WPA
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Wealth Preservation Advisors’s Savers SVV Stock Holding History

Wealth Preservation Advisors’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$625 Buy
+84
New +$803 ﹤0.01% 748

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wealth Preservation Advisors's SVV Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Savers (SVV) in Q1 2026: 84 shares worth $625. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings.

160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Wealth Preservation Advisors held 84 shares of Savers worth $625 as of Q1 2026.
  • Savers was a new Wealth Preservation Advisors position in Q1 2026.
  • Savers made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #748 holding.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.