Wealth Science Advisors LLC

CIK 0002083087 · ALPHARETTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Wealth Science Advisors LLC reported 97 positions worth $225.0M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: CGGR (15.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$225.0M
2026 Q2
Positions
97
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.6%
Est. Net Flow (Q)
2026 Q2
10 / 97 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CGGRCAPITAL GROUP GROWTH ETFSH$33.8M15.02%715,819
2CGDVCAPITAL GROUP DIVIDEND VALUESH$33.7M15.00%684,713
3CGGOCAPITAL GROUP GBL GROWTH EQTSH$28.3M12.59%669,120
4VOVANGUARD INDEX FDSSH$10.0M4.43%123,665
5CGSDCAPITAL GRP FIXED INCM ETF TSH$9.1M4.03%352,270
6NVDANVIDIA CORPORATIONSH$5.8M2.59%29,100
7AVGOBROADCOM INCSH$5.6M2.50%14,871
8VBVANGUARD INDEX FDSSH$5.2M2.31%17,174
9GOOGLALPHABET INCSH$4.7M2.07%13,047
10CGUICAPITAL GRP FIXED INCM ETF TSH$4.6M2.04%181,463

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Wealth Science Advisors LLC hold as of Q2 2026?

Wealth Science Advisors LLC reported 97 positions worth $225.0M in its Q2 2026 13F filing. Largest positions: CGGR (15.0%), CGDV (15.0%), CGGO (12.6%), VO (4.4%) and CGSD (4.0%).

What did Wealth Science Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Wealth Science Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.