13F Filings History of Wealth Preservation Advisors, LLC

Latest 13F report
Q4 2025 - 23 Feb 2026
Value $
$198,701,174
Signature - Title
Ruth Thortvedt - Compliance Consultant
Location
Chattanooga, TN
Summary
This page shows a list of all the recent 13F filings made by Wealth Preservation Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Preservation Advisors, LLC reported 608 stock holdings with total value $198,701,174 as of Q4 2025. Top holdings included GOOG, AMZN, NVDA, AMG PANTHEON FUND CLASS 3, and MSFT.

Notify me when Wealth Preservation Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 608 $198,701,174 +$27,418,573 -$4,055,942 +$23,362,631 GOOG, AMZN, NVDA, AMG PANTHEON FUND CLASS 3, MSFT 13F-HR 23 Feb 2026, 15:16
Q3 2025 575 $171,862,687 +$4,083,156 -$10,555,474 -$6,472,318 GOOG, AMZN, NVDA, MSFT, UBER 13F-HR 14 Nov 2025, 11:55
Q2 2025 577 $162,191,345 +$6,343,739 -$2,807,203 +$3,536,536 AMZN, GOOG, NVDA, MSFT, UBER 13F-HR 14 Aug 2025, 13:20
Q1 2025 556 $139,942,978 $0 $0 $0 AMZN, GOOG, NVDA, MSFT, UBER 13F-HR 14 May 2025, 16:24