Wealth Science Advisors LLC holds a focused book of 97 stocks worth $225.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-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 equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund 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.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.