§ 13F · FUND PROFILE
WEALTH EFFECTS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $267.3T (13F)Positions · 205Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVDL | AVADEL PHARMACEUTICALS PLC | 1.89M | $40.8T | 12.8% | −17% |
| 2 | NVDA | NVIDIA CORPORATION | 158K | $29.6T | 9.2% | −3% |
| 3 | AAPL | APPLE INC | 82K | $22.3T | 7.0% | ±0% |
| 4 | AMZN | AMAZON COM INC | 62K | $14.3T | 4.5% | ±0% |
| 5 | JPM | JPMORGAN CHASE & CO. | 30K | $9.5T | 3.0% | ±0% |
| 6 | ARWR | ARROWHEAD PHARMACEUTICALS IN | 143K | $9.5T | 3.0% | −15% |
| 7 | VTI | VANGUARD INDEX FDS | 27K | $9.2T | 2.9% | ±0% |
| 8 | GOOGL | ALPHABET INC | 29K | $9.1T | 2.8% | −1% |
| 9 | MSFT | MICROSOFT CORP | 17K | $8.0T | 2.5% | −1% |
| 10 | META | META PLATFORMS INC | 11K | $7.3T | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
WEALTH EFFECTS LLC is a Other fund managing $267250.8 trillion in assets. The fund runs a broad portfolio of 205 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed