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Livermore
Livermore
ZHEN

Wealth Science Advisors LLC

SEC CIK
0002083087
Latest filing
Jul 8, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 8, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
203
+132 vs. Q4 2025
Portfolio value
$177.7M
+$4.35M (+2.5%) vs. Q4 2025
Filed
Apr 8, 2026
SEC
Holdings of Wealth Science Advisors LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF141$42.6K<0.1%+141New–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF915$42.9K<0.1%+915New–
GOOGAlphabet Inc.Stock156$49.0K<0.1%+156NewHistory
IRTIndependence Realty Trust, Inc.COM2,850$49.8K<0.1%+2,850NewHistory
ETREntergy CorpCOM580$53.6K<0.1%+580NewHistory
NXPINXP Semiconductors N.V.COM250$54.3K<0.1%+250NewHistory
TJXTJX Companies IncStock360$55.3K<0.1%+360NewHistory
HDHome Depot, Inc.Stock164$56.4K<0.1%+164NewHistory
PMPhilip Morris International Inc.Stock377$60.5K<0.1%+377NewHistory
UBERUber Technologies, IncStock762$62.3K<0.1%+762NewHistory
TMUST-Mobile US, Inc.Stock320$65.0K<0.1%+320NewHistory
MCDMcDonalds CorpStock256$78.2K<0.1%+256NewHistory
PWRQuanta Services, Inc.COM190$80.2K<0.1%+190NewHistory
CTASCintas CorpStock440$82.8K<0.1%+440NewHistory
ANETArista Networks, Inc.Stock638$83.6K<0.1%+638NewHistory
HCAHCA Healthcare, Inc.COM182$85.0K<0.1%+182NewHistory
BACBank of America CorpStock1,623$89.3K0.1%+1,623NewHistory
COSTCostco Wholesale CorpStock112$96.6K0.1%+112NewHistory
MOAltria Group, Inc.Stock1,949$112.4K0.1%+1,949NewHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF663$117.6K0.1%+663New–
ORCLOracle CorpStock626$122.0K0.1%+626NewHistory
METAMeta Platforms, Inc.Stock188$124.1K0.1%+188NewHistory
CLXClorox CoStock1,248$125.8K0.1%+1,248NewHistory
WMTWalmart Inc.Stock1,230$137.0K0.1%+1,230NewHistory
CEGConstellation Energy CorpStock396$139.9K0.1%+396NewHistory
ALNYAlnylam Pharmaceuticals, Inc.COM396$157.5K0.1%+396NewHistory
MAMastercard IncStock280$159.8K0.1%+280NewHistory
Vanguard Ftse Emerging Markets ETF922042858ETF3,046$163.8K0.1%+3,046New–
ABTAbbott LaboratoriesStock1,370$171.6K0.1%+1,370NewHistory
INTCIntel CorpStock4,900$180.8K0.1%+4,900NewHistory
IRIngersoll Rand Inc.COM2,291$181.5K0.1%+2,291NewHistory
HALHalliburton CoStock6,727$190.1K0.1%+6,727NewHistory
PCGPG&E CorpStock12,557$201.8K0.1%00.0%UnchangedHistory
FISFidelity National Information Services, Inc.Stock3,094$205.6K0.1%00.0%UnchangedHistory
AIGAmerican International Group, Inc.Stock2,462$210.6K0.1%00.0%UnchangedHistory
URIUnited Rentals, Inc.COM261$211.2K0.1%00.0%UnchangedHistory
TRPTC Energy CorpCOM3,955$217.6K0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Value ETF464287473ETF1,554$219.2K0.1%00.0%Unchanged–
FTAIFTAI Aviation Ltd.SHS1,162$228.7K0.1%00.0%UnchangedHistory
SWKStanley Black & Decker, Inc.COM3,081$228.9K0.1%00.0%UnchangedHistory
EIXEdison InternationalStock3,937$236.3K0.1%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock4,747$241.1K0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock2,897$244.0K0.1%00.0%UnchangedHistory
RCLRoyal Caribbean Cruises LtdCOM882$246.0K0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock556$250.0K0.1%00.0%UnchangedHistory
CNQCanadian Natural Resources LtdCOM7,843$265.5K0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock1,698$273.3K0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock1,933$277.4K0.2%00.0%UnchangedHistory
DHRDanaher CorpStock1,218$278.8K0.2%00.0%UnchangedHistory
KMBKimberly Clark CorpStock2,953$297.9K0.2%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF2,326$318.5K0.2%00.0%Unchanged–
Vanguard Dividend Appreciation ETF921908844ETF1,578$346.8K0.2%00.0%Unchanged–
GILDGilead Sciences, Inc.Stock2,826$346.9K0.2%00.0%UnchangedHistory
BKRBaker Hughes CoCL A7,663$349.0K0.2%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,073$359.7K0.2%00.0%Unchanged–
GEHCGE HealthCare Technologies Inc.Stock4,390$360.1K0.2%00.0%UnchangedHistory
WELLWelltower Inc.REIT1,969$365.5K0.2%00.0%UnchangedHistory
CVECenovus Energy Inc.COM21,962$371.6K0.2%00.0%UnchangedHistory
EXEExpand Energy CorpCOM3,489$385.0K0.2%00.0%UnchangedHistory
COFCapital One Financial CorpStock1,603$388.5K0.2%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,182$390.2K0.2%00.0%UnchangedHistory
AXPAmerican Express CoStock1,192$441.0K0.2%00.0%UnchangedHistory
TFCTruist Financial CorpCOM9,015$443.6K0.2%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock788$456.6K0.3%00.0%UnchangedHistory
APHAmphenol CorpCL A3,558$480.8K0.3%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock5,179$482.7K0.3%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF718$491.8K0.3%00.0%Unchanged–
CBChubb LtdStock1,577$492.2K0.3%00.0%UnchangedHistory
TAT&T Inc.Stock20,325$504.9K0.3%00.0%UnchangedHistory
PGRProgressive CorpStock2,230$507.8K0.3%00.0%UnchangedHistory
TTTrane Technologies plcSHS1,360$529.3K0.3%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock1,591$535.6K0.3%00.0%UnchangedHistory
MUMicron Technology IncStock2,015$575.1K0.3%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock2,697$616.2K0.3%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock1,301$653.9K0.4%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF3,197$672.5K0.4%00.0%Unchanged–
AMATApplied Materials IncStock2,822$725.2K0.4%00.0%UnchangedHistory
MSMorgan StanleyStock4,545$806.9K0.5%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF1,927$912.0K0.5%00.0%Unchanged–
VRTXVertex Pharmaceuticals IncStock2,036$923.0K0.5%00.0%UnchangedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT23,018$926.0K0.5%00.0%Unchanged–
JPMJPMorgan Chase & CoStock3,112$1.00M0.6%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,503$1.06M0.6%00.0%UnchangedHistory
MSFTMicrosoft CorpStock2,491$1.20M0.7%00.0%UnchangedHistory
RTXRTX CorpStock7,845$1.44M0.8%00.0%UnchangedHistory
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT53,223$1.57M0.9%00.0%Unchanged–
GEGeneral Electric CoStock5,418$1.67M0.9%00.0%UnchangedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR38,782$2.20M1.2%00.0%UnchangedHistory
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION86,043$2.24M1.3%00.0%Unchanged–
LLYEli Lilly & CoStock2,341$2.52M1.4%00.0%UnchangedHistory
Capital Group Equity ETF Tr14022A102US SM MI CA ETF93,269$2.69M1.5%00.0%Unchanged–
AMZNAmazon Com IncStock12,321$2.84M1.6%00.0%UnchangedHistory
AAPLApple Inc.Stock11,021$3.00M1.7%00.0%UnchangedHistory
EFXEquifax IncCOM16,400$3.56M2.0%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock12,367$3.87M2.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock22,349$4.17M2.3%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock12,523$4.33M2.4%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF17,270$4.45M2.5%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF31,925$9.27M5.2%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF29,084$19.8M11.2%00.0%UnchangedHistory