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 |
|---|---|
IWOISHARES TR RUS 2000 GRW ETF | $69K |
RCLROYAL CARIBBEAN GROUP | $68K |
CMICUMMINS INCORPORATED | $67K |
AURAURORA INNOVATION INC CLASS A | $67K |
DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | $67K |
IMPINTERMAP TECHNOLOGIES CORPORATION CLASS A | $67K |
IAU*ISHARES GOLD TR ISHARES NEW | $67K |
FULTFULTON FINL CORPORATION PA | $66K |
GSGOLDMAN SACHS GROUP INC | $66K |
PSXPHILLIPS 66 | $66K |
IJKISHARES S&P MID CAP 400 GRWTH ETF | $64K |
HLHECLA MNG CO | $64K |
YUMYUM BRANDS INCORPORATED | $63K |
IWDISHARES RUSSELL 1000 VALUE ETF | $63K |
SMBKSMARTFINANCIAL INCORPORATED COM NEW | $62K |
BRK/BBERKSHIRE HATHAWAY CLASS CLASS B | $62K |
LOWLOWES COS INC | $62K |
DISDISNEY WALT COMPANY | $62K |
MRKMERCK & COMPANY INCORPORATED | $61K |
IJTISHARES TR S&P SML 600 GWT | $61K |
DRIDARDEN RESTAURANTS INCORPORATED | $59K |
IMCBISHARES MORNINGSTAR MID CAP ETF | $58K |
APDAIR PRODUCTS & CHEMICALS INCORPORATED | $58K |
CAVACAVA GROUP INC | $58K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $57K |
WPMWHEATON PRECIOUS METAL F | $57K |
AMDADVANCED MICRO DEVICES INCORPORATED | $56K |
CVXCHEVRON CORPORATION NEW | $55K |
BKBANK NEW YORK MELLON CORPORATION | $54K |
AGNCAGNC INVT CORP REIT | $53K |
FSLRFIRST SOLAR INC | $52K |
YUMCYUM CHINA HLDGS INC | $52K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $52K |
PIPRPIPER SANDLER COMPANIES | $51K |
NDQINVSC QQQ TRUST SRS 1 ETF | $50K |
NEENEXTERA ENERGY INCORPORATED | $50K |
TSLATESLA INCORPORATED | $50K |
SLVISHARES SILVER TRUST ETF | $50K |
PNFP 6.75 PERP BPINNACLE FINANCIAL PARTNERS, INC. PFD | $50K |
DALDELTA AIR LINES INC DEL | $48K |
DONSPDR DOW JONES INDUSTRIAL AVRG ETF | $48K |
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR | $48K |
BWINTHE BALDWIN INSURANC A CLASS A | $46K |
VAWVANGUARD MATERIALS ETF | $46K |
IJHISHARES TR CORE S&P MCP ETF | $45K |
UNPUNION PAC CORPORATION | $45K |
RFREGIONS FINANCIAL CORPORATION NEW | $45K |
DUKDUKE ENERGY CORPORATION NEW COM NEW | $44K |
ASTEASTEC INDUSTRIES INCORPORATED | $43K |
IAUMISHARES GOLD TR MICRO UNDIV BENF ETV | $42K |
AGFIRST MAJESTIC SILVER F | $42K |
OXYOCCIDENTAL PETE CORP | $41K |
FISFIDELITY NATL INFORMATION SVCS | $41K |
PHPARKER-HANNIFIN CORP | $39K |
EWJISHARES INCORPORATED MSCI JAPAN ETF | $39K |
VBRVANGUARD SMALL-CAP VALUE ETF | $39K |
CSCOCISCO SYS INC | $38K |
ORCLORACLE CORPORATION | $38K |
TAT&T INCORPORATED | $38K |
CMCSACOMCAST CORP NEW CLASS A | $37K |
ETENERGY TRANSFER L P LP | $37K |
IJRISHARES TR CORE S&P SCP ETF | $36K |
PGPROCTER & GAMBLE CO | $35K |
APOAPOLLO GLOBAL MGMT INCORPORATED | $35K |
LLYELI LILLY AND CO | $35K |
SEASEABRIDGE GOLD INC F | $35K |
AVGOBROADCOM INC | $35K |
EQXEQUINOX GOLD CORP F | $34K |
NFLXNETFLIX INCORPORATED. | $34K |
FITEST STRT SPDR S&P KNSH FTR SCRTY ETF | $33K |
HALOHALOZYME THERAPEUTICS IN | $33K |
EBAEBAY INC | $33K |
OUNZVANECK MERK GOLD ETF | $33K |
BKNGBOOKING HLDGS INC | $32K |
SSSSSURO CAPITAL CORP | $32K |
IJSISHARES TR SP SMCP600VL ETF | $32K |
BLKBLACKROCK INCORPORATED | $32K |
PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED | $32K |
ISCVISHARES TR MRNING SM CP ETF | $32K |
BBYBEST BUY INCORPORATED | $32K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $32K |
PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | $31K |
BXBLACKSTONE INCORPORATED | $30K |
COKECOCA COLA CONS INCORPORATED | $30K |
A4SAMERIPRISE FINL INC | $29K |
FSKFS KKR CAP CORPORATION | $29K |
CIONCION INVT CORP | $29K |
MTBM & T BK CORPORATION | $28K |
BLKBLACKROCK INC NEW | $28K |
IWNISHARES TR RUS 2000 VAL ETF | $27K |
RFREGIONS FINL CORP NEW | $27K |
WELLWELLTOWER INC REIT | $27K |
HSYHERSHEY COMPANY | $27K |
BACVERIZON COMMUNICATIONS I | $26K |
BEPCBROOKFIELD RENEWABLE FCLASS A | $25K |
EPDENTERPRISE PRODUCTS PARTNERS L P | $25K |
SILGLOBAL X SILVER MINERS ETF | $25K |
FFORD MTR COMPANY | $24K |
MAINMAIN STR CAP CORP | $24K |
SNYSANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $24K |