Long-term investor
Wealth Preservation Advisors, LLC @wealthpreservationadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001968434).
Record
- Tracked since 2025-06-30 (434 days), 157 trades recorded
- Returns: week n/a · month n/a · 90 days +11.2% · 6 months +7.6% · 1 year +18.3% · all +18.3%
- Max drawdown -7.2% · Sharpe 0.76 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 20.1% · long · since 2025-06-30
- NVDA · 12.7% · long · since 2025-06-30
- AMZN · 10.8% · long · since 2025-06-30
- MSFT · 6.1% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-06-30
- PEBO · 5.7% · long · since 2025-06-30
- VTV · 4.6% · long · since 2025-06-30
- VUG · 2.2% · long · since 2025-06-30
- VOE · 1.9% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- HEFA · 1.5% · long · since 2025-06-30
- 90353T100 · 1.3% · long · since 2025-06-30