Holdings

Wealth Preservation Advisors, LLC

As of Jun 30, 2026, Wealth Preservation Advisors, LLC reported 56 positions worth US$142M. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Alphabet Inc (google) Class C107KUS$38.3M+54,326Jun 30, 2026
Nvidia Corporation111KUS$22.2M+23,076Jun 30, 2026
Amazon.com, Inc.79,534US$19M+7,158Jun 30, 2026
Microsoft Corp.28,699US$10.7M+5,946Jun 30, 2026
Apple Inc35,982US$10.4M+7,103Jun 30, 2026
Peoples Bancorp Inc.259KUS$9.94MnewJun 30, 2026
Uber Technologies, Inc.30,603US$2.21M+13,492Jun 30, 2026
Netflix, Inc.30,068US$2.15M−193Jun 30, 2026
Berkshire Hathaway Inc.4,131US$2.07M+3,908Jun 30, 2026
Blue Owl Capital Corporation173KUS$1.88M−11,955Jun 30, 2026