Wealth Preservation Advisors, LLC ETF holdings
Chattanooga, TN
Reported $32.1M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$32.1M
ETFs held
28
Change from prior quarter
+37.7%
With price moves
ETFs as a share of its 13F
18.3%
of $175.4M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTV | Vanguard Morningstar Value ETF | $8.0M | 36,801 | +11,990 shares |
| VUG | Vanguard Morningstar Growth ETF | $3.9M | 45,041 | +40,823 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $3.2M | 16,430 | +2,006 shares |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | $2.7M | 57,273 | +23,999 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $1.9M | 2,482 | +292 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $1.2M | 4,027 | +667 shares |
| DFSV | Dimensional US Small Cap Value ETF | $1.2M | 30,015 | −4,033 shares |
| HEEM | iShares Currency Hedged MSCI Emerging Markets ETF | $1.0M | 22,460 | +3,298 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $984K | 4,051 | +221 shares |
| PRIV | State Street IG Public & Private Credit ETF | $845K | 33,552 | +24,918 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001968434. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wealth Preservation Advisors, LLC own?
Wealth Preservation Advisors, LLC reported 28 ETF positions worth $32.1M in its Form 13F for June 30, 2026. The largest was VTV, at $8.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.