Wealth Preservation Advisors, LLC: 13F holdings
CIK 19684342026Q2
| Positions | 88 |
|---|---|
| Reported value | $175.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOG ALPHABET INCORPORATED CAP STK CLASS C | 99,833 | $35.3m | 20.1% |
| NVDA NVIDIA CORP | 111,041 | $22.2m | 12.7% |
| AMZN AMAZON COM INCORPORATED | 79,534 | $19.0m | 10.8% |
| MSFT MICROSOFT CORP | 28,699 | $10.7m | 6.1% |
| AAPL APPLE INCORPORATED | 35,982 | $10.4m | 5.9% |
| PEBO PEOPLES BANCORP INCORPORATED | 258,803 | $9.9m | 5.7% |
| VTV VANGUARD VALUE INDEX FUND ETF SHARES | 36,801 | $8.0m | 4.6% |
| VUG VANGUARD GROWTH INDEX FUND ETF SHARES | 45,041 | $3.9m | 2.2% |
| VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | 16,430 | $3.2m | 1.9% |
| GOOGL ALPHABET INCORPORATED CAP STK CLASS A | 8,494 | $3.0m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1968434")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.