Wealth Science Advisors LLC

CIK 0002083087 • 3 13F filings • Jan 28, 2026 – Jul 9, 2026

Import this data to Google Sheets with:

=jivedata("wealth-science-advisors-llc-0002083087-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Wealth Science Advisors LLC, Manager and Chief Compliance Officer
Address: 55 ROSWELL STREET, SUITE 210, ALPHARETTA, GA, 30009
Phone: 678-480-2681
AUM: $173.4M

AUM over time

$237.9M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2026

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $225.0M97 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$757K	0.3%	8,345 SH	New
ABBVIE INC	COM	$810K	0.4%Prev: 0.3%	3,220 SH	Increased+523 SH
AIR PRODUCTS AND CHEMICALS I	COM	$553K	0.2%	1,886 SH	New
ALPHABET INC	CAP STK CL A	$4.7M	2.1%Prev: 2.2%	13,047 SH	Increased+680 SH
ALTRIA GROUP INC	COM	$505K	0.2%Prev: 0.1%	7,012 SH	Increased+5,063 SH
AMAZON COM INC	COM	$4.1M	1.8%Prev: 1.6%	17,319 SH	Increased+4,998 SH
AMPHENOL CORP	CL A	$726K	0.3%	4,116 SH	New
APOLLO GLOBAL MGMT INC	COM	$459K	0.2%	3,879 SH	New
APPLE INC	COM	$3.3M	1.5%Prev: 1.7%	11,510 SH	Increased+489 SH
APPLIED MATLS INC	COM	$1.5M	0.7%Prev: 0.4%	2,049 SH	Increased-773 SH
ARISTA NETWORKS INC	COM SHS	$390K	0.2%Prev: 0.0%	2,293 SH	Increased+1,655 SH
AT&T INC	COM	$804K	0.4%Prev: 0.3%	38,841 SH	Increased+18,516 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$651K	0.3%Prev: 0.4%	1,301 SH	Decreased
BOEING CO	COM	$318K	0.1%Prev: 0.0%	1,468 SH	Increased+1,434 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$2.6M	1.2%Prev: 1.2%	41,968 SH	Increased+3,186 SH
BROADCOM INC	COM	$5.6M	2.5%Prev: 2.4%	14,871 SH	Increased+2,348 SH
CANADIAN NAT RES LTD MED TER	COM	$712K	0.3%	18,028 SH	New
CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$1.0M	0.5%	23,018 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$33.7M	15.0%	684,713 SH	New
CAPITAL GROUP EQUITY ETF TR	US SM MI CA ETF	$4.3M	1.9%	130,103 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$28.3M	12.6%	669,120 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$33.8M	15.0%	715,819 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$1.8M	0.8%	53,034 SH	New
CAPITAL GRP FIXED INCM ETF T	SHOR DUR MUN ETF	$672K	0.3%	25,466 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$9.1M	4.0%Prev: 1.3%	352,270 SH	Increased+266,227 SH
CAPITAL GRP FIXED INCM ETF T	ULTRA SHORT ETF	$4.6M	2.0%	181,463 SH	New
CARRIER GLOBAL CORPORATION	COM	$1.1M	0.5%Prev: 0.0%	14,738 SH	Increased+14,098 SH
CENTERPOINT ENERGY INC	COM	$275K	0.1%	6,249 SH	New
CHEVRON CORPORATION	COM	$251K	0.1%	1,516 SH	New
CHUBB LIMITED	COM	$500K	0.2%Prev: 0.3%	1,468 SH	Increased-109 SH
CISCO SYS INC	COM	$982K	0.4%Prev: 0.0%	8,360 SH	Increased+8,118 SH
COMCAST CORP NEW	CL A	$531K	0.2%Prev: 0.0%	21,624 SH	Increased+21,324 SH
CORNING INC	COM	$655K	0.3%	2,566 SH	New
DANAHER CORP DEL	COM	$265K	0.1%	1,393 SH	New
DOMINION ENERGY INC	COM	$578K	0.3%	8,458 SH	New
ELI LILLY & CO	COM	$2.6M	1.2%Prev: 1.4%	2,164 SH	Increased-177 SH
EQUIFAX INC	COM	$2.6M	1.2%Prev: 2.0%	16,396 SH	Decreased-4 SH
EXPAND ENERGY CORPORATION	COM	$260K	0.1%Prev: 0.2%	2,848 SH	Decreased-641 SH
FREEPORT MCMORAN INC	CL B	$422K	0.2%	6,707 SH	New
FTAI AVIATION LTD	SHS	$359K	0.2%Prev: 0.1%	1,326 SH	Increased+164 SH
GALLAGHER ARTHUR J & CO	COM	$420K	0.2%Prev: 0.0%	1,829 SH	Increased+1,754 SH
GE AEROSPACE	COM NEW	$2.1M	0.9%Prev: 0.9%	5,661 SH	Increased+243 SH
GENERAL DYNAMICS CORP	COM	$683K	0.3%Prev: 0.3%	1,929 SH	Increased+338 SH
GILEAD SCIENCES INC	COM	$309K	0.1%Prev: 0.2%	2,447 SH	Decreased-379 SH
HOME DEPOT INC	COM	$973K	0.4%Prev: 0.0%	2,759 SH	Increased+2,595 SH
INGERSOLL RAND INC	COM	$306K	0.1%Prev: 0.1%	3,735 SH	Increased+1,444 SH
INTEL CORP	COM	$1.9M	0.8%Prev: 0.1%	13,695 SH	Increased+8,795 SH
INTERNATIONAL PAPER CO	COM	$200K	0.1%	5,260 SH	New
INVESCO QQQ TR	UNIT SER 1	$222K	0.1%Prev: 0.0%	302 SH	Increased+300 SH
ISHARES TR	RUS 1000 GRW ETF	$957K	0.4%Prev: 0.5%	7,704 SH	Increased+5,777 SH
ISHARES TR	RUS 1000 VAL ETF	$774K	0.3%Prev: 0.4%	3,191 SH	Increased-6 SH
ISHARES TR	RUS MD CP GR ETF	$341K	0.2%Prev: 0.2%	2,326 SH	Increased
ISHARES TR	RUS MDCP VAL ETF	$256K	0.1%Prev: 0.1%	1,554 SH	Increased
JPMORGAN CHASE & CO	COM	$1.2M	0.5%	3,681 SH	New
KKR & CO INC	COM	$259K	0.1%Prev: 0.0%	2,817 SH	Increased+2,712 SH
KLA CORP	COM NEW	$292K	0.1%	968 SH	New
LINDE PLC	SHS	$1.2M	0.5%Prev: 0.0%	2,287 SH	Increased+2,195 SH
MACERICH CO	COM	$1.1M	0.5%	41,731 SH	New
MARVELL TECHNOLOGY INC	COM	$420K	0.2%	1,409 SH	New
MASTERCARD INCORPORATED	CL A	$1.0M	0.5%Prev: 0.1%	1,995 SH	Increased+1,715 SH
MCDONALDS CORP	COM	$244K	0.1%Prev: 0.0%	902 SH	Increased+646 SH
META PLATFORMS INC	CL A	$3.0M	1.4%Prev: 0.1%	5,405 SH	Increased+5,217 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.5%Prev: 0.3%	956 SH	Increased-1,059 SH
MICROSOFT CORP	COM	$4.5M	2.0%Prev: 0.7%	12,088 SH	Increased+9,597 SH
MONDELEZ INTL INC	CL A	$283K	0.1%Prev: 0.0%	4,897 SH	Increased+4,707 SH
MORGAN STANLEY	COM NEW	$1.2M	0.5%Prev: 0.5%	5,563 SH	Increased+1,018 SH
NETFLIX INC.	COM	$668K	0.3%	9,359 SH	New
NORFOLK SOUTHN CORP	COM	$566K	0.3%	1,800 SH	New
NVIDIA CORPORATION	COM	$5.8M	2.6%Prev: 2.3%	29,100 SH	Increased+6,751 SH
ORACLE CORP	COM	$713K	0.3%Prev: 0.1%	4,868 SH	Increased+4,242 SH
PEPSICO INC	COM	$311K	0.1%Prev: 0.2%	2,295 SH	Increased+362 SH
PG&E CORP	COM	$289K	0.1%Prev: 0.1%	17,173 SH	Increased+4,616 SH
PHILIP MORRIS INTL INC	COM	$1.7M	0.8%Prev: 0.0%	9,347 SH	Increased+8,970 SH
PROGRESSIVE CORP	COM	$559K	0.2%Prev: 0.3%	2,560 SH	Increased+330 SH
ROYAL CARIBBEAN GROUP	COM	$1.6M	0.7%Prev: 0.1%	5,182 SH	Increased+4,300 SH
RTX CORPORATION	COM	$1.3M	0.6%Prev: 0.8%	6,780 SH	Decreased-1,065 SH
SALESFORCE INC	COM	$371K	0.2%Prev: 0.0%	2,368 SH	Increased+2,218 SH
SHOPIFY INC	CL A SUB VTG SHS	$218K	0.1%Prev: 0.2%	1,905 SH	Decreased+207 SH
SOUTHERN CO	COM	$205K	0.1%Prev: 0.0%	2,145 SH	Increased+2,054 SH
STANLEY BLACK & DECKER INC	COM	$331K	0.1%Prev: 0.1%	3,515 SH	Increased+434 SH
STARBUCKS CORP	COM	$1.2M	0.5%Prev: 0.1%	12,104 SH	Increased+9,207 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.3M	1.0%	4,845 SH	New
TC ENERGY CORP	COM	$313K	0.1%Prev: 0.1%	4,719 SH	Increased+764 SH
TESLA INC	COM	$264K	0.1%Prev: 0.1%	627 SH	Increased+71 SH
THERMO FISHER SCIENTIFIC INC	COM	$606K	0.3%Prev: 0.3%	1,209 SH	Increased+421 SH
TRANE TECHNOLOGIES PLC	SHS	$643K	0.3%Prev: 0.3%	1,310 SH	Increased-50 SH
UBER TECHNOLOGIES INC	COM	$1.6M	0.7%Prev: 0.0%	22,308 SH	Increased+21,546 SH
UNION PAC CORP	COM	$249K	0.1%	916 SH	New
UNITED RENTALS INC	COM	$1.1M	0.5%Prev: 0.1%	929 SH	Increased+668 SH
UNITEDHEALTH GROUP INC	COM	$813K	0.4%Prev: 0.2%	1,957 SH	Increased+775 SH
VANGUARD INDEX FDS	MID CAP ETF	$10.0M	4.4%Prev: 5.2%	123,665 SH	Increased+91,740 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.2M	2.3%Prev: 2.5%	17,174 SH	Increased-96 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$379K	0.2%Prev: 0.2%	1,023 SH	Increased-50 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$349K	0.2%Prev: 0.2%	1,475 SH	Increased-103 SH
VERTEX PHARMACEUTICALS INC	COM	$1.4M	0.6%Prev: 0.5%	2,730 SH	Increased+694 SH
WELLS FARGO & CO	COM	$991K	0.4%	11,993 SH	New
WELLTOWER INC	COM	$526K	0.2%Prev: 0.2%	2,316 SH	Increased+347 SH

Sold (vs prior filing)

ABBOTT LABS — $172K
AGNICO EAGLE MINES LTD — $2K
AIR PRODS & CHEMS INC — $26K
AIRBNB INC — $950
ALNYLAM PHARMACEUTICALS INC — $157K
ALPHABET INC — $49K
ALPS ETF TR — $24K
AMERICA MOVIL SAB DE CV — $2K
AMERICAN EXPRESS CO — $441K
AMERICAN INTL GROUP INC — $211K
AMPHENOL CORP NEW — $481K
ASML HOLDING N V — $7K
ASTRAZENECA PLC — $8K
ATLANTA BRAVES HLDGS INC — $10K
BAKER HUGHES COMPANY — $349K
BANK AMERICA CORP — $89K
BEONE MEDICINES LTD — $2K
BOSTON SCIENTIFIC CORP — $2K
BUNGE GLOBAL SA — $1K
CANADIAN NAT RES LTD — $265K
… and 115 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0002083087-26-000001	$173.4M	View
Oct 9, 2026	Q3 2026	13F-HR	0002083087-26-000005	$237.9M	View
Jul 9, 2026	Q2 2026