Wealth Science Advisors LLC

CIK

2083087

Location

ALPHARETTA, GA

Portfolio Value

Micro $89,431,455

Diversification

Diversified

Filing Date

Global Rank

#6,106 / 8,517 ▼ 1042

Top Industry

Semiconductors 19.3%

3Y Alpha vs SPY

+0.1%

Period ended 46 days ago

Filed Jul 9, 2026 · 37d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+13.5%

SPY

+13.9%

Annualised alpha

-0.9%

Max drawdown

−10.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.5%

−11.8 pts

Top 5

27.7%

−38.3 pts

Top 10

43.5%

−33.9 pts

HHI

273

Diversified−793

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.3%	$32,466,802	18
Industrials	13.0%	$11,593,636	13
Communication Services	10.9%	$9,710,297	5
Consumer Cyclical	9.7%	$8,691,142	7
Healthcare	8.4%	$7,513,165	8
Financial Services	8.1%	$7,231,319	10
Consumer Defensive	6.0%	$5,381,406	5
Basic Materials	2.4%	$2,161,555	3
Real Estate	1.8%	$1,576,865	2
Energy	1.7%	$1,535,929	4
Utilities	1.5%	$1,346,947	4
Unclassified	0.2%	$222,392	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+21,546	22,308	$1,609,745
CMCSA	Comcast Corp	+21,324	21,624	$530,869
T	At&T Inc.	+18,516	38,841	$804,008
CARR	CARRIER GLOBAL Corp	+14,098	14,738	$1,081,032
CNQ	CANADIAN NATURAL RESOURCES Ltd	+10,185	18,028	$712,106
MSFT	Microsoft Corp	+9,597	12,088	$4,509,065
SBUX	Starbucks Corp	+9,207	12,104	$1,236,907
PM	Philip Morris International Inc.	+8,970	9,347	$1,690,965
NFLX	Netflix Inc	+8,906	9,359	$668,232
INTC	Intel Corp	+8,795	13,695	$1,912,232
CSCO	Cisco Systems, Inc.	+8,118	8,360	$981,965
ABT	Abbott Laboratories	+6,975	8,345	$757,225
WFC	Wells Fargo & Company/Mn	+6,814	11,993	$991,101
NVDA	Nvidia Corp	+6,751	29,100	$5,822,619
META	Meta Platforms, Inc.	+5,217	5,405	$3,044,582
MO	Altria Group, Inc.	+5,063	7,012	$504,513
AMZN	Amazon Com Inc	+4,998	17,319	$4,127,810
MDLZ	Mondelez International, Inc.	+4,707	4,897	$283,242
PCG	PG&E Corp	+4,616	17,173	$288,849
RCL	Royal Caribbean Cruises Ltd	+4,300	5,182	$1,645,440
ORCL	Oracle Corp	+4,242	4,868	$713,405
BTI	British American Tobacco p.l.c.	+3,186	41,968	$2,591,943
KKR	KKR & Co. Inc.	+2,712	2,817	$258,544
HD	Home Depot, Inc.	+2,595	2,759	$973,044
AVGO	Broadcom Inc.	+2,348	14,871	$5,617,520
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
RTX	RTX Corp	−1,065	6,780	$1,286,369
MU	Micron Technology Inc	−1,059	956	$1,103,501
AMAT	Applied Materials Inc /De	−773	2,049	$1,481,427
EXE	EXPAND ENERGY Corp	−641	2,848	$259,709
GILD	Gilead Sciences, Inc.	−379	2,447	$309,153
LLY	ELI LILLY & Co	−177	2,164	$2,595,566
CB	Chubb Ltd	−109	1,468	$500,206
TT	Trane Technologies plc	−50	1,310	$643,419
EFX	Equifax Inc	−4	16,396	$2,602,373
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
MAC	Macerich Co	41,731	$1,051,203
GLW	Corning Inc /Ny	2,566	$655,433
D	Dominion Energy, Inc	8,458	$577,596
NSC	Norfolk Southern Corp	1,800	$566,262
APO	Apollo Global Management, Inc.	3,879	$458,924
MRVL	Marvell Technology, Inc.	1,409	$419,727
KLAC	Kla Corp	968	$292,055
CNP	Centerpoint Energy Inc	6,249	$275,205
UNP	Union Pacific Corp	916	$249,152
IP	International Paper Co /New/	5,260	$200,406
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CGDV	Capital Group Dividend Value ETF	647,122	$27,528,569
CGGR	Capital Group Growth ETF	667,396	$26,822,645
CGGO	Capital Group Global Growth Equity ETF	636,392	$21,236,401
SPY	Spdr S&P 500 ETF Trust	29,084	$18,914,488
VB	Vanguard Morningstar Small-Cap ETF	17,270	$4,523,358
CGUS	Capital Group Core Equity ETF	23,018	$884,351
CVE	Cenovus Energy Inc.	21,962	$582,651
BKR	Baker Hughes Co	7,663	$467,826
TFC	Truist Financial Corp	9,015	$414,419
AXP	American Express Co	1,192	$360,556
VIG	Vanguard Dividend Appreciation ETF	1,578	$339,364
GEHC	GE HealthCare Technologies Inc.	4,390	$312,480
COF	Capital One Financial Corp	1,603	$292,435
EIX	Edison International	3,937	$288,109
KMB	Kimberly Clark Corp	2,953	$284,875
HAL	Halliburton Co	6,727	$262,285
AIG	American International Group, Inc.	2,462	$185,265
WMT	Walmart Inc.	1,230	$152,864
FIS	Fidelity National Information Services, Inc.	3,094	$145,139
ALNY	Alnylam Pharmaceuticals, Inc.	396	$131,024
CLX	Clorox Co /De/	1,248	$129,330
COST	Costco Wholesale Corp /New	112	$111,600
CEG	Constellation Energy Corp	396	$110,583
PWR	Quanta Services, Inc.	190	$104,313
HCA	HCA Healthcare, Inc.	182	$86,129
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $89,431,455 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	29,100	+6,751	$5,822,619	+49.4%	6.51%
AVGO	Broadcom Inc. Technology	Added	14,871	+2,348	$5,617,520	+44.9%	6.28%
GOOGL	Alphabet Inc. Communication Services	Added	13,047	+524	$4,662,606	+29.5%	5.21%
MSFT	Microsoft Corp Technology	Added	12,088	+9,597	$4,509,065	+389.0%	5.04%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,319	+4,998	$4,127,810	+60.9%	4.62%
AAPL	Apple Inc. Technology	Added	11,510	+489	$3,330,533	+19.1%	3.72%
META	Meta Platforms, Inc. Communication Services	Added	5,405	+5,217	$3,044,582	+2730.6%	3.40%
EFX	Equifax Inc Industrials	Reduced	16,396	-4	$2,602,373	−11.9%	2.91%
LLY	ELI LILLY & Co Healthcare	Reduced	2,164	-177	$2,595,566	+20.5%	2.90%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	41,968	+3,186	$2,591,943	+14.3%	2.90%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,845	+1,342	$2,313,826	+95.5%	2.59%
GE	General Electric Co Industrials	Added	5,661	+243	$2,115,685	+37.6%	2.37%
INTC	Intel Corp Technology	Added	13,695	+8,795	$1,912,232	+784.3%	2.14%
PM	Philip Morris International Inc. Consumer Defensive	Added	9,347	+8,970	$1,690,965	+2612.8%	1.89%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	5,182	+4,300	$1,645,440	+578.0%	1.84%
UBER	Uber Technologies, Inc Technology	Added	22,308	+21,546	$1,609,745	+2837.0%	1.80%
AMAT	Applied Materials Inc /De Technology	Reduced	2,049	-773	$1,481,427	+53.6%	1.66%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	2,730	+694	$1,356,072	+49.2%	1.52%
RTX	RTX Corp Industrials	Reduced	6,780	-1,065	$1,286,369	−15.0%	1.44%
SBUX	Starbucks Corp Consumer Cyclical	Added	12,104	+9,207	$1,236,907	+376.6%	1.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,681	+569	$1,204,901	+31.6%	1.35%
LIN	Linde PLC Basic Materials	Added	2,287	+2,195	$1,186,815	+2502.2%	1.33%
MS	Morgan Stanley Financial Services	Added	5,563	+1,018	$1,162,889	+55.5%	1.30%
MU	Micron Technology Inc Technology	Reduced	956	-1,059	$1,103,501	+62.1%	1.23%
CARR	CARRIER GLOBAL Corp Industrials	Added	14,738	+14,098	$1,081,032	+2899.7%	1.21%
URI	United Rentals, Inc. Industrials	Added	929	+668	$1,052,454	+453.5%	1.18%
MAC	Macerich Co Real Estate	NEW	41,731	NEW	$1,051,203	NEW	1.18%
MA	Mastercard Inc Financial Services	Added	1,995	+1,715	$1,024,632	+632.4%	1.15%
WFC	Wells Fargo & Company/Mn Financial Services	Added	11,993	+6,814	$991,101	+140.4%	1.11%
CSCO	Cisco Systems, Inc. Technology	Added	8,360	+8,118	$981,965	+5129.9%	1.10%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,759	+2,595	$973,044	+1704.0%	1.09%
UNH	Unitedhealth Group Inc Healthcare	Added	1,957	+775	$813,387	+154.3%	0.91%
ABBV	AbbVie Inc. Healthcare	Added	3,220	+523	$810,280	+38.1%	0.91%
T	At&T Inc. Communication Services	Added	38,841	+18,516	$804,008	+36.5%	0.90%
ABT	Abbott Laboratories Healthcare	Added	8,345	+6,975	$757,225	+438.3%	0.85%
APH	Amphenol Corp /De/ Technology	Added	4,116	+558	$725,733	—	0.81%
ORCL	Oracle Corp Technology	Added	4,868	+4,242	$713,405	+674.7%	0.80%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	18,028	+10,185	$712,106	+86.3%	0.80%
GD	General Dynamics Corp Industrials	Added	1,929	+338	$683,328	+25.1%	0.76%
NFLX	Netflix Inc Communication Services	Added	9,359	+8,906	$668,232	+1434.2%	0.75%
GLW	Corning Inc /Ny Technology	NEW	2,566	NEW	$655,433	NEW	0.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,301	0	$651,007	+4.4%	0.73%
TT	Trane Technologies plc Industrials	Reduced	1,310	-50	$643,419	+13.5%	0.72%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,209	+421	$606,144	+56.5%	0.68%
D	Dominion Energy, Inc Utilities	NEW	8,458	NEW	$577,596	NEW	0.65%
NSC	Norfolk Southern Corp Industrials	NEW	1,800	NEW	$566,262	NEW	0.63%
PGR	Progressive Corp/Oh/ Financial Services	Added	2,560	+330	$559,232	+26.5%	0.63%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,886	+1,779	$552,937	+1679.0%	0.62%
CMCSA	Comcast Corp Communication Services	Added	21,624	+21,324	$530,869	+6063.6%	0.59%
WELL	Welltower Inc. Real Estate	Added	2,316	+347	$525,662	+35.0%	0.59%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.