Wealth Preservation Advisors, LLC

CIK 0001968434 · Q1 2026

13F Equity AUM

$120.4M

-39.4% QoQ

Positions

967

+368 QoQ

AUM Rank

#9,362

Top 75%

Skill Alpha (FF)

—

Building track record (3q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 49.2%Top 10: 61.3%Top 20: 71.4%

NVDA12.7%

AMZN12.5%

GOOG10.9%

MSFT7.0%

AAPL6.1%

VTV4.0%

NFLX2.4%

VOE2.2%

GOOGL1.7%

OBDC1.7%

Others (957)38.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology30.1%

Financial Services27.9%

Communication Services16.4%

Consumer Cyclical14.3%

Industrials2.9%

Healthcare2.3%

Other6.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 967Median: 0.00%Avg: 0.10%

0–0.5%

942(25.5%)

0.5–1%

11(8.2%)

1–3%

8(13.0%)

3–5%

1(4.0%)

5%+

5(49.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 946Unique: 21vs 20 funds

12.9%Low

967

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

22.7%

MORGAN STANLEY

16.9%

GEODE CAPITAL MANAGEMENT, LLC

24.2%

BANK OF AMERICA CORP /DE/

17.5%

STATE STREET CORP

24%

VANGUARD CAPITAL MANAGEMENT LLC

24%

JPMORGAN CHASE & CO

16.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

27.1%

FMR LLC

22.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New671Increased113Decreased122Exited256

New Positions

AZN0.1%

+770

FTI0.1%

+2K

PCG0.1%

+6K

EIX0.1%

+1K

SOUN0.1%

+13K

ETHW0.1%

+5K

FIX0.1%

+62

PNFP0.1%

+1K

ABNB0.1%

+525

EME0.1%

+94

Increased

WBD0.2%

+10K(+6441%)

QXO0.3%

+9K(+99%)

APO0.9%

+8K(+414%)

NWL0.0%

+4K(+591%)

PCMM0.2%

+3K(+228%)

KGC0.2%

+3K(+41%)

KMI0.1%

+2K(+642%)

HEEM0.6%

+2K(+10%)

KKR0.4%

+1K(+36%)

SGOV0.3%

+1K(+50%)

Decreased

UBER1.0%

-105,206(-86%)

GOOG10.9%

-54,142(-54%)

FT20.5%

-23,535(-46%)

OWL0.1%

-22,653(-74%)

AMZN12.5%

-12,037(-14%)

SCHV0.2%

-9,563(-60%)

SEA0.0%

-9,144(-89%)

EQX0.0%

-9,000(-78%)

SCHF0.3%

-6,828(-35%)

NVDA12.7%

-6,216(-7%)

Exited

AMG PANTHEON FUND CL…

-499,707

PEBO

-278,803

XSPIX

-93,795

XPMIX

-10,580

-15,061

-4,080

-38,174

-2,430

-1,068

-2,200

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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