account_balance
Investment manager · 13F filer · SEC CIK 1968434
Wealth Preservation Advisors, LLC
Reported value$210Mas of Sep 30, 2026
Positions119 39 new, 8 sold out
Top 10 weight67.5%GOOG alone is 16%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc
16.3%
NVDANvidia Corporation
13.6%Added +13%
AMZNAmazon Com Inc
10.5%Added +11%
MSFTMicrosoft Corp
6.9%
AAPLApple Inc
5.7%
VTVVanguard Index FDS
4.5%Added +19%
PEBOPeoples Bancorp Inc
4.4%Trimmed −3%
VUGVanguard Index FDS
2.6%Added +32%
VOEVanguard Index FDS
1.6%Added +3%
BRK-BBerkshire Hathaway Inc
1.5%Added +55%
GOOGL1.4%HEFA1.3%
GOOGAlphabet Inc
16.3%
NVDANvidia Corporation
13.6%Added +13%
AMZNAmazon Com Inc
10.5%Added +11%
MSFTMicrosoft Corp
6.9%
AAPL5.7%VTV4.5%
PEBO4.4%VUG2.6%
VOE
BRK-BGOOGLHEFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc 16.3% HeldNVDA Nvidia Corporation 13.6% Added +13%AMZN Amazon Com Inc 10.5% Added +11%MSFT Microsoft Corp 6.9% HeldAAPL Apple Inc 5.7% Held
VTV Vanguard Index FDS 4.5% Added +19%
PEBO Peoples Bancorp Inc 4.4% Trimmed −3%VUG Vanguard Index FDS 2.6% Added +32%
VOE Vanguard Index FDS 1.6% Added +3%
BRK-B Berkshire Hathaway Inc 1.5% Added +55%GOOGL Alphabet Inc 1.4% HeldHEFA iShares Tr 1.3% Added +6%
What changed