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WPA
Wealth Preservation Advisors Portfolio holdings
AUM
$120M
1-Year Est. Return
29%
This Fund
S&P 500
This Quarter
Est. Return
-5.48%
1 Year Est. Return
+29%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
-$78.3M
(-39%)
Cap. Flow
-$69M
Cap. Flow
% of AUM
-57.31%
Top 10 Holdings %
Top 10 Hldgs %
61.33%
Holding
1,290
New
669
Increased
113
Reduced
124
Closed
255
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apollo Global Management
APO
|
+$947K |
| 2 |
Warner Bros
WBD
|
+$278K |
| 3 |
QXO
QXO Inc
QXO
|
+$204K |
| 4 |
PCMM
BondBloxx Private Credit CLO ETF
PCMM
|
+$159K |
| 5 |
KKR & Co
KKR
|
+$153K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$17M |
| 2 |
Peoples Bancorp
PEBO
|
+$8.37M |
| 3 |
Uber
UBER
|
+$8.1M |
| 4 |
Amazon
AMZN
|
+$2.65M |
| 5 |
Apple
AAPL
|
+$1.53M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.03% |
| 2 | Communication Services | 16.49% |
| 3 | Consumer Discretionary | 14.41% |
| 4 | Financials | 8.71% |
| 5 | Industrials | 2.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
eBay
EBAY
$50.2B
| $34.6K | 0.03% |
380
| – | – |
|
227
Cooper Companies
COO
$13.8B
| $34K | 0.03% |
+476
| New | +$37.7K |
|
228
Arista Networks
ANET
$220B
| $34K | 0.03% |
277
+257
| +1,285% | +$34.4K |
|
229
Crane Co
CR
$12.6B
| $33.9K | 0.03% |
+198
| New | +$38K |
|
230
Mohawk Industries
MHK
$6.6B
| $33.8K | 0.03% |
+343
| New | +$40K |
|
231
Nutanix
NTNX
$14.6B
| $33.8K | 0.03% |
+888
| New | +$37.4K |
|
|
SA
232
Seabridge Gold
SA
$2.84B
| $33.6K | 0.03% |
1,185
-9,144
| -89% | -$292K |
|
233
Darden Restaurants
DRI
$22.1B
| $33.5K | 0.03% |
171
-262
| -61% | -$53.9K |
|
234
Burlington
BURL
$22.3B
| $33.2K | 0.03% |
+102
| New | +$31.2K |
|
235
HF Sinclair
DINO
$16.5B
| $33.1K | 0.03% |
+531
| New | +$28.8K |
|
|
FITE
236
State Street SPDR S&P Kensho Future Security ETF
FITE
$146M
| $33.1K | 0.03% |
387
| – | – |
|
237
Lincoln Electric
LECO
$13.6B
| $32.9K | 0.03% |
+132
| New | +$35.3K |
|
238
Curtiss-Wright
CW
$26.7B
| $32.7K | 0.03% |
+48
| New | +$31.9K |
|
239
Verizon
VZ
$183B
| $32.6K | 0.03% |
650
-2,039
| -76% | -$94.5K |
|
240
Ameriprise Financial
AMP
$47.5B
| $32.4K | 0.03% |
73
+13
| +22% | +$6.26K |
|
241
Bright Horizons
BFAM
$3.92B
| $32.4K | 0.03% |
+394
| New | +$33.2K |
|
242
Halozyme
HALO
$9.32B
| $32.3K | 0.03% |
500
| – | – |
|
243
Ventas
VTR
$47.5B
| $32.3K | 0.03% |
+395
| New | +$32.3K |
|
244
BioMarin Pharmaceuticals
BMRN
$11.4B
| $31.6K | 0.03% |
+560
| New | +$32.7K |
|
245
Marvell Technology
MRVL
$187B
| $31.3K | 0.03% |
316
+207
| +190% | +$17.4K |
|
246
Vanguard Total Stock Market ETF
VTI
$662B
| $30.8K | 0.03% |
96
| – | – |
|
247
Landstar System
LSTR
$7.27B
| $30.5K | 0.03% |
+190
| New | +$29.2K |
|
248
New York Times
NYT
$12.1B
| $30.4K | 0.03% |
+363
| New | +$27.5K |
|
249
MetLife
MET
$60.1B
| $30.4K | 0.03% |
430
+256
| +147% | +$19.2K |
|
250
Broadridge
BR
$16.8B
| $30.1K | 0.03% |
+185
| New | +$35.1K |
|
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Wealth Preservation Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Wealth Preservation Advisors held 1,290 positions worth $120M, down 39% from $199M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Wealth Preservation Advisors withdrew a net $69M in Q1 2026, closing 255 positions and reducing 124 holdings. Its most notable exit was Peoples Bancorp, an estimated $8.37M position sold in full.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 26% a quarter earlier, followed by Communication Services and Consumer Discretionary.
Against the trend, Wealth Preservation Advisors opened a new position in SoundHound AI worth $91.8K.
- Wealth Preservation Advisors's largest Q1 2026 buy was SoundHound AI: 13,360 shares worth $91.8K.
- Wealth Preservation Advisors added most to Apollo Global Management in Q1 2026, an estimated $947K increase.
- Wealth Preservation Advisors's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $17M.
- Wealth Preservation Advisors fully exited Peoples Bancorp in Q1 2026, selling an estimated $8.37M.
- Wealth Preservation Advisors's ten largest holdings make up 61% of its $120M portfolio in Q1 2026.
- Wealth Preservation Advisors opened 669 new positions and closed 255 in Q1 2026.
- Wealth Preservation Advisors's portfolio value fell 39% quarter-over-quarter to $120M.
Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.