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Showing Q3 2025 data
Wealth Preservation Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Wealth Preservation Advisors, LLC
•CIK: 1968434•Filing: Q3 2025
**Wealth Preservation Advisors, LLC** manages $172M across a diversified portfolio of 575 positions. The strategy exhibits a significant concentration in mega-cap technology names, with GOOG ($24.7M) and AMZN ($18.5M) anchoring the top two holdings. Further exposure is notable in NVDA ($16.9M) and MSFT ($12.6M), indicating a core focus on established growth leaders. The portfolio structure suggests a disciplined, large-cap technology tilt within its mandate.
Total AUM
$171.9M
QoQ Performance
+6.0%
Positions
575
Top 10 Concentration
67.8%
Latest Filing
Q3 2025
Top Holdings Allocation
GOOG
AMZN
NVDA
MSFT
UBER
AAPL
GOOG14.4%
AMZN10.8%
NVDA9.8%
MSFT7.3%
UBER7.1%
AAPL5.5%
PEBO4.9%
VTV3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology40.5%
Other31.4%
Consumer18.9%
Communication2.3%
Financial1.9%
ETF1.3%
Healthcare1.2%
Real Estate0.9%
🚪 Exited Positionssold since Q2 2025
+377 more exited positions
Changes from Q2 2025
NEW5 new positions
↑67 increased
↓43 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025