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WEALTH EFFECTS LLC
WEALTH EFFECTS LLC
Latest filing: 2026-06-30
WEALTH EFFECTS LLC runs WEALTH EFFECTS LLC and currently holds 256 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $370.50M. Their top holdings are NVDA, AAPL, MU, AMZN, ARWR. The top five represent 28.1% of reported portfolio weight. WEALTH EFFECTS LLC ranks #333 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WEALTH EFFECTS LLC initiated 4 new positions. They added to 50 existing positions. They trimmed 37 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
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256 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 8.49% | $30.15 | $214.76 | +612.31% | Added +0.10% |
 AAPL APPLE INC | 6.19% | $177.88 | $309.35 | +73.91% | Trimmed -1.55% |
 MU MICRON TECHNOLOGY INC | 6.05% | $134.82 | $966.78 | +617.09% | Trimmed -6.65% |
 AMZN AMAZON COM INC | 4.11% | $167.61 | $258.63 | +54.30% | Added +0.43% |
 ARWR ARROWHEAD PHARMACEUTICALS IN | 3.24% | $58.09 | $87.11 | +49.96% | Added +2.79% |
 VTI VANGUARD INDEX FDS | 2.86% | $208.71 | $378.25 | +81.23% | Added +3.85% |
 GOOGL ALPHABET INC | 2.80% | $145.69 | $344.82 | +136.68% | Trimmed -0.24% |
 JPM JPMORGAN CHASE & CO | 2.67% | $163.39 | $351.64 | +115.21% | Added +1.61% |
 GOOG ALPHABET INC | 2.42% | $313.47 | $341.75 | +9.02% | Added +291.56% |
 ALAB ASTERA LABS INC | 1.89% | $109.60 | $284.97 | +160.01% | Trimmed -1.86% |
Showing 1-10 of 256