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Wealth Science Advisors LLC

SEC CIK
0002083087
Latest filing
Jul 8, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 28, 2026. Long positions only.

Institution overview
Positions
71
No filing for Q3 2025
Portfolio value
$173.4M
No filing for Q3 2025
Filed
Jan 28, 2026
SEC

Wealth Science Advisors LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Wealth Science Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Capital Group Growth ETF14020G101SHS CREAT UNIT667,396$29.7M17.1%–––
Capital Group Dividend Value14020W106SHS CREAT UNIT647,122$28.2M16.3%–––
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT636,392$22.1M12.7%–––
SPYSPDR S&P 500 ETF TrustETF29,084$19.8M11.4%––History
Vanguard Morningstar Mid-Cap ETF922908629ETF31,925$9.27M5.3%–––
Vanguard Morningstar Small-Cap ETF922908751ETF17,270$4.45M2.6%–––
AVGOBroadcom Inc.Stock12,523$4.33M2.5%––History
NVDANVIDIA CorpStock22,349$4.17M2.4%––History
GOOGLAlphabet Inc.Stock12,367$3.87M2.2%––History
EFXEquifax IncCOM16,400$3.56M2.1%––History
AAPLApple Inc.Stock11,021$3.00M1.7%––History
AMZNAmazon Com IncStock12,321$2.84M1.6%––History
Capital Group Equity ETF Tr14022A102US SM MI CA ETF93,269$2.69M1.6%–––
LLYEli Lilly & CoStock2,341$2.52M1.5%––History
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION86,043$2.24M1.3%–––
BTIBritish American Tobacco p.l.c.SPONSORED ADR38,782$2.20M1.3%––History
GEGeneral Electric CoStock5,418$1.67M1.0%––History
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT53,223$1.57M0.9%–––
RTXRTX CorpStock7,845$1.44M0.8%––History
MSFTMicrosoft CorpStock2,491$1.20M0.7%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,503$1.06M0.6%––History
JPMJPMorgan Chase & CoStock3,112$1.00M0.6%––History
Capital Group Core Equity Et14020V108SHS CREAT UNIT23,018$926.0K0.5%–––
VRTXVertex Pharmaceuticals IncStock2,036$923.0K0.5%––History
iShares Russell 1000 Growth ETF464287614ETF1,927$912.0K0.5%–––
MSMorgan StanleyStock4,545$806.9K0.5%––History
AMATApplied Materials IncStock2,822$725.2K0.4%––History
iShares Russell 1000 Value ETF464287598ETF3,197$672.5K0.4%–––
BRK.BBerkshire Hathaway IncStock1,301$653.9K0.4%––History
ABBVAbbVie Inc.Stock2,697$616.2K0.4%––History
MUMicron Technology IncStock2,015$575.1K0.3%––History
GDGeneral Dynamics CorpStock1,591$535.6K0.3%––History
TTTrane Technologies plcSHS1,360$529.3K0.3%––History
PGRProgressive CorpStock2,230$507.8K0.3%––History
TAT&T Inc.Stock20,325$504.9K0.3%––History
CBChubb LtdStock1,577$492.2K0.3%––History
iShares Core S&P 500 ETF464287200ETF718$491.8K0.3%–––
WFCWells Fargo & CompanyStock5,179$482.7K0.3%––History
APHAmphenol CorpCL A3,558$480.8K0.3%––History
TMOThermo Fisher Scientific Inc.Stock788$456.6K0.3%––History
TFCTruist Financial CorpCOM9,015$443.6K0.3%––History
AXPAmerican Express CoStock1,192$441.0K0.3%––History
UNHUnitedHealth Group IncStock1,182$390.2K0.2%––History
COFCapital One Financial CorpStock1,603$388.5K0.2%––History
EXEExpand Energy CorpCOM3,489$385.0K0.2%––History
CVECenovus Energy Inc.COM21,962$371.6K0.2%––History
WELLWelltower Inc.REIT1,969$365.5K0.2%––History
GEHCGE HealthCare Technologies Inc.Stock4,390$360.1K0.2%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF1,073$359.7K0.2%–––
BKRBaker Hughes CoCL A7,663$349.0K0.2%––History
GILDGilead Sciences, Inc.Stock2,826$346.9K0.2%––History
Vanguard Dividend Appreciation ETF921908844ETF1,578$346.8K0.2%–––
iShares Russell Mid-Cap Growth ETF464287481ETF2,326$318.5K0.2%–––
KMBKimberly Clark CorpStock2,953$297.9K0.2%––History
DHRDanaher CorpStock1,218$278.8K0.2%––History
PEPPepsiCo IncStock1,933$277.4K0.2%––History
SHOPShopify Inc.Stock1,698$273.3K0.2%––History
CNQCanadian Natural Resources LtdCOM7,843$265.5K0.2%––History
TSLATesla, Inc.Stock556$250.0K0.1%––History
RCLRoyal Caribbean Cruises LtdCOM882$246.0K0.1%––History
SBUXStarbucks CorpStock2,897$244.0K0.1%––History
FCXFreeport-McMoran IncStock4,747$241.1K0.1%––History
EIXEdison InternationalStock3,937$236.3K0.1%––History
SWKStanley Black & Decker, Inc.COM3,081$228.9K0.1%––History
FTAIFTAI Aviation Ltd.SHS1,162$228.7K0.1%––History
iShares Russell Mid-Cap Value ETF464287473ETF1,554$219.2K0.1%–––
TRPTC Energy CorpCOM3,955$217.6K0.1%––History
URIUnited Rentals, Inc.COM261$211.2K0.1%––History
AIGAmerican International Group, Inc.Stock2,462$210.6K0.1%––History
FISFidelity National Information Services, Inc.Stock3,094$205.6K0.1%––History
PCGPG&E CorpStock12,557$201.8K0.1%––History