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Wealth Science Advisors LLC Portfolio
$237.9M across 80 positions as of 2026-09-30, with 69% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +17.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.0% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| CGGRCapital Group Growth ETF | $35.9M | 15.1% | 756,850 |
| CGDVCapital Group Dividend Value ETF | $35.4M | 14.9% | 724,841 |
| CGGOCapital Group Global Growth Equity ETF | $27.7M | 11.6% | 696,356 |
| CAPITAL GRP FIXED INCM ETF T | $16.9M | 7.1% | 670,075 |
| SPYState Street SPDR S&P 500 ETF Trust | $10.8M | 4.5% | 14,154 |
| VOVanguard Mid-Cap ETF | $10.5M | 4.4% | 133,366 |
| CAPITAL GRP FIXED INCM ETF T | $8.3M | 3.5% | 328,674 |
| NVDANVIDIA Corp | $6.6M | 2.8% | 28,811 |
| MSFTMicrosoft Corp | $5.8M | 2.4% | 11,273 |
| VBVanguard Small-Cap ETF | $5.1M | 2.2% | 18,099 |
| GOOGLAlphabet Inc | $4.7M | 2.0% | 13,579 |
| AVGOBroadcom Inc | $4.4M | 1.9% | 12,560 |
| CAPITAL GROUP EQUITY ETF TR | $4.3M | 1.8% | 137,874 |
| AMZNAmazon.com Inc | $4.3M | 1.8% | 17,125 |
| METAMeta Platforms Inc | $3.9M | 1.6% | 5,345 |
| AAPLApple Inc | $3.2M | 1.4% | 9,677 |
| CAPITAL GRP FIXED INCM ETF T | $3.1M | 1.3% | 119,300 |
| INTCIntel Corp | $2.5M | 1.0% | 20,633 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.3M | 1.0% | 5,114 |
| EFXEquifax Inc | $2.3M | 0.9% | 16,396 |
| LLYEli Lilly and Co | $2.1M | 0.9% | 1,777 |
| PMPhilip Morris International Inc | $1.8M | 0.8% | 9,683 |
| CGXUCapital Group International Focus Equity ETF | $1.8M | 0.8% | 52,968 |
| GEGeneral Electric Co | $1.4M | 0.6% | 4,598 |
| VRTXVertex Pharmaceuticals Inc | $1.4M | 0.6% | 2,645 |
| SBUXStarbucks Corp | $1.3M | 0.6% | 14,053 |
| RTXRTX Corp | $1.2M | 0.5% | 6,495 |
| JPMJPMorgan Chase & Co | $1.2M | 0.5% | 3,493 |
| LINDE PLC | $1.1M | 0.4% | 2,218 |
| CGUSCapital Group Core Equity ETF | $1M | 0.4% | 23,018 |
| MSMorgan Stanley | $1M | 0.4% | 5,322 |
| MUMicron Technology Inc | $984.2K | 0.4% | 924 |
| IWFiShares Russell 1000 Growth ETF | $965K | 0.4% | 7,704 |
| MACMacerich Co | $933.1K | 0.4% | 41,731 |
| URIUnited Rentals Inc | $901.7K | 0.4% | 901 |
| CSCOCisco Systems Inc | $875.5K | 0.4% | 8,134 |
| WFCWells Fargo & Co | $830.1K | 0.3% | 10,370 |
| MAMastercard Inc | $821.7K | 0.3% | 1,490 |
| ABBVAbbVie Inc | $808.3K | 0.3% | 3,090 |
| TMOThermo Fisher Scientific Inc | $796.6K | 0.3% | 1,180 |
| IWDiShares Russell 1000 Value ETF | $791.1K | 0.3% | 3,191 |
| CNQCanadian Natural Resources Ltd | $760.6K | 0.3% | 16,159 |
| AMATApplied Materials Inc | $722.1K | 0.3% | 1,412 |
| APHAmphenol Corp | $672.5K | 0.3% | 7,978 |
| BRK.BBerkshire Hathaway Inc | $647.8K | 0.3% | 1,301 |
| GDGeneral Dynamics Corp | $605.6K | 0.3% | 1,825 |
| TRANE TECHNOLOGIES PLC | $592.1K | 0.2% | 1,310 |
| NSCNorfolk Southern Corp | $556.2K | 0.2% | 1,800 |
| BTIBritish American Tobacco plc | $539.6K | 0.2% | 9,919 |
| CRMSalesforce Inc | $526.9K | 0.2% | 2,295 |
| WELLWelltower Inc | $520.1K | 0.2% | 2,259 |
| PGRProgressive Corp | $516K | 0.2% | 2,489 |
| DDominion Energy Inc | $496.7K | 0.2% | 8,208 |
| UNHUnitedHealth Group Inc | $495.2K | 0.2% | 1,349 |
| TAT&T Inc | $467.4K | 0.2% | 19,157 |
| FCXFreeport-McMoRan Inc | $456.1K | 0.2% | 6,516 |
| MOAltria Group Inc | $453.7K | 0.2% | 6,738 |
| ANETArista Networks Inc | $452.4K | 0.2% | 2,222 |
| UBERUber Technologies Inc | $439.6K | 0.2% | 6,416 |
| AJGArthur J. Gallagher & Co. | $404.4K | 0.2% | 1,773 |
| ROYAL CARIBBEAN GROUP | $403.6K | 0.2% | 1,518 |
| FTAI AVIATION LTD | $402.9K | 0.2% | 2,412 |
| VTIVanguard Total Stock Market ETF | $382.8K | 0.2% | 1,023 |
| ORCLOracle Corp | $364.3K | 0.2% | 2,653 |
| VIGVanguard Div Appreciation ETF | $344.1K | 0.1% | 1,475 |
| IWPiShares Russell Midcap Growth ETF | $320.2K | 0.1% | 2,326 |
| SWKStanley Black & Decker Inc | $301.8K | 0.1% | 3,407 |
| DHRDanaher Corp | $298.6K | 0.1% | 1,348 |
| MDLZMondelez International Inc | $274.6K | 0.1% | 4,749 |
| TRPTC Energy Corp | $264.6K | 0.1% | 4,579 |
| IWSiShares Russell Mid-cap Value ETF | $249.8K | 0.1% | 1,554 |
| KKRKKR & Co Inc | $248.8K | 0.1% | 2,725 |
| APDAir Products and Chemicals Inc | $244K | 0.1% | 877 |
| UNPUnion Pacific Corp | $241.7K | 0.1% | 888 |
| HDHome Depot Inc | $239K | 0.1% | 840 |
| CARRCarrier Global Corp | $238.4K | 0.1% | 4,345 |
| ABTAbbott Laboratories | $233.5K | 0.1% | 2,363 |
| QQQInvesco QQQ Trust, Series 1 | $223.4K | 0.1% | 302 |
| TSLATesla Inc | $218.9K | 0.1% | 617 |
| APOApollo Global Management Inc | $211.8K | 0.1% | 1,825 |
Quarter ending 2026-09-30.
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