Holdings of Wealth Preservation Advisors, LLC
927 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 64.2 % of the equity sleeve
Sector breakdown
- Technology 29.4 %
- Communication 17.1 %
- Consumer discretionary 14.4 %
- Financials 4.2 %
- Industrials 3.0 %
- Funds 2.5 %
- Health care 1.9 %
- Real estate 1.2 %
- Materials 0.9 %
- Consumer staples 0.7 %
- Energy 0.4 %
- Utilities 0.3 %
- Unattributed 24.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- NL 0.1 %
- DE 0.1 %
- FR 0.0 %
- AU 0.0 %
- JP 0.0 %
- DK 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 919 | 114.8M $ | 99.79 % |
| 2 | NL | 1 | 114.9K $ | 0.10 % |
| 3 | DE | 1 | 74.3K $ | 0.06 % |
| 4 | FR | 1 | 24.1K $ | 0.02 % |
| 5 | AU | 3 | 16.6K $ | 0.01 % |
| 6 | JP | 1 | 8K $ | 0.01 % |
| 7 | DK | 1 | 368 $ | 0.00 % |