Wealth Preservation Advisors, LLC

Est. AUM

$120.4M

13F long equity, this entity only

Positions

1,102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD VALUE INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$4.9M	24811	4.04%	SOLE
2	VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$2.7M	14424	2.21%	SOLE
3	BLUE OWL CAP CORP	COMMON STOCK	$2.0M	184581	1.70%	SOLE
4	VANGUARD GROWTH INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$1.8M	4218	1.53%	SOLE
5	STATE STREET SPDR S&P 500 ETF TRUST	UIT EXCHANGE TRADED	$1.4M	2190	1.18%	SOLE
6	ISHARES CURRENCY HEDGED MSCI EAFE ETF	UIT EXCHANGE TRADED	$1.4M	33274	1.17%	SOLE
7	DIMENSIONAL US SMALL CAPVALUE ETF	UIT EXCHANGE TRADED	$1.2M	34048	0.99%	SOLE
8	SIMON PPTY GROUP INC NEWREIT	REAL ESTATE INVESTME	$1.1M	6002	0.93%	SOLE
9	APOLLO GLOBAL MGMT INC NCLASS CLASS A	COMMON STOCK	$1.1M	9492	0.88%	SOLE
10	FB FINL CORP	COMMON STOCK	$987K	19000	0.82%	SOLE
11	VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$865K	3360	0.72%	SOLE
12	VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$832K	3830	0.69%	SOLE
13	ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF	UIT EXCHANGE TRADED	$707K	19162	0.59%	SOLE
14	DEERE & CO	COMMON STOCK	$702K	1246	0.58%	SOLE
15	STOCK YDS BANCORP INC	COMMON STOCK	$548K	8264	0.46%	SOLE
16	MORGAN STANLEY	COMMON STOCK	$541K	3290	0.45%	SOLE
17	VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$523K	1729	0.43%	SOLE
18	UBER TECHNOLOGIES INC	COMMON STOCK	$520K	7235	0.43%	SOLE
19	OMEGA HEALTHCARE INVS INREIT	REAL ESTATE INVESTME	$496K	11317	0.41%	SOLE
20	NEWMONT CORP	COMMON STOCK	$432K	3988	0.36%	SOLE
21	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	UIT EXCHANGE TRADED	$428K	2888	0.36%	SOLE
22	AGNICO EAGLE MINES LTD F	FOREIGN CANADIAN	$421K	2075	0.35%	SOLE
23	PNC FINL SERVICES	COMMON STOCK	$416K	2000	0.35%	SOLE
24	ISHARES MSCI EAFE ETF	UIT EXCHANGE TRADED	$410K	4223	0.34%	SOLE
25	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	UIT EXCHANGE TRADED	$402K	8134	0.33%	SOLE
26	ISHARES 0-3 MONTH TREASURY BOND ETF	UIT EXCHANGE TRADED	$398K	3951	0.33%	SOLE
27	UNION PAC CORP	COMMON STOCK	$384K	1581	0.32%	SOLE
28	QXO INC	COMMON STOCK	$349K	17954	0.29%	SOLE
29	ISHARES MSCI EAFE SMALL-CAP ETF	UIT EXCHANGE TRADED	$319K	4063	0.26%	SOLE
30	SCHWAB INTERNATIONAL EQUITY ETF	UIT EXCHANGE TRADED	$316K	12758	0.26%	SOLE
31	KINROSS GOLD CORP F	FOREIGN CANADIAN	$283K	9273	0.24%	SOLE
32	AMPHENOL CORP NEW CLASS CLASS A	COMMON STOCK	$280K	2220	0.23%	SOLE
33	WARNER BROS DISCOVERY INCLASS SERIES A	COMMON STOCK	$277K	10073	0.23%	SOLE
34	ARK 21SHARES BITCOIN ETF	UIT EXCHANGE TRADED	$270K	12000	0.22%	SOLE
35	INTEL CORP	COMMON STOCK	$269K	6100	0.22%	SOLE
36	THE COCA-COLA CO	COMMON STOCK	$260K	3420	0.22%	SOLE
37	VANGUARD FTSE EUROPE ETF	UIT EXCHANGE TRADED	$253K	3072	0.21%	SOLE
38	VANGUARD S&P 500 ETF	UIT EXCHANGE TRADED	$252K	422	0.21%	SOLE
39	NVIDIA CORP	COMMON STOCK	$239K	1369	0.20%	SOLE
40	MICROSOFT CORP	COMMON STOCK	$227K	612	0.19%	SOLE
41	BONDBLOXX PRIVATE CREDITCLO ETF	UIT EXCHANGE TRADED	$225K	4572	0.19%	SOLE
42	STATE STREET IG PUBLIC &PRIVATE CREDIT ETF	UIT EXCHANGE TRADED	$218K	8634	0.18%	SOLE
43	JPMORGAN CHASE & CO	COMMON STOCK	$214K	727	0.18%	SOLE
44	SMARTFINL INC	COMMON STOCK	$206K	5261	0.17%	SOLE
45	DIMENSIONAL US CORE EQUITY MARKET ETF	UIT EXCHANGE TRADED	$206K	4567	0.17%	SOLE
46	SCHWAB U.S. LARGE-CAP VALUE ETF	UIT EXCHANGE TRADED	$194K	6357	0.16%	SOLE
47	ISHARES CORE S&P MID-CAPETF	UIT EXCHANGE TRADED	$184K	2731	0.15%	SOLE
48	LOWES COS INC	COMMON STOCK	$180K	761	0.15%	SOLE
49	SPDR GOLD SHARES	UIT EXCHANGE TRADED	$175K	407	0.15%	SOLE
50	APPLE INC	COMMON STOCK	$175K	691	0.15%	SOLE

1–50 of 1,035

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.