Wealth Science Advisors LLC
CIK: 0002083087SEC EDGAR →
Portfolio Value
$173.4M
Holdings
71
As of
Q4 2025
New Positions
71
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF | 667,396 | $29.7M | 17.12% |
| 2 | CAPITAL GROUP DIVIDEND VALUE | 647,122 | $28.2M | 16.29% |
| 3 | CAPITAL GROUP GBL GROWTH EQT | 636,392 | $22.1M | 12.72% |
| 4 | SPDR S&P 500 ETF TR | 29,084 | $19.8M | 11.44% |
| 5 | VANGUARD INDEX FDS | 31,925 | $9.3M | 5.34% |
| 6 | VANGUARD INDEX FDS | 17,270 | $4.5M | 2.57% |
| 7 | BROADCOM INC | 12,523 | $4.3M | 2.50% |
| 8 | NVIDIA CORPORATION | 22,349 | $4.2M | 2.40% |
| 9 | ALPHABET INC | 12,367 | $3.9M | 2.23% |
| 10 | EQUIFAX INC | 16,400 | $3.6M | 2.05% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $128.2M | 74.0% |
| Technology | 10 | $16.0M | 9.2% |
| Industrials | 8 | $8.4M | 4.8% |
| Healthcare | 8 | $5.9M | 3.4% |
| Communication Services | 2 | $4.4M | 2.5% |
| Unknown | 3 | $3.7M | 2.1% |
| Consumer Cyclical | 4 | $3.6M | 2.1% |
| Energy | 5 | $1.6M | 0.9% |
| Consumer Defensive | 2 | $574K | 0.3% |
| Utilities | 2 | $437K | 0.3% |
| Real Estate | 1 | $365K | 0.2% |
| Basic Materials | 1 | $241K | 0.1% |