Wealth Science Advisors LLC
CIK 0002083087 · ALPHARETTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
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
Top Holdings
CGGR
CAPITAL GROUP GROWTH ETF
15.0%
CGDV
CAPITAL GROUP DIVIDEND VALUE
15.0%
CGGO
CAPITAL GROUP GBL GROWTH EQT
12.6%
VO
VANGUARD INDEX FDS
4.4%
CGSD
CAPITAL GRP FIXED INCM ETF T
4.0%
NVDA
NVIDIA CORPORATION
2.6%
AVGO
BROADCOM INC
2.5%
VB
VANGUARD INDEX FDS
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.