Wealth Science Advisors LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm manages assets under the sole discretion of James Exley, who serves as Manager and Chief Compliance Officer.
The portfolio includes a diverse mix of common stock and exchange-traded funds. Major positions include NVIDIA Corporation, held in 28,811 shares, and Microsoft Corporation, held in 11,273 shares. Other notable holdings include Apple Inc. with 9,677 shares, Alphabet Inc. Class A with 13,579 shares, and Amazon.com Inc. with 17,125 shares.
The filing also lists significant positions in various exchange-traded funds, including the Vanguard S&P 500 ETF Trust (141,544 shares), the Vanguard Mid-Cap Index Fund (133,366 shares), and the Vanguard Small-Cap Index Fund (18,099 shares). Other ETFs held include the Invesco QQQ Trust Series 1 (302 shares) and the iShares Core S&P 500 ETF (14,154 shares).
Among individual equities, the portfolio holds significant stakes in Eli Lilly & Co. (1,777 shares), Equifax Inc. (16,396 shares), and Starbucks Corp. (14,053 shares). The filing indicates that all positions are held for investment purposes.
