Wealth Science Advisors LLC holds a focused book of 97 reported positions worth $225.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Cap Group Ultra Short Income and trimmed Vanguard Small-Cap ETF. Their largest long position is Cap Group Growth Equity at 15% of the reported non-option book. Cloning the disclosed picks since 2026 would be +4% (+6.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Wealth Science Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +7.3%, a 3.2-point gap that is the cost of the ~9-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Wealth Science Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wealth Science Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| BlueSpruce Investments, LP | 9 / 80 | $641.2M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Ketron Financial | 18 / 80 | $280.4M |
| Hoey Investments, Inc | 48 / 80 | $646.3M |
| Howard Hughes Medical Institute | 16 / 80 | $368.6M |
| Draper Asset Management, LLC | 8 / 80 | $162.6M |
| AdviceOne Advisory Services, LLC | 17 / 80 | $145.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Wealth Science Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Growth ETF SHS CREAT UNIT | $33.8M | 715.8K | 15.0% | ▲+7.3% Added · +48K sh | |
| 2 | Capital Group Dividend Value SHS CREAT UNIT | $33.7M | 684.7K | 15.0% | ▲+5.8% Added · +38K sh | |
| 3 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $28.3M | 669.1K | 12.6% | ▲+5.1% Added · +33K sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $10.0M | 123.7K | 4.4% | ▲+287% Added · +92K sh | |
| 5 | Capital Grp Fixed Incm ETF T SHORT DURATION | $9.1M | 352.3K | 4.0% | ▲+309% Added · +266K sh | |
| 6 | Nvidia Corporation COM | $5.8M | 29.1K | 2.6% | ▲+30% Added · +7K sh | |
| 7 | Broadcom Inc COM | $5.6M | 14.9K | 2.5% | ▲+19% Added · +2K sh | |
| 8 | Vanguard Index FDS SMALL CP ETF | $5.2M | 17.2K | 2.3% | ▼−0.6% Reduced · −96 sh | |
| 9 | Alphabet Inc CAP STK CL A | $4.7M | 13.0K | 2.1% | ▲+5.5% Added · +680 sh | |
| 10 | Capital Grp Fixed Incm ETF T ULTRA SHORT ETF | $4.6M | 181.5K | 2.0% | ▲New New position | |
| 11 | Microsoft Corp COM | $4.5M | 12.1K | 2.0% | ▲+385% Added · +10K sh | |
| 12 | Capital Group Equity ETF TR US SM MI CA ETF | $4.3M | 130.1K | 1.9% | ▲+39% Added · +37K sh | |
| 13 | Amazon Com Inc COM | $4.1M | 17.3K | 1.8% | ▲+41% Added · +5K sh | |
| 14 | Apple Inc COM | $3.3M | 11.5K | 1.5% | ▲+4.4% Added · +489 sh | |
| 15 | Meta Platforms Inc CL A | $3.0M | 5.4K | 1.4% | ▲29× Added · +5K sh | |
| 16 | Equifax Inc COM | $2.6M | 16.4K | 1.2% | ▼~0% Reduced · −4 sh | |
| 17 | Eli Lilly & Co COM | $2.6M | 2.2K | 1.2% | ▼−7.6% Reduced · −177 sh | |
| 18 | British Amern Tob PLC SPONSORED ADR | $2.6M | 42.0K | 1.2% | ▲+8.2% Added · +3K sh | |
| 19 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.3M | 4.8K | 1.0% | ▲+38% Added · +1K sh | |
| 20 | Ge Aerospace COM NEW | $2.1M | 5.7K | 0.9% | ▲+4.5% Added · +243 sh | |
| 21 | Intel Corp COM | $1.9M | 13.7K | 0.8% | ▲+179% Added · +9K sh | |
| 22 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $1.8M | 53.0K | 0.8% | ▼−0.3% Reduced · −189 sh | |
| 23 | Philip Morris Intl Inc COM | $1.7M | 9.3K | 0.8% | ▲25× Added · +9K sh | |
| 24 | Royal Caribbean Group COM | $1.6M | 5.2K | 0.7% | ▲+488% Added · +4K sh | |
| 25 | Uber Technologies Inc COM | $1.6M | 22.3K | 0.7% | ▲29× Added · +22K sh | |
| 26 | Applied Matls Inc COM | $1.5M | 2.0K | 0.7% | ▼−27% Reduced · −773 sh | |
| 27 | Vertex Pharmaceuticals Inc COM | $1.4M | 2.7K | 0.6% | ▲+34% Added · +694 sh | |
| 28 | RTX Corporation COM | $1.3M | 6.8K | 0.6% | ▼−14% Reduced · −1K sh | |
| 29 | Starbucks Corp COM | $1.2M | 12.1K | 0.5% | ▲+318% Added · +9K sh | |
| 30 | JPMorgan Chase & Co COM | $1.2M | 3.7K | 0.5% | ▲+18% Added · +569 sh | |
| 31 | Linde PLC SHS | $1.2M | 2.3K | 0.5% | ▲25× Added · +2K sh | |
| 32 | Morgan Stanley COM NEW | $1.2M | 5.6K | 0.5% | ▲+22% Added · +1K sh | |
| 33 | Micron Technology Inc COM | $1.1M | 956 | 0.5% | ▼−53% Reduced · −1K sh | |
| 34 | Carrier Global Corporation COM | $1.1M | 14.7K | 0.5% | ▲23× Added · +14K sh | |
| 35 | United Rentals Inc COM | $1.1M | 929 | 0.5% | ▲+256% Added · +668 sh | |
| 36 | Macerich Co COM | $1.1M | 41.7K | 0.5% | ▲New New position | |
| 37 | Mastercard Incorporated CL A | $1.0M | 2.0K | 0.5% | ▲+613% Added · +2K sh | |
| 38 | Capital Group Core Equity Et SHS CREAT UNIT | $1.0M | 23.0K | 0.5% | —Held | |
| 39 | Wells Fargo & Co COM | $991K | 12.0K | 0.4% | ▲+132% Added · +7K sh | |
| 40 | Cisco Sys Inc COM | $982K | 8.4K | 0.4% | ▲35× Added · +8K sh | |
| 41 | Home Depot Inc COM | $973K | 2.8K | 0.4% | ▲17× Added · +3K sh | |
| 42 | Ishares TR RUS 1000 GRW ETF | $957K | 7.7K | 0.4% | ▲+300% Added · +6K sh | |
| 43 | Unitedhealth Group Inc COM | $813K | 2.0K | 0.4% | ▲+66% Added · +775 sh | |
| 44 | Abbvie Inc COM | $810K | 3.2K | 0.4% | ▲+19% Added · +523 sh | |
| 45 | AT&T Inc COM | $804K | 38.8K | 0.4% | ▲+91% Added · +19K sh | |
| 46 | Ishares TR RUS 1000 VAL ETF | $774K | 3.2K | 0.3% | ▼−0.2% Reduced · −6 sh | |
| 47 | Abbott Laboratories COM | $757K | 8.3K | 0.3% | ▲+509% Added · +7K sh | |
| 48 | Amphenol Corp CL A | $726K | 4.1K | 0.3% | ▲+16% Added · +558 sh | |
| 49 | Oracle Corp COM | $713K | 4.9K | 0.3% | ▲+678% Added · +4K sh | |
| 50 | Canadian Nat Res Ltd Med Ter COM | $712K | 18.0K | 0.3% | ▲+130% Added · +10K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2083087/holdings"
Use Arkolith to show Wealth Science Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.