Wealth Preservation Advisors, LLC
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$120.4M
Holdings
1,067
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q1 2026: Sold 38.0% (91.1k → 56.4k shares)
12.7%
02
$AMZN
AMAZON.COM INC
Q1 2026: Sold 49.7% (43.1k → 21.7k shares)
12.5%
03
$GOOG
ALPHABET INC CLASS CLASS C
Q1 2026: Sold 52.4% (44.8k → 21.3k shares)
10.9%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 41.6% (40.7k → 23.8k shares)
7.0%
05
$AAPL
APPLE INC
Q1 2026: Sold 47.8% (41.9k → 21.9k shares)
6.1%
06
$VTV
VANGUARD VALUE INDEX FUND ETF SHARES
Q1 2026: Sold 47.0% (53.8k → 28.5k shares)
4.0%
07
$NFLX
NETFLIX INC
Q1 2026: Increased +22.4% (3.7k → 4.6k shares)
2.4%
08
$VOE
VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES
Held since at least Q1 2024
2.2%
09
$GOOGL
ALPHABET INC CLASS CLASS A
Q1 2026: Sold 17.7% (10.8k → 8.9k shares)
1.7%
10
$OBDC
BLUE OWL CAP CORP
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:41 UTC.