Institutional Fund
Wealth Preservation Advisors, LLC
Chattanooga, TNCIK 19684345 filings on record
Portfolio Value
$120.40M
Q1 2026
Holdings
1,035
Reported positions
New Buys
671
Opened this quarter
QoQ Change
-39.4%
from $198.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation12.7%
- Amazon Com Inc12.5%
- Alphabet Inc10.9%
- Microsoft Corp7.0%
- Apple Inc6.1%
- Vanguard Index Fds4.0%
- Other46.7%
Portfolio Holdings
1,035 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 88.0K | $15.34M | 12.7% | −6.2K | Reduced |
| 2 | Amazon Com Inc | 72.4K | $15.07M | 12.5% | −12.0K | Reduced |
| 3 | Alphabet Inc | 45.7K | $13.11M | 10.9% | −54.1K | Reduced |
| 4 | Microsoft Corp | 22.8K | $8.42M | 7.0% | −1.4K | Reduced |
| 5 | Apple Inc | 28.9K | $7.33M | 6.1% | −5.9K | Reduced |
| 6 | Vanguard Index Fds | 24.8K | $4.87M | 4.0% | −5.1K | Reduced |
| 7 | Netflix Inc | 30.3K | $2.91M | 2.4% | −177 | Reduced |
| 8 | Vanguard Index Fds | 14.4K | $2.66M | 2.2% | +468 | Added |
| 9 | Alphabet Inc | 7.3K | $2.10M | 1.7% | −502 | Reduced |
| 10 | Blue Owl Capital Corporation | 184.6K | $2.04M | 1.7% | −1.6K | Reduced |
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