Wealth Science Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$177.7M
Q ending 2026-03-31
Prior quarter
$173.4M
Q ending 2025-12-31
Change
+2.5% QoQ
Positions
203
reported holdings
Largest positions
Top 100 of 203 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Capital Group Growth Etf | CGGR | Shares | $29.7M | 667K |
| Capital Group Dividend Value | CGDV | Shares | $28.2M | 647K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $22.1M | 636K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $19.8M | 29K |
| Vanguard Index Fds | VO | Shares | $9.3M | 32K |
| Vanguard Index Fds | VB | Shares | $4.5M | 17K |
| Broadcom Inc | AVGO | Shares | $4.3M | 13K |
| Nvidia Corporation | NVDA | Shares | $4.2M | 22K |
| Alphabet Inc | GOOGL | Shares | $3.9M | 12K |
| Equifax Inc | EFX | Shares | $3.6M | 16K |
| Apple Inc | AAPL | Shares | $3.0M | 11K |
| Amazon Com Inc | AMZN | Shares | $2.8M | 12K |
| Capital Group Equity Etf Tr | CGMM | Shares | $2.7M | 93K |
| Eli Lilly & Co | LLY | Shares | $2.5M | 2K |
| Capital Grp Fixed Incm Etf T | CGSD | Shares | $2.2M | 86K |
| British Amern Tob Plc | BTI | Shares | $2.2M | 39K |
| Ge Aerospace | GE | Shares | $1.7M | 5K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $1.6M | 53K |
| Rtx Corporation | RTX | Shares | $1.4M | 8K |
| Microsoft Corp | MSFT | Shares | $1.2M | 2K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $1.1M | 4K |
| Jpmorgan Chase & Co. | JPM | Shares | $1.0M | 3K |
| Capital Group Core Equity Et | CGUS | Shares | $926K | 23K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $923K | 2K |
| Ishares Tr | IWF | Shares | $912K | 2K |
| Morgan Stanley | MS | Shares | $807K | 5K |
| Applied Matls Inc | AMAT | Shares | $725K | 3K |
| Ishares Tr | IWD | Shares | $672K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $654K | 1K |
| Abbvie Inc | ABBV | Shares | $616K | 3K |
| Micron Technology Inc | MU | Shares | $575K | 2K |
| General Dynamics Corp | GD | Shares | $536K | 2K |
| Trane Technologies Plc | Shares | $529K | 1K | |
| Progressive Corp | PGR | Shares | $508K | 2K |
| At&T Inc | T | Shares | $505K | 20K |
| Chubb Limited | Shares | $492K | 2K | |
| Ishares Tr | IVV | Shares | $492K | 718 |
| Wells Fargo Co New | WFC | Shares | $483K | 5K |
| Amphenol Corp New | APH | Shares | $481K | 4K |
| Thermo Fisher Scientific Inc | TMO | Shares | $457K | 788 |
| Truist Finl Corp | TFC | Shares | $444K | 9K |
| American Express Co | AXP | Shares | $441K | 1K |
| Unitedhealth Group Inc | UNH | Shares | $390K | 1K |
| Capital One Finl Corp | COF | Shares | $389K | 2K |
| Expand Energy Corporation | EXE | Shares | $385K | 3K |
| Cenovus Energy Inc | CVE | Shares | $372K | 22K |
| Welltower Inc | WELL | Shares | $365K | 2K |
| Ge Healthcare Technologies I | GEHC | Shares | $360K | 4K |
| Vanguard Index Fds | VTI | Shares | $360K | 1K |
| Baker Hughes Company | BKR | Shares | $349K | 8K |
| Gilead Sciences Inc | GILD | Shares | $347K | 3K |
| Vanguard Specialized Funds | VIG | Shares | $347K | 2K |
| Ishares Tr | IWP | Shares | $319K | 2K |
| Kimberly-Clark Corp | KMB | Shares | $298K | 3K |
| Danaher Corporation | DHR | Shares | $279K | 1K |
| Pepsico Inc | PEP | Shares | $277K | 2K |
| Shopify Inc | SHOP | Shares | $273K | 2K |
| Canadian Nat Res Ltd | CNQ | Shares | $265K | 8K |
| Tesla Inc | TSLA | Shares | $250K | 556 |
| Royal Caribbean Group | Shares | $246K | 882 | |
| Starbucks Corp | SBUX | Shares | $244K | 3K |
| Freeport-Mcmoran Inc | FCX | Shares | $241K | 5K |
| Edison Intl | EIX | Shares | $236K | 4K |
| Stanley Black & Decker Inc | SWK | Shares | $229K | 3K |
| Ftai Aviation Ltd | Shares | $229K | 1K | |
| Ishares Tr | IWS | Shares | $219K | 2K |
| Tc Energy Corp | TRP | Shares | $218K | 4K |
| United Rentals Inc | URI | Shares | $211K | 261 |
| American Intl Group Inc | AIG | Shares | $211K | 2K |
| Fidelity Natl Information Sv | FIS | Shares | $206K | 3K |
| Pg&E Corp | PCG | Shares | $202K | 13K |
| Halliburton Co | HAL | Shares | $190K | 7K |
| Ingersoll Rand Inc | IR | Shares | $181K | 2K |
| Intel Corp | INTC | Shares | $181K | 5K |
| Abbott Labs | ABT | Shares | $172K | 1K |
| Vanguard Intl Equity Index F | VWO | Shares | $164K | 3K |
| Mastercard Incorporated | MA | Shares | $160K | 280 |
| Alnylam Pharmaceuticals Inc | ALNY | Shares | $157K | 396 |
| Constellation Energy Corp | CEG | Shares | $140K | 396 |
| Walmart Inc | WMT | Shares | $137K | 1K |
| Clorox Co Del | CLX | Shares | $126K | 1K |
| Meta Platforms Inc | META | Shares | $124K | 188 |
| Oracle Corp | ORCL | Shares | $122K | 626 |
| Vanguard Index Fds | VOE | Shares | $118K | 663 |
| Altria Group Inc | MO | Shares | $112K | 2K |
| Costco Whsl Corp New | COST | Shares | $97K | 112 |
| Bank America Corp | BAC | Shares | $89K | 2K |
| Hca Healthcare Inc | HCA | Shares | $85K | 182 |
| Arista Networks Inc | ANET | Shares | $84K | 638 |
| Cintas Corp | CTAS | Shares | $83K | 440 |
| Quanta Svcs Inc | PWR | Shares | $80K | 190 |
| Mcdonalds Corp | MCD | Shares | $78K | 256 |
| T-Mobile Us Inc | TMUS | Shares | $65K | 320 |
| Uber Technologies Inc | UBER | Shares | $62K | 762 |
| Philip Morris Intl Inc | PM | Shares | $60K | 377 |
| Home Depot Inc | HD | Shares | $56K | 164 |
| Tjx Cos Inc New | TJX | Shares | $55K | 360 |
| Nxp Semiconductors N V | Shares | $54K | 250 | |
| Entergy Corp New | ETR | Shares | $54K | 580 |
| Independence Rlty Tr Inc | IRT | Shares | $50K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.