Wealth Science Advisors LLC Top Holdings and 13F Report (2026)

About Wealth Science Advisors LLC

Investment Activity

Wealth Science Advisors LLC has $224.98 million in total holdings as of June 30, 2026.
Wealth Science Advisors LLC owns shares of 97 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 28.92% of the portfolio was purchased this quarter.
About 12.78% of the portfolio was sold this quarter.
This quarter, Wealth Science Advisors LLC has purchased 203 new stocks and bought additional shares in 67 stocks.
Wealth Science Advisors LLC sold shares of 14 stocks and completely divested from 118 stocks this quarter.

Largest Holdings

Capital Group Growth ETF: $33,786,641
Capital Group Dividend Value ETF: $33,742,668
Capital Group Global Growth Equity ETF: $28,323,833
Vanguard Mid-Cap ETF: $9,963,667
Capital Group Short Duration Income ETF: $9,063,919

Largest New Holdings this Quarter

14020Y888 - CAPITAL GRP FIXED INCM ETF T: $4,587,375 Holding
554382101 - Macerich: $1,051,204 Holding
14020Y607 - CAPITAL GRP FIXED INCM ETF T: $671,920 Holding
219350105 - Corning: $655,433 Holding
25746U109 - Dominion Energy: $577,597 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 91,740 shares (about $7.39M)
Capital Group Short Duration Income ETF: 266,227 shares (about $6.85M)
CAPITAL GRP FIXED INCM ETF T: 181,463 shares (about $4.59M)
Microsoft: 9,597 shares (about $3.58M)
Meta Platforms: 5,217 shares (about $2.94M)

Largest Sales this Quarter

Micron Technology: 1,059 shares (about $1.22M)
Applied Materials: 773 shares (about $558.88K)
Eli Lilly and Company: 177 shares (about $212.30K)
RTX: 1,065 shares (about $202.06K)
EXPAND ENERGY CORPORATION: 641 shares (about $58.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CGGR Capital Group Growth ETF	$33,786,641	$2,285,565 â–²	7.3%	715,819	15.0%	ETF
CGDV Capital Group Dividend Value ETF	$33,742,668	$1,852,485 â–²	5.8%	684,713	15.0%	ETF
CGGO Capital Group Global Growth Equity ETF	$28,323,833	$1,385,375 â–²	5.1%	669,120	12.6%	ETF
VO Vanguard Mid-Cap ETF	$9,963,667	$7,391,475 â–²	287.4%	123,665	4.4%	ETF
CGSD Capital Group Short Duration Income ETF	$9,063,919	$6,850,030 â–²	309.4%	352,270	4.0%	ETF
NVDA NVIDIA	$5,822,619	$1,350,808 â–²	30.2%	29,100	2.6%	Technology
AVGO Broadcom	$5,617,520	$886,957 â–²	18.7%	14,871	2.5%	Technology
VB Vanguard Small-Cap ETF	$5,205,764	$29,099 â–¼	-0.6%	17,174	2.3%	ETF
GOOGL Alphabet	$4,662,606	$243,012 â–²	5.5%	13,047	2.1%	Communication Services
CAPITAL GRP FIXED INCM ETF T	$4,587,375	$4,587,375 â–²	New Holding	181,463	2.0%	ULTRA SHORT ETF
MSFT Microsoft	$4,509,066	$3,579,873 â–²	385.3%	12,088	2.0%	Technology
CAPITAL GROUP EQUITY ETF TR	$4,289,496	$1,214,417 â–²	39.5%	130,103	1.9%	US SM MI CA ETF
AMZN Amazon.com	$4,127,810	$1,191,223 â–²	40.6%	17,319	1.8%	Consumer Discretionary
AAPL Apple	$3,330,534	$141,497 â–²	4.4%	11,510	1.5%	Technology
META Meta Platforms	$3,044,582	$2,938,683 â–²	2,775.0%	5,405	1.4%	Communication Services
EFX Equifax	$2,602,373	$635 â–¼	0.0%	16,396	1.2%	Industrials
LLY Eli Lilly and Company	$2,595,567	$212,299 â–¼	-7.6%	2,164	1.2%	Healthcare
BTI British American Tobacco	$2,591,944	$196,767 â–²	8.2%	41,968	1.2%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$2,313,827	$640,899 â–²	38.3%	4,845	1.0%	Technology
GE GE Aerospace	$2,115,686	$90,816 â–²	4.5%	5,661	0.9%	Industrials
INTC Intel	$1,912,233	$1,228,046 â–²	179.5%	13,695	0.8%	Technology
CGXU Capital Group International Focus Equity ETF	$1,836,049	$6,543 â–¼	-0.4%	53,034	0.8%	ETF
PM Philip Morris International	$1,690,966	$1,622,763 â–²	2,379.3%	9,347	0.8%	Consumer Staples
RCL Royal Caribbean Cruises	$1,645,440	$1,365,379 â–²	487.5%	5,182	0.7%	Consumer Discretionary
UBER Uber Technologies	$1,609,745	$1,554,759 â–²	2,827.6%	22,308	0.7%	Industrials
AMAT Applied Materials	$1,481,427	$558,879 â–¼	-27.4%	2,049	0.7%	Technology
VRTX Vertex Pharmaceuticals	$1,356,073	$344,731 â–²	34.1%	2,730	0.6%	Healthcare
RTX RTX	$1,286,369	$202,062 â–¼	-13.6%	6,780	0.6%	Industrials
SBUX Starbucks	$1,236,908	$940,864 â–²	317.8%	12,104	0.5%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$1,204,902	$186,251 â–²	18.3%	3,681	0.5%	Finance
LINDE PLC	$1,186,816	$1,139,074 â–²	2,385.9%	2,287	0.5%	SHS
MS Morgan Stanley	$1,162,890	$212,803 â–²	22.4%	5,563	0.5%	Finance
MU Micron Technology	$1,103,501	$1,222,393 â–¼	-52.6%	956	0.5%	Technology
CARR Carrier Global	$1,081,032	$1,034,088 â–²	2,202.8%	14,738	0.5%	Industrials
URI United Rentals	$1,052,455	$756,771 â–²	255.9%	929	0.5%	Industrials
MAC Macerich	$1,051,204	$1,051,204 â–²	New Holding	41,731	0.5%	Real Estate
MA Mastercard	$1,024,632	$880,824 â–²	612.5%	1,995	0.5%	Finance
CGUS Capital Group Core Equity ETF	$1,023,841		0.0%	23,018	0.5%	ETF
WFC Wells Fargo & Company	$991,102	$563,109 â–²	131.6%	11,993	0.4%	Finance
CSCO Cisco Systems	$981,966	$953,541 â–²	3,354.5%	8,360	0.4%	Technology
HD Home Depot	$973,044	$915,204 â–²	1,582.3%	2,759	0.4%	Consumer Discretionary
IWF iShares Russell 1000 Growth ETF	$956,606	$717,330 â–²	299.8%	7,704	0.4%	ETF
UNH UnitedHealth Group	$813,388	$322,113 â–²	65.6%	1,957	0.4%	Healthcare
ABBV AbbVie	$810,281	$131,608 â–²	19.4%	3,220	0.4%	Healthcare
T AT&T	$804,004	$383,279 â–²	91.1%	38,841	0.4%	Communication Services
IWD iShares Russell 1000 Value ETF	$773,594	$1,455 â–¼	-0.2%	3,191	0.3%	ETF
ABT Abbott Laboratories	$757,225	$632,911 â–²	509.1%	8,345	0.3%	Healthcare
APH Amphenol	$725,733	$98,387 â–²	15.7%	4,116	0.3%	Technology
ORCL Oracle	$713,405	$621,665 â–²	677.6%	4,868	0.3%	Technology
CNQ Canadian Natural Resources	$712,106	$402,308 â–²	129.9%	18,028	0.3%	Energy
GD General Dynamics	$683,329	$119,733 â–²	21.2%	1,929	0.3%	Industrials
CAPITAL GRP FIXED INCM ETF T	$671,920	$671,920 â–²	New Holding	25,466	0.3%	SHOR DUR MUN ETF
NFLX Netflix	$668,233	$635,889 â–²	1,966.0%	9,359	0.3%	Communication Services
GLW Corning	$655,433	$655,433 â–²	New Holding	2,566	0.3%	Technology
BRK.B Berkshire Hathaway	$651,007		0.0%	1,301	0.3%	Finance
TT Trane Technologies	$643,420	$24,558 â–¼	-3.7%	1,310	0.3%	Industrials
TMO Thermo Fisher Scientific	$606,144	$211,072 â–²	53.4%	1,209	0.3%	Healthcare
D Dominion Energy	$577,597	$577,597 â–²	New Holding	8,458	0.3%	Utilities
NSC Norfolk Southern	$566,262	$566,262 â–²	New Holding	1,800	0.3%	Industrials
PGR Progressive	$559,232	$72,089 â–²	14.8%	2,560	0.2%	Finance
APD Air Products and Chemicals	$552,937	$521,567 â–²	1,662.6%	1,886	0.2%	Materials
CMCSA Comcast	$530,869	$523,504 â–²	7,108.0%	21,624	0.2%	Communication Services
WELL Welltower	$525,663	$78,759 â–²	17.6%	2,316	0.2%	Real Estate
MO Altria Group	$504,513	$364,283 â–²	259.8%	7,012	0.2%	Consumer Staples
CB Chubb	$500,206	$37,141 â–¼	-6.9%	1,468	0.2%	Finance
APO Apollo Global Management	$458,924	$458,924 â–²	New Holding	3,879	0.2%	Finance
FCX Freeport-McMoRan	$421,803	$123,264 â–²	41.3%	6,707	0.2%	Materials
AJG Arthur J. Gallagher & Co.	$419,884	$402,666 â–²	2,338.7%	1,829	0.2%	Finance
MRVL Marvell Technology	$419,727	$419,727 â–²	New Holding	1,409	0.2%	Technology
ARISTA NETWORKS INC	$389,535	$281,152 â–²	259.4%	2,293	0.2%	COM SHS
VTI Vanguard Total Stock Market ETF	$378,551	$18,502 â–¼	-4.7%	1,023	0.2%	ETF
CRM Salesforce	$370,971	$347,472 â–²	1,478.7%	2,368	0.2%	Technology
FTAI AVIATION LTD	$358,723	$44,367 â–²	14.1%	1,326	0.2%	SHS
VIG Vanguard Dividend Appreciation ETF	$349,015	$24,372 â–¼	-6.5%	1,475	0.2%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$340,550		0.0%	2,326	0.2%	ETF
SWK Stanley Black & Decker	$330,832	$40,848 â–²	14.1%	3,515	0.1%	Consumer Discretionary
BA Boeing	$317,778	$310,418 â–²	4,217.6%	1,468	0.1%	Industrials
TRP TC Energy	$312,823	$50,646 â–²	19.3%	4,719	0.1%	Energy
PEP PepsiCo	$310,743	$49,015 â–²	18.7%	2,295	0.1%	Consumer Staples
GILD Gilead Sciences	$309,154	$47,883 â–¼	-13.4%	2,447	0.1%	Healthcare
IR Ingersoll Rand	$306,233	$118,394 â–²	63.0%	3,735	0.1%	Industrials
KLAC KLA	$292,055	$292,055 â–²	New Holding	968	0.1%	Technology
PCG Pacific Gas & Electric	$288,850	$77,641 â–²	36.8%	17,173	0.1%	Utilities
MDLZ Mondelez International	$283,242	$272,252 â–²	2,477.4%	4,897	0.1%	Consumer Staples
CNP CenterPoint Energy	$275,206	$275,206 â–²	New Holding	6,249	0.1%	Utilities
DHR Danaher	$265,339	$33,334 â–²	14.4%	1,393	0.1%	Healthcare
TSLA Tesla	$263,716	$29,863 â–²	12.8%	627	0.1%	Consumer Discretionary
EXPAND ENERGY CORPORATION	$259,709	$58,453 â–¼	-18.4%	2,848	0.1%	COM
KKR KKR & Co. Inc.	$258,544	$248,907 â–²	2,582.9%	2,817	0.1%	Finance
IWS iShares Russell Mid-Cap Value ETF	$255,788		0.0%	1,554	0.1%	ETF
CVX Chevron	$251,292	$248,308 â–²	8,322.2%	1,516	0.1%	Energy
UNP Union Pacific	$249,152	$249,152 â–²	New Holding	916	0.1%	Industrials
MCD McDonald's	$243,820	$174,621 â–²	252.3%	902	0.1%	Consumer Discretionary
QQQ Invesco QQQ	$222,393	$220,920 â–²	15,000.0%	302	0.1%	ETF
SHOPIFY INC	$217,513	$23,635 â–²	12.2%	1,905	0.1%	CL A SUB VTG SHS
SO Southern	$205,298	$196,588 â–²	2,257.1%	2,145	0.1%	Utilities
IP International Paper	$200,406	$200,406 â–²	New Holding	5,260	0.1%	Materials
SPY SPDR S&P 500 ETF Trust	$0	$19,832,961 â–¼	-100.0%	0	0.0%	ETF
IVV iShares Core S&P 500 ETF	$0	$491,787 â–¼	-100.0%	0	0.0%	ETF
TFC Truist Financial	$0	$443,628 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Wealth Science Advisors LLC Top Holdings and 13F Report (2026)

About Wealth Science Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Wealth Science Advisors LLC Top Holdings and 13F Report (2026)

About Wealth Science Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealth Science Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools