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Home > Institutional Investor > Wealth Preservation Advisors, Llc > Profile

Instuitional Investor - Wealth Preservation Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Preservation Advisors, Llc
Portfolio Value $175,424,947
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 54,333 $19,197,479 10.94%
2.
Nvidia Corp
 NVDA 93,901 $18,788,580 10.71%
3.
Amazon Com Inc
 AMZN 71,927 $17,143,082 9.77%
4.
Alphabet Inc.
 GOOGL 45,500 $16,076,515 9.16%
5.
Microsoft Corp
 MSFT 27,155 $10,129,505 5.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.