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Wealth Science Advisors

Latest statistics and disclosures from Wealth Science Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002083087

Tip: Access up to 7 years of quarterly data

Positions held by Wealth Science Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Science Advisors

Wealth Science Advisors holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Capital Group Growth Etf Shs Creation Uni (CGGR)	17.1	$30M	667k	44.47	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	16.3	$28M	647k	43.64	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	12.7	$22M	636k	34.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	11.4	$20M	29k	681.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.3	$9.3M	32k	290.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.6	$4.5M	17k	257.95	View chart
Broadcom (AVGO)	2.5	$4.3M	13k	346.10	View chart
NVIDIA Corporation (NVDA)	2.4	$4.2M	22k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$3.9M	12k	313.00	View chart
Equifax (EFX)	2.1	$3.6M	16k	216.98	View chart
Apple (AAPL)	1.7	$3.0M	11k	271.86	View chart
Amazon (AMZN)	1.6	$2.8M	12k	230.82	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	1.6	$2.7M	93k	28.84	View chart
Eli Lilly & Co. (LLY)	1.5	$2.5M	2.3k	1074.68	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	1.3	$2.2M	86k	26.01	View chart
British Amern Tob Sponsored Adr (BTI)	1.3	$2.2M	39k	56.62	View chart
Ge Aerospace Com New (GE)	1.0	$1.7M	5.4k	308.03	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.9	$1.6M	53k	29.55	View chart
Raytheon Technologies Corp (RTX)	0.8	$1.4M	7.8k	183.40	View chart
Microsoft Corporation (MSFT)	0.7	$1.2M	2.5k	483.62	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$1.1M	3.5k	303.89	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.0M	3.1k	322.22	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.5	$926k	23k	40.23	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.5	$923k	2.0k	453.36	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$912k	1.9k	473.30	View chart
Morgan Stanley Com New (MS)	0.5	$807k	4.5k	177.53	View chart
Applied Materials (AMAT)	0.4	$725k	2.8k	256.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$673k	3.2k	210.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$654k	1.3k	502.65	View chart
Abbvie (ABBV)	0.4	$616k	2.7k	228.49	View chart
Micron Technology (MU)	0.3	$575k	2.0k	285.41	View chart
General Dynamics Corporation (GD)	0.3	$536k	1.6k	336.66	View chart
Trane Technologies SHS (TT)	0.3	$529k	1.4k	389.20	View chart
Progressive Corporation (PGR)	0.3	$508k	2.2k	227.72	View chart
At&t (T)	0.3	$505k	20k	24.84	View chart
Chubb (CB)	0.3	$492k	1.6k	312.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$492k	718.00	684.94	View chart
Wells Fargo & Company (WFC)	0.3	$483k	5.2k	93.20	View chart
Amphenol Corp Cl A (APH)	0.3	$481k	3.6k	135.14	View chart
Thermo Fisher Scientific (TMO)	0.3	$457k	788.00	579.45	View chart
Truist Financial Corp equities (TFC)	0.3	$444k	9.0k	49.21	View chart
American Express Company (AXP)	0.3	$441k	1.2k	369.95	View chart
UnitedHealth (UNH)	0.2	$390k	1.2k	330.11	View chart
Capital One Financial (COF)	0.2	$389k	1.6k	242.36	View chart
Chesapeake Energy Corp (EXE)	0.2	$385k	3.5k	110.36	View chart
Cenovus Energy (CVE)	0.2	$372k	22k	16.92	View chart
Welltower Inc Com reit (WELL)	0.2	$366k	2.0k	185.61	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.2	$360k	4.4k	82.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$360k	1.1k	335.27	View chart
Baker Hughes Company Cl A (BKR)	0.2	$349k	7.7k	45.54	View chart
Gilead Sciences (GILD)	0.2	$347k	2.8k	122.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$347k	1.6k	219.78	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$319k	2.3k	136.94	View chart
Kimberly-Clark Corporation (KMB)	0.2	$298k	3.0k	100.89	View chart
Danaher Corporation (DHR)	0.2	$279k	1.2k	228.92	View chart
Pepsi (PEP)	0.2	$277k	1.9k	143.52	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$273k	1.7k	160.97	View chart
Canadian Natural Resources (CNQ)	0.2	$266k	7.8k	33.85	View chart
Tesla Motors (TSLA)	0.1	$250k	556.00	449.72	View chart
Royal Caribbean Cruises (RCL)	0.1	$246k	882.00	278.92	View chart
Starbucks Corporation (SBUX)	0.1	$244k	2.9k	84.21	View chart
Freeport-mcmoran CL B (FCX)	0.1	$241k	4.7k	50.79	View chart
Edison International (EIX)	0.1	$236k	3.9k	60.02	View chart
Stanley Black & Decker (SWK)	0.1	$229k	3.1k	74.28	View chart
Ftai Aviation SHS (FTAI)	0.1	$229k	1.2k	196.85	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$219k	1.6k	141.05	View chart
Tc Energy Corp (TRP)	0.1	$218k	4.0k	55.01	View chart
United Rentals (URI)	0.1	$211k	261.00	809.32	View chart
American Intl Group Com New (AIG)	0.1	$211k	2.5k	85.55	View chart
Fidelity National Information Services (FIS)	0.1	$206k	3.1k	66.46	View chart
PG&E Corporation (PCG)	0.1	$202k	13k	16.07	View chart

Past Filings by Wealth Science Advisors

SEC 13F filings are viewable for Wealth Science Advisors going back to 2025

Wealth Science Advisors 2025 Q4 filed Jan. 28, 2026

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