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%	Computer and Technology
AVGO Broadcom	$5,617,520	$886,957 â–²	18.7%	14,871	2.5%	Computer and 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%	Computer and Technology
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%	Computer and 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%	Retail/Wholesale
AAPL Apple	$3,330,534	$141,497 â–²	4.4%	11,510	1.5%	Computer and Technology
META Meta Platforms	$3,044,582	$2,938,683 â–²	2,775.0%	5,405	1.4%	Computer and Technology
EFX Equifax	$2,602,373	$635 â–¼	0.0%	16,396	1.2%	Business Services
LLY Eli Lilly and Company	$2,595,567	$212,299 â–¼	-7.6%	2,164	1.2%	Medical
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%	Computer and Technology
GE GE Aerospace	$2,115,686	$90,816 â–²	4.5%	5,661	0.9%	Aerospace
INTC Intel	$1,912,233	$1,228,046 â–²	179.5%	13,695	0.8%	Computer and 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%	Computer and Technology
AMAT Applied Materials	$1,481,427	$558,879 â–¼	-27.4%	2,049	0.7%	Computer and Technology
VRTX Vertex Pharmaceuticals	$1,356,073	$344,731 â–²	34.1%	2,730	0.6%	Medical
RTX RTX	$1,286,369	$202,062 â–¼	-13.6%	6,780	0.6%	Aerospace
SBUX Starbucks	$1,236,908	$940,864 â–²	317.8%	12,104	0.5%	Retail/Wholesale
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%	Computer and Technology
CARR Carrier Global	$1,081,032	$1,034,088 â–²	2,202.8%	14,738	0.5%	Construction
URI United Rentals	$1,052,455	$756,771 â–²	255.9%	929	0.5%	Construction
MAC Macerich	$1,051,204	$1,051,204 â–²	New Holding	41,731	0.5%	Finance
MA Mastercard	$1,024,632	$880,824 â–²	612.5%	1,995	0.5%	Business Services
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%	Computer and Technology
HD Home Depot	$973,044	$915,204 â–²	1,582.3%	2,759	0.4%	Retail/Wholesale
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%	Medical
ABBV AbbVie	$810,281	$131,608 â–²	19.4%	3,220	0.4%	Medical
T AT&T	$804,004	$383,279 â–²	91.1%	38,841	0.4%	Computer and Technology
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%	Medical
APH Amphenol	$725,733	$98,387 â–²	15.7%	4,116	0.3%	Computer and Technology
ORCL Oracle	$713,405	$621,665 â–²	677.6%	4,868	0.3%	Computer and 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%	Aerospace
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%	Consumer Discretionary
GLW Corning	$655,433	$655,433 â–²	New Holding	2,566	0.3%	Computer and 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%	Construction
TMO Thermo Fisher Scientific	$606,144	$211,072 â–²	53.4%	1,209	0.3%	Medical
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%	Transportation
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%	Basic Materials
CMCSA Comcast	$530,869	$523,504 â–²	7,108.0%	21,624	0.2%	Consumer Discretionary
WELL Welltower	$525,663	$78,759 â–²	17.6%	2,316	0.2%	Finance
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%	Basic 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%	Computer and 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%	Computer and 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%	Industrials
BA Boeing	$317,778	$310,418 â–²	4,217.6%	1,468	0.1%	Aerospace
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%	Medical
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%	Computer and 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%	Medical
TSLA Tesla	$263,716	$29,863 â–²	12.8%	627	0.1%	Auto/Tires/Trucks
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%	Transportation
MCD McDonald's	$243,820	$174,621 â–²	252.3%	902	0.1%	Retail/Wholesale
QQQ Invesco QQQ	$222,393	$220,920 â–²	15,000.0%	302	0.1%	Finance
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%	Basic Materials
SPY SPDR S&P 500 ETF Trust	$0	$19,832,961 â–¼	-100.0%	0	0.0%	Finance
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