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Wealth Preservation Advisors, LLC

Q3 2025 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    716

  • Value ($000)

    $171,863

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001968434
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON.COM INC

COMMON STOCK
023135106
$16.85M
10 %

76,730

N
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$14.53M
9 %

77,884

G
GOOG

ALPHABET INCORPORATED CAP STK CLASS C

COMMON
02079K107
$13.62M
8 %

55,921

G
GOOG

ALPHABET INC CLASS C

COMMON STOCK
02079K107
$11.08M
6 %

45,500

M
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$10.88M
6 %

21,009

U
UBER

UBER TECHNOLOGIES INC

COMMON STOCK
90353T100
$9.62M
6 %

98,153

P
PEBO

PEOPLES BANCORP INCORPORATED

COMMON
709789101
$8.36M
5 %

278,803

A
AAPL

APPLE INC

COMMON STOCK
037833100
$7.63M
4 %

29,963

V
VTV

VANGUARD VALUE ETF

UIT EXCHANGE TRADED
922908744
$4.26M
3 %

22,853

N
NFLX

NETFLIX INC

COMMON STOCK
64110L106
$3.6M
2 %

3,003

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