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WPA

Wealth Preservation Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 26.61%
This Fund
S&P 500
This Quarter Est. Return
+14.33%
1 Year Est. Return
+26.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$55M
Cap. Flow
+$42M
Cap. Flow %
23.91%
Top 10 Hldgs %
71.65%
Holding
1,041
New
6
Increased
44
Reduced
14
Closed
952

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.3M
2
PEBO icon
Peoples Bancorp
PEBO
+$9.02M
3
NVDA icon
NVIDIA
NVDA
+$4.74M
4
VTV icon
Vanguard Morningstar Value ETF
VTV
+$2.5M
5
MSFT icon
Microsoft
MSFT
+$2.41M

Top Sells

Rank Stock Value
1
QXO
QXO Inc
QXO
+$349K
2
INTC icon
Intel
INTC
+$269K
3
CRM icon
Salesforce
CRM
+$253K
4
META icon
Meta Platforms (Facebook)
META
+$232K
5
SNOW icon
Snowflake
SNOW
+$213K

Sector Composition

Rank Sector Weight
1 Technology 27.28%
2 Communication Services 23.69%
3 Miscellaneous 18.46%
4 Financials 14.01%
5 Consumer Discretionary 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMN icon
126
AMN Healthcare
AMN
$1.34B
– –
-51
Closed -$935
AMP icon
127
Ameriprise Financial
AMP
$48.2B
– –
-73
Closed -$32.4K
AMPL icon
128
Amplitude
AMPL
$1.73B
– –
-497
Closed -$3.39K
GOLD
129
Gold.com Inc
GOLD
$1.37B
– –
-6
Closed -$240
AMSC icon
130
American Superconductor
AMSC
$1.41B
– –
-37
Closed -$1.25K
AMT icon
131
American Tower
AMT
$81.8B
– –
-161
Closed -$27.8K
AN icon
132
AutoNation
AN
$5.78B
– –
-36
Closed -$7.03K
ANET icon
133
Arista Networks
ANET
$252B
– –
-277
Closed -$34K
ANGI icon
134
Angi Inc
ANGI
$215M
– –
-87
Closed -$596
ANIK icon
135
Anika Therapeutics
ANIK
$281M
– –
-9
Closed -$131
AON icon
136
Aon
AON
$62.8B
– –
-93
Closed -$30K
BNBX
137
DELISTED
BNB PLUS CORP
BNBX
– –
-1
Closed -$1
APP icon
138
Applovin
APP
$108B
– –
-160
Closed -$63.7K
APPN icon
139
Appian
APPN
$2.73B
– –
-265
Closed -$6.39K
AR icon
140
Antero Resources
AR
$10.9B
– –
-667
Closed -$28.3K
ARCT icon
141
Arcturus Therapeutics
ARCT
$481M
– –
-40
Closed -$309
ARE icon
142
Alexandria Real Estate Equities
ARE
$9.7B
– –
-181
Closed -$8.4K
ARLO icon
143
Arlo Technologies
ARLO
$1.44B
– –
-55
Closed -$783
ARMK icon
144
Aramark
ARMK
$15B
– –
-893
Closed -$36.2K
ASAN icon
145
Asana
ASAN
$2.31B
– –
-209
Closed -$1.34K
EFOR
146
Everforth Inc
EFOR
$1.35B
– –
-98
Closed -$3.79K
ASLE icon
147
AerSale
ASLE
$261M
– –
-19
Closed -$118
ASIX icon
148
AdvanSix
ASIX
$453M
– –
-35
Closed -$854
ASPN icon
149
Aspen Aerogels
ASPN
$426M
– –
-127
Closed -$434
ASTE icon
150
Astec Industries
ASTE
$943M
– –
-44
Closed -$2.37K
4 5
6
7 8

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FFS
Flavin Financial Services Melbourne, Florida $175M AUM 17.14% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM
MDP
Millbank Dartmoor Portsmouth Asheville, North Carolina $176M AUM
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
CC
Capstone Capital Henderson, Nevada $175M AUM 22.17% 1-Year Est. Return
EWA
Elevate Wealth Advisory Athens, Georgia $175M AUM 18.72% 1-Year Est. Return
SLWM
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Wealth Preservation Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Wealth Preservation Advisors held 1,041 positions worth $175M, up 46% from $120M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Wealth Preservation Advisors deployed $42M of net new capital in Q2 2026, opening 6 new positions and adding to 44 existing holdings. Its largest new stake was Peoples Bancorp: 258,803 shares worth $9.94M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 30% a quarter earlier, followed by Communication Services and Miscellaneous.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $232K trimmed.

  • Wealth Preservation Advisors's largest Q2 2026 buy was Peoples Bancorp: 258,803 shares worth $9.94M.
  • Wealth Preservation Advisors added most to Alphabet (Google) Class C in Q2 2026, an estimated $19.3M increase.
  • Wealth Preservation Advisors's biggest Q2 2026 reduction was Meta Platforms (Facebook), cutting an estimated $232K.
  • Wealth Preservation Advisors fully exited QXO Inc in Q2 2026, selling an estimated $349K.
  • Wealth Preservation Advisors's ten largest holdings make up 72% of its $175M portfolio in Q2 2026.
  • Wealth Preservation Advisors opened 6 new positions and closed 952 in Q2 2026.
  • Wealth Preservation Advisors's portfolio value rose 46% quarter-over-quarter to $175M.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.