Wealth Preservation Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$171.9B
Holdings
589
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (589 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON.COM INC | 76,730 | $16.8B | 9.80% | |
| 2 | NVDANVIDIA CORP | 77,884 | $14.5B | 8.46% | |
| 3 | GOOGALPHABET INCORPORATED CAP STK CLASS C | 55,921 | $13.6B | 7.92% | |
| 4 | GOOGALPHABET INC CLASS C | 45,500 | $11.1B | 6.45% | |
| 5 | MSFTMICROSOFT CORP | 21,009 | $10.9B | 6.33% | |
| 6 | UBERUBER TECHNOLOGIES INC | 98,153 | $9.6B | 5.60% | |
| 7 | PEBOPEOPLES BANCORP INCORPORATED | 278,803 | $8.4B | 4.87% | |
| 8 | AAPLAPPLE INC | 29,963 | $7.6B | 4.44% | |
| 9 | VTVVANGUARD VALUE ETF | 29,412 | $5.5B | 3.19% | |
| 10 | NFLXNETFLIX INC | 3,003 | $3.6B | 2.09% | |
| 11 | VUGVANGUARD GROWTH ETF | 5,923 | $2.8B | 1.65% | |
| 12 | UBERUBER TECHNOLOGIES INCORPORATED | 25,860 | $2.5B | 1.47% | |
| 13 | OBDCBLUE OWL CAP CORP | 184,732 | $2.4B | 1.37% | |
| 14 | NVDANVIDIA CORPORATION | 12,471 | $2.3B | 1.35% | |
| 15 | VOEVANGUARD MID CAP VALUE ETF | 13,135 | $2.3B | 1.33% | |
| 16 | SPYSPDR S&P 500 ETF | 2,730 | $1.8B | 1.06% | |
| 17 | AAPLAPPLE INCORPORATED | 6,846 | $1.7B | 1.01% | |
| 18 | GOOGLALPHABET INC CLASS CLASS A | 6,936 | $1.7B | 0.98% | |
| 19 | AMZNAMAZON COM INCORPORATED | 7,673 | $1.7B | 0.98% | |
| 20 | MSFTMICROSOFT CORPORATION | 3,241 | $1.7B | 0.98% | |
| 21 | DFSVDIMENSIONAL US SMALL CAPVALU ETF | 36,310 | $1.2B | 0.67% | |
| 22 | SPGSIMON PPTY GROUP INC NEWREIT | 6,002 | $1.1B | 0.66% | |
| 23 | FBKFB FINL CORP | 19,000 | $1.1B | 0.62% | |
| 24 | HEFAISHARES CURRENCY HEDG MSCI EAFE ETF | 23,195 | $918.8M | 0.53% | |
| 25 | METAMETA PLATFORMS INCORPORATED CLASS A | 1,041 | $764.5M | 0.44% | |
| 26 | BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | 1 | $754.2M | 0.44% | |
| 27 | VBRVANGUARD SMALL CAP VALUEETF | 3,559 | $742.9M | 0.43% | |
| 28 | VOTVANGUARD MID CAP GROWTH ETF | 2,512 | $737.9M | 0.43% | |
| 29 | EFAISHARES MSCI EAFE ETF | 6,984 | $652.1M | 0.38% | |
| 30 | HEFAISHARES TR HDG MSCI EAFE | 16,019 | $634.5M | 0.37% | |
| 31 | FT2FIRST HORIZON CORP | 26,254 | $593.6M | 0.35% | |
| 32 | SYBTSTOCK YDS BANCORP INC | 8,264 | $578.4M | 0.34% | |
| 33 | ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | 15,061 | $575.6M | 0.33% | |
| 34 | GQ9SPDR GOLD SHARES | 1,615 | $574.1M | 0.33% | |
| 35 | MRKMERCK & CO. INC. | 6,613 | $555.0M | 0.32% | |
| 36 | FT2FIRST HORIZON CORPORATION | 24,377 | $551.2M | 0.32% | |
| 37 | DWDMORGAN STANLEY | 3,290 | $523.0M | 0.30% | |
| 38 | KKRKKR & CO INC | 4,000 | $519.8M | 0.30% | |
| 39 | WFCWELLS FARGO & CO | 6,150 | $515.5M | 0.30% | |
| 40 | HEEMISHARES CURRENCY HEDG MSCI EMERG ETF | 14,854 | $499.8M | 0.29% | |
| 41 | ARKBARK 21SHARES BITCOIN ETF | 12,821 | $487.5M | 0.28% | |
| 42 | OHIOMEGA HEALTHCARE INVS INREIT | 11,317 | $477.8M | 0.28% | |
| 43 | MPCMARATHON PETE CORPORATION | 2,430 | $468.4M | 0.27% | |
| 44 | KOCOCA COLA COMPANY | 7,027 | $466.0M | 0.27% | |
| 45 | ARKBARK 21SHARES BITCOIN ETF | 12,000 | $456.2M | 0.27% | |
| 46 | IVWISHARES TR S&P 500 GRWT ETF | 3,688 | $445.2M | 0.26% | |
| 47 | METAMETA PLATFORMS INC CLASS A | 599 | $439.8M | 0.26% | |
| 48 | XLFSELECT STR FINANCIAL SELECT SPDR ETF | 8,134 | $438.2M | 0.25% | |
| 49 | NOWSERVICENOW INCORPORATED | 450 | $414.1M | 0.24% | |
| 50 | OWLBLUE OWL CAPITAL INCORPORATED COM CLASS A | 24,442 | $413.8M | 0.24% | |
| 51 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 2,888 | $407.1M | 0.24% | |
| 52 | PNCPNC FINL SERVICES | 2,000 | $401.9M | 0.23% | |
| 53 | PGRPROGRESSIVE CORPORATION | 1,625 | $401.3M | 0.23% | |
| 54 | CHRCHURCHILL DOWNS INCORPORATED | 4,080 | $395.8M | 0.23% | |
| 55 | ABTABBOTT LABS | 2,803 | $375.4M | 0.22% | |
| 56 | SPGSIMON PROPERTY GROUP INCORPORATED NEW REIT | 2,000 | $375.3M | 0.22% | |
| 57 | UNPUNION PAC CORP | 1,581 | $373.7M | 0.22% | |
| 58 | DEDEERE & CO | 774 | $353.9M | 0.21% | |
| 59 | AVGOBROADCOM INCORPORATED | 1,069 | $352.7M | 0.21% | |
| 60 | CEGCONSTELLATION ENERGY CORPORATION | 1,068 | $351.3M | 0.20% | |
| 61 | AEMAGNICO EAGLE MINES LTD F | 2,075 | $349.8M | 0.20% | |
| 62 | MCDMCDONALDS CORP | 1,107 | $336.4M | 0.20% | |
| 63 | NEMNEWMONT CORP | 3,988 | $336.2M | 0.20% | |
| 64 | VBKVANGUARD SMALL CAP GROWTH ETF | 1,127 | $335.5M | 0.20% | |
| 65 | PNCPNC FINL SVCS GROUP INCORPORATED | 1,605 | $322.5M | 0.19% | |
| 66 | JPMJPMORGAN CHASE & COMPANY. | 1,018 | $321.1M | 0.19% | |
| 67 | BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 634 | $318.7M | 0.19% | |
| 68 | SCZISHARES TR EAFE SML CP ETF | 4,063 | $311.7M | 0.18% | |
| 69 | TTTRANE TECHNOLOGIES PLC SHS | 676 | $285.2M | 0.17% | |
| 70 | NSCNORFOLK SOUTHN CORPORATION | 950 | $285.2M | 0.17% | |
| 71 | SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | 9,749 | $283.8M | 0.17% | |
| 72 | ORCLORACLE CORP | 1,008 | $283.5M | 0.16% | |
| 73 | APHAMPHENOL CORPORATION NEW CLASS A | 2,220 | $274.7M | 0.16% | |
| 74 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 11,656 | $271.4M | 0.16% | |
| 75 | SNOWSNOWFLAKE INC | 1,156 | $260.7M | 0.15% | |
| 76 | VOOVANGUARD S&P 500 ETF | 422 | $258.4M | 0.15% | |
| 77 | USBUS BANCORP DEL COM NEW | 5,169 | $249.8M | 0.15% | |
| 78 | VGKVANGUARD FTSE EUROPE ETF | 3,072 | $245.1M | 0.14% | |
| 79 | OBDCBLUE OWL CAPITAL CORP | 18,742 | $239.3M | 0.14% | |
| 80 | JPMJPMORGAN CHASE & CO | 727 | $229.3M | 0.13% | |
| 81 | DEDEERE & COMPANY | 483 | $220.9M | 0.13% | |
| 82 | SEASEABRIDGE GOLD INCORPORATED | 9,144 | $220.8M | 0.13% | |
| 83 | XLFSPDR FINANCIAL SELECT SECTOR FUND | 4,072 | $219.4M | 0.13% | |
| 84 | DFAUDIMENSIONAL US CORE EQUITY MARKT ETF | 4,567 | $209.0M | 0.12% | |
| 85 | TSLATESLA INC | 467 | $207.7M | 0.12% | |
| 86 | PPLPPL CORPORATION | 5,562 | $206.7M | 0.12% | |
| 87 | INTCINTEL CORP | 6,100 | $204.7M | 0.12% | |
| 88 | SCHVSCHWAB US LARGE CAP VALUE ETF | 6,987 | $203.4M | 0.12% | |
| 89 | IJJISHARES TR S&P MC 400VL ETF | 1,552 | $201.3M | 0.12% | |
| 90 | APOAPOLLO GLOBAL MGMT INC N | 1,500 | $199.9M | 0.12% | |
| 91 | VOEVANGUARD MID-CAP VALUE ETF | 1,125 | $196.4M | 0.11% | |
| 92 | DXJWISDOMTREE JAPAN HEDGED EQUITY FUND | 1,533 | $196.3M | 0.11% | |
| 93 | EFAISHARES TR MSCI EAFE ETF | 2,085 | $194.7M | 0.11% | |
| 94 | HSYHERSHEY CO | 1,024 | $191.5M | 0.11% | |
| 95 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 778 | $189.1M | 0.11% | |
| 96 | SMBKSMARTFINL INC | 5,261 | $188.0M | 0.11% | |
| 97 | PNFPPINNACLE FINL PARTNERS I | 2,000 | $187.6M | 0.11% | |
| 98 | ABBVABBVIE INC | 785 | $181.8M | 0.11% | |
| 99 | SHVISHARES SHORT TREASURY BOND ETF | 1,643 | $181.5M | 0.11% | |
| 100 | VVISA INCORPORATED COM CLASS A | 522 | $178.2M | 0.10% |
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