Wealth Science Advisors LLC
•CIK: 2083087•Filing: Q4 2025
Wealth Science Advisors LLC manages $173M in assets across 71 positions, with a focus on strategic equity allocations. The fund's top holdings include CGGR ($29.7M), CGDV ($28.2M), and CGGO ($22.1M), which collectively account for 46% of the portfolio. Notable index and sector exposures include SPY ($19.8M) and VO ($9.3M), while individual stock positions such as AVGO ($4.3M) and NVDA ($4.2M) also feature prominently. The fund's largest positions represent 64% of total AUM, with the top 10 holdings accounting for 87% of the portfolio.
Total AUM
$173.4M
QoQ Performance
N/A
Positions
65
Top 10 Concentration
74.7%
Latest Filing
Q4 2025
Top Holdings Allocation
CGGR
CGDV
CGGO
SPY
VO
CGGR17.1%
CGDV16.3%
CGGO12.7%
SPY11.4%
VO5.3%
VB2.6%
AVGO2.5%
NVDA2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other69.6%
ETF11.7%
Technology9.6%
Healthcare2.7%
Consumer2.1%
Financial2.0%
Industrial1.8%
Communication0.3%