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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001968434

Wealth Preservation Advisors, LLC

CHATTANOOGA, TN · File #028-25588

Latest AUM
$198.7M
Positions
747
Top-10 Concentration
71.6%
Filings
4

Sector Allocation

Technology
25.8%$51.3M
Financials
6.7%$13.4M
Industrials
1.3%$2.5M
Healthcare
1.0%$2.0M
Materials
0.7%$1.4M
Consumer Staples
0.5%$966,154
Utilities
0.3%$709,307
Energy
0.1%$270,963
Real Estate
0.1%$159,211

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMAZON.COM INCAMZN76,737$17.7M10.79%
2ALPHABET INCORPORATED CAP STK CLASS CGOOG54,333$17.0M10.38%
3NVIDIA CORPNVDA81,610$15.2M9.27%
4ALPHABET INC CLASS CLASS CGOOG45,500$14.3M8.70%
5AMG PANTHEON FUND CLASS 3001700129499,707$14.3M8.68%
6MICROSOFT CORPMSFT21,040$10.2M6.20%
7PEOPLES BANCORP INCORPORATEDPEBO278,803$8.4M5.10%
8UBER TECHNOLOGIES INCUBER96,457$7.9M4.80%
9APPLE INCAAPL28,170$7.7M4.66%
10STEPSTONE PRIVATE VENTURE AND GROWTH FUND CLASS I21256C40793,795$4.9M2.99%
11VANGUARD VALUE ETF92290874423,353$4.5M2.72%
12NETFLIX INCNFLX30,068$2.8M1.72%
13NVIDIA CORPORATIONNVDA12,571$2.3M1.43%
14VANGUARD MID CAP VALUE ETF92290851212,831$2.3M1.39%
15BLUE OWL CAP CORPOWL176,283$2.2M1.33%
16ALPHABET INC CLASS CLASS AGOOG6,936$2.2M1.32%
17UBER TECHNOLOGIES INCORPORATEDUBER25,860$2.1M1.29%
18VANGUARD GROWTH ETF9229087363,797$1.9M1.13%
19APPLE INCORPORATEDAAPL6,601$1.8M1.09%
20AMAZON COM INCORPORATEDAMZN7,676$1.8M1.08%