Wealth Science Advisors LLC

Q2 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$224,981
Net value change ($000)
+47,247 (26.6%)
New positions
12
Sold out positions
118
Turnover %
16.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CGSD 6,826 305.0%
CGGO 6,273 28.4%
CGDV 5,503 19.5%
CGUI 4,587 NEW
CGGR 4,108 13.8%
MSFT 3,304 274.2%
META 2,921 2355.6%
INTC 1,731 956.4%
NVDA 1,655 39.7%
PM 1,631 2718.3%
Top Reduces (Value $000, Stocks/ETFs)
SPY -19,833 -100.0%
EFX -956 -26.9%
IVV -492 -100.0%
TFC -444 -100.0%
AXP -441 -100.0%
COF -389 -100.0%
CVE -372 -100.0%
GEHC -360 -100.0%
BKR -349 -100.0%
KMB -298 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type