StockDriftsStockDriftsTop 50 Wealth Science Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 15.02% | 715.8K | $33.8M | +7.26%(+48.42K) | $44.11(+6.65%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 15% | 684.7K | $33.7M | +5.81%(+37.59K) | $42.97(+19.39%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 12.59% | 669.1K | $28.3M | +5.14%(+32.73K) | $34.55(+17.62%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.43% | 123.7K | $10.0M | -3.16%(-4.04K) | $72.99(+13.74%) | 2026-06-30 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 4.03% | 352.3K | $9.1M | +309.41%(+266.23K) | $25.80(-0.41%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.59% | 29.1K | $5.8M | +30.21%(+6.75K) | $185.63(+18.76%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.5% | 14.9K | $5.6M | +18.75%(+2.35K) | $343.46(+22.39%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.31% | 17.2K | $5.2M | -0.56%(-96) | $256.12(+19.63%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.07% | 13.0K | $4.7M | +5.50%(+680) | $279.82(+25.61%) | 2026-06-30 | |
| CGUI | CAPITAL GRP FIXED INCM ETF T | 2.04% | 181.5K | $4.6M | new | $25.27(+0.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.31% |
Wealth Science Advisors LLC reports $224.98M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are CGGR (15.0%), CGDV (15.0%) and CGGO (12.6%). The top 20 holdings account for 76.58% of reported assets. Its disclosed equity book has returned +10.52% cumulatively over 2 quarters. Figures reflect the Q2 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