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CIK: 0002083087
Total reported value
$225.0M
$225.0M
203 檔
48.5%
At the close of Q1 2026, Wealth Science Advisors LLC disclosed equity holdings valued at approximately $225.0M, spread across 203 reported holdings.
In Q1 2026, Wealth Science Advisors LLC displayed an active expansion posture, initiating 132 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | ETF-Other | 16.70% | -1.68% | — | |
| 2 | CGDV | Cap Group Dividend Value | ETF-Other | 15.89% | -0.89% | — | |
| 3 | CGGO | Cap Group Global Growth | ETF-Other | 12.41% | +0.18% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.16% | -11.16% | EXIT | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.21% | -0.78% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.51% | -0.20% | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.44% | +0.06% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.35% | +0.24% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | -0.11% | — | |
| 10 | EFX | Equifax Inc | Stock-Industrials | 2.00% | -0.84% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.69% | -0.21% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | +0.23% | — | |
| 13 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 1.51% | +0.40% | — | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | -0.27% | — | |
| 15 | CGSD | Cap Group Short Duration | ETF-Other | 1.26% | +2.77% | — | |
| 16 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.24% | -0.09% | — | |
| 17 | GE | General Electric | Stock-Industrials | 0.94% | — | — | |
| 18 | CGXU | Cap Group Intl Focus | ETF-Other | 0.88% | -0.06% | — | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.24% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | +1.32% | — | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +0.43% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.02% | — | |
| 23 | CGUS | Cap Group Core Equity | ETF-Other | 0.52% | -0.06% | — | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.52% | +0.08% | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | -0.08% | — | |
| 26 | MS | Morgan Stanley | Stock-Financials | 0.45% | +0.07% | — | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.41% | +0.25% | — | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | -0.04% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.08% | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.01% | — | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 0.32% | +0.17% | — | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.30% | — | — | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.30% | -0.01% | — | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.29% | -0.04% | — | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.28% | +0.08% | — | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.28% | -0.06% | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.28% | EXIT | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | +0.17% | — | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.27% | +0.05% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.26% | +0.01% | — | |
| 41 | TFC | Truist Financial CORP | Stock-Financials | 0.25% | -0.25% | EXIT | |
| 42 | AXP | American Express Co | Stock-Financials | 0.25% | -0.25% | EXIT | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | +0.14% | — | |
| 44 | COF | Capital One Financial CORP | Stock-Financials | 0.22% | -0.22% | EXIT | |
| 45 | EXE | Expand Energy CORP | Stock-Energy | 0.22% | -0.10% | — | |
| 46 | CVE | Cenovus Energy Inc | Stock-Energy | 0.21% | -0.21% | EXIT | |
| 47 | WELL | Welltower Inc | Stock-Real Estate | 0.21% | +0.02% | — | |
| 48 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.20% | -0.20% | EXIT | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | -0.03% | — | |
| 50 | BKR | Baker Hughes Co | Stock-Energy | 0.20% | -0.20% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KMB | Kimberly-clark CORP | — | — | Unchanged |
| 2 | RCL | Royal Caribbean Cruises Ltd. | — | — | Unchanged |
| 3 | SWK | Stanley Black & Decker Inc | — | — | Unchanged |
| 4 | COF | Capital One Financial CORP | — | — | Unchanged |
| 5 | FTAI | FTAI Aviation Ltd. | — | — | Unchanged |
| 6 | SBUX | Starbucks CORP | — | — | Unchanged |
| 7 | FCX | Freeport-mcmoran Inc | — | — | Unchanged |
| 8 | EXE | Expand Energy CORP | — | — | Unchanged |
| 9 | TMO | Thermo Fisher Scientific Inc | — | — | Unchanged |
| 10 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 11 | CNQ | Canadian Natural Resources | — | — | Unchanged |
| 12 | CB | Chubb Limited | — | — | Unchanged |
| 13 | FIS | Fidelity National Info Serv | — | — | Unchanged |
| 14 | PEP | Pepsico Inc | — | — | Unchanged |
| 15 | UNH | Unitedhealth Group Inc | — | — | Unchanged |
| 16 | PGR | Progressive CORP | — | — | Unchanged |
| 17 | WELL | Welltower Inc | — | — | Unchanged |
| 18 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 19 | URI | United Rentals Inc | — | — | Unchanged |
| 20 | AXP | American Express Co | — | — | Unchanged |
| 21 | GILD | Gilead Sciences Inc | — | — | Unchanged |
| 22 | BKR | Baker Hughes Co | — | — | Unchanged |
| 23 | AIG | American International Group | — | — | Unchanged |
| 24 | TSLA | Tesla Inc | — | — | Unchanged |
| 25 | DHR | Danaher CORP | — | — | Unchanged |
| 26 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 27 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 28 | TRP | Tc Energy CORP | 0% | — | Unchanged |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 30 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 31 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 32 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 33 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 34 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 36 | IWS | Ishares Russell Mid-cap Valu | 0% | — | Unchanged |
| 37 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 38 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 39 | GD | General Dynamics CORP | 0% | — | Unchanged |
| 40 | GEHC | GE Healthcare Technology | 0% | — | Unchanged |
| 41 | TFC | Truist Financial CORP | 0% | — | Unchanged |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 43 | CGUS | Cap Group Core Equity | 0% | — | Unchanged |
| 44 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 45 | PCG | P G & E CORP | 0% | — | Unchanged |
| 46 | T | At&t Inc | 0% | — | Unchanged |
| 47 | GE | General Electric | 0% | — | Unchanged |
| 48 | MS | Morgan Stanley | 0% | — | Unchanged |
| 49 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
According to official SEC Form 13F filings, Wealth Science Advisors LLC reported a total U.S. public equity portfolio value of $225.0M across 203 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGGR, CGDV, CGGO) accounted for 48.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
HAL
市值: $190.1K
During Q1 2026, Wealth Science Advisors LLC's top holdings by market value included CGGR (16.7%)、CGDV (15.9%)、CGGO (12.4%). The largest single position, CGGR, represented 16.7% of total portfolio value.
In Q1 2026, Wealth Science Advisors LLC made 132 total portfolio adjustments, initiating 132 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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