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.
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.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.