Wealth Preservation Advisors, LLC

CHATTANOOGA, TN · CIK 1968434 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChattanooga, TN

$175.4m reported value +45.7% vs Q1 2026

88positions

71.6%in top 10

7 new 43 added 14 reduced 954 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	99,833	$35.3m20.11%	20.11%	Added +54.1k	+54,142 118.5%
2	NVIDIA CORPORATION COM NVDA	NVDA	111,041	$22.2m12.67%	12.67%	Added +23.1k	+23,076 26.2%
3	AMAZON COM INC COM AMZN	AMZN	79,534	$19.0m10.81%	10.81%	Added +7.2k	+7,158 9.9%
4	MICROSOFT CORP COM MSFT	MSFT	28,699	$10.7m6.10%	6.10%	Added +5.9k	+5,946 26.1%
5	APPLE INC COM AAPL	AAPL	35,982	$10.4m5.94%	5.94%	Added +7.1k	+7,103 24.6%
6	PEOPLES BANCORP INC COM PEBO	PEBO	258,803	$9.9m5.67%	5.67%	New
7	VANGUARD INDEX FDS VALUE ETF VTV	VTV	36,801	$8.0m4.57%	4.57%	Added +12.0k	+11,990 48.3%
8	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	45,041	$3.9m2.21%	2.21%	Added +19.7k	+19,733 78.0%
9	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	16,430	$3.2m1.85%	1.85%	Added +2.0k	+2,006 13.9%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	8,494	$3.0m1.73%	1.73%	Added +1.2k	+1,201 16.5%
11	ISHARES TR HDG MSCI EAFE HEFA	HEFA	57,273	$2.7m1.53%	1.53%	Added +24.0k	+23,999 72.1%
12	UBER TECHNOLOGIES INC COM UBER	UBER	30,603	$2.2m1.26%	1.26%	Added +13.5k	+13,492 78.8%
13	NETFLIX INC COM NFLX	NFLX	30,068	$2.1m1.22%	1.22%	Reduced -193	-193 -0.6%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,131	$2.1m1.18%	1.18%	Added +3.9k	+3,908 1752.5%
15	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	172,626	$1.9m1.07%	1.07%	Reduced -12.0k	-11,955 -6.5%
16	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,482	$1.9m1.06%	1.06%	Added +292	+292 13.3%
17	SIMON PPTY GROUP INC NEW COM SPG	SPG	8,002	$1.8m1.02%	1.02%	Added +2.0k	+2,000 33.3%
18	APOLLO GLOBAL MGMT INC COM APO	APO	12,435	$1.5m0.84%	0.84%	Added +2.9k	+2,943 31.0%
19	FIRST HORIZON CORPORATION COM FHN	FHN	50,638	$1.3m0.74%	0.74%	Added +23.5k	+23,540 86.9%
20	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	4,027	$1.2m0.70%	0.70%	Added +667	+667 19.9%
21	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		30,015	$1.2m0.66%	0.66%	Reduced -4.0k	-4,033 -11.8%
22	FB FINL CORP COM FBK	FBK	19,000	$1.1m0.60%	0.60%	Unchanged
23	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	10,138	$1.0m0.58%	0.58%	Added +9.1k	+9,138 913.8%
24	ISHARES INC CUR HD MSCI EM HEEM	HEEM	22,460	$1.0m0.57%	0.57%	Added +3.3k	+3,298 17.2%
25	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,051	$984.4k0.56%	0.56%	Added +221	+221 5.8%
26	PNC FINL SVCS GROUP INC COM PNC	PNC	3,576	$880.5k0.50%	0.50%	Added +1.6k	+1,576 78.8%
27	MERCK & CO INC COM MRK	MRK	6,613	$849.8k0.48%	0.48%	Reduced -55	-55 -0.8%
28	SSGA ACTIVE TR SPDR SSGA IG PUB PRIV	PRIV	33,552	$844.7k0.48%	0.48%	Added +24.9k	+24,918 288.6%
29	JPMORGAN CHASE & CO COM JPM	JPM	2,469	$808.2k0.46%	0.46%	Added +1.7k	+1,742 239.6%
30	DEERE & CO COM DE	DE	1,246	$790.4k0.45%	0.45%	Unchanged
31	META PLATFORMS INC CL A META	META	1,391	$783.4k0.45%	0.45%	Reduced -380	-380 -21.5%
32	SPDR GOLD TR GOLD SHS GLD	GLD	2,120	$781.0k0.45%	0.45%	Added +1.7k	+1,713 420.9%
33	TESLA INC COM TSLA	TSLA	1,838	$773.1k0.44%	0.44%	Added +900	+900 96.0%
34	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	2,063	$754.3k0.43%	0.43%	Added +334	+334 19.3%
35	ISHARES TR MSCI EAFE ETF EFA	EFA	6,899	$716.7k0.41%	0.41%	Added +2.7k	+2,676 63.4%
36	MORGAN STANLEY COM NEW MS	MS	3,290	$687.7k0.39%	0.39%	Unchanged
37	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	12,422	$665.9k0.38%	0.38%	Added +4.3k	+4,288 52.7%
38	COCA COLA CO COM KO	KO	8,186	$665.3k0.38%	0.38%	Added +4.8k	+4,766 139.4%
39	STOCK YDS BANCORP INC COM SYBT	SYBT	8,264	$631.9k0.36%	0.36%	Unchanged
40	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	15,920	$554.2k0.32%	0.32%	Added +9.6k	+9,563 150.4%
41	OMEGA HEALTHCARE INVS INC COM OHI	OHI	11,317	$539.6k0.31%	0.31%	Unchanged
42	ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN AB	AB	15,061	$530.4k0.30%	0.30%	New
43	RTX CORPORATION COM RTX	RTX	2,782	$527.8k0.30%	0.30%	Added +2.5k	+2,544 1068.9%
44	MARATHON PETE CORP COM MPC	MPC	2,015	$515.2k0.29%	0.29%	New
45	WELLS FARGO CO NEW COM WFC	WFC	6,150	$508.2k0.29%	0.29%	Reduced -229	-229 -3.6%
46	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,688	$507.2k0.29%	0.29%	Added +2.9k	+2,883 358.1%
47	KKR & CO INC COM KKR	KKR	4,975	$456.6k0.26%	0.26%	Reduced -475	-475 -8.7%
48	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,888	$456.4k0.26%	0.26%	Unchanged
49	SOUTHSTATE BK CORP COM SSB	SSB	4,489	$448.5k0.26%	0.26%	Reduced -97	-97 -2.1%
50	DELL TECHNOLOGIES INC CL C DELL	DELL	1,025	$442.2k0.25%	0.25%	Reduced -9	-9 -0.9%
51	UNION PAC CORP COM UNP	UNP	1,581	$430.0k0.25%	0.25%	Unchanged
52	BROADCOM INC COM AVGO	AVGO	1,042	$393.6k0.22%	0.22%	Added +579	+579 125.0%
53	AMPHENOL CORP CL A APH	APH	2,220	$391.4k0.22%	0.22%	Unchanged
54	NEWMONT CORP COM NEM	NEM	3,988	$372.5k0.21%	0.21%	Unchanged
55	CHURCHILL DOWNS INC COM CHDN	CHDN	4,080	$365.7k0.21%	0.21%	New
56	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	12,765	$353.6k0.20%	0.20%	Added +7	+7 0.1%
57	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	4,300	$352.9k0.20%	0.20%	Added +349	+349 8.8%
58	MCDONALDS CORP COM MCD	MCD	1,301	$351.7k0.20%	0.20%	Added +127	+127 10.8%
59	PROGRESSIVE CORP COM PGR	PGR	1,585	$346.2k0.20%	0.20%	Reduced -273	-273 -14.7%
60	ISHARES TR EAFE SML CP ETF SCZ	SCZ	4,063	$334.3k0.19%	0.19%	Unchanged
61	TRANE TECHNOLOGIES PLC SHS TT	TT	676	$332.0k0.19%	0.19%	Reduced -6	-6 -0.9%
62	AGNICO EAGLE MINES LTD COM AEM	AEM	2,075	$321.9k0.18%	0.18%	Unchanged
63	US BANCORP DEL COM NEW USB	USB	5,169	$312.2k0.18%	0.18%	Added +4.7k	+4,677 950.6%
64	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	152	$302.4k0.17%	0.17%	Added +65	+65 74.7%
65	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	422	$289.8k0.17%	0.17%	Unchanged
66	MICRON TECHNOLOGY INC COM MU	MU	244	$281.6k0.16%	0.16%	Reduced -13	-13 -5.1%
67	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	3,072	$272.0k0.16%	0.16%	Unchanged
68	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	10,073	$268.5k0.15%	0.15%	Unchanged
69	CONSTELLATION ENERGY CORP COM CEG	CEG	1,080	$268.4k0.15%	0.15%	New
70	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	1,533	$266.0k0.15%	0.15%	Added +1.5k	+1,456 1890.9%
71	NUVEEN S&P 500 DYNAMIC OVERW COM XSSPX	XSSPX	13,693	$255.2k0.15%	0.15%	New
72	SMARTFINANCIAL INC COM NEW SMBK	SMBK	5,261	$246.8k0.14%	0.14%	Unchanged
73	SEABRIDGE GOLD INC COM SA	SA	9,144	$235.4k0.13%	0.13%	New
74	ARK 21SHARES BITCOIN ETF SHS BEN INT ARKB	ARKB	12,000	$233.5k0.13%	0.13%	Unchanged
75	LOWES COS INC COM LOW	LOW	1,043	$230.0k0.13%	0.13%	Added +282	+282 37.1%
76	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,505	$222.3k0.13%	0.13%	Added +531	+531 54.5%
77	KINROSS GOLD CORP COM KGC	KGC	9,273	$219.0k0.12%	0.12%	Unchanged
78	SERVICENOW INC COM NOW	NOW	2,172	$215.6k0.12%	0.12%	Added +1.9k	+1,900 698.5%
79	ISHARES TR CORE S&P MCP ETF IJH	IJH	2,731	$210.6k0.12%	0.12%	Unchanged
80	PALO ALTO NETWORKS INC COM PANW	PANW	600	$204.6k0.12%	0.12%	Unchanged
81	COMFORT SYS USA INC COM FIX	FIX	65	$128.8k0.07%	0.07%	Added +3	+3 4.8%
82	DANAHER CORPORATION COM DHR	DHR	668	$127.2k0.07%	0.07%	Reduced -459	-459 -40.7%
83	DUKE ENERGY CORP NEW COM NEW DUK	DUK	1,000	$126.6k0.07%	0.07%	Unchanged
84	BONDBLOXX ETF TRUST BONDBLOXX PRIVAT PCMM	PCMM	2,479	$123.6k0.07%	0.07%	Reduced -2.1k	-2,093 -45.8%
85	AURORA INNOVATION INC CLASS A COM AUR	AUR	17,700	$120.7k0.07%	0.07%	Unchanged
86	VANECK ETF TRUST JUNIOR GOLD MINE GDXJ	GDXJ	1,219	$119.7k0.07%	0.07%	Unchanged
87	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	13,360	$86.4k0.05%	0.05%	Unchanged
88	SNAP INC CL A SNAP	SNAP	10,000	$44.4k0.03%	0.03%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
QXO INC QXO	QXO	17,954	$348.7k18.0k shares
INTEL CORP INTC	INTC	6,100	$269.2k6.1k shares
SALESFORCE INC CRM	CRM	1,354	$252.8k1.4k shares
SNOWFLAKE INC SNOW	SNOW	1,410	$212.7k1.4k shares
DIMENSIONAL ETF TRUST DFAU	DFAU	4,567	$206.1k4.6k shares
LINDE PLC LIN	LIN	408	$202.3k408 shares
WALMART INC WMT	WMT	1,527	$189.8k1.5k shares
VISA INC V	V	591	$178.6k591 shares
ROYAL GOLD INC RGLD	RGLD	683	$173.8k683 shares
ORACLE CORP ORCL	ORCL	1,175	$172.8k1.2k shares
YUM BRANDS INC YUM	YUM	1,100	$171.0k1.1k shares
ABBVIE INC ABBV	ABBV	785	$170.7k785 shares
AMERICAN EXPRESS CO AXP	AXP	537	$162.5k537 shares
PROCTER AND GAMBLE CO PG	PG	1,073	$155.0k1.1k shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	2,543	$154.2k2.5k shares
ACCENTURE PLC IRELAND ACN	ACN	777	$154.1k777 shares
ASTRAZENECA PLC AZN	AZN	770	$151.9k770 shares
ALPS ETF TR AMLP	AMLP	2,825	$148.7k2.8k shares
PHILLIPS 66 PSX	PSX	801	$145.9k801 shares
NORFOLK SOUTHN CORP NSC	NSC	495	$142.1k495 shares
ISHARES TR IVE	IVE	672	$141.9k672 shares
VANECK ETF TRUST GDX	GDX	1,531	$140.5k1.5k shares
ISHARES TR SHV	SHV	1,224	$135.1k1.2k shares
DIMENSIONAL ETF TRUST DFAC	DFAC	3,087	$120.0k3.1k shares
CAPITAL ONE FINL CORP COF	COF	654	$119.3k654 shares