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, SPY, VO, and represent 61.37% of Wealth Science Advisors's stock portfolio.
  • Added to shares of these 10 stocks: HAL, IR, INTC, ABT, VWO, MA, ALNY, CEG, WMT, CLX.
  • Started 132 new stock positions in CMI, RYAAY, VALE, HII, ABT, PDX, ALNY, SO, CVX, BSX.
  • Wealth Science Advisors was a net buyer of stock by $4.4M.
  • Wealth Science Advisors has $178M in assets under management (AUM), dropping by 2.51%.
  • 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Wealth Science Advisors

Wealth Science Advisors holds 203 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Growth Etf Shs Creation Uni (CGGR) 16.7 $30M 667k 44.47
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 15.9 $28M 647k 43.64
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 12.4 $22M 636k 34.65
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 11.2 $20M 29k 681.92
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 5.2 $9.3M 32k 290.22
 View chart
Vanguard Index Fds Small Cp Etf (VB) 2.5 $4.5M 17k 257.95
 View chart
Broadcom (AVGO) 2.4 $4.3M 13k 346.10
 View chart
NVIDIA Corporation (NVDA) 2.3 $4.2M 22k 186.50
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.2 $3.9M 12k 313.00
 View chart
Equifax (EFX) 2.0 $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) 1.5 $2.7M 93k 28.84
 View chart
Eli Lilly & Co. (LLY) 1.4 $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) 1.2 $2.2M 39k 56.62
 View chart
Ge Aerospace Com New (GE) 0.9 $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) 0.3 $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) 0.2 $444k 9.0k 49.21
 View chart
American Express Company (AXP) 0.2 $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) 0.1 $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
Halliburton Company (HAL) 0.1 $190k NEW 6.7k 28.26
 View chart
Ingersoll Rand (IR) 0.1 $182k NEW 2.3k 79.22
 View chart
Intel Corporation (INTC) 0.1 $181k NEW 4.9k 36.90
 View chart
Abbott Laboratories (ABT) 0.1 $172k NEW 1.4k 125.29
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $164k NEW 3.0k 53.76
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $160k NEW 280.00 570.88
 View chart
Alnylam Pharmaceuticals (ALNY) 0.1 $158k NEW 396.00 397.65
 View chart
Constellation Energy (CEG) 0.1 $140k NEW 396.00 353.27
 View chart
Wal-Mart Stores (WMT) 0.1 $137k NEW 1.2k 111.41
 View chart
Clorox Company (CLX) 0.1 $126k NEW 1.2k 100.83
 View chart
Meta Platforms Cl A (META) 0.1 $124k NEW 188.00 660.09
 View chart
Oracle Corporation (ORCL) 0.1 $122k NEW 626.00 194.91
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $118k NEW 663.00 177.37
 View chart
Altria (MO) 0.1 $112k NEW 1.9k 57.66
 View chart
Costco Wholesale Corporation (COST) 0.1 $97k NEW 112.00 862.34
 View chart
Bank of America Corporation (BAC) 0.1 $89k NEW 1.6k 55.00
 View chart
Hca Holdings (HCA) 0.0 $85k NEW 182.00 466.86
 View chart
Arista Networks Com Shs (ANET) 0.0 $84k NEW 638.00 131.03
 View chart
Cintas Corporation (CTAS) 0.0 $83k NEW 440.00 188.07
 View chart
Quanta Services (PWR) 0.0 $80k NEW 190.00 422.06
 View chart
McDonald's Corporation (MCD) 0.0 $78k NEW 256.00 305.63
 View chart
Metropcs Communications (TMUS) 0.0 $65k NEW 320.00 203.04
 View chart
Uber Technologies (UBER) 0.0 $62k NEW 762.00 81.71
 View chart
Philip Morris International (PM) 0.0 $61k NEW 377.00 160.40
 View chart
Home Depot (HD) 0.0 $56k NEW 164.00 344.10
 View chart
TJX Companies (TJX) 0.0 $55k NEW 360.00 153.61
 View chart
Nxp Semiconductors N V (NXPI) 0.0 $54k NEW 250.00 217.06
 View chart
Entergy Corporation (ETR) 0.0 $54k NEW 580.00 92.43
 View chart
Independence Realty Trust In (IRT) 0.0 $50k NEW 2.9k 17.48
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.0 $49k NEW 156.00 313.80
 View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $43k NEW 915.00 46.92
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $43k NEW 141.00 302.11
 View chart
Netflix (NFLX) 0.0 $43k NEW 453.00 93.76
 View chart
Goldman Sachs (GS) 0.0 $42k NEW 48.00 879.00
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $41k NEW 625.00 66.00
 View chart
salesforce (CRM) 0.0 $40k NEW 150.00 264.91
 View chart
Linde SHS (LIN) 0.0 $39k NEW 92.00 426.39
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $38k NEW 60.00 627.13
 View chart
Spdr Series Trust State Street Spd (SPYV) 0.0 $37k NEW 654.00 56.81
 View chart
Northrop Grumman Corporation (NOC) 0.0 $34k NEW 60.00 570.22
 View chart
Carrier Global Corporation (CARR) 0.0 $34k NEW 640.00 52.84
 View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $31k NEW 474.00 65.54
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $29k NEW 240.00 120.18
 View chart
Air Products & Chemicals (APD) 0.0 $26k NEW 107.00 247.02
 View chart
Cummins (CMI) 0.0 $26k NEW 51.00 510.45
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $26k NEW 135.00 191.56
 View chart
Warner Bros Discovery Com Ser A (WBD) 0.0 $25k NEW 867.00 28.82
 View chart
Alps Etf Tr Sectr Div Dogs (SDOG) 0.0 $25k NEW 405.00 60.47
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $24k NEW 546.00 44.41
 View chart
Coca-cola Europacific Partne SHS (CCEP) 0.0 $23k NEW 252.00 90.70
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $22k NEW 56.00 396.30
 View chart
Ishares Core Msci Emkt (IEMG) 0.0 $22k NEW 330.00 67.22
 View chart
Arthur J. Gallagher & Co. (AJG) 0.0 $19k NEW 75.00 258.79
 View chart
Cisco Systems (CSCO) 0.0 $19k NEW 242.00 77.03
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $18k NEW 206.00 89.46
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $18k NEW 137.00 132.29
 View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) 0.0 $18k NEW 964.00 18.78
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $16k NEW 21.00 753.76
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $14k NEW 477.00 29.61
 View chart
Exxon Mobil Corporation (XOM) 0.0 $14k NEW 116.00 120.34
 View chart
Kkr & Co (KKR) 0.0 $13k NEW 105.00 127.48
 View chart
Paypal Holdings (PYPL) 0.0 $12k NEW 213.00 58.38
 View chart
Stryker Corporation (SYK) 0.0 $12k NEW 35.00 351.46
 View chart
Johnson & Johnson (JNJ) 0.0 $12k NEW 59.00 206.95
 View chart
Manulife Finl Corp (MFC) 0.0 $11k NEW 308.00 36.28
 View chart
Prudential Financial (PRU) 0.0 $11k NEW 98.00 112.88
 View chart
Honeywell International (HON) 0.0 $10k NEW 53.00 195.09
 View chart
Atlanta Braves Hldgs Com Ser A (BATRA) 0.0 $10k NEW 242.00 42.49
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $10k NEW 190.00 53.83
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $10k NEW 106.00 96.27
 View chart
Fs Kkr Capital Corp (FSK) 0.0 $10k NEW 687.00 14.81
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $9.0k NEW 300.00 29.89
 View chart
Southern Company (SO) 0.0 $7.9k NEW 91.00 87.20
 View chart
Astrazeneca Sponsored Adr 0.0 $7.8k NEW 85.00 91.93
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.0 $7.5k NEW 7.00 1069.86
 View chart
Boeing Company (BA) 0.0 $7.4k NEW 34.00 217.12
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.0 $7.0k NEW 17.00 412.76
 View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $6.8k NEW 100.00 68.36
 View chart
Fs Specialty Lending Com Sh Ben Int (FSSL) 0.0 $6.8k NEW 479.00 14.14
 View chart
United Parcel Service CL B (UPS) 0.0 $6.2k NEW 63.00 99.19
 View chart
Huntington Ingalls Inds (HII) 0.0 $6.1k NEW 18.00 340.06
 View chart
Chipotle Mexican Grill (CMG) 0.0 $5.7k NEW 153.00 37.00
 View chart
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $5.5k NEW 145.00 38.16
 View chart
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $5.2k NEW 450.00 11.63
 View chart
Ishares Gold Tr Ishares New (IAU) 0.0 $4.5k NEW 55.00 81.16
 View chart
Ishares Tr Msci Usa Value (VLUE) 0.0 $4.4k NEW 32.00 138.66
 View chart
Visa Com Cl A (V) 0.0 $4.2k NEW 12.00 350.75
 View chart
Shell Spon Ads (SHEL) 0.0 $4.0k NEW 55.00 73.47
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $4.0k NEW 7.00 566.43
 View chart
Sanofi Sa Sponsored Adr (SNY) 0.0 $3.9k NEW 80.00 48.46
 View chart
Vanguard World Industrial Etf (VIS) 0.0 $3.6k NEW 12.00 298.42
 View chart
Charter Communications Inc N Cl A (CHTR) 0.0 $3.5k NEW 17.00 208.76
 View chart
Citigroup Com New (C) 0.0 $3.5k NEW 30.00 116.70
 View chart
Deutsche Bank A G Namen Akt (DB) 0.0 $3.4k NEW 89.00 38.56
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $3.4k NEW 66.00 50.88
 View chart
Cloudflare Cl A Com (NET) 0.0 $3.4k NEW 17.00 197.18
 View chart
Sap Se Spon Adr (SAP) 0.0 $2.9k NEW 12.00 242.92
 View chart
Hilton Worldwide Holdings (HLT) 0.0 $2.9k NEW 10.00 287.30
 View chart
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $2.8k NEW 39.00 72.18
 View chart
Chevron Corporation (CVX) 0.0 $2.7k NEW 18.00 152.39
 View chart
Cme (CME) 0.0 $2.7k NEW 10.00 273.10
 View chart
Icici Bank Adr (IBN) 0.0 $2.7k NEW 89.00 29.80
 View chart
Totalenergies Se Act (TTE) 0.0 $2.6k NEW 39.00 65.41
 View chart
Sony Group Corp Sponsored Adr (SONY) 0.0 $2.4k NEW 92.00 25.60
 View chart
Boston Scientific Corporation (BSX) 0.0 $2.3k NEW 24.00 95.33
 View chart
Trip Com Group Ads (TCOM) 0.0 $2.2k NEW 31.00 71.90
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.0 $2.2k NEW 32.00 69.41
 View chart
Flutter Entmt SHS (FLUT) 0.0 $2.2k NEW 10.00 215.00
 View chart
Beone Medicines Sponsored Ads (ONC) 0.0 $2.1k NEW 7.00 303.86
 View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $2.0k NEW 96.00 20.67
 View chart
Vale S A Sponsored Ads (VALE) 0.0 $2.0k NEW 151.00 13.03
 View chart
Synopsys (SNPS) 0.0 $1.9k NEW 4.00 469.75
 View chart
Agnico (AEM) 0.0 $1.7k NEW 10.00 169.50
 View chart
Motorola Solutions Com New (MSI) 0.0 $1.5k NEW 4.00 383.25
 View chart
Relx Sponsored Adr (RELX) 0.0 $1.5k NEW 37.00 40.43
 View chart
Roblox Corp Cl A (RBLX) 0.0 $1.5k NEW 18.00 81.06
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.4k NEW 10.00 141.10
 View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $1.4k NEW 20.00 68.25
 View chart
ConocoPhillips (COP) 0.0 $1.3k NEW 14.00 93.64
 View chart
Sherwin-Williams Company (SHW) 0.0 $1.3k NEW 4.00 324.00
 View chart
Bunge Global Sa Com Shs (BG) 0.0 $1.2k NEW 14.00 89.07
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $1.2k NEW 2.00 614.50
 View chart
SLB Com Stk (SLB) 0.0 $1.1k NEW 29.00 38.38
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $976.000000 NEW 2.00 488.00
 View chart
Airbnb Com Cl A (ABNB) 0.0 $950.000100 NEW 7.00 135.71
 View chart
Copart (CPRT) 0.0 $940.000800 NEW 24.00 39.17
 View chart
Zoom Communications Cl A (ZM) 0.0 $863.000000 NEW 10.00 86.30
 View chart
Lululemon Athletica (LULU) 0.0 $831.000000 NEW 4.00 207.75
 View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $775.000000 NEW 20.00 38.75
 View chart
Walt Disney Company (DIS) 0.0 $682.999800 NEW 6.00 113.83
 View chart
Lucid Group Com New (LCID) 0.0 $529.000000 NEW 50.00 10.58
 View chart
Gopro Cl A (GPRO) 0.0 $14.000000 NEW 10.00 1.40
 View chart

Past Filings by Wealth Science Advisors

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