StockDriftsStockDriftsTop 50 Wealth Preservation Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CLASS C | 20.11% | 99.8K | $35.3M | +118.50%(+54.14K) | $249.21(+38.01%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 12.67% | 111.0K | $22.2M | +26.23%(+23.08K) | $136.88(+64.59%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 10.81% | 79.5K | $19.0M | +9.89%(+7.16K) | $206.16(+28.60%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.1% | 28.7K | $10.7M | +26.13%(+5.95K) | $391.86(+26.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.94% | 36.0K | $10.4M | +24.60%(+7.10K) | $239.33(+27.55%) | 2026-06-30 | |
| PEBO | PEOPLES BANCORP INCORPORATED | 5.67% | 258.8K | $9.9M | new | $30.68(+34.18%) | 2026-06-30 | |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 4.57% | 36.8K | $8.0M | +48.33%(+11.99K) | $183.35(+23.84%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 2.21% | 45.0K | $3.9M | +77.97%(+19.73K) | $70.94(+26.49%) | 2026-06-30 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | 1.85% | 16.4K | $3.2M | +13.91%(+2.01K) | $165.51(+27.07%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CLASS A | 1.73% | 8.5K | $3.0M | +16.47%(+1.20K) | $193.20(+79.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.99% |
Wealth Preservation Advisors LLC reports $175.42M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (20.1%), NVDA (12.7%) and AMZN (10.8%). The top 20 holdings account for 82.28% of reported assets. Its disclosed equity book has returned +40.38% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Preservation Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1968434). View Wealth Preservation Advisors LLC’s 13F filings on SEC