Wealth Science Advisors LLC
Long book
$177.7M
Q1 2026
Positions
203
Top-10 weight
73%
concentration
Last quarter
+16.2%
SPY +14.8%
Turnover
65%
of book per quarter
Strategy in plain words
auto-generated from filingsWealth Science Advisors LLC is a wealth-management firm allocating client money, running a $177.7M US long book across 203 positions.
The portfolio is concentrated: the top 10 names carry 73% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-4.4%
Q1 2026
+16.2%
Sector allocation
No sector data
Long book by quarter
What does Wealth Science own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|