13F-HR filed by Wealth Science Advisors LLC
Wealth Science Advisors LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-09, with 97 holding rows worth $224,980,768.
- Accession
- 0002083087-26-000004
- Filer
- CIK 2083087
- Filed
- 2026-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 97 entries on the cover page, a total value of $224,980,768 stated on the cover page (in dollars after the unit check, H1), rows summing to $224,980,768 with VALUE read as dollars as filed, 13F file number 028-26007. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 715,819 | $33,786,641 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 684,713 | $33,742,668 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 669,120 | $28,323,833 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 123,665 | $9,963,667 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y409 | SHORT DURATION | 352,270 | $9,063,919 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 29,100 | $5,822,619 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 14,871 | $5,617,520 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 17,174 | $5,205,764 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 13,047 | $4,662,606 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y888 | ULTRA SHORT ETF | 181,463 | $4,587,375 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,088 | $4,509,066 | dollars as filed | |
| CAPITAL GRP EQUITY ETF TR I US SMALL & MID CAP SH CL | 14022A102 | ETF | 130,103 | $4,289,496 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 17,319 | $4,127,810 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,510 | $3,330,534 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 5,405 | $3,044,582 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 16,396 | $2,602,373 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,164 | $2,595,567 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 41,968 | $2,591,944 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 4,845 | $2,313,827 | dollars as filed | |
| General Electric Company | 369604301 | COM | 5,661 | $2,115,686 | dollars as filed | |
| Intel Corp | 458140100 | COM | 13,695 | $1,912,233 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 53,034 | $1,836,049 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 9,347 | $1,690,966 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 5,182 | $1,645,440 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 22,308 | $1,609,745 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 2,049 | $1,481,427 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 2,730 | $1,356,073 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 6,780 | $1,286,369 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 12,104 | $1,236,908 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,681 | $1,204,902 | dollars as filed | |
| Linde plc | G54950103 | COM | 2,287 | $1,186,816 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 5,563 | $1,162,890 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 956 | $1,103,501 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 14,738 | $1,081,032 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 929 | $1,052,455 | dollars as filed | |
| MACERICH CO | 554382101 | COM | 41,731 | $1,051,204 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,995 | $1,024,632 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 23,018 | $1,023,841 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 11,993 | $991,102 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 8,360 | $981,966 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,759 | $973,044 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 7,704 | $956,606 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,957 | $813,388 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,220 | $810,281 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 38,841 | $804,004 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 3,191 | $773,594 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 8,345 | $757,225 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 4,116 | $725,733 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 4,868 | $713,405 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 18,028 | $712,106 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,929 | $683,329 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y607 | SHOR DUR MUN ETF | 25,466 | $671,920 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 9,359 | $668,233 | dollars as filed | |
| CORNING INC | 219350105 | COM | 2,566 | $655,433 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,301 | $651,007 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 1,310 | $643,420 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,209 | $606,144 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 8,458 | $577,597 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 1,800 | $566,262 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 2,560 | $559,232 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 1,886 | $552,937 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 21,624 | $530,869 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 2,316 | $525,663 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 7,012 | $504,513 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,468 | $500,206 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 3,879 | $458,924 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 6,707 | $421,803 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 1,829 | $419,884 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 1,409 | $419,727 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 2,293 | $389,535 | dollars as filed | |
| VTI | 922908769 | COM | 1,023 | $378,551 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,368 | $370,971 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 1,326 | $358,723 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,475 | $349,015 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 2,326 | $340,550 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 3,515 | $330,832 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,468 | $317,778 | dollars as filed | |
| TC ENERGY CORP | 87807B107 | COM | 4,719 | $312,823 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,295 | $310,743 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,447 | $309,154 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 3,735 | $306,233 | dollars as filed | |
| KLA CORP | 482480100 | COM | 968 | $292,055 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 17,173 | $288,850 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 4,897 | $283,242 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 6,249 | $275,206 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,393 | $265,339 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 627 | $263,716 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 2,848 | $259,709 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 2,817 | $258,544 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 1,554 | $255,788 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,516 | $251,292 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 916 | $249,152 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 902 | $243,820 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 302 | $222,393 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 1,905 | $217,513 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,145 | $205,298 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 5,260 | $200,406 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002083087-26-000004 | this filing | 2026-07-09 | acceptance time not in the bulk data set |