Wealth Science Advisors LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 237,855
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 80 | 237,855 | 13F-HR | Wealth Science Advisors LLC |
| Q2 2026 | 7/8/2026 | 97 | 224,981 | 13F-HR | Wealth Science Advisors LLC |
| 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 | 139.7 K | 58.8% | 0 | 14.39 K | -14.39 K |
| ETFs | 98.11 K | 41.2% | 27.26 K | 0 | 27.26 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
237,855
Holdings
80
QoQ value change ($000)
12,874
(5.7%)
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.