Wealth Preservation Advisors, LLC Q4 2025 Filing
Filed February 23, 2026
Portfolio Value
$198.7M
Holdings
621
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (621 positions)
| Stock | Value |
|---|---|
AXPAMERICAN EXPRESS CO | $190K |
SCHVSCHWAB US LARGE CAP VALUE ETF | $188K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $184K |
VVISA INCORPORATED COM CLASS A | $183K |
IJHISHARES CORE S&P MID CAPETF | $180K |
SHVISHARES 0 1 YEAR TREASURY BOND ETF | $180K |
ABBVABBVIE INC | $179K |
KGCKINROSS GOLD CORP F | $178K |
QXOQXO INC | $174K |
ABBVABBVIE INCORPORATED | $167K |
YUMYUM BRANDS INC | $166K |
IBMINTERNATIONAL BUSINESS MACHINES | $164K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $164K |
AZNASTRAZENECA PLC SPONSORED ADR | $163K |
CRMSALESFORCE INC | $159K |
PEOEXELON CORPORATION | $153K |
DHRDANAHER CORPORATION | $152K |
COFCAPITAL ONE FINL CORP | $152K |
RGLDROYAL GOLD INC | $151K |
GDXVANECK GOLD MINERS ETF | $150K |
CHKPCHECK POINT SOFTWARE TECH LIMITED ORD | $149K |
WMTWALMART INCORPORATED | $146K |
IVEISHARES S&P 500 VALUE ETF | $142K |
LINLINDE PLC SHS | $141K |
CARRCARRIER GLOBAL CORPORATION | $141K |
IJKISHARES TR S&P MC 400GR ETF | $141K |
DFSUDIMENSIONAL US SUSTAINABLE CORE 1 ETF | $140K |
ETNEATON CORPORATION PLC SHS | $139K |
CRMSALESFORCE INCORPORATED | $137K |
UNHUNITEDHEALTH GROUP INCORPORATED | $135K |
AMLPALPS ALERIAN MLP ETF | $131K |
VOTVANGUARD MID-CAP GROWTH ETF | $131K |
DELLDELL TECHNOLOGIES INC CLASS CLASS C | $128K |
IJJISHARES S&P MID CAP 400 VALUE ETF | $128K |
EQXEQUINOX GOLD CORPORATION | $126K |
GDXJVANECK JUNIOR GOLD MINERS ETF | $126K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS | $124K |
MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | $123K |
OBDCBLUE OWL CAPITAL CORPORATION | $122K |
DFACDIMENSIONAL U S CORE EQUITY 2 ETF | $122K |
BMYBRISTOL MYERS SQUIBB CO | $121K |
LOWLOWES COMPANIES INCORPORATED | $120K |
DUKDUKE ENERGY CORP NEW | $117K |
PRUPRUDENTIAL FINL INCORPORATED | $115K |
SONYSONY GROUP CORPORATION SPONSORED ADR | $115K |
OWLBLUE OWL CAP INC CLASS A | $114K |
PNFPPINNACLE FINL PARTNERS INCORPORATED | $114K |
OTISOTIS WORLDWIDE CORPORATION | $112K |
AMLPALERIAN MLP ETF | $112K |
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM | $112K |
NXPINXP SEMICONDUCTORS N V | $111K |
PANWPALO ALTO NETWORKS INC | $110K |
IWMISHARES RUSSELL 2000 ETF | $108K |
SAPSAP SE SPON ADR | $108K |
IXNISHARES GLOBAL TECH ETF | $108K |
APPAPPLOVIN CORP CLASS A | $107K |
JNJJOHNSON & JOHNSON | $107K |
IQVIQVIA HLDGS INCORPORATED | $105K |
CBCHUBB LIMITED | $104K |
EEMISHARES MSCI EMERGING MARKETS ETF | $99K |
IVWISHARES S&P 500 GROWTH ETF | $99K |
UGIUGI CORPORATION NEW | $99K |
EEMISHARES TR MSCI EMG MKT ETF | $97K |
PNFPPINNACLE FINL PARTNERS IMANDATORY MERGER EFF: 01/02/26 | $95K |
MDTMEDTRONIC PLC SHS | $94K |
ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $93K |
AQLTISHARES TR CORE MSCI EAFE | $92K |
IVVISHARES TR CORE S&P500 ETF | $92K |
OREALTY INCOME CORPORATION REIT | $92K |
IBITISHARES BITCOIN ETF | $91K |
LRALARA EXPL LIMITED | $90K |
GQ9SPDR GOLD SHARES ETF | $90K |
HEEMISHARES INCORPORATED CUR HD MSCI EM | $87K |
ADIANALOG DEVICES INCORPORATED | $87K |
ROKROCKWELL AUTOMATION INCORPORATED | $85K |
TMOTHERMO FISHER SCIENTIFIC INCORPORATED | $84K |
ALLWSPDR BRIDGEWATER ALL WEATHER ETF | $84K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $83K |
KOTHE COCA-COLA CO | $83K |
BACVERIZON COMMUNICATIONS INCORPORATED | $83K |
IJRISHARES CORE S&P SMALL CAP ETF | $81K |
VOVANGUARD MID-CAP ETF | $80K |
SNAPSNAP INC CLASS CLASS A | $80K |
DCDAKOTA GOLD CORPORATION | $80K |
ECLECOLAB INCORPORATED | $80K |
HDHOME DEPOT INCORPORATED | $79K |
OGSONE GAS INC | $77K |
CMECME GROUP INCORPORATED | $76K |
VBVANGUARD SMALL-CAP ETF | $76K |
TXNTEXAS INSTRS INCORPORATED | $75K |
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS | $74K |
OKEONEOK INC NEW | $73K |
RIORIO TINTO PLC SPONSORED ADR | $72K |
SCHBSCHWAB US BROAD MARKET ETF | $72K |
COKECOCA COLA CONSOLIDAT | $72K |
WMTWALMART INC | $72K |
PGPROCTER & GAMBLE COMPANY | $71K |
CWBST STRET SPDR BLMBRG CNVBL SCRTS ETF | $71K |
BBARRICK MNG CORP F | $70K |
PCMMBONDBLOXX PRIVATE CREDITCLO ETF | $69K |