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James Exley

Wealth Science Advisors Llc

Assets Managed
$224.981M
Holdings
97
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
26.59%(2Q avg: 14.55%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Science Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Wealth Science Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 224.981M in assets, with a quarterly growth rate of 26.59% and a 2-quarter average growth rate of 14.55%. The portfolio is managed by James Exley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGGR
Cap Group Growth Equity
Recent Activity
Increased 7.26%
15.02%
$33.787M
715,819 shares@ $47.2 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 5.81%
15%
$33.743M
684,713 shares@ $49.29 avg price
CGGO
Cap Group Global Growth
Recent Activity
Increased 5.15%
12.59%
$28.324M
669,120 shares@ $42.33 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 287.37%
4.43%
$9.964M
123,665 shares@ $80.57 avg price
CGSD
Cap Group Short Duration
Recent Activity
Increased 309.42%
4.03%
$9.064M
352,270 shares@ $25.74 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 30.21%
2.59%
$5.823M
29,100 shares@ $200.09 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 18.75%
2.5%
$5.618M
14,871 shares@ $377.75 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.55%
2.32%
$5.206M
17,174 shares@ $303.12 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 5.5%
2.08%
$4.663M
13,047 shares@ $357.37 avg price
CGUI
Cap Group Ultra Short Income
Recent Activity
New Position
2.04%
$4.587M
181,463 shares@ $25.28 avg price

1-10 of 97