Wealth Science Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Wealth Science Advisors LLC reported 71 stock positions worth $173.4 million. Its top holding was Cap Group Growth Equity (CGGR) at 17.1% of the portfolio, followed by Cap Group Dividend Value (CGDV, 16.3%) and Cap Group Global Growth (CGGO, 12.7%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002083087
- Portfolio Value
- $173.4M (Q4 2025)
- SEC Filing
- 0002083087-26-000001 ↗ filed Jan 28, 2026
Holdings Value
Holdings 71 stocks · $173.4M
| CGGR Cap Group Growth Equity | 17.12% | 667,396 | $29.7M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 16.29% | 647,122 | $28.2M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 12.72% | 636,392 | $22.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.44% | 29,084 | $19.8M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.34% | 31,925 | $9.3M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.57% | 17,270 | $4.5M | — |
| AVGO Broadcom Inc. | 2.50% | 12,523 | $4.3M | — |
| NVDA Nvidia Corp. | 2.40% | 22,349 | $4.2M | — |
| GOOGL Alphabet Inc. Class A | 2.23% | 12,367 | $3.9M | — |
| EFX Equifax Inc. | 2.05% | 16,400 | $3.6M | — |
| AAPL Apple Inc. | 1.73% | 11,021 | $3.0M | — |
| AMZN Amazon.com Inc. | 1.64% | 12,321 | $2.8M | — |
| CGMM Cap Group Small and Mid Cap | 1.55% | 93,269 | $2.7M | — |
| LLY Eli Lilly & Co. | 1.45% | 2,341 | $2.5M | — |
| CGSD Cap Group Short Duration | 1.29% | 86,043 | $2.2M | — |
| BTI British American Tob-SP ADR | 1.27% | 38,782 | $2.2M | — |
| GE General Electric filed as GE AEROSPACE | 0.96% | 5,418 | $1.7M | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.91% | 53,223 | $1.6M | — |
| RTX RTX Corp. | 0.83% | 7,845 | $1.4M | — |
| MSFT Microsoft Corp. | 0.69% | 2,491 | $1.2M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.61% | 3,503 | $1.1M | — |
| JPM JPMorgan Chase & Co. | 0.58% | 3,112 | $1.0M | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.53% | 23,018 | $926K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.53% | 2,036 | $923K | — |
| IWF iShares Russell 1000 Growth | 0.53% | 1,927 | $912K | — |
| MS Morgan Stanley | 0.47% | 4,545 | $807K | — |
| AMAT Applied Materials Inc. | 0.42% | 2,822 | $725K | — |
| IWD iShares Russell 1000 Value E | 0.39% | 3,197 | $672K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,301 | $654K | — |
| ABBV Abbvie Inc. | 0.36% | 2,697 | $616K | — |
| MU Micron Technology Inc. | 0.33% | 2,015 | $575K | — |
| GD General Dynamics Corp. | 0.31% | 1,591 | $536K | — |
| TT Trane Technologies PLC | 0.31% | 1,360 | $529K | — |
| PGR Progressive Corp. | 0.29% | 2,230 | $508K | — |
| T AT&T Inc. | 0.29% | 20,325 | $505K | — |
| CB Chubb Ltd. | 0.28% | 1,577 | $492K | — |
| IVV iShares Core S&P 500 ETF | 0.28% | 718 | $492K | — |
| WFC Wells Fargo & Co. | 0.28% | 5,179 | $483K | — |
| APH Amphenol Corp. Class A | 0.28% | 3,558 | $481K | — |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 788 | $457K | — |
| TFC Truist Financial Corp. | 0.26% | 9,015 | $444K | — |
| AXP American Express Co. | 0.25% | 1,192 | $441K | — |
| UNH Unitedhealth Group Inc. | 0.23% | 1,182 | $390K | — |
| COF Capital One Financial Corp. | 0.22% | 1,603 | $389K | — |
| EXE Expand Energy Corp. | 0.22% | 3,489 | $385K | — |
| CVE Cenovus Energy Inc. | 0.21% | 21,962 | $372K | — |
| WELL Welltower Inc. | 0.21% | 1,969 | $365K | — |
| GEHC GE Healthcare Technology | 0.21% | 4,390 | $360K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 1,073 | $360K | — |
| BKR Baker Hughes Co. | 0.20% | 7,663 | $349K | — |
| GILD Gilead Sciences Inc. | 0.20% | 2,826 | $347K | — |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,578 | $347K | — |
| IWP iShares Russell Mid-Cap Grow | 0.18% | 2,326 | $319K | — |
| KMB Kimberly-Clark Corp. | 0.17% | 2,953 | $298K | — |
| DHR Danaher Corp. | 0.16% | 1,218 | $279K | — |
| PEP Pepsico Inc. | 0.16% | 1,933 | $277K | — |
| SHOP Shopify Inc. Class A | 0.16% | 1,698 | $273K | — |
| CNQ Canadian Natural Resources | 0.15% | 7,843 | $265K | — |
| TSLA Tesla Inc. | 0.14% | 556 | $250K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.14% | 882 | $246K | — |
| SBUX Starbucks Corp. | 0.14% | 2,897 | $244K | — |
| FCX Freeport-McMoran Inc. | 0.14% | 4,747 | $241K | — |
| EIX Edison International | 0.14% | 3,937 | $236K | — |
| SWK Stanley Black & Decker Inc. | 0.13% | 3,081 | $229K | — |
| FTAI Ftai Aviation Ltd. | 0.13% | 1,162 | $229K | — |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 1,554 | $219K | — |
| TRP TC Energy Corp. | 0.13% | 3,955 | $218K | — |
| URI United Rentals Inc. | 0.12% | 261 | $211K | — |
| AIG American International Group | 0.12% | 2,462 | $211K | — |
| FIS Fidelity National Info Serv | 0.12% | 3,094 | $206K | — |
| PCG P G & E Corp. | 0.12% | 12,557 | $202K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.