Wealth Preservation Advisors, LLC
Long book
$120.4M
Q1 2026
Positions
1035
Top-10 weight
61%
concentration
Last quarter
+13.2%
SPY +14.8%
Turnover
72%
of book per quarter
Strategy in plain words
auto-generated from filingsWealth Preservation Advisors, LLC is an institutional manager, running a $120.4M US long book across 1035 positions.
The portfolio is concentrated: the top 10 names carry 61% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: NVIDIA CORP, AMAZON.COM INC, ALPHABET INC-CL C, MICROSOFT CORP, APPLE INC.
Over the last 5 quarters its long book ran on average 1pp per quarter ahead of the S&P 500, beating the index in 3 of 5 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2025
+14.4%
Q2 2025
+10.3%
Q3 2025
+4.1%
Q4 2025
-5.2%
Q1 2026
+13.2%
Sector allocation
Technology 54%
Consumer discretionary 18%
Financials 9%
Services media 5%
Industrials 4%
Other 3%
Healthcare 2%
Materials 2%
Long book by quarter
What does Wealth Preservation own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 88.0K | $15.3M | 12.7% | -6.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 72.4K | $15.1M | 12.5% | -14.3% |
| GOOG ALPHABET INC-CL C | Technology | 45.7K | $13.1M | 10.9% | -54.2% |
| MSFT MICROSOFT CORP | Technology | 22.8K | $8.4M | 7.0% | -5.6% |
| AAPL APPLE INC | Technology | 28.9K | $7.3M | 6.1% | -16.9% |
| NFLX NETFLIX INC | Services media | 30.3K | $2.9M | 2.4% | -0.6% |
| GOOGL ALPHABET INC-CL A | Technology | 7.3K | $2.1M | 1.7% | -6.4% |
| OBDC BLUE OWL CAPITAL CORP | — | 184.6K | $2.0M | 1.7% | -0.8% |
| UBER UBER TECHNOLOGIES INC | Services media | 17.1K | $1.2M | 1.0% | -86.0% |
| APO APOLLO GLOBAL MANAGEMENT INC | Financials | 9.5K | $1.1M | 0.9% | +413.6% |
| META META PLATFORMS INC-CLASS A | Technology | 1.8K | $1.0M | 0.8% | -32.7% |
| FBK FB FINANCIAL CORP | Financials | 19.0K | $987K | 0.8% | Held |
| MRK MERCK & CO. INC. | Healthcare | 6.7K | $802K | 0.7% | -7.3% |
| DE DEERE & CO | Industrials | 1.2K | $702K | 0.6% | -0.9% |
| FHN FIRST HORIZON CORP | Financials | 27.1K | $617K | 0.5% | -46.5% |
| SYBT STOCK YARDS BANCORP INC | Financials | 8.3K | $548K | 0.5% | Held |
| MS MORGAN STANLEY | Financials | 3.3K | $541K | 0.4% | -1.3% |
| WFC WELLS FARGO & CO | Financials | 6.4K | $508K | 0.4% | 0.0% |
| KKR KKR & CO INC | Financials | 5.5K | $504K | 0.4% | +36.3% |
| NEM NEWMONT CORP | Materials | 4.0K | $432K | 0.4% | -1.0% |
| SSB SOUTHSTATE BANK CORP | Financials | 4.6K | $424K | 0.4% | +2.2% |
| AEM AGNICO EAGLE MINES LTD | Materials | 2.1K | $421K | 0.3% | Held |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 2.0K | $416K | 0.3% | -44.5% |
| UNP UNION PACIFIC CORP | Industrials | 1.6K | $384K | 0.3% | -11.0% |
| PGR PROGRESSIVE CORP | Financials | 1.9K | $368K | 0.3% | +14.3% |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.2K | $365K | 0.3% | +1.6% |
| TSLA TESLA INC | Industrials | 938 | $349K | 0.3% | +34.2% |
| QXO QXO INC | Consumer discretionary | 18.0K | $349K | 0.3% | +98.7% |
| TT TRANE TECHNOLOGIES PLC | Technology | 682 | $284K | 0.2% | +0.9% |
| KGC KINROSS GOLD CORP | Materials | 9.3K | $283K | 0.2% | +41.1% |
| APH AMPHENOL CORP-CL A | Technology | 2.2K | $280K | 0.2% | Held |
| WBD WARNER BROS DISCOVERY INC | Communications | 10.1K | $277K | 0.2% | +6440.9% |
| INTC INTEL CORP | Technology | 6.1K | $269K | 0.2% | -0.2% |
| KO COCA-COLA CO/THE | Consumer staples | 3.4K | $260K | 0.2% | -58.3% |
| CRM SALESFORCE INC | Technology | 1.4K | $253K | 0.2% | +20.7% |
| JPM JPMORGAN CHASE & CO | Financials | 727 | $214K | 0.2% | -59.3% |
| DHR DANAHER CORP | Technology | 1.1K | $214K | 0.2% | +68.7% |
| SNOW SNOWFLAKE INC | Technology | 1.4K | $213K | 0.2% | +21.6% |
| SMBK SMARTFINANCIAL INC | Financials | 5.3K | $206K | 0.2% | -24.2% |
| LIN LINDE PLC | Materials | 408 | $202K | 0.2% | +22.5% |
| WMT WALMART INC | Consumer discretionary | 1.5K | $190K | 0.2% | -22.2% |
| LOW LOWE'S COS INC | Consumer discretionary | 761 | $180K | 0.1% | Held |
| V VISA INC-CLASS A SHARES | Services media | 591 | $179K | 0.1% | +3.7% |
| RGLD ROYAL GOLD INC | Financials | 683 | $174K | 0.1% | Held |
| ORCL ORACLE CORP | Technology | 1.2K | $173K | 0.1% | -2.5% |
| YUM YUM! BRANDS INC | Consumer discretionary | 1.1K | $171K | 0.1% | -27.5% |
| ABBV ABBVIE INC | Healthcare | 785 | $171K | 0.1% | -48.4% |
| DELL DELL TECHNOLOGIES -C | Technology | 1.0K | $170K | 0.1% | -7.1% |
| AXP AMERICAN EXPRESS CO | Financials | 537 | $162K | 0.1% | +1.5% |
| PG PROCTER & GAMBLE CO/THE | Other | 1.1K | $155K | 0.1% | +43.3% |
13F filing history
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