Wealth Science Advisors

Wealth Science Advisors as of Dec. 31, 2025

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