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WEALTH EFFECTS LLC 13F portfolio summary

WEALTH EFFECTS LLC of WEALTH EFFECTS LLC has 234 current stock holdings with a reported portfolio value of $282.2M. The portfolio 1 year return is +38.17%. Top holdings include JPC (0.00%), PFF (0.00%), AB (0.00%), CHI (0.00%), QQQ (0.00%).

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WEALTH EFFECTS LLC

WEALTH EFFECTS LLC
Latest filing: 2026-03-31

WEALTH EFFECTS LLC runs WEALTH EFFECTS LLC and currently holds 234 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $282.19M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WEALTH EFFECTS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WEALTH EFFECTS LLC's portfolio at WEALTH EFFECTS LLC has delivered returns of +38.17%. Their 3-year annualized return is +76.66%. Looking at the 5-year horizon, WEALTH EFFECTS LLC has achieved +40.76% annualized returns at WEALTH EFFECTS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+38.17%
#0/1000
3 Year
+76.66%
#0/1000
5 Year
+40.76%
#0/1000

Portfolio Value

$282.19M

Alpha Score

46.7

#0 of 1000

Holdings

234

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change