Wealth Science Advisors Llc Portfolio Shifts: Significant Increases in Fixed Income, ETFs & Technology Buys
Wealth Science Advisors increased its holdings significantly this quarter across several Vanguard and Capital Group funds while adding new positions like Microsoft Corp (MSFT) and UBER TECHNOLOGIES INC (UBER).
According to the latest filing from Wealth Science Advisors Llc, there have been notable changes in its portfolio holdings during Q2 2026. The investment advisor demonstrated a clear preference for expanding positions within fixed income and index funds while also adding several high-profile technology stocks.
Major Purchases: Vanguard ETFs & Capital Group Fixed Income
Wealth Science Advisors significantly boosted its exposure to fixed income investments this quarter. The firm substantially increased its position in CAPITAL GRP FIXED INCM ETF T (CGSD), raising the portfolio allocation from an unknown previous level to 4.03%. This was followed by a nearly tenfold increase in shares of VANGUARD INDEX FDS (VO) and another significant addition to CAPITAL GROUP GBL GROWTH EQT (CGGO).
The advisor also continued its strong relationship with Vanguard index funds, adding a substantial position in the already existing VANGUARD INDEX FDS (VB) holding. Furthermore, they initiated new positions in several fixed income-related ETFs from Capital Group, including CGSD, and also added a small position to the existing Vanguard fund holdings.
Technology Sector Focus: New & Increased Holdings
Wealth Science Advisors showed particular interest in technology companies this quarter, adding several new positions while increasing stakes in previously held ones. The firm initiated exposure to MICROSOFT CORP (MSFT), a major tech player with significant growth potential.
Additionally, the advisor added substantial holdings of both UBER TECHNOLOGIES INC (UBER) and META, indicating confidence in high-growth tech platforms. They also increased their position slightly in the already held MSFT. Other notable additions include positions in consumer cyclical giant STARBUCKS CORP (SBUX) and consumer defensive powerhouse PHILIP MORRIS INTL INC (PM).
Other Sectors & Diversification
The investment advisor also broadened its scope into other sectors beyond the core fixed income and technology focus. This quarter saw additions to holdings in MACERICH CO (MAC), a real estate company, increasing the portfolio's allocation to this sector.
Furthermore, they initiated positions in several other areas: energy with CANADIAN NAT RES LTD MED TER (CNQ); industrials via CARRIER GLOBAL CORPORATION (CARR) and AT&T INC (T); consumer cyclical through SBUX; and even dipped a toe into healthcare with the addition of positions.
No Disclosures for Certain Activities
According to this filing, there were no changes or exits reported in categories like sector rebalancing (as per the 'sector_count' metric), nor any large sell-offs. The data does not indicate activity related to decreasing holdings across multiple sectors simultaneously.
Conclusion: Strategic Portfolio Allocation
Wealth Science Advisors appears to be strategically allocating capital this quarter, favoring established fixed income vehicles and index funds alongside targeted growth in specific technology names like MSFT, UBER, and META. The firm's approach seems focused on diversification, adding exposure to various sectors including Real Estate (MAC), Energy (CNQ), and Industrials (CARR). These actions suggest a continued emphasis on building a diversified portfolio with allocations to both income-generating assets and growth-oriented sectors.