Wealth Science Advisors LLC

Q1 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
203
Total value ($000)
$177,734
Net value change ($000)
+4,354 (2.5%)
New positions
132
Sold out positions
0
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HAL 190 NEW
INTC 181 NEW
IR 181 NEW
ABT 172 NEW
VWO 164 NEW
MA 160 NEW
ALNY 157 NEW
CEG 140 NEW
WMT 137 NEW
CLX 126 NEW
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type