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CIK: 0002083087
Total reported value
$237.9M
$237.9M
97 檔
48.3%
According to the latest 13F quarterly dataset, Wealth Science Advisors LLC managed an equity portfolio of $237.9M at the end of Q2 2026, spanning 97 distinct U.S. exchange-listed positions.
In Q2 2026, Wealth Science Advisors LLC adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 103 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | ETF-Other | 15.02% | +0.07% | +7.26% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-Other | 15.00% | -0.11% | +5.81% | |
| 3 | CGGO | Cap Group Global Growth | ETF-Other | 12.59% | -0.94% | +5.14% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.43% | -0.03% | +287.36% | |
| 5 | CGSD | Cap Group Short Duration | ETF-Other | 4.03% | +3.08% | +309.41% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | +0.18% | +30.21% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | -0.65% | +18.75% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.31% | -0.15% | -0.56% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | -0.11% | +5.50% | |
| 10 | CGUI | Cap Group Ultra Short Income | ETF-Other | 2.04% | +1.44% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | +0.43% | +385.27% | |
| 12 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 1.91% | -0.12% | +39.49% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | -0.04% | +40.56% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.48% | -0.13% | +4.44% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | +0.28% | +2775.00% | |
| 16 | EFX | Equifax Inc | Stock-Industrials | 1.16% | -0.21% | -0.02% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | -0.29% | -7.56% | |
| 18 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.15% | -0.92% | +8.22% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | -0.05% | +38.31% | |
| 20 | GE | General Electric | Stock-Industrials | 0.94% | -0.34% | +4.49% | |
| 21 | INTC | Intel CORP | Stock-Tech | 0.85% | +0.19% | +179.49% | |
| 22 | CGXU | Cap Group Intl Focus | ETF-Other | 0.82% | -0.06% | -0.36% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | +0.03% | +2379.31% | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.73% | -0.56% | +487.53% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | -0.54% | +2827.56% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.66% | -0.36% | -27.39% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.60% | -0.02% | +34.09% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.06% | -13.58% | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.55% | +0.01% | +317.81% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.05% | +18.28% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.53% | -0.09% | +2385.87% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.52% | -0.10% | +22.40% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.49% | -0.08% | -52.56% | |
| 34 | CARR | Carrier Global CORP | Stock-Industrials | 0.48% | -0.38% | +2202.81% | |
| 35 | URI | United Rentals Inc | Stock-Industrials | 0.47% | -0.09% | +255.94% | |
| 36 | MAC | Macerich Co/the | Stock-Other | 0.47% | -0.08% | — | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.11% | +612.50% | |
| 38 | CGUS | Cap Group Core Equity | ETF-Other | 0.46% | -0.03% | — | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | -0.09% | +131.57% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | -0.07% | +3354.55% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.33% | +1582.32% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | -0.02% | +299.79% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | -0.15% | +65.57% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | -0.02% | +19.39% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.36% | -0.16% | +91.10% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.34% | -0.01% | -0.19% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.24% | +509.12% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.32% | -0.04% | +15.68% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.17% | +677.64% | |
| 50 | CNQ | Canadian Natural Resources | Stock-Energy | 0.32% | — | +129.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGSD | Cap Group Short Duration | +2.8% | +309.41% | Add |
| 2 | CGUI | Cap Group Ultra Short Income | +2% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +1.3% | +385.27% | Add |
| 4 | META | Meta Platforms Inc-class A | +1.3% | +2775.00% | Add |
| 5 | INTC | Intel CORP | +0.8% | +179.49% | Add |
| 6 | PM | Philip Morris International | +0.7% | +2379.31% | Add |
| 7 | UBER | Uber Technologies Inc | +0.7% | +2827.56% | Add |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.6% | +487.53% | Add |
| 9 | LIN | Linde plc | +0.5% | +2385.87% | Add |
| 10 | MAC | Macerich Co/the | +0.5% | NEW | New buy |
| 11 | CARR | Carrier Global CORP | +0.5% | +2202.81% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +38.31% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.4% | +3354.55% | Add |
| 14 | SBUX | Starbucks CORP | +0.4% | +317.81% | Add |
| 15 | CGMM | Cap Group Small And Mid Cap | +0.4% | +39.49% | Add |
| 16 | HD | Home Depot Inc | +0.4% | +1582.32% | Add |
| 17 | MA | Mastercard Inc - A | +0.4% | +612.50% | Add |
| 18 | URI | United Rentals Inc | +0.4% | +255.94% | Add |
| 19 | CGSM | Cap Group Short Muni Income | +0.3% | NEW | New buy |
| 20 | GLW | Corning Inc | +0.3% | NEW | New buy |
| 21 | NFLX | Netflix Inc | +0.3% | +1966.00% | Add |
| 22 | D | Dominion Energy Inc | +0.3% | NEW | New buy |
| 23 | AMAT | Applied Materials Inc | +0.3% | -27.39% | Trim |
| 24 | ORCL | Oracle CORP | +0.3% | +677.64% | Add |
| 25 | NSC | Norfolk Southern CORP | +0.3% | NEW | New buy |
| 26 | NVDA | Nvidia CORP | +0.2% | +30.21% | Add |
| 27 | ABT | Abbott Laboratories | +0.2% | +509.12% | Add |
| 28 | APD | Air Products & Chemicals Inc | +0.2% | +1662.62% | Add |
| 29 | CMCSA | Comcast Corp-class A | +0.2% | +7108.00% | Add |
| 30 | AMZN | Amazon.com Inc | +0.2% | +40.56% | Add |
| 31 | APO | Apollo Global Management Inc | +0.2% | NEW | New buy |
| 32 | MRVL | Marvell Technology Inc | +0.2% | NEW | New buy |
| 33 | CGGO | Cap Group Global Growth | +0.2% | +5.14% | Add |
| 34 | AJG | Arthur J Gallagher & Co | +0.2% | +2338.67% | Add |
| 35 | MU | Micron Technology Inc | +0.2% | -52.56% | Trim |
| 36 | WFC | Wells Fargo & Co | +0.2% | +131.57% | Add |
| 37 | CNQ | Canadian Natural Resources | +0.2% | +129.86% | Add |
| 38 | MO | Altria Group Inc | +0.2% | +259.77% | Add |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | +65.57% | Add |
| 40 | CRM | Salesforce Inc | +0.1% | +1478.67% | Add |
| 41 | BA | Boeing Co/the | +0.1% | +4217.65% | Add |
| 42 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 43 | ANET | Arista Networks Inc | +0.1% | +259.40% | Add |
| 44 | CNP | Centerpoint Energy Inc | +0.1% | NEW | New buy |
| 45 | MDLZ | Mondelez International Inc-a | +0.1% | +2477.37% | Add |
| 46 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 47 | CVX | Chevron CORP | +0.1% | +8322.22% | Add |
| 48 | KKR | Kkr & Co Inc | +0.1% | +2582.86% | Add |
| 49 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15000.00% | Add |
| 50 | IP | International Paper Co | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Wealth Science Advisors LLC reported a total U.S. public equity portfolio value of $237.9M across 97 disclosed positions in Q2 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 48.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
CGUI
市值: $4.6M
Top Position Liquidated / Trimmed
SPY
前期市值: $19.8M
During Q2 2026, Wealth Science Advisors LLC's top holdings by market value included CGGR (15.0%)、CGDV (15.0%)、CGGO (12.6%). The largest single position, CGGR, represented 15.0% of total portfolio value.
In Q2 2026, Wealth Science Advisors LLC made 196 total portfolio adjustments, initiating 12 new buys, adding to 67 positions, trimming 14 holdings, and fully liquidating 103 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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