Institutions / Wealth Science Advisors LLC
Wealth Science Advisors LLC
CIK 2083087 · Institution · as of Dec 31, 2025
Portfolio value
$173.38M
Positions
71
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 71 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Growth ETF | $29.68M | 17.1% |
| Capital Group Dividend Value | $28.24M | 16.3% |
| Capital Group Gbl Growth Eqt | $22.05M | 12.7% |
| SPDR S&P 500 ETF Tr | $19.83M | 11.4% |
| Vanguard Index Fds | $9.27M | 5.3% |
| Vanguard Index Fds | $4.45M | 2.6% |
| Broadcom Inc. | $4.33M | 2.5% |
| NVIDIA Corp | $4.17M | 2.4% |
| Alphabet Inc. | $3.87M | 2.2% |
| Equifax Inc | $3.56M | 2.1% |
| Apple Inc. | $3.00M | 1.7% |
| Amazon.com Inc | $2.84M | 1.6% |
| Capital Group Equity ETF Tr | $2.69M | 1.6% |
| ELI LILLY & Co | $2.52M | 1.5% |
| Capital Grp Fixed Incm ETF T | $2.24M | 1.3% |
| British Amern Tob PLC | $2.20M | 1.3% |
| General Electric Co | $1.67M | 1.0% |
| Capital Group Intl Focus Eqt | $1.57M | 0.9% |
| RTX Corp | $1.44M | 0.8% |
| Microsoft Corp | $1.20M | 0.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.06M | 0.6% |
| JPMorgan Chase & Co | $1.00M | 0.6% |
| Capital Group Core Equity Et | $926.0K | 0.5% |
| Vertex Pharmaceuticals Inc / Ma | $923.0K | 0.5% |
| iShares Tr | $912.0K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.