Wealth Science Advisors LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 177,734
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 203 | 177,734 | 13F-HR | Wealth Science Advisors LLC |
| Q4 2025 | 1/28/2026 | 71 | 173,380 | 13F-HR | Wealth Science Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.5 K | 59.3% | 0 | 51.23 K | -51.23 K |
| ETFs | 72.25 K | 40.7% | 55.57 K | 0 | 55.57 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
177,734
Holdings
203
QoQ value change ($000)
4,354
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.