IE
Insider Edges

WEALTH PRESERVATION ADVISORS, LLC 13F portfolio summary

WEALTH PRESERVATION ADVISORS, LLC of WEALTH PRESERVATION ADVISORS, LLC has 1011 current stock holdings with a reported portfolio value of $120.4M. The portfolio 1 year return is +19.62%. Top holdings include CW (0.00%), BHF (0.00%), AWR (0.00%), BFAM (0.00%), CWB (0.00%).

Back to investors

WEALTH PRESERVATION ADVISORS, LLC

WEALTH PRESERVATION ADVISORS, LLC
Latest filing: 2026-03-31

WEALTH PRESERVATION ADVISORS, LLC runs WEALTH PRESERVATION ADVISORS, LLC and currently holds 1,011 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $120.40M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WEALTH PRESERVATION ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WEALTH PRESERVATION ADVISORS, LLC's portfolio at WEALTH PRESERVATION ADVISORS, LLC has delivered returns of +19.62%. Their 3-year annualized return is +19.62%. Looking at the 5-year horizon, WEALTH PRESERVATION ADVISORS, LLC has achieved +19.62% annualized returns at WEALTH PRESERVATION ADVISORS, LLC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.62%
#0/1000
3 Year
+19.62%
#0/1000
5 Year
+19.62%
#0/1000

Portfolio Value

$120.40M

Alpha Score

17.1

#0 of 1000

Holdings

1,011

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change