Wealth Preservation Advisors
Wealth Preservation Advisors reported 88 stocks worth $175M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GOOG (20.1%), NVDA (12.7%) and AMZN (10.8%). Compared with Q1 2026, the fund opened new positions in PEBO, AB and MPC, added to GOOG, NVDA and AMZN, trimmed NFLX, OBDC and MRK and sold out of QXO, INTC and CRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $35.3M | 20.1% | 100K | +54K (+118%) | 6 of 6 | |
| 2 |  NVDA Nvidia Corporation | $22.2M | 12.7% | 111K | +23K (+26%) | 6 of 6 | |
| 3 |  AMZN Amazon Com Inc | $19M | 10.8% | 80K | +7,158 (+10%) | 6 of 6 | |
| 4 |  MSFT Microsoft Corp | $10.7M | 6.1% | 29K | +5,946 (+26%) | 6 of 6 | |
| 5 |  AAPL Apple Inc | $10.4M | 5.9% | 36K | +7,103 (+25%) | 6 of 6 | |
| 6 |  PEBO Peoples Bancorp Inc | $9.9M | 5.7% | 259K | New position | 5 of 6 | |
| 7 |  VTV Vanguard Index Fds | $8M | 4.6% | 37K | +12K (+48%) | 6 of 6 | |
| 8 |  VUG Vanguard Index Fds | $3.9M | 2.2% | 45K | +41K (+968%) | 6 of 6 | |
| 9 |  VOE Vanguard Index Fds | $3.2M | 1.9% | 16K | +2,006 (+14%) | 6 of 6 | |
| 10 |  GOOGL Alphabet Inc | $3M | 1.7% | 8,494 | +1,201 (+16%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 QXO Qxo Inc | $349K | 18K |
 INTC Intel Corp | $269K | 6,100 |
 CRM Salesforce Inc | $253K | 1,354 |
 SNOW Snowflake Inc | $213K | 1,410 |
 DFAU Dimensional ETF Trust | $206K | 4,567 |
🔒 Free account: see all 30.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Preservation Advisors 13F FAQ
What does Wealth Preservation Advisors own?
Wealth Preservation Advisors reported 88 stocks worth $175M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GOOG (20.1%), NVDA (12.7%) and AMZN (10.8%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Preservation Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 42 added to, 14 trimmed and 954 sold out. New positions include PEBO, AB and MPC. It sold all of QXO, INTC and CRM.
When will Wealth Preservation Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Preservation Advisors's portfolio worth?
The Q2 2026 filing reports $175M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.