Wealth Science Advisors LLC Portfolio Holdings

Wealth Science Advisors LLC

  • $173 Billion
  • Q4 2025

Wealth Science Advisors LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $29.7B, Capital Group Divid Value ETF with a value of $28.2B, Capital Group Global Growth Eq with a value of $22.1B, Spdr S&P 500 ETF Trust with a value of $19.8B, and Vanguard Mid Cap ETF with a value of $9.27B.

Examining the 13F form we can see an increase of $173B in the current position value.

Wealth Science Advisors LLC is based out at Alpharetta, GA

Below you can find more details about Wealth Science Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Billion
ETFs: $118 Billion
Technology: $16 Billion
Industrials: $8.17 Billion
Healthcare: $5.53 Billion
Financial Services: $5.43 Billion
Communication Services: $4.38 Billion
Consumer Cyclical: $3.58 Billion
Consumer Defensive: $2.77 Billion
Other: $2.63 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $173 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 71 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Wealth Science Advisors LLC Portfolio

Follow Wealth Science Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Science Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Science Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email