Wealth Science Advisors LLC 13F Holdings · Q3 2026
Wealth Science Advisors LLC reported 80 securities worth $237.86M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: CGGR (15.09%), CGDV (14.89%), CGGO (11.65%). Among its top 25 positions this quarter: 1 new, 13 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | $35.9M | 15.09% | 756,850 | Added |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $35.4M | 14.89% | 724,841 | Added |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $27.7M | 11.65% | 696,356 | Added |
| 4 | CGSD | CAPITAL GRP FIXED INCM ETF T | $16.9M | 7.11% | 670,075 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $10.8M | 4.54% | 14,154 | New |
| 6 | VO | VANGUARD INDEX FDS | $10.5M | 4.40% | 133,366 | Added |
| 7 | CGUI | CAPITAL GRP FIXED INCM ETF T | $8.3M | 3.48% | 328,674 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $6.6M | 2.77% | 28,811 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $5.8M | 2.43% | 11,273 | Trimmed |
| 10 | VB | VANGUARD INDEX FDS | $5.1M | 2.16% | 18,099 | Added |
| 11 | GOOGL | ALPHABET INC | $4.7M | 1.96% | 13,579 | Added |
| 12 | AVGO | BROADCOM INC | $4.4M | 1.85% | 12,560 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $4.3M | 1.79% | 17,125 | Trimmed |
| 14 | CGMM | CAPITAL GROUP EQUITY ETF TR | $4.3M | 1.79% | 137,874 | Added |
| 15 | META | META PLATFORMS INC | $3.9M | 1.63% | 5,345 | Trimmed |
| 16 | AAPL | APPLE INC | $3.2M | 1.35% | 9,677 | Trimmed |
| 17 | CGSM | CAPITAL GRP FIXED INCM ETF T | $3.1M | 1.29% | 119,300 | Added |
| 18 | INTC | INTEL CORP | $2.5M | 1.04% | 20,633 | Added |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.3M | 0.98% | 5,114 | Added |
| 20 | EFX | EQUIFAX INC | $2.3M | 0.95% | 16,396 | Hold |
| 21 | LLY | ELI LILLY & CO | $2.1M | 0.86% | 1,777 | Trimmed |
| 22 | PM | PHILIP MORRIS INTL INC | $1.8M | 0.78% | 9,683 | Added |
| 23 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.8M | 0.76% | 52,968 | Trimmed |
| 24 | GE | GE AEROSPACE | $1.4M | 0.60% | 4,598 | Trimmed |
| 25 | VRTX | VERTEX PHARMACEUTICALS INC | $1.4M | 0.58% | 2,645 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR