Institutional Fund
Wealth Science Advisors LLC
Alpharetta, GACIK 20830872 filings on record
Portfolio Value
$177.73M
Q1 2026
Holdings
203
Reported positions
New Buys
132
Opened this quarter
QoQ Change
+2.5%
from $173.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Capital Group Growth ETF16.7%
- Capital Group Dividend Value15.9%
- Capital Group Gbl Growth Eqt12.4%
- Spdr S&P 500 ETF Tr11.2%
- Vanguard Index Fds5.2%
- Vanguard Index Fds2.5%
- Other36.1%
Portfolio Holdings
203 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Growth ETF | 667.4K | $29.68M | 16.7% | 0 | Held |
| 2 | Capital Group Dividend Value | 647.1K | $28.24M | 15.9% | 0 | Held |
| 3 | Capital Group Gbl Growth Eqt | 636.4K | $22.05M | 12.4% | 0 | Held |
| 4 | Spdr S&P 500 ETF Tr | 29.1K | $19.83M | 11.2% | 0 | Held |
| 5 | Vanguard Index Fds | 31.9K | $9.27M | 5.2% | 0 | Held |
| 6 | Vanguard Index Fds | 17.3K | $4.45M | 2.5% | 0 | Held |
| 7 | Broadcom Inc | 12.5K | $4.33M | 2.4% | 0 | Held |
| 8 | Nvidia Corporation | 22.3K | $4.17M | 2.3% | 0 | Held |
| 9 | Alphabet Inc | 12.4K | $3.87M | 2.2% | 0 | Held |
| 10 | Equifax Inc | 16.4K | $3.56M | 2.0% | 0 | Held |
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