Wealth Science Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Wealth Science Advisors LLC reported 203 stock positions worth $177.7 million. Its top holding was Cap Group Growth Equity (CGGR) at 16.7% of the portfolio, followed by Cap Group Dividend Value (CGDV, 15.9%) and Cap Group Global Growth (CGGO, 12.4%). Compared with Q4 2025, it opened 132 new positions. The biggest buy was a new position in Halliburton (HAL).

Most Recent 13F
Q2 2026
Location
ALPHARETTA, GA
CIK
0002083087
Portfolio Value
$177.7M (Q1 2026)
SEC Filing
0002083087-26-000003 ↗ filed Apr 8, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2025: $173.4M Q4 2025 Q1 2026: $177.7M $177.7M Q1 2026 Q2 2026: $225.0M Q2 2026

Holdings 203 stocks · $177.7M
CGGR Cap Group Growth Equity 16.70% 667,396 $29.7M No change
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 15.89% 647,122 $28.2M No change
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 12.41% 636,392 $22.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 11.16% 29,084 $19.8M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.21% 31,925 $9.3M No change
VB Vanguard Most SM-Cap ETF-Usd 2.51% 17,270 $4.5M No change
AVGO Broadcom Inc. 2.44% 12,523 $4.3M No change
NVDA Nvidia Corp. 2.35% 22,349 $4.2M No change
GOOGL Alphabet Inc. Class A 2.18% 12,367 $3.9M No change
EFX Equifax Inc. 2.00% 16,400 $3.6M No change
AAPL Apple Inc. 1.69% 11,021 $3.0M No change
AMZN Amazon.com Inc. 1.60% 12,321 $2.8M No change
CGMM Cap Group Small and Mid Cap 1.51% 93,269 $2.7M No change
LLY Eli Lilly & Co. 1.42% 2,341 $2.5M No change
CGSD Cap Group Short Duration 1.26% 86,043 $2.2M No change
BTI British American Tob-SP ADR 1.24% 38,782 $2.2M No change
GE General Electric filed as GE AEROSPACE 0.94% 5,418 $1.7M No change
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.88% 53,223 $1.6M No change
RTX RTX Corp. 0.81% 7,845 $1.4M No change
MSFT Microsoft Corp. 0.68% 2,491 $1.2M No change
TSM Taiwan Semiconductor-SP ADR 0.60% 3,503 $1.1M No change
JPM JPMorgan Chase & Co. 0.56% 3,112 $1.0M No change
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.52% 23,018 $926K No change
VRTX Vertex Pharmaceuticals Inc. 0.52% 2,036 $923K No change
IWF iShares Russell 1000 Growth 0.51% 1,927 $912K No change
MS Morgan Stanley 0.45% 4,545 $807K No change
AMAT Applied Materials Inc. 0.41% 2,822 $725K No change
IWD iShares Russell 1000 Value E 0.38% 3,197 $672K No change
BRK.B Berkshire Hathaway Inc. Class B 0.37% 1,301 $654K No change
ABBV Abbvie Inc. 0.35% 2,697 $616K No change
MU Micron Technology Inc. 0.32% 2,015 $575K No change
GD General Dynamics Corp. 0.30% 1,591 $536K No change
TT Trane Technologies PLC 0.30% 1,360 $529K No change
PGR Progressive Corp. 0.29% 2,230 $508K No change
T AT&T Inc. 0.28% 20,325 $505K No change
CB Chubb Ltd. 0.28% 1,577 $492K No change
IVV iShares Core S&P 500 ETF 0.28% 718 $492K No change
WFC Wells Fargo & Co. 0.27% 5,179 $483K No change
APH Amphenol Corp. Class A 0.27% 3,558 $481K No change
TMO Thermo Fisher Scientific Inc. 0.26% 788 $457K No change
TFC Truist Financial Corp. 0.25% 9,015 $444K No change
AXP American Express Co. 0.25% 1,192 $441K No change
UNH Unitedhealth Group Inc. 0.22% 1,182 $390K No change
COF Capital One Financial Corp. 0.22% 1,603 $389K No change
EXE Expand Energy Corp. 0.22% 3,489 $385K No change
CVE Cenovus Energy Inc. 0.21% 21,962 $372K No change
WELL Welltower Inc. 0.21% 1,969 $365K No change
GEHC GE Healthcare Technology 0.20% 4,390 $360K No change
VTI VG Morningstar TS MKT ETF-US 0.20% 1,073 $360K No change
BKR Baker Hughes Co. 0.20% 7,663 $349K No change
GILD Gilead Sciences Inc. 0.20% 2,826 $347K No change
VIG Vanguard Dividend Apprec ETF 0.20% 1,578 $347K No change
IWP iShares Russell Mid-Cap Grow 0.18% 2,326 $319K No change
KMB Kimberly-Clark Corp. 0.17% 2,953 $298K No change
DHR Danaher Corp. 0.16% 1,218 $279K No change
PEP Pepsico Inc. 0.16% 1,933 $277K No change
SHOP Shopify Inc. Class A 0.15% 1,698 $273K No change
CNQ Canadian Natural Resources 0.15% 7,843 $265K No change
TSLA Tesla Inc. 0.14% 556 $250K No change
RCL Royal Caribbean Cruises Ltd. 0.14% 882 $246K No change
SBUX Starbucks Corp. 0.14% 2,897 $244K No change
FCX Freeport-McMoran Inc. 0.14% 4,747 $241K No change
EIX Edison International 0.13% 3,937 $236K No change
SWK Stanley Black & Decker Inc. 0.13% 3,081 $229K No change
FTAI Ftai Aviation Ltd. 0.13% 1,162 $229K No change
IWS iShares Russell Mid-Cap Valu 0.12% 1,554 $219K No change
TRP TC Energy Corp. 0.12% 3,955 $218K No change
URI United Rentals Inc. 0.12% 261 $211K No change
AIG American International Group 0.12% 2,462 $211K No change
FIS Fidelity National Info Serv 0.12% 3,094 $206K No change
PCG P G & E Corp. 0.11% 12,557 $202K No change
HAL Halliburton Co. 0.11% 6,727 $190K New
IR Ingersoll-Rand Inc. 0.10% 2,291 $181K New
INTC Intel Corp. 0.10% 4,900 $181K New
ABT Abbott Laboratories 0.10% 1,370 $172K New
VWO Vanguard Ftse Emerging Marke 0.09% 3,046 $164K New
MA Mastercard Inc. Class A 0.09% 280 $160K New
ALNY Alnylam Pharmaceuticals Inc. 0.09% 396 $157K New
CEG Constellation Energy 0.08% 396 $140K New
WMT Walmart Inc. 0.08% 1,230 $137K New
CLX Clorox Company 0.07% 1,248 $126K New
META Meta Platforms Inc. Class A 0.07% 188 $124K New
ORCL Oracle Corp. 0.07% 626 $122K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.07% 663 $118K New
MO Altria Group Inc. 0.06% 1,949 $112K New
COST Costco Wholesale Corp. 0.05% 112 $97K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 1,623 $89K New
HCA HCA Healthcare Inc. 0.05% 182 $85K New
ANET Arista Networks Inc. 0.05% 638 $84K New
CTAS Cintas Corp. 0.05% 440 $83K New
PWR Quanta Services Inc. 0.05% 190 $80K New
MCD McDonald's Corp. 0.04% 256 $78K New
TMUS T-Mobile US Inc. 0.04% 320 $65K New
UBER Uber Technologies Inc. 0.04% 762 $62K New
PM Philip Morris International 0.03% 377 $60K New
HD Home Depot Inc. 0.03% 164 $56K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 360 $55K New
NXPI NXP Semiconductors NV 0.03% 250 $54K New
ETR Entergy Corp. 0.03% 580 $54K New
IRT Independence Realty Trust Inc. 0.03% 2,850 $50K New

Show all 203 holdings

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
HAL Halliburton Co. New 0.11% +0.11
IR Ingersoll-Rand Inc. New 0.10% +0.10
INTC Intel Corp. New 0.10% +0.10
ABT Abbott Laboratories New 0.10% +0.10
VWO Vanguard Ftse Emerging Marke New 0.09% +0.09
MA Mastercard Inc. Class A New 0.09% +0.09
ALNY Alnylam Pharmaceuticals Inc. New 0.09% +0.09
CEG Constellation Energy New 0.08% +0.08
WMT Walmart Inc. New 0.08% +0.08
CLX Clorox Company New 0.07% +0.07
META Meta Platforms Inc. Class A New 0.07% +0.07
ORCL Oracle Corp. New 0.07% +0.07
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.07% +0.07
MO Altria Group Inc. New 0.06% +0.06
COST Costco Wholesale Corp. New 0.05% +0.05
BAC Bank of America Corp. New 0.05% +0.05
HCA HCA Healthcare Inc. New 0.05% +0.05
ANET Arista Networks Inc. New 0.05% +0.05
CTAS Cintas Corp. New 0.05% +0.05
PWR Quanta Services Inc. New 0.05% +0.05
MCD McDonald's Corp. New 0.04% +0.04
TMUS T-Mobile US Inc. New 0.04% +0.04
UBER Uber Technologies Inc. New 0.04% +0.04
PM Philip Morris International New 0.03% +0.03
HD Home Depot Inc. New 0.03% +0.03
TJX TJX Companies Inc. New 0.03% +0.03
NXPI NXP Semiconductors NV New 0.03% +0.03
ETR Entergy Corp. New 0.03% +0.03
IRT Independence Realty Trust Inc. New 0.03% +0.03
GOOG Alphabet Inc. Class C New 0.03% +0.03
PRF Invesco Rafi US 1000 ETF New 0.02% +0.02
VBK Van Morst SML-Cap Gro-Usd Inc. New 0.02% +0.02
NFLX Netflix Inc. New 0.02% +0.02
GS Goldman Sachs Group Inc. New 0.02% +0.02
IJH iShares Core S&P Midcap ETF New 0.02% +0.02
CRM Salesforce Inc. New 0.02% +0.02
LIN Linde PLC New 0.02% +0.02
VOO Vanguard S&P 500 ETF New 0.02% +0.02
SPYV SS SPDR P S&P 500 Value ETF New 0.02% +0.02
NOC Northrop Grumman Corp. New 0.02% +0.02
CARR Carrier Global Corp. New 0.02% +0.02
PXF Invesco Rafi Developed Marke New 0.02% +0.02
IJR iShares Core S&P Small-Cap E New 0.02% +0.02
APD Air Products & Chemicals Inc. New 0.01% +0.01
CMI Cummins Inc. New 0.01% +0.01
RSP Invesco S&P 500 Equal Weight New 0.01% +0.01
WBD Warner Bros Discovery Inc. New 0.01% +0.01
SDOG Alps Sector Dividend Dogs New 0.01% +0.01
SPDW Ste STR SPDR PT DW Eu ETF New 0.01% +0.01
CCEP Coca-Cola Europacific Partne New 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 97$225.0MCGGR, CGDV, CGGO, VO, CGSD
Q1 2026 203$177.7MCGGR, CGDV, CGGO, SPY, VO
Q4 2025 71$173.4MCGGR, CGDV, CGGO, SPY, VO