Wealth Preservation Advisors, LLC holds a focused book of 1035 stocks worth $120.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealth Preservation Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.7B |
| MORGAN STANLEY | 79 / 80 | $522.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $144.3B |
| Integrated Wealth Concepts LLC | 79 / 80 | $2.9B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $380.5B |
| UBS Group AG | 78 / 80 | $141.4B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $130.4B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $90.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Wealth Preservation Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COMMON STOCK | $15.3M | 88.0K | 12.7% | ▼−6.6% Reduced · −6K sh | |
| 2 | Amazon.com Inc COMMON STOCK | $15.1M | 72.4K | 12.5% | ▼−14% Reduced · −12K sh | |
| 3 | Alphabet Inc Class Class C COMMON STOCK | $13.1M | 45.7K | 10.9% | ▼−54% Reduced · −54K sh | |
| 4 | Microsoft Corp COMMON STOCK | $8.4M | 22.8K | 7.0% | ▼−5.6% Reduced · −1K sh | |
| 5 | Apple Inc COMMON STOCK | $7.3M | 28.9K | 6.1% | ▼−17% Reduced · −6K sh | |
| 6 | Vanguard Value Index Fund ETF Shares UIT EXCHANGE TRADED | $4.9M | 24.8K | 4.0% | ▼−17% Reduced · −5K sh | |
| 7 | Netflix Inc COMMON STOCK | $2.9M | 30.3K | 2.4% | ▼−0.6% Reduced · −177 sh | |
| 8 | Vanguard Mid-Cap Value Index Fund ETF Shares UIT EXCHANGE TRADED | $2.7M | 14.4K | 2.2% | ▲+3.4% Added · +468 sh | |
| 9 | Alphabet Inc Class Class A COMMON STOCK | $2.1M | 7.3K | 1.7% | ▼−6.4% Reduced · −502 sh | |
| 10 | Blue Owl Cap Corp COMMON STOCK | $2.0M | 184.6K | 1.7% | ▼−0.8% Reduced · −2K sh | |
| 11 | Vanguard Growth Index Fund ETF Shares UIT EXCHANGE TRADED | $1.8M | 4.2K | 1.5% | ▼−26% Reduced · −2K sh | |
| 12 | State Street SPDR S&P 500 ETF Trust UIT EXCHANGE TRADED | $1.4M | 2.2K | 1.2% | ▼−12% Reduced · −298 sh | |
| 13 | Ishares Currency Hedged Msci Eafe ETF UIT EXCHANGE TRADED | $1.4M | 33.3K | 1.2% | ▼−16% Reduced · −6K sh | |
| 14 | Uber Technologies Inc COMMON STOCK | $1.2M | 17.1K | 1.0% | ▼−86% Reduced · −105K sh | |
| 15 | Dimensional US Small Capvalue ETF UIT EXCHANGE TRADED | $1.2M | 34.0K | 1.0% | ▼−7.7% Reduced · −3K sh | |
| 16 | Simon Ppty Group Inc Newreit REAL ESTATE INVESTME | $1.1M | 6.0K | 0.9% | ▼−25% Reduced · −2K sh | |
| 17 | Apollo Global Mgmt Inc Nclass Class A COMMON STOCK | $1.1M | 9.5K | 0.9% | ▲+414% Added · +8K sh | |
| 18 | Meta Platforms Inc Class Class A COMMON STOCK | $1.0M | 1.8K | 0.8% | ▼−33% Reduced · −861 sh | |
| 19 | FB Finl Corp COMMON STOCK | $987K | 19.0K | 0.8% | —Held | |
| 20 | Vanguard Mid-Cap Growth Index Fund ETF Shares UIT EXCHANGE TRADED | $865K | 3.4K | 0.7% | ▲+12% Added · +370 sh | |
| 21 | Vanguard Small-Cap Valueindex Fund ETF Shares UIT EXCHANGE TRADED | $832K | 3.8K | 0.7% | ▲+2.9% Added · +108 sh | |
| 22 | Merck & Co. Inc. COMMON STOCK | $802K | 6.7K | 0.7% | ▼−7.3% Reduced · −525 sh | |
| 23 | Ishares Currency Hedged Msci Emerging Markets ETF UIT EXCHANGE TRADED | $707K | 19.2K | 0.6% | ▲+9.8% Added · +2K sh | |
| 24 | Deere & Co COMMON STOCK | $702K | 1.2K | 0.6% | ▼−0.9% Reduced · −11 sh | |
| 25 | First Horizon Corp COMMON STOCK | $617K | 27.1K | 0.5% | ▼−46% Reduced · −24K sh | |
| 26 | Stock Yds Bancorp Inc COMMON STOCK | $548K | 8.3K | 0.5% | —Held | |
| 27 | Morgan Stanley COMMON STOCK | $541K | 3.3K | 0.4% | ▼−1.3% Reduced · −44 sh | |
| 28 | Vanguard Small-Cap Growth Index Fund ETF Shares UIT EXCHANGE TRADED | $523K | 1.7K | 0.4% | ▲+33% Added · +427 sh | |
| 29 | Wells Fargo & Co COMMON STOCK | $508K | 6.4K | 0.4% | ▼~0% Reduced · −1 sh | |
| 30 | KKR & Co Inc COMMON STOCK | $504K | 5.5K | 0.4% | ▲+36% Added · +1K sh | |
| 31 | Omega Healthcare Invs Inreit REAL ESTATE INVESTME | $496K | 11.3K | 0.4% | —Held | |
| 32 | Newmont Corp COMMON STOCK | $432K | 4.0K | 0.4% | ▼−1.0% Reduced · −41 sh | |
| 33 | Vanguard High Dividend Yield Index Fund ETF Shares UIT EXCHANGE TRADED | $428K | 2.9K | 0.4% | —Held | |
| 34 | Southstate BK Corp COMMON STOCK | $424K | 4.6K | 0.4% | ▲+2.2% Added · +97 sh | |
| 35 | Agnico Eagle Mines Ltd F FOREIGN CANADIAN | $421K | 2.1K | 0.3% | —Held | |
| 36 | PNC Finl Services COMMON STOCK | $416K | 2.0K | 0.3% | ▼−45% Reduced · −2K sh | |
| 37 | Ishares Msci Eafe ETF UIT EXCHANGE TRADED | $410K | 4.2K | 0.3% | ▼−54% Reduced · −5K sh | |
| 38 | State Street Financial Select Sector SPDR ETF UIT EXCHANGE TRADED | $402K | 8.1K | 0.3% | ▼−33% Reduced · −4K sh | |
| 39 | Ishares 0-3 Month Treasury Bond ETF UIT EXCHANGE TRADED | $398K | 4.0K | 0.3% | ▲+50% Added · +1K sh | |
| 40 | Union Pac Corp COMMON STOCK | $384K | 1.6K | 0.3% | ▼−11% Reduced · −196 sh | |
| 41 | Progressive Corp Oh COMMON STOCK | $368K | 1.9K | 0.3% | ▲+14% Added · +233 sh | |
| 42 | McDonalds Corp COMMON STOCK | $365K | 1.2K | 0.3% | ▲+1.6% Added · +18 sh | |
| 43 | Tesla Inc COMMON STOCK | $349K | 938 | 0.3% | ▲+34% Added · +239 sh | |
| 44 | Qxo Inc COMMON STOCK | $349K | 18.0K | 0.3% | ▲+99% Added · +9K sh | |
| 45 | Ishares Msci Eafe Small-Cap ETF UIT EXCHANGE TRADED | $319K | 4.1K | 0.3% | —Held | |
| 46 | Schwab International Equity ETF UIT EXCHANGE TRADED | $316K | 12.8K | 0.3% | ▼−35% Reduced · −7K sh | |
| 47 | Trane Technologies PLC F FOREIGN ORDINARIES | $284K | 682 | 0.2% | ▲+0.9% Added · +6 sh | |
| 48 | Kinross Gold Corp F FOREIGN CANADIAN | $283K | 9.3K | 0.2% | ▲+41% Added · +3K sh | |
| 49 | Amphenol Corp New Class Class A COMMON STOCK | $280K | 2.2K | 0.2% | —Held | |
| 50 | Warner Bros Discovery Inclass Series A COMMON STOCK | $277K | 10.1K | 0.2% | ▲65× Added · +10K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1968434/holdings"
Use Arkolith to show Wealth Preservation Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.