Wealth Science Advisors LLC
97 holdingsFiling period: 2026-06-30Current AUM: $221.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | 715.8K | $33.8M | $33.0M | 14.93% | +48.4K | 2026-06-30 |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 684.7K | $33.7M | $33.3M | 15.08% | +37.6K | 2026-06-30 |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 669.1K | $28.3M | $26.1M | 11.82% | +32.7K | 2026-06-30 |
| 4 | VO | VANGUARD INDEX FDS | 123.7K | $10.0M | $9.9M | 4.48% | +91.7K | 2026-06-30 |
| 5 | CGSD | CAPITAL GRP FIXED INCM ETF T | 352.3K | $9.1M | $9.0M | 4.06% | +266.2K | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 29.1K | $5.8M | $6.2M | 2.79% | +6.8K | 2026-06-30 |
| 7 | AVGO | BROADCOM INC | 14.9K | $5.6M | $5.0M | 2.28% | +2.3K | 2026-06-30 |
| 8 | VB | VANGUARD INDEX FDS | 17.2K | $5.2M | $5.0M | 2.26% | -96 | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 13.0K | $4.7M | $4.5M | 2.04% | +680 | 2026-06-30 |
| 10 | CGUI | CAPITAL GRP FIXED INCM ETF T | 181.5K | $4.6M | $4.6M | 2.07% | -- | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 12.1K | $4.5M | $6.0M | 2.72% | +9.6K | 2026-06-30 |
| 12 | CGMM | CAPITAL GROUP EQUITY ETF TR | 130.1K | $4.3M | $4.1M | 1.86% | +36.8K | 2026-06-30 |
| 13 | AMZN | AMAZON COM INC | 17.3K | $4.1M | $4.3M | 1.95% | +5.0K | 2026-06-30 |
| 14 | AAPL | APPLE INC | 11.5K | $3.3M | $3.8M | 1.72% | +489 | 2026-06-30 |
| 15 | META | META PLATFORMS INC | 5.4K | $3.0M | $3.6M | 1.64% | +5.2K | 2026-06-30 |
| 16 | EFX | EQUIFAX INC | 16.4K | $2.6M | $2.7M | 1.24% | -4 | 2026-06-30 |
| 17 | LLY | ELI LILLY & CO | 2.2K | $2.6M | $2.5M | 1.11% | -177 | 2026-06-30 |
| 18 | BTI | BRITISH AMERN TOB PLC | 42.0K | $2.6M | $2.4M | 1.07% | +3.2K | 2026-06-30 |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.8K | $2.3M | $2.0M | 0.91% | +1.3K | 2026-06-30 |
| 20 | GE | GE AEROSPACE | 5.7K | $2.1M | $1.7M | 0.79% | +243 | 2026-06-30 |
| 21 | INTC | INTEL CORP | 13.7K | $1.9M | $1.3M | 0.60% | +8.8K | 2026-06-30 |
| 22 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 53.0K | $1.8M | $1.8M | 0.82% | -189 | 2026-06-30 |
| 23 | PM | PHILIP MORRIS INTL INC | 9.3K | $1.7M | $1.8M | 0.82% | +9.0K | 2026-06-30 |
| 24 | — | ROYAL CARIBBEAN GROUP | 5.2K | $1.6M | $1.6M | 0.74% | +4.3K | 2026-06-30 |
| 25 | UBER | UBER TECHNOLOGIES INC | 22.3K | $1.6M | $1.6M | 0.72% | +21.5K | 2026-06-30 |
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