Wealth Preservation Advisors, LLC

RIA/Wealth

Wealth Preservation Advisors, LLC is a RIA/Wealth based in Chattanooga, TN led by Nina Kristin Strozak, reporting $536.1M in AUM as of Q3 2025 with 32% Technology concentration and 67% concentrated in top 10 holdings.

CCONina Kristin Strozak

Portfolio Value: $171.4M
Positions: 525
Top Holding: GOOG at 14.41%
Last Reported: Q3 2025

Address715 Market Street, Suite 307, Chattanooga, TN, 37402, United States

Top Holdings

Largest long holdings in Wealth Preservation Advisors, LLC's portfolio (66.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$24.7M	14.41%	+$3.7K Bought	0.00% 101.4K shares	Q1 2025 Held for 8 months
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$18.5M	10.81%	-$180.0K Sold	0.00% 84.4K shares	Q1 2025 Held for 8 months
3 Nvidia NVDA	Semiconductors Technology	$16.9M	9.83%	-$2.0M Sold	0.00% 90.4K shares	Q1 2025 Held for 8 months
4 Microsoft MSFT	Software - Infrastructure Technology	$12.6M	7.33%	+$20.7K Bought	0.00% 24.3K shares	Q1 2025 Held for 8 months
5 Uber Technologies UBER	Software - Application Technology	$12.1M	7.09%	+$1.7K Bought	0.01% 124.0K shares	Q1 2025 Held for 8 months
6 Apple AAPL	Consumer Electronics Technology	$9.4M	5.47%	+$65.9K Bought	0.00% 36.8K shares	Q1 2025 Held for 8 months
7 Peoples Bancorp PEBO	Banks - Regional Financial Services	$8.4M	4.88%	-$24.5K Sold	0.78% 278.8K shares	Q1 2025 Held for 8 months
8 Vanguard Value VTV	ETF ETF	$5.5M	3.20%	+$698.6K Bought	— 29.4K shares	Q1 2025 Held for 8 months
9 Netflix NFLX	Entertainment Communication Services	$3.6M	2.12%	+$1.2M Bought	0.00% 3.0K shares	Q1 2025 Held for 8 months
10 Vanguard Growth VUG	ETF ETF	$2.8M	1.66%	+$69.1K Bought	— 5.9K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Preservation Advisors, LLC's latest filing

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Market Value

$171.4M

Prior: $161.1M

Q/Q Change

+6.43%

+$10.4M

Net Flows % of MV

-3.37%

Turnover Ratio

3.94%

New Purchases

33 stocks

$691.5K

Added To

122 stocks

+$3.4M

Sold Out Of

32 stocks

$1.9M

Reduced Holdings

97 stocks

-$7.9M

Increased Positions

Position	Shares Δ	Change
1 Coca-Cola Consolidated, Inc. COKE	New	0 → 873.0 +$102.3K
2 Aurora Innovation, Inc. AUR	New	0 → 17.7K +$95.4K
3 ASML ASML ASML	New	0 → 87.0 +$84.2K
4 CAVA Group CAVA	New	0 → 1.1K +$66.5K
5 IPST Heritage Distilling Holding Company, Inc. Common Stock IPST	New	0 → 52.5K +$43.1K

Decreased Positions

Position	Shares Δ	Change
1 Raytheon Technologies RTX	Sold	2.9K → 0 −$420.8K
2 HubSpot HUBS	Sold	750.0 → 0 −$417.5K
3 SouthState SSB	Sold	4.5K → 0 −$413.1K
4 MicroStrategy MSTR	Sold	911.0 → 0 −$368.3K
5 ARK Investment Management ARKK	Sold	1.0K → 0 −$72.4K

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Analytics

Portfolio insights and performance metrics for Wealth Preservation Advisors, LLC

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Sector Allocation

Technology

32.00%

Communication Services

18.60%

ETF

15.60%

Financial Services

12.80%

Consumer Cyclical

12.00%

Industrials

1.50%

Healthcare

1.30%

Real Estate

1.30%

Basic Materials

1.10%

Consumer Defensive

0.80%

Utilities

0.80%

Energy

0.60%

Market Cap Distribution

Mega Cap (> $200B)

63.72%

Large Cap ($10B - $200B)

9.89%

Mid Cap ($2B - $10B)

3.90%

Small Cap ($300M - $2B)

5.11%

Micro Cap ($50M - $300M)

0.05%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

17.32%

Portfolio Concentration

Top 10 Holdings %

66.8%

Top 20 Holdings %

76.41%

Top 50 Holdings %

86.48%

Top 100 Holdings %

93.57%