Wealth Science Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Wealth Science Advisors LLC held in its portfolio 71 assets valued at $173,380,381 (i.e. $173.38M).
The most valuable assets in the portfolio included: CAPITAL GROUP GROWTH ETF ($29.68M), CAPITAL GROUP DIVIDEND VALUE ($28.24M), and CAPITAL GROUP GBL GROWTH EQT ($22.05M).
The chart below shows the top 10 valuable assets, and the table below shows the top 71 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Science Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | 667396 | 29679088 | SHS CREATION UNI |
| CAPITAL GROUP DIVIDEND VALUE | 647122 | 28240392 | SHS CREATION UNI |
| CAPITAL GROUP GBL GROWTH EQT | 636392 | 22050991 | SHS CREATION UNI |
| SPDR S&P 500 ETF TR | 29084 | 19832961 | TR UNIT |
| VANGUARD INDEX FDS | 31925 | 9265318 | MID CAP ETF |
| VANGUARD INDEX FDS | 17270 | 4454854 | SMALL CP ETF |
| BROADCOM INC | 12523 | 4334210 | COM |
| NVIDIA CORPORATION | 22349 | 4168089 | COM |
| ALPHABET INC | 12367 | 3870871 | CAP STK CL A |
| EQUIFAX INC | 16400 | 3558472 | COM |
| APPLE INC | 11021 | 2996169 | COM |
| AMAZON COM INC | 12321 | 2843933 | COM |
| CAPITAL GROUP EQUITY ETF TR | 93269 | 2689878 | US SMALL AND MID |
| ELI LILLY & CO | 2341 | 2515826 | COM |
| CAPITAL GRP FIXED INCM ETF T | 86043 | 2237987 | SHORT DURATION |
| BRITISH AMERN TOB PLC | 38782 | 2195837 | SPONSORED ADR |
| GE AEROSPACE | 5418 | 1668907 | COM NEW |
| CAPITAL GROUP INTL FOCUS EQT | 53223 | 1572749 | SHS CREATION UNI |
| RTX CORPORATION | 7845 | 1438773 | COM |
| MICROSOFT CORP | 2491 | 1204697 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 3503 | 1064527 | SPONSORED ADS |
| JPMORGAN CHASE & CO. | 3112 | 1002749 | COM |
| CAPITAL GROUP CORE EQUITY ET | 23018 | 926014 | SHS CREATION UNI |
| VERTEX PHARMACEUTICALS INC | 2036 | 923041 | COM |
| ISHARES TR | 1927 | 912049 | RUS 1000 GRW ETF |
| MORGAN STANLEY | 4545 | 806874 | COM NEW |
| APPLIED MATLS INC | 2822 | 725226 | COM |
| ISHARES TR | 3197 | 672457 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 1301 | 653948 | CL B NEW |
| ABBVIE INC | 2697 | 616238 | COM |
| MICRON TECHNOLOGY INC | 2015 | 575101 | COM |
| GENERAL DYNAMICS CORP | 1591 | 535626 | COM |
| TRANE TECHNOLOGIES PLC | 1360 | 529312 | SHS |
| PROGRESSIVE CORP | 2230 | 507816 | COM |
| AT&T INC | 20325 | 504864 | COM |
| CHUBB LIMITED | 1577 | 492213 | COM |
| ISHARES TR | 718 | 491787 | CORE S&P500 ETF |
| WELLS FARGO CO NEW | 5179 | 482683 | COM |
| AMPHENOL CORP NEW | 3558 | 480828 | CL A |
| THERMO FISHER SCIENTIFIC INC | 788 | 456607 | COM |
| TRUIST FINL CORP | 9015 | 443628 | COM |
| AMERICAN EXPRESS CO | 1192 | 440980 | COM |
| UNITEDHEALTH GROUP INC | 1182 | 390190 | COM |
| CAPITAL ONE FINL CORP | 1603 | 388503 | COM |
| EXPAND ENERGY CORPORATION | 3489 | 385046 | COM |
| CENOVUS ENERGY INC | 21962 | 371597 | COM |
| WELLTOWER INC | 1969 | 365466 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 4390 | 360068 | COMMON STOCK |
| VANGUARD INDEX FDS | 1073 | 359745 | TOTAL STK MKT |
| BAKER HUGHES COMPANY | 7663 | 348973 | CL A |
| GILEAD SCIENCES INC | 2826 | 346863 | COM |
| VANGUARD SPECIALIZED FUNDS | 1578 | 346813 | DIV APP ETF |
| ISHARES TR | 2326 | 318522 | RUS MD CP GR ETF |
| KIMBERLY-CLARK CORP | 2953 | 297928 | COM |
| DANAHER CORPORATION | 1218 | 278825 | COM |
| PEPSICO INC | 1933 | 277424 | COM |
| SHOPIFY INC | 1698 | 273327 | CL A SUB VTG SHS |
| CANADIAN NAT RES LTD | 7843 | 265486 | COM |
| TESLA INC | 556 | 250044 | COM |
| ROYAL CARIBBEAN GROUP | 882 | 246007 | COM |
| STARBUCKS CORP | 2897 | 243956 | COM |
| FREEPORT-MCMORAN INC | 4747 | 241100 | CL B |
| EDISON INTL | 3937 | 236299 | COM |
| STANLEY BLACK & DECKER INC | 3081 | 228857 | COM |
| FTAI AVIATION LTD | 1162 | 228740 | SHS |
| ISHARES TR | 1554 | 219192 | RUS MDCP VAL ETF |
| TC ENERGY CORP | 3955 | 217565 | COM |
| UNITED RENTALS INC | 261 | 211233 | COM |
| AMERICAN INTL GROUP INC | 2462 | 210624 | COM NEW |
| FIDELITY NATL INFORMATION SV | 3094 | 205627 | COM |
| PG&E CORP | 12557 | 201791 | COM |
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