§ 13F · FUND PROFILE
WEALTH EFFECTS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $311M (13F)Positions · 217Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 157K | $27M | 9.7% | −1% |
| 2 | AAPL | APPLE INC | 81K | $20M | 7.2% | −2% |
| 3 | AMZN | AMAZON COM INC | 64K | $13M | 4.7% | +3% |
| 4 | ARWR | ARROWHEAD PHARMACEUTICALS IN | 143K | $9M | 3.2% | ±0% |
| 5 | VTI | VANGUARD INDEX FDS | 28K | $9M | 3.1% | +1% |
| 6 | JPM | JPMORGAN CHASE & CO | 30K | $9M | 3.1% | ±0% |
| 7 | GOOGL | ALPHABET INC | 29K | $8M | 3.0% | ±0% |
| 8 | MU | MICRON TECHNOLOGY INC | 21K | $7M | 2.5% | +7% |
| 9 | META | META PLATFORMS INC | 11K | $6M | 2.3% | +1% |
| 10 | MSFT | MICROSOFT CORP | 17K | $6M | 2.2% | +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 $311 million in assets. The fund runs a broad portfolio of 217 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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