§ 13F · FUND PROFILE
WEALTH EFFECTS LLC.
AUM · $370M (13F)Positions · 256Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 157K | $31M | 8.5% | ±0% |
| 2 | AAPL | APPLE INC | 79K | $23M | 6.2% | −2% |
| 3 | MU | MICRON TECHNOLOGY INC | 19K | $22M | 6.1% | −7% |
| 4 | AMZN | AMAZON COM INC | 64K | $15M | 4.1% | ±0% |
| 5 | ARWR | ARROWHEAD PHARMACEUTICALS IN | 147K | $12M | 3.2% | +3% |
| 6 | VTI | VANGUARD INDEX FDS | 29K | $11M | 2.9% | +4% |
| 7 | GOOGL | ALPHABET INC | 29K | $10M | 2.8% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 30K | $10M | 2.7% | +2% |
| 9 | GOOG | ALPHABET INC | 25K | $9M | 2.4% | +292% |
| 10 | ALAB | ASTERA LABS INC | 14K | $7M | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
WEALTH EFFECTS LLC is a Other fund managing $370 million in assets. The fund runs a broad portfolio of 256 positions.
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