Wealth Preservation Advisors, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$171.9M

Holdings

589

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (589 positions)

#	Stock	Shares	Value	% Portfolio
1	AMZNAMAZON.COM INC	76,730	$16.8M	9.80%
2	NVDANVIDIA CORP	77,884	$14.5M	8.46%
3	GOOGALPHABET INCORPORATED CAP STK CLASS C	55,921	$13.6M	7.92%
4	GOOGALPHABET INC CLASS C	45,500	$11.1M	6.45%
5	MSFTMICROSOFT CORP	21,009	$10.9M	6.33%
6	UBERUBER TECHNOLOGIES INC	98,153	$9.6M	5.60%
7	PEBOPEOPLES BANCORP INCORPORATED	278,803	$8.4M	4.87%
8	AAPLAPPLE INC	29,963	$7.6M	4.44%
9	VTVVANGUARD VALUE ETF	29,412	$5.5M	3.19%
10	NFLXNETFLIX INC	3,003	$3.6M	2.09%
11	VUGVANGUARD GROWTH ETF	5,923	$2.8M	1.65%
12	UBERUBER TECHNOLOGIES INCORPORATED	25,860	$2.5M	1.47%
13	OBDCBLUE OWL CAP CORP	184,732	$2.4M	1.37%
14	NVDANVIDIA CORPORATION	12,471	$2.3M	1.35%
15	VOEVANGUARD MID CAP VALUE ETF	13,135	$2.3M	1.33%
16	SPYSPDR S&P 500 ETF	2,730	$1.8M	1.06%
17	AAPLAPPLE INCORPORATED	6,846	$1.7M	1.01%
18	GOOGLALPHABET INC CLASS CLASS A	6,936	$1.7M	0.98%
19	AMZNAMAZON COM INCORPORATED	7,673	$1.7M	0.98%
20	MSFTMICROSOFT CORPORATION	3,241	$1.7M	0.98%
21	DFSVDIMENSIONAL US SMALL CAPVALU ETF	36,310	$1.2M	0.67%
22	SPGSIMON PPTY GROUP INC NEWREIT	6,002	$1.1M	0.66%
23	FBKFB FINL CORP	19,000	$1.1M	0.62%
24	HEFAISHARES CURRENCY HEDG MSCI EAFE ETF	23,195	$919K	0.53%
25	METAMETA PLATFORMS INCORPORATED CLASS A	1,041	$764K	0.44%
26	BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A	1	$754K	0.44%
27	VBRVANGUARD SMALL CAP VALUEETF	3,559	$743K	0.43%
28	VOTVANGUARD MID CAP GROWTH ETF	2,512	$738K	0.43%
29	EFAISHARES MSCI EAFE ETF	6,984	$652K	0.38%
30	HEFAISHARES TR HDG MSCI EAFE	16,019	$635K	0.37%
31	FT2FIRST HORIZON CORP	26,254	$594K	0.35%
32	SYBTSTOCK YDS BANCORP INC	8,264	$578K	0.34%
33	ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN	15,061	$576K	0.33%
34	GQ9SPDR GOLD SHARES	1,615	$574K	0.33%
35	MRKMERCK & CO. INC.	6,613	$555K	0.32%
36	FT2FIRST HORIZON CORPORATION	24,377	$551K	0.32%
37	DWDMORGAN STANLEY	3,290	$523K	0.30%
38	KKRKKR & CO INC	4,000	$520K	0.30%
39	WFCWELLS FARGO & CO	6,150	$515K	0.30%
40	HEEMISHARES CURRENCY HEDG MSCI EMERG ETF	14,854	$500K	0.29%
41	ARKBARK 21SHARES BITCOIN ETF	12,821	$487K	0.28%
42	OHIOMEGA HEALTHCARE INVS INREIT	11,317	$478K	0.28%
43	MPCMARATHON PETE CORPORATION	2,430	$468K	0.27%
44	KOCOCA COLA COMPANY	7,027	$466K	0.27%
45	ARKBARK 21SHARES BITCOIN ETF	12,000	$456K	0.27%
46	IVWISHARES TR S&P 500 GRWT ETF	3,688	$445K	0.26%
47	METAMETA PLATFORMS INC CLASS A	599	$440K	0.26%
48	XLFSELECT STR FINANCIAL SELECT SPDR ETF	8,134	$438K	0.25%
49	NOWSERVICENOW INCORPORATED	450	$414K	0.24%
50	OWLBLUE OWL CAPITAL INCORPORATED COM CLASS A	24,442	$414K	0.24%
51	VYMVANGUARD HIGH DIVIDEND YIELD ETF	2,888	$407K	0.24%
52	PNCPNC FINL SERVICES	2,000	$402K	0.23%
53	PGRPROGRESSIVE CORPORATION	1,625	$401K	0.23%
54	CHRCHURCHILL DOWNS INCORPORATED	4,080	$396K	0.23%
55	ABTABBOTT LABS	2,803	$375K	0.22%
56	SPGSIMON PROPERTY GROUP INCORPORATED NEW REIT	2,000	$375K	0.22%
57	UNPUNION PAC CORP	1,581	$374K	0.22%
58	DEDEERE & CO	774	$354K	0.21%
59	AVGOBROADCOM INCORPORATED	1,069	$353K	0.21%
60	CEGCONSTELLATION ENERGY CORPORATION	1,068	$351K	0.20%
61	AEMAGNICO EAGLE MINES LTD F	2,075	$350K	0.20%
62	MCDMCDONALDS CORP	1,107	$336K	0.20%
63	NEMNEWMONT CORP	3,988	$336K	0.20%
64	VBKVANGUARD SMALL CAP GROWTH ETF	1,127	$335K	0.20%
65	PNCPNC FINL SVCS GROUP INCORPORATED	1,605	$322K	0.19%
66	JPMJPMORGAN CHASE & COMPANY.	1,018	$321K	0.19%
67	BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	634	$319K	0.19%
68	SCZISHARES TR EAFE SML CP ETF	4,063	$312K	0.18%
69	TTTRANE TECHNOLOGIES PLC SHS	676	$285K	0.17%
70	NSCNORFOLK SOUTHN CORPORATION	950	$285K	0.17%
71	SCHVSCHWAB U.S. LARGE-CAP VALUE ETF	9,749	$284K	0.17%
72	ORCLORACLE CORP	1,008	$283K	0.16%
73	APHAMPHENOL CORPORATION NEW CLASS A	2,220	$275K	0.16%
74	SCHFSCHWAB INTERNATIONAL EQUITY ETF	11,656	$271K	0.16%
75	SNOWSNOWFLAKE INC	1,156	$261K	0.15%
76	VOOVANGUARD S&P 500 ETF	422	$258K	0.15%
77	USBUS BANCORP DEL COM NEW	5,169	$250K	0.15%
78	VGKVANGUARD FTSE EUROPE ETF	3,072	$245K	0.14%
79	OBDCBLUE OWL CAPITAL CORP	18,742	$239K	0.14%
80	JPMJPMORGAN CHASE & CO	727	$229K	0.13%
81	DEDEERE & COMPANY	483	$221K	0.13%
82	SEASEABRIDGE GOLD INCORPORATED	9,144	$221K	0.13%
83	XLFSPDR FINANCIAL SELECT SECTOR FUND	4,072	$219K	0.13%
84	DFAUDIMENSIONAL US CORE EQUITY MARKT ETF	4,567	$209K	0.12%
85	TSLATESLA INC	467	$208K	0.12%
86	PPLPPL CORPORATION	5,562	$207K	0.12%
87	INTCINTEL CORP	6,100	$205K	0.12%
88	SCHVSCHWAB US LARGE CAP VALUE ETF	6,987	$203K	0.12%
89	IJJISHARES TR S&P MC 400VL ETF	1,552	$201K	0.12%
90	APOAPOLLO GLOBAL MGMT INC N	1,500	$200K	0.12%
91	VOEVANGUARD MID-CAP VALUE ETF	1,125	$196K	0.11%
92	DXJWISDOMTREE JAPAN HEDGED EQUITY FUND	1,533	$196K	0.11%
93	EFAISHARES TR MSCI EAFE ETF	2,085	$195K	0.11%
94	HSYHERSHEY CO	1,024	$191K	0.11%
95	GOOGLALPHABET INCORPORATED CAP STK CLASS A	778	$189K	0.11%
96	SMBKSMARTFINL INC	5,261	$188K	0.11%
97	PNFPPINNACLE FINL PARTNERS I	2,000	$188K	0.11%
98	ABBVABBVIE INC	785	$182K	0.11%
99	SHVISHARES SHORT TREASURY BOND ETF	1,643	$182K	0.11%
100	VVISA INCORPORATED COM CLASS A	522	$178K	0.10%

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