Wealth Science Advisors as of June 30, 2026
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 | 716k | 47.20 | |
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 15.0 | $34M | 685k | 49.28 | |
| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 12.6 | $28M | 669k | 42.33 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 4.4 | $10M | 124k | 80.57 | |
| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 4.0 | $9.1M | 352k | 25.73 | |
| NVIDIA Corporation (NVDA) | 2.6 | $5.8M | 29k | 200.09 | |
| Broadcom (AVGO) | 2.5 | $5.6M | 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 | 13k | 357.37 | |
| Capital Grp Fixed Incm Etf T Ultra Short Etf (CGUI) | 2.0 | $4.6M | 182k | 25.28 | |
| Microsoft Corporation (MSFT) | 2.0 | $4.5M | 12k | 373.02 | |
| Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM) | 1.9 | $4.3M | 130k | 32.97 | |
| Amazon (AMZN) | 1.8 | $4.1M | 17k | 238.34 | |
| Apple (AAPL) | 1.5 | $3.3M | 12k | 289.36 | |
| Meta Platforms Cl A (META) | 1.4 | $3.0M | 5.4k | 563.29 | |
| Equifax (EFX) | 1.2 | $2.6M | 16k | 158.72 | |
| Eli Lilly & Co. (LLY) | 1.2 | $2.6M | 2.2k | 1199.43 | |
| British Amern Tob Sponsored Adr (BTI) | 1.2 | $2.6M | 42k | 61.76 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.0 | $2.3M | 4.8k | 477.57 | |
| Ge Aerospace Com New (GE) | 0.9 | $2.1M | 5.7k | 373.73 | |
| Intel Corporation (INTC) | 0.8 | $1.9M | 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 | 9.3k | 180.91 | |
| Royal Caribbean Cruises (RCL) | 0.7 | $1.6M | 5.2k | 317.53 | |
| Uber Technologies (UBER) | 0.7 | $1.6M | 22k | 72.16 | |
| Applied Materials (AMAT) | 0.7 | $1.5M | 2.0k | 723.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $1.4M | 2.7k | 496.73 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $1.3M | 6.8k | 189.73 | |
| Starbucks Corporation (SBUX) | 0.5 | $1.2M | 12k | 102.19 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | 3.7k | 327.33 | |
| Linde SHS (LIN) | 0.5 | $1.2M | 2.3k | 518.94 | |
| Morgan Stanley Com New (MS) | 0.5 | $1.2M | 5.6k | 209.04 | |
| Micron Technology (MU) | 0.5 | $1.1M | 956.00 | 1154.29 | |
| Carrier Global Corporation (CARR) | 0.5 | $1.1M | 15k | 73.35 | |
| United Rentals (URI) | 0.5 | $1.1M | 929.00 | 1132.89 | |
| Macerich Company (MAC) | 0.5 | $1.1M | 42k | 25.19 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.0M | 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 | 12k | 82.64 | |
| Cisco Systems (CSCO) | 0.4 | $982k | 8.4k | 117.46 | |
| Home Depot (HD) | 0.4 | $973k | 2.8k | 352.68 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $957k | 7.7k | 124.17 | |
| UnitedHealth (UNH) | 0.4 | $813k | 2.0k | 415.63 | |
| Abbvie (ABBV) | 0.4 | $810k | 3.2k | 251.64 | |
| At&t (T) | 0.4 | $804k | 39k | 20.70 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $774k | 3.2k | 242.43 | |
| Abbott Laboratories (ABT) | 0.3 | $757k | 8.3k | 90.74 | |
| Amphenol Corp Cl A (APH) | 0.3 | $726k | 4.1k | 176.32 | |
| Oracle Corporation (ORCL) | 0.3 | $713k | 4.9k | 146.55 | |
| Canadian Natural Resources (CNQ) | 0.3 | $712k | 18k | 39.50 | |
| General Dynamics Corporation (GD) | 0.3 | $683k | 1.9k | 354.24 | |
| Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) | 0.3 | $672k | 26k | 26.39 | |
| Netflix (NFLX) | 0.3 | $668k | 9.4k | 71.40 | |
| Corning Incorporated (GLW) | 0.3 | $655k | 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 | 1.3k | 491.16 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $606k | 1.2k | 501.36 | |
| Dominion Resources (D) | 0.3 | $578k | 8.5k | 68.29 | |
| Norfolk Southern (NSC) | 0.3 | $566k | 1.8k | 314.59 | |
| Progressive Corporation (PGR) | 0.2 | $559k | 2.6k | 218.45 | |
| Air Products & Chemicals (APD) | 0.2 | $553k | 1.9k | 293.18 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $531k | 22k | 24.55 | |
| Welltower Inc Com reit (WELL) | 0.2 | $526k | 2.3k | 226.97 | |
| Altria (MO) | 0.2 | $505k | 7.0k | 71.95 | |
| Chubb (CB) | 0.2 | $500k | 1.5k | 340.74 | |
| Apollo Global Mgmt (APO) | 0.2 | $459k | 3.9k | 118.31 | |
| Freeport Mcmoran CL B (FCX) | 0.2 | $422k | 6.7k | 62.89 | |
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $420k | 1.8k | 229.57 | |
| Marvell Technology (MRVL) | 0.2 | $420k | 1.4k | 297.89 | |
| Arista Networks Com Shs (ANET) | 0.2 | $390k | 2.3k | 169.88 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $379k | 1.0k | 370.04 | |
| salesforce (CRM) | 0.2 | $371k | 2.4k | 156.66 | |
| Ftai Aviation SHS (FTAI) | 0.2 | $359k | 1.3k | 270.53 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $349k | 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 | 3.5k | 94.12 | |
| Boeing Company (BA) | 0.1 | $318k | 1.5k | 216.47 | |
| Tc Energy Corp (TRP) | 0.1 | $313k | 4.7k | 66.29 | |
| Pepsi (PEP) | 0.1 | $311k | 2.3k | 135.40 | |
| Gilead Sciences (GILD) | 0.1 | $309k | 2.4k | 126.34 | |
| Ingersoll Rand (IR) | 0.1 | $306k | 3.7k | 81.99 | |
| Kla Corp Com New (KLAC) | 0.1 | $292k | 968.00 | 301.71 | |
| PG&E Corporation (PCG) | 0.1 | $289k | 17k | 16.82 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $283k | 4.9k | 57.84 | |
| CenterPoint Energy (CNP) | 0.1 | $275k | 6.2k | 44.04 | |
| Danaher Corporation (DHR) | 0.1 | $265k | 1.4k | 190.48 | |
| Tesla Motors (TSLA) | 0.1 | $264k | 627.00 | 420.60 | |
| Chesapeake Energy Corp (EXE) | 0.1 | $260k | 2.8k | 91.19 | |
| Kkr & Co (KKR) | 0.1 | $259k | 2.8k | 91.78 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $256k | 1.6k | 164.60 | |
| Chevron Corporation (CVX) | 0.1 | $251k | 1.5k | 165.76 | |
| Union Pacific Corporation (UNP) | 0.1 | $249k | 916.00 | 272.00 | |
| McDonald's Corporation (MCD) | 0.1 | $244k | 902.00 | 270.31 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $222k | 302.00 | 736.40 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $218k | 1.9k | 114.18 | |
| Southern Company (SO) | 0.1 | $205k | 2.1k | 95.71 | |
| International Paper Company (IP) | 0.1 | $200k | 5.3k | 38.10 |
