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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 | |
|---|---|---|---|---|---|---|
376
Unum
UNM
$14.1B
| $12.8K | 0.01% |
175
-112
| -39% | -$8.36K |
|
377
Host Hotels & Resorts
HST
$16.8B
| $12.6K | 0.01% |
+658
| New | +$12.6K |
|
378
ConocoPhillips
COP
$145B
| $12.5K | 0.01% |
95
-68
| -42% | -$7.53K |
|
|
GRMN
379
Garmin
GRMN
$46.4B
| $12.5K | 0.01% |
+54
| New | +$12.1K |
|
380
Medpace
MEDP
$15.2B
| $12.5K | 0.01% |
+26
| New | +$13.3K |
|
381
Federal Realty Investment Trust
FRT
$10.9B
| $12.4K | 0.01% |
+117
| New | +$12.2K |
|
382
Onto Innovation
ONTO
$14.8B
| $12.3K | 0.01% |
+60
| New | +$12.3K |
|
383
nVent Electric
NVT
$25.8B
| $12.3K | 0.01% |
+104
| New | +$11.8K |
|
384
Northern Trust
NTRS
$33.4B
| $12.3K | 0.01% |
+88
| New | +$12.7K |
|
385
Robert Half
RHI
$4.23B
| $12.2K | 0.01% |
+481
| New | +$12.7K |
|
386
WisdomTree Japan Hedged Equity Fund
DXJ
$7.19B
| $12.2K | 0.01% |
77
-1,533
| -95% | -$242K |
|
387
OneMain Financial
OMF
$6.89B
| $12.1K | 0.01% |
+226
| New | +$13.4K |
|
388
Starwood Property Trust
STWD
$6.15B
| $12.1K | 0.01% |
700
| – | – |
|
389
VeriSign
VRSN
$24B
| $11.9K | 0.01% |
+48
| New | +$11.4K |
|
390
Sotera Health
SHC
$4.98B
| $11.7K | 0.01% |
+814
| New | +$13.5K |
|
391
Ball Corp
BALL
$16.7B
| $11.6K | 0.01% |
+196
| New | +$11.9K |
|
392
Tapestry
TPR
$28.9B
| $11.6K | 0.01% |
+82
| New | +$11.6K |
|
393
Kenvue
KVUE
$36.8B
| $11.6K | 0.01% |
+670
| New | +$11.9K |
|
394
Royalty Pharma
RPRX
$25.9B
| $11.4K | 0.01% |
237
-13
| -5% | -$569 |
|
395
Kyndryl
KD
$2.69B
| $11.3K | 0.01% |
862
+663
| +333% | +$11.7K |
|
396
MGIC Investment
MTG
$6.14B
| $11.3K | 0.01% |
+430
| New | +$11.5K |
|
397
Ionis Pharmaceuticals
IONS
$8.6B
| $11.3K | 0.01% |
150
| – | – |
|
398
Saic
SAIC
$4.85B
| $11.2K | 0.01% |
+118
| New | +$11.6K |
|
399
Globant
GLOB
$1.4B
| $11.1K | 0.01% |
+241
| New | +$13.3K |
|
400
Prologis
PLD
$138B
| $11.1K | 0.01% |
+84
| New | +$11.2K |
|
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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.