Wealth Science Advisors as of March 31, 2026
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 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 15.9 | $28M | 647k | 43.64 | |
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 12.4 | $22M | 636k | 34.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.2 | $20M | 29k | 681.92 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 5.2 | $9.3M | 32k | 290.22 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.5 | $4.5M | 17k | 257.95 | |
| Broadcom (AVGO) | 2.4 | $4.3M | 13k | 346.10 | |
| NVIDIA Corporation (NVDA) | 2.3 | $4.2M | 22k | 186.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $3.9M | 12k | 313.00 | |
| Equifax (EFX) | 2.0 | $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) | 1.5 | $2.7M | 93k | 28.84 | |
| Eli Lilly & Co. (LLY) | 1.4 | $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) | 1.2 | $2.2M | 39k | 56.62 | |
| Ge Aerospace Com New (GE) | 0.9 | $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) | 0.3 | $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) | 0.2 | $444k | 9.0k | 49.21 | |
| American Express Company (AXP) | 0.2 | $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) | 0.1 | $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 | |
| Halliburton Company (HAL) | 0.1 | $190k | 6.7k | 28.26 | |
| Ingersoll Rand (IR) | 0.1 | $182k | 2.3k | 79.22 | |
| Intel Corporation (INTC) | 0.1 | $181k | 4.9k | 36.90 | |
| Abbott Laboratories (ABT) | 0.1 | $172k | 1.4k | 125.29 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $164k | 3.0k | 53.76 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $160k | 280.00 | 570.88 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $158k | 396.00 | 397.65 | |
| Constellation Energy (CEG) | 0.1 | $140k | 396.00 | 353.27 | |
| Wal-Mart Stores (WMT) | 0.1 | $137k | 1.2k | 111.41 | |
| Clorox Company (CLX) | 0.1 | $126k | 1.2k | 100.83 | |
| Meta Platforms Cl A (META) | 0.1 | $124k | 188.00 | 660.09 | |
| Oracle Corporation (ORCL) | 0.1 | $122k | 626.00 | 194.91 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $118k | 663.00 | 177.37 | |
| Altria (MO) | 0.1 | $112k | 1.9k | 57.66 | |
| Costco Wholesale Corporation (COST) | 0.1 | $97k | 112.00 | 862.34 | |
| Bank of America Corporation (BAC) | 0.1 | $89k | 1.6k | 55.00 | |
| Hca Holdings (HCA) | 0.0 | $85k | 182.00 | 466.86 | |
| Arista Networks Com Shs (ANET) | 0.0 | $84k | 638.00 | 131.03 | |
| Cintas Corporation (CTAS) | 0.0 | $83k | 440.00 | 188.07 | |
| Quanta Services (PWR) | 0.0 | $80k | 190.00 | 422.06 | |
| McDonald's Corporation (MCD) | 0.0 | $78k | 256.00 | 305.63 | |
| Metropcs Communications (TMUS) | 0.0 | $65k | 320.00 | 203.04 | |
| Uber Technologies (UBER) | 0.0 | $62k | 762.00 | 81.71 | |
| Philip Morris International (PM) | 0.0 | $61k | 377.00 | 160.40 | |
| Home Depot (HD) | 0.0 | $56k | 164.00 | 344.10 | |
| TJX Companies (TJX) | 0.0 | $55k | 360.00 | 153.61 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $54k | 250.00 | 217.06 | |
| Entergy Corporation (ETR) | 0.0 | $54k | 580.00 | 92.43 | |
| Independence Realty Trust In (IRT) | 0.0 | $50k | 2.9k | 17.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $49k | 156.00 | 313.80 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $43k | 915.00 | 46.92 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $43k | 141.00 | 302.11 | |
| Netflix (NFLX) | 0.0 | $43k | 453.00 | 93.76 | |
| Goldman Sachs (GS) | 0.0 | $42k | 48.00 | 879.00 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $41k | 625.00 | 66.00 | |
| salesforce (CRM) | 0.0 | $40k | 150.00 | 264.91 | |
| Linde SHS (LIN) | 0.0 | $39k | 92.00 | 426.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $38k | 60.00 | 627.13 | |
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $37k | 654.00 | 56.81 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $34k | 60.00 | 570.22 | |
| Carrier Global Corporation (CARR) | 0.0 | $34k | 640.00 | 52.84 | |
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $31k | 474.00 | 65.54 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $29k | 240.00 | 120.18 | |
| Air Products & Chemicals (APD) | 0.0 | $26k | 107.00 | 247.02 | |
| Cummins (CMI) | 0.0 | $26k | 51.00 | 510.45 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $26k | 135.00 | 191.56 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $25k | 867.00 | 28.82 | |
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $25k | 405.00 | 60.47 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $24k | 546.00 | 44.41 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $23k | 252.00 | 90.70 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $22k | 56.00 | 396.30 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $22k | 330.00 | 67.22 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $19k | 75.00 | 258.79 | |
| Cisco Systems (CSCO) | 0.0 | $19k | 242.00 | 77.03 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $18k | 206.00 | 89.46 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $18k | 137.00 | 132.29 | |
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $18k | 964.00 | 18.78 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $16k | 21.00 | 753.76 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $14k | 477.00 | 29.61 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $14k | 116.00 | 120.34 | |
| Kkr & Co (KKR) | 0.0 | $13k | 105.00 | 127.48 | |
| Paypal Holdings (PYPL) | 0.0 | $12k | 213.00 | 58.38 | |
| Stryker Corporation (SYK) | 0.0 | $12k | 35.00 | 351.46 | |
| Johnson & Johnson (JNJ) | 0.0 | $12k | 59.00 | 206.95 | |
| Manulife Finl Corp (MFC) | 0.0 | $11k | 308.00 | 36.28 | |
| Prudential Financial (PRU) | 0.0 | $11k | 98.00 | 112.88 | |
| Honeywell International (HON) | 0.0 | $10k | 53.00 | 195.09 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $10k | 242.00 | 42.49 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $10k | 190.00 | 53.83 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $10k | 106.00 | 96.27 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $10k | 687.00 | 14.81 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $9.0k | 300.00 | 29.89 | |
| Southern Company (SO) | 0.0 | $7.9k | 91.00 | 87.20 | |
| Astrazeneca Sponsored Adr | 0.0 | $7.8k | 85.00 | 91.93 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $7.5k | 7.00 | 1069.86 | |
| Boeing Company (BA) | 0.0 | $7.4k | 34.00 | 217.12 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $7.0k | 17.00 | 412.76 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $6.8k | 100.00 | 68.36 | |
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $6.8k | 479.00 | 14.14 | |
| United Parcel Service CL B (UPS) | 0.0 | $6.2k | 63.00 | 99.19 | |
| Huntington Ingalls Inds (HII) | 0.0 | $6.1k | 18.00 | 340.06 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $5.7k | 153.00 | 37.00 | |
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $5.5k | 145.00 | 38.16 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $5.2k | 450.00 | 11.63 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $4.5k | 55.00 | 81.16 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $4.4k | 32.00 | 138.66 | |
| Visa Com Cl A (V) | 0.0 | $4.2k | 12.00 | 350.75 | |
| Shell Spon Ads (SHEL) | 0.0 | $4.0k | 55.00 | 73.47 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $4.0k | 7.00 | 566.43 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $3.9k | 80.00 | 48.46 | |
| Vanguard World Industrial Etf (VIS) | 0.0 | $3.6k | 12.00 | 298.42 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $3.5k | 17.00 | 208.76 | |
| Citigroup Com New (C) | 0.0 | $3.5k | 30.00 | 116.70 | |
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $3.4k | 89.00 | 38.56 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $3.4k | 66.00 | 50.88 | |
| Cloudflare Cl A Com (NET) | 0.0 | $3.4k | 17.00 | 197.18 | |
| Sap Se Spon Adr (SAP) | 0.0 | $2.9k | 12.00 | 242.92 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $2.9k | 10.00 | 287.30 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $2.8k | 39.00 | 72.18 | |
| Chevron Corporation (CVX) | 0.0 | $2.7k | 18.00 | 152.39 | |
| Cme (CME) | 0.0 | $2.7k | 10.00 | 273.10 | |
| Icici Bank Adr (IBN) | 0.0 | $2.7k | 89.00 | 29.80 | |
| Totalenergies Se Act (TTE) | 0.0 | $2.6k | 39.00 | 65.41 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $2.4k | 92.00 | 25.60 | |
| Boston Scientific Corporation (BSX) | 0.0 | $2.3k | 24.00 | 95.33 | |
| Trip Com Group Ads (TCOM) | 0.0 | $2.2k | 31.00 | 71.90 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $2.2k | 32.00 | 69.41 | |
| Flutter Entmt SHS (FLUT) | 0.0 | $2.2k | 10.00 | 215.00 | |
| Beone Medicines Sponsored Ads (ONC) | 0.0 | $2.1k | 7.00 | 303.86 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $2.0k | 96.00 | 20.67 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $2.0k | 151.00 | 13.03 | |
| Synopsys (SNPS) | 0.0 | $1.9k | 4.00 | 469.75 | |
| Agnico (AEM) | 0.0 | $1.7k | 10.00 | 169.50 | |
| Motorola Solutions Com New (MSI) | 0.0 | $1.5k | 4.00 | 383.25 | |
| Relx Sponsored Adr (RELX) | 0.0 | $1.5k | 37.00 | 40.43 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $1.5k | 18.00 | 81.06 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.4k | 10.00 | 141.10 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $1.4k | 20.00 | 68.25 | |
| ConocoPhillips (COP) | 0.0 | $1.3k | 14.00 | 93.64 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.3k | 4.00 | 324.00 | |
| Bunge Global Sa Com Shs (BG) | 0.0 | $1.2k | 14.00 | 89.07 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.2k | 2.00 | 614.50 | |
| SLB Com Stk (SLB) | 0.0 | $1.1k | 29.00 | 38.38 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $976.000000 | 2.00 | 488.00 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $950.000100 | 7.00 | 135.71 | |
| Copart (CPRT) | 0.0 | $940.000800 | 24.00 | 39.17 | |
| Zoom Communications Cl A (ZM) | 0.0 | $863.000000 | 10.00 | 86.30 | |
| Lululemon Athletica (LULU) | 0.0 | $831.000000 | 4.00 | 207.75 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $775.000000 | 20.00 | 38.75 | |
| Walt Disney Company (DIS) | 0.0 | $682.999800 | 6.00 | 113.83 | |
| Lucid Group Com New (LCID) | 0.0 | $529.000000 | 50.00 | 10.58 | |
| Gopro Cl A (GPRO) | 0.0 | $14.000000 | 10.00 | 1.40 |
