Wealth Science Advisors
Latest statistics and disclosures from Wealth Science Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CGGR, CGDV, CGGO, VO, CGSD, and represent 51.06% of Wealth Science Advisors's stock portfolio.
- Added to shares of these 10 stocks: VO (+$7.4M), CGSD (+$6.9M), CGUI, MSFT, META, CGGR, CGDV, PM, UBER, CGGO.
- Started 12 new stock positions in CNP, IP, CGUI, APO, CGSM, MAC, UNP, GLW, NSC, KLAC. MRVL, D.
- Reduced shares in these 10 stocks: , MU, AMAT, IVV, TFC, AXP, , , GEHC, BKR.
- Sold out of its positions in SDOG, AEM, ABNB, ALNY, GOOG, AMX, AXP, AIG, AstraZeneca, BATRA.
- Wealth Science Advisors was a net buyer of stock by $36M.
- Wealth Science Advisors has $225M in assets under management (AUM), dropping by 26.58%.
- Central Index Key (CIK): 0002083087
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Portfolio Holdings for Wealth Science Advisors
Wealth Science Advisors holds 97 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 15.0 | $34M | +7% | 716k | 47.20 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 15.0 | $34M | +5% | 685k | 49.28 |
|
| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 12.6 | $28M | +5% | 669k | 42.33 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.4 | $10M | +287% | 124k | 80.57 |
|
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 4.0 | $9.1M | +309% | 352k | 25.73 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $5.8M | +30% | 29k | 200.09 |
|
| Broadcom (AVGO) | 2.5 | $5.6M | +18% | 15k | 377.75 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.3 | $5.2M | 17k | 303.12 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $4.7M | +5% | 13k | 357.37 |
|
| Capital Grp Fixed Incm Etf T Ultra Short Etf (CGUI) | 2.0 | $4.6M | NEW | 182k | 25.28 |
|
| Microsoft Corporation (MSFT) | 2.0 | $4.5M | +385% | 12k | 373.02 |
|
| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 1.9 | $4.3M | +39% | 130k | 32.97 |
|
| Amazon (AMZN) | 1.8 | $4.1M | +40% | 17k | 238.34 |
|
| Apple (AAPL) | 1.5 | $3.3M | +4% | 12k | 289.36 |
|
| Meta Platforms Cl A (META) | 1.4 | $3.0M | +2775% | 5.4k | 563.29 |
|
| Equifax (EFX) | 1.2 | $2.6M | 16k | 158.72 |
|
|
| Eli Lilly & Co. (LLY) | 1.2 | $2.6M | -7% | 2.2k | 1199.43 |
|
| British Amern Tob Sponsored Adr (BTI) | 1.2 | $2.6M | +8% | 42k | 61.76 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.0 | $2.3M | +38% | 4.8k | 477.57 |
|
| Ge Aerospace Com New (GE) | 0.9 | $2.1M | +4% | 5.7k | 373.73 |
|
| Intel Corporation (INTC) | 0.8 | $1.9M | +179% | 14k | 139.63 |
|
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.8 | $1.8M | 53k | 34.62 |
|
|
| Philip Morris International (PM) | 0.8 | $1.7M | +2379% | 9.3k | 180.91 |
|
| Royal Caribbean Cruises (RCL) | 0.7 | $1.6M | +487% | 5.2k | 317.53 |
|
| Uber Technologies (UBER) | 0.7 | $1.6M | +2827% | 22k | 72.16 |
|
| Applied Materials (AMAT) | 0.7 | $1.5M | -27% | 2.0k | 723.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $1.4M | +34% | 2.7k | 496.73 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $1.3M | -13% | 6.8k | 189.73 |
|
| Starbucks Corporation (SBUX) | 0.5 | $1.2M | +317% | 12k | 102.19 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | +18% | 3.7k | 327.33 |
|
| Linde SHS (LIN) | 0.5 | $1.2M | +2385% | 2.3k | 518.94 |
|
| Morgan Stanley Com New (MS) | 0.5 | $1.2M | +22% | 5.6k | 209.04 |
|
| Micron Technology (MU) | 0.5 | $1.1M | -52% | 956.00 | 1154.29 |
|
| Carrier Global Corporation (CARR) | 0.5 | $1.1M | +2202% | 15k | 73.35 |
|
| United Rentals (URI) | 0.5 | $1.1M | +255% | 929.00 | 1132.89 |
|
| Macerich Company (MAC) | 0.5 | $1.1M | NEW | 42k | 25.19 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.0M | +612% | 2.0k | 513.60 |
|
| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.5 | $1.0M | 23k | 44.48 |
|
|
| Wells Fargo & Company (WFC) | 0.4 | $991k | +131% | 12k | 82.64 |
|
| Cisco Systems (CSCO) | 0.4 | $982k | +3354% | 8.4k | 117.46 |
|
| Home Depot (HD) | 0.4 | $973k | +1582% | 2.8k | 352.68 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $957k | +299% | 7.7k | 124.17 |
|
| UnitedHealth (UNH) | 0.4 | $813k | +65% | 2.0k | 415.63 |
|
| Abbvie (ABBV) | 0.4 | $810k | +19% | 3.2k | 251.64 |
|
| At&t (T) | 0.4 | $804k | +91% | 39k | 20.70 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $774k | 3.2k | 242.43 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $757k | +509% | 8.3k | 90.74 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $726k | +15% | 4.1k | 176.32 |
|
| Oracle Corporation (ORCL) | 0.3 | $713k | +677% | 4.9k | 146.55 |
|
| Canadian Natural Resources (CNQ) | 0.3 | $712k | +129% | 18k | 39.50 |
|
| General Dynamics Corporation (GD) | 0.3 | $683k | +21% | 1.9k | 354.24 |
|
| Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) | 0.3 | $672k | NEW | 26k | 26.39 |
|
| Netflix (NFLX) | 0.3 | $668k | +1966% | 9.4k | 71.40 |
|
| Corning Incorporated (GLW) | 0.3 | $655k | NEW | 2.6k | 255.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $651k | 1.3k | 500.39 |
|
|
| Trane Technologies SHS (TT) | 0.3 | $643k | -3% | 1.3k | 491.16 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $606k | +53% | 1.2k | 501.36 |
|
| Dominion Resources (D) | 0.3 | $578k | NEW | 8.5k | 68.29 |
|
| Norfolk Southern (NSC) | 0.3 | $566k | NEW | 1.8k | 314.59 |
|
| Progressive Corporation (PGR) | 0.2 | $559k | +14% | 2.6k | 218.45 |
|
| Air Products & Chemicals (APD) | 0.2 | $553k | +1662% | 1.9k | 293.18 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $531k | +7108% | 22k | 24.55 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $526k | +17% | 2.3k | 226.97 |
|
| Altria (MO) | 0.2 | $505k | +259% | 7.0k | 71.95 |
|
| Chubb (CB) | 0.2 | $500k | -6% | 1.5k | 340.74 |
|
| Apollo Global Mgmt (APO) | 0.2 | $459k | NEW | 3.9k | 118.31 |
|
| Freeport Mcmoran CL B (FCX) | 0.2 | $422k | +41% | 6.7k | 62.89 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $420k | +2338% | 1.8k | 229.57 |
|
| Marvell Technology (MRVL) | 0.2 | $420k | NEW | 1.4k | 297.89 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $390k | +259% | 2.3k | 169.88 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $379k | -4% | 1.0k | 370.04 |
|
| salesforce (CRM) | 0.2 | $371k | +1478% | 2.4k | 156.66 |
|
| Ftai Aviation SHS (FTAI) | 0.2 | $359k | +14% | 1.3k | 270.53 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $349k | -6% | 1.5k | 236.62 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $341k | 2.3k | 146.41 |
|
|
| Stanley Black & Decker (SWK) | 0.1 | $331k | +14% | 3.5k | 94.12 |
|
| Boeing Company (BA) | 0.1 | $318k | +4217% | 1.5k | 216.47 |
|
| Tc Energy Corp (TRP) | 0.1 | $313k | +19% | 4.7k | 66.29 |
|
| Pepsi (PEP) | 0.1 | $311k | +18% | 2.3k | 135.40 |
|
| Gilead Sciences (GILD) | 0.1 | $309k | -13% | 2.4k | 126.34 |
|
| Ingersoll Rand (IR) | 0.1 | $306k | +63% | 3.7k | 81.99 |
|
| Kla Corp Com New (KLAC) | 0.1 | $292k | NEW | 968.00 | 301.71 |
|
| PG&E Corporation (PCG) | 0.1 | $289k | +36% | 17k | 16.82 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $283k | +2477% | 4.9k | 57.84 |
|
| CenterPoint Energy (CNP) | 0.1 | $275k | NEW | 6.2k | 44.04 |
|
| Danaher Corporation (DHR) | 0.1 | $265k | +14% | 1.4k | 190.48 |
|
| Tesla Motors (TSLA) | 0.1 | $264k | +12% | 627.00 | 420.60 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $260k | -18% | 2.8k | 91.19 |
|
| Kkr & Co (KKR) | 0.1 | $259k | +2582% | 2.8k | 91.78 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $256k | 1.6k | 164.60 |
|
|
| Chevron Corporation (CVX) | 0.1 | $251k | +8322% | 1.5k | 165.76 |
|
| Union Pacific Corporation (UNP) | 0.1 | $249k | NEW | 916.00 | 272.00 |
|
| McDonald's Corporation (MCD) | 0.1 | $244k | +252% | 902.00 | 270.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $222k | +15000% | 302.00 | 736.40 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $218k | +12% | 1.9k | 114.18 |
|
| Southern Company (SO) | 0.1 | $205k | +2257% | 2.1k | 95.71 |
|
| International Paper Company (IP) | 0.1 | $200k | NEW | 5.3k | 38.10 |
|
Past Filings by Wealth Science Advisors
SEC 13F filings are viewable for Wealth Science Advisors going back to 2025
- Wealth Science Advisors 2026 Q2 filed July 9, 2026
- Wealth Science Advisors 2026 Q1 filed April 8, 2026
- Wealth Science Advisors 2025 Q4 filed Jan. 28, 2026