account_balance
Investment manager · 13F filer · SEC CIK 2083087
Wealth Science Advisors LLC
Reported value$238Mas of Sep 30, 2026
Positions80 1 new, 18 sold out
Top 10 weight68.5%CGGR alone is 15%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGGRCapital Group Growth ETF
15.1%Added +6%
CGDVCapital Group Dividend Value
14.9%Added +6%
CGGOCapital Group GBL Growth Eqt
11.6%Added +4%
CGSDCapital GRP Fixed Incm ETF T
7.1%Added +90%
SPYSPDR S&P 500 ETF Trust
4.5%New
VOVanguard Index FDS
4.4%Added +8%
CGUICapital GRP Fixed Incm ETF T
3.5%Added +81%
NVDANVIDIA Corp
2.8%
MSFTMicrosoft Corp
2.4%Trimmed −7%
VBVanguard Index FDS
2.2%+5%
GOOGLAlphabet Inc.
2.0%Added +4%
AVGOBroadcom Inc.
1.9%−16%
CGGRCapital Group Growth ETF
15.1%Added +6%
CGDVCapital Group Dividend Value
14.9%Added +6%
CGGOCapital Group GBL Growth Eqt
11.6%Added +4%
CGSDCapital GRP Fixed Incm ETF T
7.1%Added +90%
SPYSPDR S&P 500 ETF Trust
4.5%
VOVanguard Index FDS
4.4%
CGUI3.5%
NVDA2.8%MSFTVB
AVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGGR Capital Group Growth ETF 15.1% Added +6%
CGDV Capital Group Dividend Value 14.9% Added +6%
CGGO Capital Group GBL Growth Eqt 11.6% Added +4%
CGSD Capital GRP Fixed Incm ETF T 7.1% Added +90%
SPY SPDR S&P 500 ETF Trust 4.5% NewVO Vanguard Index FDS 4.4% Added +8%
CGUI Capital GRP Fixed Incm ETF T 3.5% Added +81%
NVDA NVIDIA Corp 2.8% HeldMSFT Microsoft Corp 2.4% Trimmed −7%VB Vanguard Index FDS 2.2% Added +5%
GOOGL Alphabet Inc. 2.0% Added +4%AVGO Broadcom Inc. 1.9% Trimmed −16%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.