Wealth Science Advisors LLC
CIK 2083087 · Holdings on Jun 30, 2026 · First reported Jul 9, 2026
Top ten holdings
Q2 2026- CGGR15.02%
- CGDV15.00%
- CGGO12.59%
- VO4.43%
- CGSD4.03%
- NVDA2.59%
- AVGO2.50%
- VB2.31%
- GOOGL2.07%
- CGUI2.04%
Share classes counted separately62.58%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CGSDWeight increased · +2.77 pp1.26% → 4.03%Shares +266.23K (+309.41%)
- CGGRWeight decreased · -1.68 pp16.70% → 15.02%Shares +48.42K (+7.26%)
- MSFTWeight increased · +1.32 pp0.68% → 2.00%Shares +9.60K (+385.27%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CGGRCAP GROUP GROWTH EQUITYSHS CREAT UNIT View history and evidence | $33.79M | 15.02% | 715.82K shares | 16.70% → 15.02%-1.68 pp +48.42K (+7.26%) | Added | ▾ |
| 02 | CGDVCAP GROUP DIVIDEND VALUESHS CREAT UNIT View history and evidence | $33.74M | 15.00% | 684.71K shares | 15.89% → 15.00%-0.89 pp +37.59K (+5.81%) | Added | ▾ |
| 03 | CGGOCAP GROUP GLOBAL GROWTHSHS CREAT UNIT View history and evidence | $28.32M | 12.59% | 669.12K shares | 12.41% → 12.59%+0.18 pp +32.73K (+5.14%) | Added | ▾ |
| 04 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $9.96M | 4.43% | 123.67K shares | 5.21% → 4.43%-0.78 pp +91.74K (+287.36%) | Added | ▾ |
| 05 | CGSDCAP GROUP SHORT DURATIONSHORT DURATION View history and evidence | $9.06M | 4.03% | 352.27K shares | 1.26% → 4.03%+2.77 pp +266.23K (+309.41%) | Added | ▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $5.82M | 2.59% | 29.10K shares | 2.35% → 2.59%+0.24 pp +6.75K (+30.21%) | Added | ▾ |
| 07 | AVGOBROADCOM INC View history and evidence | $5.62M | 2.50% | 14.87K shares | 2.44% → 2.50%+0.06 pp +2.35K (+18.75%) | Added | ▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $5.21M | 2.31% | 17.17K shares | 2.51% → 2.31%-0.20 pp -96 (-0.56%) | Reduced | ▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.66M | 2.07% | 13.05K shares | 2.18% → 2.07%-0.11 pp +680 (+5.50%) | Added | ▾ |
| 10 | CGUICAP GROUP ULTRA SHORT INCOMEULTRA SHORT ETF View history and evidence | $4.59M | 2.04% | 181.46K shares | Prior unavailable +181.46K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 118
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPY SS SPDR S&P 500 ETF TRUST-US | Non-derivative | -29,084 | -$19.83M | SEC filing ↗ | SEC filing ↗ |
| IVV ISHARES CORE S&P 500 ETF | Non-derivative | -718 | -$491.79K | SEC filing ↗ | SEC filing ↗ |
| TFC TRUIST FINANCIAL CORP | Non-derivative | -9,015 | -$443.63K | SEC filing ↗ | SEC filing ↗ |
3 / 118 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2083087 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 224980768
}Research all 97 reported holdings.
This page includes 30 of 97 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 97 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2083087","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"2083087","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.