.0M | 0.26% | |
| 55 | RTXRTX CORPORATION | 2,882 | $420.8M | 0.26% | |
| 56 | HUBSHUBSPOT INC | 750 | $417.5M | 0.26% | |
| 57 | OHIOMEGA HEALTHCARE INVS INREIT | 11,317 | $414.8M | 0.26% | |
| 58 | SSBUSDSOUTHSTATE CORP | 4,489 | $413.1M | 0.25% | |
| 59 | CHRCHURCHILL DOWNS INCORPORATED | 4,080 | $412.1M | 0.25% | |
| 60 | MPCMARATHON PETE CORPORATION | 2,430 | $403.6M | 0.25% | |
| 61 | DEDEERE & CO | 774 | $393.6M | 0.24% | |
| 62 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 2,888 | $385.0M | 0.24% | |
| 63 | ABTABBOTT LABS | 2,787 | $379.1M | 0.23% | |
| 64 | PNCPNC FINL SERVICES | 2,000 | $372.8M | 0.23% | |
| 65 | MIGAMICROSTRATEGY INC CLASS A | 911 | $368.3M | 0.23% | |
| 66 | CEGCONSTELLATION ENERGY CORPORATION | 1,068 | $344.6M | 0.21% | |
| 67 | MCDMCDONALDS CORP | 1,106 | $323.1M | 0.20% | |
| 68 | SPGSIMON PROPERTY GROUP INCORPORATED NEW REIT | 2,000 | $321.5M | 0.20% | |
| 69 | UNPUNION PAC CORP | 1,381 | $317.7M | 0.20% | |
| 70 | AVGOBROADCOM INCORPORATED | 1,132 | $312.0M | 0.19% | |
| 71 | BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 636 | $308.9M | 0.19% | |
| 72 | VBKVANGUARD SMALL CAP GROWTH ETF | 1,103 | $305.3M | 0.19% | |
| 73 | PNCPNC FINL SVCS GROUP INCORPORATED | 1,618 | $301.6M | 0.19% | |
| 74 | JPMJPMORGAN CHASE & COMPANY. | 1,022 | $296.3M | 0.18% | |
| 75 | TTTRANE TECHNOLOGIES PLC SHS | 676 | $295.7M | 0.18% | |
| 76 | SCZISHARES TR EAFE SML CP ETF | 4,063 | $295.3M | 0.18% | |
| 77 | SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | 9,749 | $269.8M | 0.17% | |
| 78 | OBDCBLUE OWL CAPITAL CORPORATION | 18,604 | $266.8M | 0.16% | |
| 79 | SNOWSNOWFLAKE INC CLASS A | 1,156 | $258.7M | 0.16% | |
| 80 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 11,656 | $257.6M | 0.16% | |
| 81 | AMLPALERIAN MLP ETF | 5,139 | $251.1M | 0.15% | |
| 82 | AEMAGNICO EAGLE MINES LTD F | 2,075 | $246.8M | 0.15% | |
| 83 | NSCNORFOLK SOUTHN CORPORATION | 962 | $246.2M | 0.15% | |
| 84 | VGKVANGUARD FTSE EUROPE ETF | 3,098 | $240.1M | 0.15% | |
| 85 | DEDEERE & COMPANY | 472 | $240.0M | 0.15% | |
| 86 | USBUS BANCORP DEL COM NEW | 5,248 | $237.5M | 0.15% | |
| 87 | VOOVANGUARD S&P 500 ETF | 416 | $236.3M | 0.15% | |
| 88 | NEMNEWMONT CORP | 3,988 | $232.3M | 0.14% | |
| 89 | ORCLORACLE CORP | 1,006 | $219.9M | 0.14% | |
| 90 | APHAMPHENOL CORPORATION NEW CLASS A | 2,220 | $219.2M | 0.14% | |
| 91 | XLFSPDR FINANCIAL SELECT SECTOR FUND | 4,072 | $213.3M | 0.13% | |
| 92 | APOAPOLLO GLOBAL MGMT INC N | 1,500 | $212.8M | 0.13% | |
| 93 | JPMJPMORGAN CHASE & CO | 727 | $210.8M | 0.13% | |
| 94 | EEMISHARES MSCI EMERGING MARKETS ETF | 4,335 | $209.1M | 0.13% | |
| 95 | SCHVSCHWAB US LARGE CAP VALUE ETF | 7,025 | $194.4M | 0.12% | |
| 96 | DFAUDIMENSIONAL US CORE EQUITY MARKT ETF | 4,567 | $193.5M | 0.12% | |
| 97 | CARRCARRIER GLOBAL CORPORATION | 2,636 | $192.9M | 0.12% | |
| 98 | IJJISHARES TR S&P MC 400VL ETF | 1,552 | $191.8M | 0.12% | |
| 99 | XRPRT REX 2X LONG MSTR DAILYTARGET ETF | 22,000 | $190.3M | 0.12% | |
| 100 | PPLPPL CORPORATION | 5,518 | $187.0M | 0.12% |
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