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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 | |
|---|---|---|---|---|---|---|
201
First Solar
FSLR
$22.2B
| $39.5K | 0.03% |
200
| – | – |
|
202
Viking Holdings
VIK
$43.7B
| $39.4K | 0.03% |
+536
| New | +$39.2K |
|
203
Lockheed Martin
LMT
$116B
| $39.3K | 0.03% |
65
+51
| +364% | +$31.4K |
|
204
Five Below
FIVE
$11.3B
| $39.1K | 0.03% |
+171
| New | +$35.8K |
|
205
Reinsurance Group of America
RGA
$15.6B
| $39K | 0.03% |
+191
| New | +$39.5K |
|
206
Cisco
CSCO
$439B
| $38.4K | 0.03% |
495
-157
| -24% | -$12.3K |
|
207
McKesson
MCK
$96.8B
| $38.1K | 0.03% |
44
+38
| +633% | +$33.9K |
|
208
United Therapeutics
UTHR
$26.4B
| $38K | 0.03% |
+64
| New | +$31.9K |
|
209
Cummins
CMI
$90.4B
| $37.7K | 0.03% |
70
-62
| -47% | -$35.1K |
|
210
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
| $37.6K | 0.03% |
637
-121
| -16% | -$8.05K |
|
211
Citizens Financial Group
CFG
$30.2B
| $37.5K | 0.03% |
625
+425
| +213% | +$26.1K |
|
212
Intuit
INTU
$80B
| $37.2K | 0.03% |
+86
| New | +$41K |
|
213
TD Synnex
SNX
$19.5B
| $37.1K | 0.03% |
+220
| New | +$34.7K |
|
214
Prosperity Bancshares
PB
$8.7B
| $36.9K | 0.03% |
+550
| New | +$38.6K |
|
215
AXIS Capital
AXS
$8.41B
| $36.9K | 0.03% |
364
+294
| +420% | +$30.2K |
|
216
Molina Healthcare
MOH
$11.8B
| $36.8K | 0.03% |
+276
| New | +$43.9K |
|
217
Manhattan Associates
MANH
$9.54B
| $36.6K | 0.03% |
+275
| New | +$41.2K |
|
218
Aramark
ARMK
$14.7B
| $36.2K | 0.03% |
+893
| New | +$35.4K |
|
219
Lam Research
LRCX
$401B
| $36.1K | 0.03% |
169
+132
| +357% | +$29.5K |
|
220
VanEck Merk Gold Trust
OUNZ
$2.52B
| $36K | 0.03% |
800
| – | – |
|
221
Equinox Gold
EQX
$7.05B
| $36K | 0.03% |
2,488
-9,000
| -78% | -$138K |
|
222
Tyson Foods
TSN
$20.2B
| $35.6K | 0.03% |
+555
| New | +$34.5K |
|
223
LyondellBasell Industries
LYB
$20.1B
| $35.5K | 0.03% |
441
+390
| +765% | +$23.1K |
|
224
SiteOne Landscape Supply
SITE
$4.47B
| $35.1K | 0.03% |
+264
| New | +$37.3K |
|
225
Boston Scientific
BSX
$64.5B
| $34.9K | 0.03% |
+556
| New | +$44.5K |
|
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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.