Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Science Advisors LLC (CIK 2083087) reported $225.0M across 97 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGGR ($33.8M, 15.02%), CGDV ($33.7M, 15.00%), CGGO ($28.3M, 12.59%), VO ($10.0M, 4.43%), CGSD ($9.1M, 4.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | $33.8M | 15.02% | 715,819 | Added |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $33.7M | 15.00% | 684,713 | Added |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $28.3M | 12.59% | 669,120 | Added |
| 4 | VO | VANGUARD INDEX FDS | $10.0M | 4.43% | 123,665 | Added |
| 5 | CGSD | CAPITAL GRP FIXED INCM ETF T | $9.1M | 4.03% | 352,270 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $5.8M | 2.59% | 29,100 | Added |
| 7 | AVGO | BROADCOM INC | $5.6M | 2.50% | 14,871 | Added |
| 8 | VB | VANGUARD INDEX FDS | $5.2M | 2.31% | 17,174 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $4.7M | 2.07% | 13,047 | Added |
| 10 | CGUI | CAPITAL GRP FIXED INCM ETF T | $4.6M | 2.04% | 181,463 | New |
| 11 | MSFT | MICROSOFT CORP | $4.5M | 2.00% | 12,088 | Added |
| 12 | CGMM | CAPITAL GROUP EQUITY ETF TR | $4.3M | 1.91% | 130,103 | Added |
| 13 | AMZN | AMAZON COM INC | $4.1M | 1.83% | 17,319 | Added |
| 14 | AAPL | APPLE INC | $3.3M | 1.48% | 11,510 | Added |
| 15 | META | META PLATFORMS INC | $3.0M | 1.35% | 5,405 | Added |
| 16 | EFX | EQUIFAX INC | $2.6M | 1.16% | 16,396 | Trimmed |
| 17 | LLY | ELI LILLY & CO | $2.6M | 1.15% | 2,164 | Trimmed |
| 18 | BTI | BRITISH AMERN TOB PLC | $2.6M | 1.15% | 41,968 | Added |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.3M | 1.03% | 4,845 | Added |
| 20 | GE | GE AEROSPACE | $2.1M | 0.94% | 5,661 | Added |
| 21 | INTC | INTEL CORP | $1.9M | 0.85% | 13,695 | Added |
| 22 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.8M | 0.82% | 53,034 | Trimmed |
| 23 | PM | PHILIP MORRIS INTL INC | $1.7M | 0.75% | 9,347 | Added |
| 24 | RCL | ROYAL CARIBBEAN GROUP | $1.6M | 0.73% | 5,182 | Added |
| 25 | UBER | UBER TECHNOLOGIES INC | $1.6M | 0.72% | 22,308 | Added |
Source: SEC Form 13F filings · as of 2026-06-30