Wealth Science Advisors LLC
Filing Date
Global Rank
#6,374
/ 8,605
▲ 160
· as of Mar 2026
Top Industry
Semiconductors
19.7%
3Y Alpha vs SPY
+5.9%
Period ended 3 months ago
Filed Apr 8, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.6%
SPY
+10.0%
Annualised alpha
+4.9%
Max drawdown
−9.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
161 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.4%
−1.4 pts
Top 5
48.0%
−3.9 pts
Top 10
64.4%
−5.2 pts
HHI
941
Diversified−114
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 27.4% | $18,956,453 |
| Technology | 22.7% | $15,676,295 |
| Industrials | 12.0% | $8,315,404 |
| Healthcare | 8.2% | $5,690,159 |
| Financial Services | 7.6% | $5,271,522 |
| Communication Services | 6.4% | $4,415,340 |
| Consumer Cyclical | 5.0% | $3,479,976 |
| Consumer Defensive | 5.0% | $3,472,953 |
| Energy | 3.4% | $2,360,961 |
| Utilities | 1.0% | $693,269 |
| Real Estate | 0.6% | $431,726 |
| Basic Materials | 0.5% | $361,432 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HAL | Halliburton Co | 6,727 | $262,285 | |
| INTC | Intel Corp | 4,900 | $216,237 | |
| IR | Ingersoll Rand Inc. | 2,291 | $183,554 | |
| WMT | Walmart Inc. | 1,230 | $152,864 | |
| ABT | Abbott Laboratories | 1,370 | $140,657 | |
| MA | Mastercard Inc | 280 | $139,904 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | 396 | $131,024 | |
| CLX | Clorox Co /De/ | 1,248 | $129,330 | |
| MO | Altria Group, Inc. | 1,949 | $128,614 | |
| COST | Costco Wholesale Corp /New | 112 | $111,600 | |
| CEG | Constellation Energy Corp | 396 | $110,583 | |
| META | Meta Platforms, Inc. | 188 | $107,560 | |
| PWR | Quanta Services, Inc. | 190 | $104,313 | |
| ORCL | Oracle Corp | 626 | $92,090 | |
| HCA | HCA Healthcare, Inc. | 182 | $86,129 | |
| MCD | Mcdonalds Corp | 256 | $79,562 | |
| BAC | Bank Of America Corp /De/ | 1,623 | $79,121 | |
| ANET | Arista Networks, Inc. | 638 | $78,333 | |
| CTAS | Cintas Corp | 440 | $74,421 | |
| TMUS | T-Mobile US, Inc. | 320 | $67,209 | |
| ETR | Entergy Corp /De/ | 580 | $65,168 | |
| PM | Philip Morris International Inc. | 377 | $62,333 | |
| TJX | Tjx Companies Inc /De/ | 360 | $57,492 | |
| UBER | Uber Technologies, Inc | 762 | $54,810 | |
| HD | Home Depot, Inc. | 164 | $53,937 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
161 positions ·
$69,125,490 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 161 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 29,084 | $18,914,488 | 27.36% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 22,349 | $3,897,665 | 5.64% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 12,523 | $3,875,993 | 5.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 12,367 | $3,556,254 | 5.14% | |
| EFX |
Equifax Inc
Industrials
|
Held | 16,400 | $2,953,148 | 4.27% | |
| AAPL |
Apple Inc.
Technology
|
Held | 11,021 | $2,797,019 | 4.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 12,321 | $2,566,094 | 3.71% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 38,782 | $2,267,583 | 3.28% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 2,341 | $2,153,181 | 3.11% | |
| GE |
General Electric Co
Industrials
|
Held | 5,418 | $1,537,465 | 2.22% | |
| RTX |
RTX Corp
Industrials
|
Held | 7,845 | $1,513,300 | 2.19% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 3,503 | $1,183,838 | 1.71% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 2,822 | $964,531 | 1.40% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,491 | $922,093 | 1.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 3,112 | $915,425 | 1.32% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Held | 2,036 | $909,155 | 1.32% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 4,545 | $747,970 | 1.08% | |
| MU |
Micron Technology Inc
Technology
|
Held | 2,015 | $680,747 | 0.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,301 | $623,439 | 0.90% | |
| T |
At&T Inc.
Communication Services
|
Held | 20,325 | $589,221 | 0.85% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,697 | $586,570 | 0.85% | |
| CVE |
Cenovus Energy Inc.
Energy
|
Held | 21,962 | $582,651 | 0.84% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 1,360 | $566,766 | 0.82% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 1,591 | $546,063 | 0.79% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 1,577 | $513,991 | 0.74% | |
| BKR |
Baker Hughes Co
Energy
|
Held | 7,663 | $467,826 | 0.68% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 3,558 | $449,553 | 0.65% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Held | 2,230 | $442,075 | 0.64% | |
| TFC |
Truist Financial Corp
Financial Services
|
Held | 9,015 | $414,419 | 0.60% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 5,179 | $412,300 | 0.60% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 2,826 | $393,859 | 0.57% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 1,969 | $389,290 | 0.56% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 788 | $387,325 | 0.56% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
Held | 3,489 | $383,022 | 0.55% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Held | 7,843 | $382,189 | 0.55% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,192 | $360,556 | 0.52% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 1,182 | $319,837 | 0.46% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 4,390 | $312,480 | 0.45% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,933 | $300,175 | 0.43% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 1,603 | $292,435 | 0.42% | |
| EIX |
Edison International
Utilities
|
Held | 3,937 | $288,109 | 0.42% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Held | 2,953 | $284,875 | 0.41% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Held | 1,162 | $284,690 | 0.41% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Held | 4,747 | $279,028 | 0.40% | |
| HAL |
Halliburton Co
Energy
|
NEW | 6,727 | $262,285 | 0.38% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 2,897 | $259,542 | 0.38% | |
| TRP |
Tc Energy Corp
Energy
|
Held | 3,955 | $247,583 | 0.36% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Held | 882 | $242,708 | 0.35% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 1,218 | $230,932 | 0.33% | |
| PCG |
PG&E Corp
Utilities
|
Held | 12,557 | $220,626 | 0.32% |