Wealth Science Advisors
Wealth Science Advisors reported 80 stocks worth $238M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are CGGR (15.1%), CGDV (14.9%) and CGGO (11.7%). Compared with Q2 2026, the fund opened new positions in SPY, added to CGGR, CGDV and CGGO, trimmed NVDA, MSFT and AVGO and sold out of NFLX, GLW and CMCSA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGGR Capital Group Growth | $35.9M | 15.1% | 757K | +41K (+6%) | 4 of 4 | |
| 2 |  CGDV Capital Group Dividend | $35.4M | 14.9% | 725K | +40K (+6%) | 4 of 4 | |
| 3 |  CGGO Capital Group Gbl Growth Eqt | $27.7M | 11.7% | 696K | +27K (+4%) | 4 of 4 | |
| 4 |  CGSD Capital Group Short Duration Income ETF | $16.9M | 7.1% | 670K | +318K (+90%) | 4 of 4 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $10.8M | 4.5% | 14K | New position | 3 of 4 | |
| 6 |  VO Vanguard Index Fds | $10.5M | 4.4% | 133K | +9,701 (+8%) | 4 of 4 | |
| 7 |  CGUI Capital Grp Fixed Incm ETF T | $8.3M | 3.5% | 329K | +147K (+81%) | 2 of 4 | |
| 8 |  NVDA Nvidia Corporation | $6.6M | 2.8% | 29K | −289 (−1%) | 4 of 4 | |
| 9 |  MSFT Microsoft Corp | $5.8M | 2.4% | 11K | −815 (−7%) | 4 of 4 | |
| 10 |  VB Vanguard Index Fds | $5.1M | 2.2% | 18K | +925 (+5%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NFLX Netflix Inc | $668K | 9,359 |
 GLW Corning Inc | $655K | 2,566 |
 CMCSA Comcast Corp New | $531K | 22K |
 CB Chubb Ltd F | $500K | 1,468 |
 MRVL Marvell Technology Inc | $420K | 1,409 |
🔒 Free account: see all 18.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Science Advisors 13F FAQ
What does Wealth Science Advisors own?
Wealth Science Advisors reported 80 stocks worth $238M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are CGGR (15.1%), CGDV (14.9%) and CGGO (11.7%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Science Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 16 added to, 50 trimmed and 18 sold out. New positions include SPY. It sold all of NFLX, GLW and CMCSA.
When will Wealth Science Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Science Advisors's portfolio worth?
The Q3 2026 filing reports $238M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.