Investor

Wealth Science Advisors LLC

CIK 0002083087 · filed 2026-04-08 · SEC filing

Q1 2026 Q4 2025

13F book

$177.7M

Positions

203

132 new · 0 sold

Largest name

16.7%

Capital Group Growth Etf

Est. mark

Price effect on 71 names still held. Flow $4.35M.

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Capital Group Growth Etf	—	667.4K	$29.7M	16.7%	$0	Held
Capital Group Dividend Value	—	647.1K	$28.2M	15.9%	$0	Held
Capital Group Gbl Growth Eqt	—	636.4K	$22.1M	12.4%	$0	Held
Spdr S&P 500 Etf Tr	—	29.1K	$19.8M	11.2%	$0	Held
Vanguard Index Fds	—	31.9K	$9.27M	5.2%	$0	Held
Vanguard Index Fds	—	17.3K	$4.45M	2.5%	$0	Held
Broadcom Inc.	AVGO	12.5K	$4.33M	2.4%	$0	Held
Nvidia Corp	NVDA	22.3K	$4.17M	2.3%	$0	Held
Alphabet Inc	—	12.4K	$3.87M	2.2%	$0	Held
Equifax Inc	EFX	16.4K	$3.56M	2.0%	$0	Held
Apple Inc.	AAPL	11K	$3M	1.7%	$0	Held
Amazon Com Inc	AMZN	12.3K	$2.84M	1.6%	$0	Held
Capital Group Equity Etf Tr	—	93.3K	$2.69M	1.5%	$0	Held
Eli Lilly & Co	LLY	2.34K	$2.52M	1.4%	$0	Held
Capital Grp Fixed Incm Etf T	—	86K	$2.24M	1.3%	$0	Held
British Amern Tob Plc	—	38.8K	$2.2M	1.2%	$0	Held
Ge Aerospace	—	5.42K	$1.67M	0.9%	$0	Held
Capital Group Intl Focus Eqt	—	53.2K	$1.57M	0.9%	$0	Held
RTX Corp	RTX	7.84K	$1.44M	0.8%	$0	Held
Microsoft Corp	MSFT	2.49K	$1.2M	0.7%	$0	Held
Taiwan Semiconductor Mfg Ltd	—	3.5K	$1.06M	0.6%	$0	Held
Jpmorgan Chase & Co.	—	3.11K	$1M	0.6%	$0	Held
Capital Group Core Equity Et	—	23K	$926K	0.5%	$0	Held
Vertex Pharmaceuticals Inc	—	2.04K	$923K	0.5%	$0	Held
Ishares Tr	—	1.93K	$912K	0.5%	$0	Held
Morgan Stanley	—	4.54K	$806.9K	0.5%	$0	Held
Applied Matls Inc	—	2.82K	$725.2K	0.4%	$0	Held
Ishares Tr	—	3.2K	$672.5K	0.4%	$0	Held
Berkshire Hathaway Inc Del	—	1.3K	$653.9K	0.4%	$0	Held
AbbVie Inc.	ABBV	2.7K	$616.2K	0.3%	$0	Held
Micron Technology Inc	MU	2.02K	$575.1K	0.3%	$0	Held
General Dynamics Corp	GD	1.59K	$535.6K	0.3%	$0	Held
Trane Technologies Plc	TT	1.36K	$529.3K	0.3%	$0	Held
Progressive Corp	—	2.23K	$507.8K	0.3%	$0	Held
At&T Inc	—	20.3K	$504.9K	0.3%	$0	Held
Chubb Limited	—	1.58K	$492.2K	0.3%	$0	Held
Ishares Tr	—	718	$491.8K	0.3%	$0	Held
Wells Fargo Co New	—	5.18K	$482.7K	0.3%	$0	Held
Amphenol Corp New	—	3.56K	$480.8K	0.3%	$0	Held
Thermo Fisher Scientific Inc.	TMO	788	$456.6K	0.3%	$0	Held
Truist Finl Corp	—	9.02K	$443.6K	0.3%	$0	Held
American Express Co	AXP	1.19K	$441K	0.2%	$0	Held
Unitedhealth Group Inc	UNH	1.18K	$390.2K	0.2%	$0	Held
Capital One Finl Corp	—	1.6K	$388.5K	0.2%	$0	Held
EXPAND ENERGY Corp	EXE	3.49K	$385K	0.2%	$0	Held
Cenovus Energy Inc.	CVE	22K	$371.6K	0.2%	$0	Held
Welltower Inc.	WELL	1.97K	$365.5K	0.2%	$0	Held
Ge Healthcare Technologies I	—	4.39K	$360.1K	0.2%	$0	Held
Vanguard Index Fds	—	1.07K	$359.7K	0.2%	$0	Held
Baker Hughes Company	—	7.66K	$349K	0.2%	$0	Held
Gilead Sciences, Inc.	GILD	2.83K	$346.9K	0.2%	$0	Held
Vanguard Specialized Funds	—	1.58K	$346.8K	0.2%	$0	Held
Ishares Tr	—	2.33K	$318.5K	0.2%	$0	Held
Kimberly Clark Corp	KMB	2.95K	$297.9K	0.2%	$0	Held
Danaher Corporation	—	1.22K	$278.8K	0.2%	$0	Held
Pepsico Inc	PEP	1.93K	$277.4K	0.2%	$0	Held
Shopify Inc.	SHOP	1.7K	$273.3K	0.2%	$0	Held
Canadian Nat Res Ltd	—	7.84K	$265.5K	0.1%	$0	Held
Tesla, Inc.	TSLA	556	$250K	0.1%	$0	Held
Royal Caribbean Group	—	882	$246K	0.1%	$0	Held
Starbucks Corp	SBUX	2.9K	$244K	0.1%	$0	Held
Freeport-Mcmoran Inc	FCX	4.75K	$241.1K	0.1%	$0	Held
Edison Intl	—	3.94K	$236.3K	0.1%	$0	Held
Stanley Black & Decker, Inc.	SWK	3.08K	$228.9K	0.1%	$0	Held
Ftai Aviation Ltd	—	1.16K	$228.7K	0.1%	$0	Held
Ishares Tr	—	1.55K	$219.2K	0.1%	$0	Held
Tc Energy Corp	—	3.96K	$217.6K	0.1%	$0	Held
United Rentals, Inc.	URI	261	$211.2K	0.1%	$0	Held
American Intl Group Inc	—	2.46K	$210.6K	0.1%	$0	Held
Fidelity Natl Information Sv	—	3.09K	$205.6K	0.1%	$0	Held
Pg&E Corp	—	12.6K	$201.8K	0.1%	$0	Held
Halliburton Co	HAL	6.73K	$190.1K	0.1%	—	New
Ingersoll Rand Inc.	IR	2.29K	$181.5K	0.1%	—	New
Intel Corp	INTC	4.9K	$180.8K	0.1%	—	New
Abbott Labs	ABT	1.37K	$171.6K	0.1%	—	New
Vanguard Intl Equity Index F	—	3.05K	$163.8K	0.1%	—	New
Mastercard Inc	MA	280	$159.8K	0.1%	—	New
Alnylam Pharmaceuticals, Inc.	ALNY	396	$157.5K	0.1%	—	New
Constellation Energy Corp	CEG	396	$139.9K	0.1%	—	New
Walmart Inc.	WMT	1.23K	$137K	0.1%	—	New
Clorox Co Del	—	1.25K	$125.8K	0.1%	—	New
Meta Platforms, Inc.	META	188	$124.1K	0.1%	—	New
Oracle Corp	—	626	$122K	0.1%	—	New
Vanguard Index Fds	—	663	$117.6K	0.1%	—	New
Altria Group, Inc.	MO	1.95K	$112.4K	0.1%	—	New
Costco Whsl Corp New	—	112	$96.6K	0.1%	—	New
Bank America Corp	—	1.62K	$89.3K	0.1%	—	New
HCA Healthcare, Inc.	HCA	182	$85K	0.0%	—	New
Arista Networks, Inc.	ANET	638	$83.6K	0.0%	—	New
Cintas Corp	CTAS	440	$82.8K	0.0%	—	New
Quanta Svcs Inc	—	190	$80.2K	0.0%	—	New
Mcdonalds Corp	MCD	256	$78.2K	0.0%	—	New
T-Mobile Us Inc	—	320	$65K	0.0%	—	New
Uber Technologies, Inc	UBER	762	$62.3K	0.0%	—	New
Philip Morris Intl Inc	—	377	$60.5K	0.0%	—	New
Home Depot, Inc.	HD	164	$56.4K	0.0%	—	New
Tjx Cos Inc New	—	360	$55.3K	0.0%	—	New
NXP Semiconductors N.V.	NXPI	250	$54.3K	0.0%	—	New
Entergy Corp New	—	580	$53.6K	0.0%	—	New
Independence Rlty Tr Inc	—	2.85K	$49.8K	0.0%	—	New
Alphabet Inc	—	156	$49K	0.0%	—	New
Invesco Exchange Traded Fd T	—	915	$42.9K	0.0%	—	New
Vanguard Index Fds	—	141	$42.6K	0.0%	—	New
Netflix Inc	NFLX	453	$42.5K	0.0%	—	New
Goldman Sachs Group Inc	—	48	$42.2K	0.0%	—	New
Ishares Tr	—	625	$41.3K	0.0%	—	New
Salesforce, Inc.	CRM	150	$39.7K	0.0%	—	New
Linde Plc	LIN	92	$39.2K	0.0%	—	New
Vanguard Index Fds	—	60	$37.6K	0.0%	—	New
Spdr Series Trust	—	654	$37.2K	0.0%	—	New
Northrop Grumman Corp	—	60	$34.2K	0.0%	—	New
CARRIER GLOBAL Corp	CARR	640	$33.8K	0.0%	—	New
Invesco Exch Traded Fd Tr Ii	—	474	$31.1K	0.0%	—	New
Ishares Tr	—	240	$28.8K	0.0%	—	New
Air Prods & Chems Inc	—	107	$26.4K	0.0%	—	New
Cummins Inc	CMI	51	$26K	0.0%	—	New
Invesco Exchange Traded Fd T	—	135	$25.9K	0.0%	—	New
Warner Bros. Discovery, Inc.	WBD	867	$25K	0.0%	—	New
Alps Etf Tr	—	405	$24.5K	0.0%	—	New
Spdr Index Shs Fds	—	546	$24.2K	0.0%	—	New
Coca-Cola Europacific Partne	—	252	$22.9K	0.0%	—	New
Spdr Gold Tr	—	56	$22.2K	0.0%	—	New
Ishares Inc	—	330	$22.2K	0.0%	—	New
Gallagher Arthur J & Co	—	75	$19.4K	0.0%	—	New
Cisco Sys Inc	—	242	$18.6K	0.0%	—	New
Ishares Tr	—	206	$18.4K	0.0%	—	New
Goldman Sachs Etf Tr	—	137	$18.1K	0.0%	—	New
Pimco Dynamic Income Strateg	—	964	$18.1K	0.0%	—	New
Vanguard World Fd	—	21	$15.8K	0.0%	—	New
Schwab Strategic Tr	—	477	$14.1K	0.0%	—	New
Exxon Mobil Corp	—	116	$14K	0.0%	—	New
Kkr & Co Inc	—	105	$13.4K	0.0%	—	New
Paypal Hldgs Inc	—	213	$12.4K	0.0%	—	New
Stryker Corp	SYK	35	$12.3K	0.0%	—	New
Johnson & Johnson	JNJ	59	$12.2K	0.0%	—	New
Manulife Finl Corp	—	308	$11.2K	0.0%	—	New
Prudential Finl Inc	—	98	$11.1K	0.0%	—	New
Honeywell Intl Inc	—	53	$10.3K	0.0%	—	New
Atlanta Braves Hldgs Inc	—	242	$10.3K	0.0%	—	New
Mondelez Intl Inc	—	190	$10.2K	0.0%	—	New
Ishares Tr	—	106	$10.2K	0.0%	—	New
Fs Kkr Cap Corp	—	687	$10.2K	0.0%	—	New
Comcast Corp New	—	300	$8.97K	0.0%	—	New
Southern Co	—	91	$7.93K	0.0%	—	New
AstraZeneca PLC	AZN	85	$7.81K	0.0%	—	New
Asml Holding N V	—	7	$7.49K	0.0%	—	New
Boeing Co	—	34	$7.38K	0.0%	—	New
Vanguard World Fd	—	17	$7.02K	0.0%	—	New
Grayscale Bitcoin Trust Etf	GBTC	100	$6.84K	0.0%	—	New
Fs Specialty Lending Fd	—	479	$6.77K	0.0%	—	New
United Parcel Service Inc	UPS	63	$6.25K	0.0%	—	New
Huntington Ingalls Inds Inc	—	18	$6.12K	0.0%	—	New
Chipotle Mexican Grill Inc	CMG	153	$5.66K	0.0%	—	New
Ishares Tr	—	145	$5.53K	0.0%	—	New
Nuveen Amt Free Qlty Mun Inc	—	450	$5.23K	0.0%	—	New
Ishares Gold Tr	—	55	$4.46K	0.0%	—	New
Ishares Tr	—	32	$4.44K	0.0%	—	New
Visa Inc.	V	12	$4.21K	0.0%	—	New
Shell Plc	—	55	$4.04K	0.0%	—	New
Intuitive Surgical Inc	ISRG	7	$3.96K	0.0%	—	New
Sanofi Sa	—	80	$3.88K	0.0%	—	New
Vanguard World Fd	—	12	$3.58K	0.0%	—	New
Charter Communications Inc N	—	17	$3.55K	0.0%	—	New
Citigroup Inc	—	30	$3.5K	0.0%	—	New
Deutsche Bank A G	—	89	$3.43K	0.0%	—	New
Novo-Nordisk A S	—	66	$3.36K	0.0%	—	New
Cloudflare, Inc.	NET	17	$3.35K	0.0%	—	New
Sap Se	—	12	$2.92K	0.0%	—	New
Hilton Worldwide Hldgs Inc	—	10	$2.87K	0.0%	—	New
Ryanair Holdings Plc	—	39	$2.81K	0.0%	—	New
Chevron Corp New	CVX	18	$2.74K	0.0%	—	New
Cme Group Inc.	CME	10	$2.73K	0.0%	—	New
Icici Bank Limited	—	89	$2.65K	0.0%	—	New
Totalenergies Se	TTE	39	$2.55K	0.0%	—	New
Sony Group Corp	—	92	$2.35K	0.0%	—	New
Boston Scientific Corp	BSX	24	$2.29K	0.0%	—	New
Trip Com Group Ltd	—	31	$2.23K	0.0%	—	New
Delta Air Lines Inc Del	DAL	32	$2.22K	0.0%	—	New
Flutter Entmt Plc	—	10	$2.15K	0.0%	—	New
Beone Medicines Ltd	—	7	$2.13K	0.0%	—	New
America Movil Sab De Cv	—	96	$1.98K	0.0%	—	New
Vale S.A.	VALE	151	$1.97K	0.0%	—	New
Synopsys Inc	SNPS	4	$1.88K	0.0%	—	New
Agnico Eagle Mines Ltd	AEM	10	$1.7K	0.0%	—	New
Motorola Solutions, Inc.	MSI	4	$1.53K	0.0%	—	New
Relx Plc	—	37	$1.5K	0.0%	—	New
Roblox Corp	RBLX	18	$1.46K	0.0%	—	New
Vanguard Intl Equity Index F	—	10	$1.41K	0.0%	—	New
Restaurant Brands Intl Inc	—	20	$1.36K	0.0%	—	New
Conocophillips	COP	14	$1.31K	0.0%	—	New
Sherwin Williams Co	SHW	4	$1.3K	0.0%	—	New
Bunge Global Sa	BG	14	$1.25K	0.0%	—	New
Invesco Qqq Tr	—	2	$1.23K	0.0%	—	New
Slb Limited/Nv	SLB	29	$1.11K	0.0%	—	New
Vanguard Growth Etf	—	2	$976	0.0%	—	New
Airbnb, Inc.	ABNB	7	$950	0.0%	—	New
Copart Inc	CPRT	24	$940	0.0%	—	New
Zoom Communications, Inc.	ZM	10	$863	0.0%	—	New
lululemon athletica inc.	LULU	4	$831	0.0%	—	New
Grayscale Bitcoin Mini Tr Et	—	20	$775	0.0%	—	New
Disney Walt Co	—	6	$683	0.0%	—	New
Lucid Group, Inc.	LCID	50	$529	0.0%	—	New
GoPro, Inc.	GPRO	10	$14	0.0%	—	New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.