StockDriftsStockDriftsTop 50 Wealth Science Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 15.09% | 756.9K | $35.9M | +5.73%(+41.03K) | $44.29(+5.88%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 14.89% | 724.8K | $35.4M | +5.86%(+40.13K) | $43.31(+13.20%) | 2026-09-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 11.65% | 696.4K | $27.7M | +4.07%(+27.24K) | $34.80(+9.39%) | 2026-09-30 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 7.11% | 670.1K | $16.9M | +90.22%(+317.81K) | $25.65(-1.11%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.54% | 14.2K | $10.8M | new | $674.05(+13.71%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 4.4% | 133.4K | $10.5M | +7.84%(+9.70K) | $73.47(+9.01%) | 2026-09-30 | |
| CGUI | CAPITAL GRP FIXED INCM ETF T | 3.48% | 328.7K | $8.3M | +81.12%(+147.21K) | $25.26(-0.00%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.77% | 28.8K | $6.6M | -0.99%(-289) | $185.63(+16.95%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.43% | 11.3K | $5.8M | -6.74%(-815) | $393.77(+35.49%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 2.16% | 18.1K | $5.1M | +5.39%(+925) | $258.04(+10.22%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.16% |
Wealth Science Advisors LLC reports $237.86M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are CGGR (15.1%), CGDV (14.9%) and CGGO (11.7%). The top 20 holdings account for 83.15% of reported assets. Its disclosed equity book has returned +10.16% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Science Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2083087). View Wealth Science Advisors LLC’s 13F filings on SEC