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Ruth Thortvedt

Wealth Preservation Advisors, Llc

Assets Managed
$120.404M
Holdings
1035
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-39.4%(2Q avg: -11.89%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Preservation Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1035 positions.

Assets under management

The assets under management (AUM) of Wealth Preservation Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 120.404M in assets, with a quarterly growth rate of -39.4% and a 2-quarter average growth rate of -11.89%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -6.6%
12.75%
$15.341M
87,965 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -14.25%
12.52%
$15.074M
72,376 shares@ $208.27 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -54.23%
10.89%
$13.107M
45,691 shares@ $286.86 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.6%
7%
$8.423M
22,753 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -16.94%
6.09%
$7.329M
28,879 shares@ $253.8 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -16.92%
4.05%
$4.868M
24,811 shares@ $196.2 avg price
NFLX
Netflix Inc
Recent Activity
Decreased -0.58%
2.42%
$2.91M
30,261 shares@ $96.15 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 3.36%
2.21%
$2.658M
14,424 shares@ $184.29 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.44%
1.75%
$2.097M
7,293 shares@ $287.57 avg price
OBDC
Blue Owl Capital Corp
Recent Activity
Decreased -0.84%
1.7%
$2.041M
184,581 shares@ $11.07 avg price

1-10 of 1035