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CIK 0002083087 • 3 13F filings • Jan 28, 2026 – Jul 9, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $616K | 0.4%Prev: 0.3% | 2,697 SH | Decreased-393 SH |
| ALPHABET INC | CAP STK CL A | $3.9M | 2.2%Prev: 2.0% | 12,367 SH | Decreased-1,212 SH |
| AMAZON COM INC | COM | $2.8M | 1.6%Prev: 1.8% | 12,321 SH | Decreased-4,804 SH |
| AMERICAN EXPRESS CO | COM | $441K | 0.3% | 1,192 SH | New |
| AMERICAN INTL GROUP INC | COM NEW | $211K | 0.1% | 2,462 SH | New |
| AMPHENOL CORP NEW | CL A | $481K | 0.3% | 3,558 SH | New |
| APPLE INC | COM | $3.0M | 1.7%Prev: 1.4% | 11,021 SH | Decreased+1,344 SH |
| APPLIED MATLS INC | COM | $725K | 0.4%Prev: 0.3% | 2,822 SH | Increased+1,410 SH |
| AT&T INC | COM | $505K | 0.3%Prev: 0.2% | 20,325 SH | Increased+1,168 SH |
| BAKER HUGHES COMPANY | CL A | $349K | 0.2% | 7,663 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $654K | 0.4%Prev: 0.3% | 1,301 SH | Increased |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $2.2M | 1.3%Prev: 0.2% | 38,782 SH | Increased+28,863 SH |
| BROADCOM INC | COM | $4.3M | 2.5%Prev: 1.9% | 12,523 SH | Decreased-37 SH |
| CANADIAN NAT RES LTD | COM | $265K | 0.2% | 7,843 SH | New |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $926K | 0.5% | 23,018 SH | New |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $28.2M | 16.3% | 647,122 SH | New |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $2.7M | 1.6% | 93,269 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $22.1M | 12.7% | 636,392 SH | New |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $29.7M | 17.1% | 667,396 SH | New |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $1.6M | 0.9% | 53,223 SH | New |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | $2.2M | 1.3%Prev: 7.1% | 86,043 SH | Decreased-584,032 SH |
| CAPITAL ONE FINL CORP | COM | $389K | 0.2% | 1,603 SH | New |
| CENOVUS ENERGY INC | COM | $372K | 0.2% | 21,962 SH | New |
| CHUBB LIMITED | COM | $492K | 0.3% | 1,577 SH | New |
| DANAHER CORPORATION | COM | $279K | 0.2% | 1,218 SH | New |
| EDISON INTL | COM | $236K | 0.1% | 3,937 SH | New |
| ELI LILLY & CO | COM | $2.5M | 1.5%Prev: 0.9% | 2,341 SH | Increased+564 SH |
| EQUIFAX INC | COM | $3.6M | 2.1%Prev: 0.9% | 16,400 SH | Increased+4 SH |
| EXPAND ENERGY CORPORATION | COM | $385K | 0.2% | 3,489 SH | New |
| FIDELITY NATL INFORMATION SV | COM | $206K | 0.1% | 3,094 SH | New |
| FREEPORT-MCMORAN INC | CL B | $241K | 0.1% | 4,747 SH | New |
| FTAI AVIATION LTD | SHS | $229K | 0.1%Prev: 0.2% | 1,162 SH | Decreased-1,250 SH |
| GE AEROSPACE | COM NEW | $1.7M | 1.0%Prev: 0.6% | 5,418 SH | Increased+820 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $360K | 0.2% | 4,390 SH | New |
| GENERAL DYNAMICS CORP | COM | $536K | 0.3%Prev: 0.3% | 1,591 SH | Decreased-234 SH |
| GILEAD SCIENCES INC | COM | $347K | 0.2% | 2,826 SH | New |
| ISHARES TR | CORE S&P500 ETF | $492K | 0.3% | 718 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $912K | 0.5%Prev: 0.4% | 1,927 SH | Decreased-5,777 SH |
| ISHARES TR | RUS 1000 VAL ETF | $672K | 0.4%Prev: 0.3% | 3,197 SH | Decreased+6 SH |
| ISHARES TR | RUS MD CP GR ETF | $319K | 0.2%Prev: 0.1% | 2,326 SH | Decreased |
| ISHARES TR | RUS MDCP VAL ETF | $219K | 0.1%Prev: 0.1% | 1,554 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $1.0M | 0.6% | 3,112 SH | New |
| KIMBERLY-CLARK CORP | COM | $298K | 0.2% | 2,953 SH | New |
| MICRON TECHNOLOGY INC | COM | $575K | 0.3%Prev: 0.4% | 2,015 SH | Decreased+1,091 SH |
| MICROSOFT CORP | COM | $1.2M | 0.7%Prev: 2.4% | 2,491 SH | Decreased-8,782 SH |
| MORGAN STANLEY | COM NEW | $807K | 0.5%Prev: 0.4% | 4,545 SH | Decreased-777 SH |
| NVIDIA CORPORATION | COM | $4.2M | 2.4%Prev: 2.8% | 22,349 SH | Decreased-6,462 SH |
| PEPSICO INC | COM | $277K | 0.2% | 1,933 SH | New |
| PG&E CORP | COM | $202K | 0.1% | 12,557 SH | New |
| PROGRESSIVE CORP | COM | $508K | 0.3%Prev: 0.2% | 2,230 SH | Decreased-259 SH |
| ROYAL CARIBBEAN GROUP | COM | $246K | 0.1%Prev: 0.2% | 882 SH | Decreased-636 SH |
| RTX CORPORATION | COM | $1.4M | 0.8%Prev: 0.5% | 7,845 SH | Increased+1,350 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $273K | 0.2% | 1,698 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $19.8M | 11.4% | 29,084 SH | New |
| STANLEY BLACK & DECKER INC | COM | $229K | 0.1%Prev: 0.1% | 3,081 SH | Decreased-326 SH |
| STARBUCKS CORP | COM | $244K | 0.1%Prev: 0.6% | 2,897 SH | Decreased-11,156 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.1M | 0.6% | 3,503 SH | New |
| TC ENERGY CORP | COM | $218K | 0.1%Prev: 0.1% | 3,955 SH | Decreased-624 SH |
| TESLA INC | COM | $250K | 0.1%Prev: 0.1% | 556 SH | Increased-61 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $457K | 0.3%Prev: 0.3% | 788 SH | Decreased-392 SH |
| TRANE TECHNOLOGIES PLC | SHS | $529K | 0.3%Prev: 0.2% | 1,360 SH | Decreased+50 SH |
| TRUIST FINL CORP | COM | $444K | 0.3% | 9,015 SH | New |
| UNITED RENTALS INC | COM | $211K | 0.1%Prev: 0.4% | 261 SH | Decreased-640 SH |
| UNITEDHEALTH GROUP INC | COM | $390K | 0.2%Prev: 0.2% | 1,182 SH | Decreased-167 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $9.3M | 5.3% | 31,925 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.5M | 2.6% | 17,270 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $360K | 0.2% | 1,073 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $347K | 0.2%Prev: 0.1% | 1,578 SH | Increased+103 SH |
| VERTEX PHARMACEUTICALS INC | COM | $923K | 0.5%Prev: 0.6% | 2,036 SH | Decreased-609 SH |
| WELLS FARGO CO NEW | COM | $483K | 0.3% | 5,179 SH | New |
| WELLTOWER INC | COM | $365K | 0.2%Prev: 0.2% | 1,969 SH | Decreased-290 SH |
| 13F-HR |
| 0002083087-26-000004 |
| $225.0M |
| View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002083087-26-000003 | $177.7M | View |