13F filer

Wealth Preservation Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1968434 SEC filings ↗

13F Value

$175.4M

Positions

Top Position

GOOG20.1%

Top 5

55.6%

Latest filing changes

vs Mar 31, 2026

1 GOOG Alphabet Class C +118.5%+$19.1M

2 NVDA NVIDIA +26.2%+$4.6M

3 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +967.8%+$3.5M

4 VTV Vanguard Morningstar Value Index Fund — ETF Shares +48.3%+$2.6M

5 MSFT Microsoft +26.1%+$2.2M

Holdings88

#
1	GOOG Alphabet Class C	20.1%	$35.3M	+118.5%	99.8K	10.9%	Common Stock
2	NVDA NVIDIA	12.7%	$22.2M	+26.2%	111.0K	12.7%	Common Stock
3	AMZN Amazon	10.8%	$19.0M	+9.9%	79.5K	12.5%	Common Stock
4	MSFT Microsoft	6.1%	$10.7M	+26.1%	28.7K	7.0%	Common Stock
5	AAPL Apple	5.9%	$10.4M	+24.6%	36.0K	6.1%	Common Stock
6	PEBO Peoples Bancorp	5.7%	$9.9M	NEW	258.8K	—	Common Stock
7	VTV Vanguard Morningstar Value Index Fund — ETF Shares	4.6%	$8.0M	+48.3%	36.8K	4.0%	ETF
8	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	2.2%	$3.9M	+967.8%	45.0K	1.5%	ETF
9	VOE Vanguard Morningstar Mid-Cap Value Index Fund — ETF Shares	1.9%	$3.2M	+13.9%	16.4K	2.2%	ETF
10	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 7,735 reported quantity $2,764,164 reported value 02079K305 Jun 30, 2026 759 reported quantity $271,244 reported value	1.7%	$3.0M	+16.5%	8.5K	1.7%	Common Stock
11	HEFA iShares Currency Hedged MSCI EAFE ETF	1.5%	$2.7M	+72.1%	57.3K	1.2%	ETF
12	UBER Uber Technologies	1.3%	$2.2M	+78.8%	30.6K	1.0%	Common Stock
13	NFLX Netflix	1.2%	$2.1M	-0.6%	30.1K	2.4%	Common Stock
14	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 3,268 reported quantity $1,635,275 reported value 084670702 Jun 30, 2026 863 reported quantity $431,837 reported value	1.2%	$2.1M	>999%	4.1K	0.1%	Common Stock
15	OBDC Blue Owl Capital	1.1%	$1.9M	-6.5%	172.6K	1.7%	Common Stock
16	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.1%	$1.9M	+13.3%	2.5K	1.2%	ETF
17	SPG Simon Ppty Group	1.0%	$1.8M	+33.3%	8.0K	0.9%	Common Stock
18	APO Apollo Global Mgmt	0.8%	$1.5M	+31.0%	12.4K	0.9%	Common Stock
19	FHN First Horizon	0.7%	$1.3M	+86.9%	50.6K	0.5%	Common Stock
20	VOT Vanguard Morningstar Mid-Cap Growth Index Fund — ETF Shares	0.7%	$1.2M	+19.9%	4.0K	0.7%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing953

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.