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 |
|---|---|
ICEINTERCONTINENTAL EXCHANGE INCORPORATED | $24K |
DFAXDIMENSIONAL WLD EX US CREQ 2 ETF | $24K |
GDLCGRAYSCALE COINDESK CRYPTO 5 ETF | $24K |
BHPBHP GROUP LTD ORDF | $23K |
IBITISHARES BITCOIN TRUST ETF SHS BEN INT | $22K |
TAT&T INC | $22K |
PANWPALO ALTO NETWORKS INCORPORATED | $22K |
4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | $22K |
WMBWILLIAMS COMPANIES INCORPORATED | $21K |
BABOEING COMPANY | $21K |
WFCWELLS FARGO COMPANY NEW | $21K |
SCHASCHWAB US SMALL CAP ETF | $21K |
UNMUNUM GROUP | $21K |
AALAMERICAN AIRLS GROUP INC | $21K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $20K |
TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | $20K |
DRIDARDEN RESTAURANTS INC | $20K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $20K |
ALSALLSTATE CORP | $20K |
STKCOLUMBIA SELIGMAN PRM TE | $19K |
YUMCYUM CHINA HLDGS INCORPORATED | $19K |
BACBANK OF AMERICA CORP | $19K |
XOMEXXON MOBIL CORPORATION | $19K |
TRVTRAVELERS COS INC | $18K |
GEGE AEROSPACE COM NEW | $18K |
ITA*ISHARES US AEROSPACE DEFENSE ETF | $18K |
FCXFREEPORT-MCMORAN INC | $17K |
HPEHEWLETT PACKARD ENTERPRISE COMPANY | $17K |
DFSVDIMENSIONAL US SMALL CAP VALUE ETF | $17K |
SLSSOLARIS RES INCORPORATED COM NEW | $17K |
VVISA INC CLASS CLASS A | $16K |
GILDGILEAD SCIENCES INC | $16K |
TFCTRUIST FINL CORP | $16K |
GSGOLDMAN SACHS GROUP INCORPORATED | $16K |
SUSAISHARES TR ESG OPTIMIZED | $15K |
TFCTRUIST FINL CORPORATION | $15K |
IYGISHARES US FINANCIAL SERETF | $15K |
COPCONOCOPHILLIPS | $15K |
TMUST-MOBILE US INCORPORATED | $14K |
MCDMCDONALDS CORPORATION | $14K |
USOUNITED STATES OIL FUND, LP | $14K |
UTLUNITIL CORP | $14K |
BRWSABA CAPITAL INCOME & OPRNT FD SHS NEW | $14K |
MDLZMONDELEZ INTERNATIONAL INCORPORATED CLASS A | $13K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $13K |
BACBANK AMERICA CORPORATION | $13K |
IWMISHARES TR RUSSELL 2000 ETF | $13K |
STWDSTARWOOD PPTY TR INC REIT | $12K |
CSCOCISCO SYSTEMS INCORPORATED | $12K |
BHPBHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $12K |
SBUXSTARBUCKS CORPORATION | $12K |
LLYELI LILLY & COMPANY | $12K |
DELLDELL TECHNOLOGIES INCORPORATED CLASS C | $12K |
GLWCORNING INCORPORATED | $12K |
MUMICRON TECHNOLOGY INC | $12K |
NTRNUTRIEN LTD F | $12K |
ULUNILEVER PLC SPON ADR NEW | $11K |
PATHUIPATH INC CLASS CLASS A | $11K |
VHTVANGUARD HEALTH CARE ETF | $11K |
XLESTATE STRET ENRGY SLECT SEC SPDR ETF | $11K |
JGHNUVEEN GLOBAL HIGH INCOME FD SHS | $11K |
DXJWISDOMTREE JAPAN HEDGED EQUITY ETF | $11K |
SOSOUTHERN COMPANY | $11K |
VIRVIR BIOTECHNOLOGY INC | $11K |
ISIIONIS PHARMACEUTICALS IN | $11K |
TJXTJX COMPANIES INCORPORATED NEW | $11K |
CFGCITIZENS FINL GROUP INCORPORATED | $11K |
MCHPMICROCHIP TECHNOLOGY INCORPORATED. | $10K |
MUMICRON TECHNOLOGY INCORPORATED | $10K |
QSRRESTAURANT BRANDS INTERNATIONAL INCORPORATED | $10K |
GWREGUIDEWIRE SOFTWARE INCORPORATED | $10K |
FUJHYSUBARU CORP FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $10K |
VDEVANGUARD ENERGY ETF | $9K |
GEVGE VERNOVA INCORPORATED | $9K |
KTOSKRATOS DEFENSE & SEC SOL | $9K |
MRVLMARVELL TECHNOLOGY INC | $9K |
GILDGILEAD SCIENCES INCORPORATED | $9K |
FVRRFIVERR INTL LTD F | $9K |
RPRXROYALTY PHARMA PLC SHS CLASS A | $9K |
CRWDCROWDSTRIKE HLDGS INC CLASS A | $9K |
GABGABELLI EQUITY TR INCORPORATED | $9K |
ENVAENOVA INTL INC | $9K |
PCEFINVESCO CEF INCOME COMPOSITE ETF | $9K |
SOSOUTHERN CO | $8K |
ODVOSISKO DEVELOPMENT CORPORATION COM NEW | $8K |
COINCOINBASE GLOBAL INC CLASS CLASS A | $8K |
EXPEEXPEDIA GROUP INCORPORATED COM NEW | $8K |
SNEXSTONEX GROUP INC | $8K |
NVRIENVIRI CORPORATION | $8K |
XEXGXEATON VANCE TAX-MANAGED GLOBAL | $8K |
CNPCENTERPOINT ENERGY INCORPORATED | $8K |
MOALTRIA GROUP INCORPORATED | $8K |
CPSCANADIAN PREM SAND INCORPORATED | $8K |
METMETLIFE INC | $8K |
VRTVERTIV HLDGS CO CLASS CLASS A | $8K |
XHRXENIA HOTELS & RESORTS INCORPORATED REIT | $8K |
KMIKINDER MORGAN INCORPORATED DEL | $7K |
NOWSERVICENOW INC | $7K |
JFRNUVEEN FLOATING RATE INCOME FD | $7K |
ETRENTERGY CORPORATION NEW | $7K |