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Wealth Preservation Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
Most recent 13F
Q3 2025
Location
chattanooga, TN
CIK
0001968434
All SEC filings
View on sec.gov
Q3 2025 Summary
Compare
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id
Q3 2025
716
$171.86M
AMZN, NVDA, GOOG, GOOG
13F-HR
Nov 14, 2025
000196843425000005
Q2 2025
714
$162.19M
AMZN, NVDA, MSFT, GOOG
13F-HR
Aug 14, 2025
000196843425000003
Q1 2025
684
$139.94M
AMZN, NVDA, GOOG, PEBO
13F-HR
May 14, 2025
000196843425000002