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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
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT636,392$22.1M12.4%00.0%Unchanged–
Capital Group Dividend Value14020W106SHS CREAT UNIT647,122$28.2M15.9%00.0%Unchanged–
Capital Group Growth ETF14020G101SHS CREAT UNIT667,396$29.7M16.7%00.0%Unchanged–