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WEALTH EFFECTS LLC

Q2 2026 13F filing

Updated 35 days ago

256 disclosed positions worth $370.5M

Portfolio value
$370.5M
Total holdings
256
New positions
29
Closed positions
10
Increased
109
Decreased
68
Turnover
15.2%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+0.1%
Value
$31.5M
Shares
157.2K
% Port
8.49%
A

APPLE INC

-1.6%
Value
$22.9M
Shares
79.3K
% Port
6.19%
M
3.MU

MICRON TECHNOLOGY INC

-6.7%
Value
$22.4M
Shares
19.4K
% Port
6.05%
A

AMAZON COM INC

+0.4%
Value
$15.2M
Shares
63.9K
% Port
4.11%
A

ARROWHEAD PHARMACEUTICALS IN

+2.8%
Value
$12M
Shares
147.3K
% Port
3.24%
V

VANGUARD INDEX FDS

+3.9%
Value
$10.6M
Shares
28.7K
% Port
2.86%
G

ALPHABET INC

-0.2%
Value
$10.4M
Shares
29.1K
% Port
2.80%
J

JPMORGAN CHASE & CO

+1.6%
Value
$9.9M
Shares
30.2K
% Port
2.67%
G

ALPHABET INC

+291.6%
Value
$8.9M
Shares
25.3K
% Port
2.42%
A
10.ALAB

ASTERA LABS INC

-1.9%
Value
$7M
Shares
14.5K
% Port
1.89%
D
11.DOCN

DIGITALOCEAN HLDGS INC

-1.9%
Value
$6.9M
Shares
43.8K
% Port
1.86%
M
12.MSFT

MICROSOFT CORP

+1.5%
Value
$6.4M
Shares
17.2K
% Port
1.73%
M
13.META

META PLATFORMS INC

-1.3%
Value
$6.2M
Shares
11.0K
% Port
1.68%
A
14.AVGO

BROADCOM INC

-9.0%
Value
$5M
Shares
13.1K
% Port
1.34%
I
15.IBM

INTERNATIONAL BUSINESS MACHS

+16.9%
Value
$4.2M
Shares
14.9K
% Port
1.13%
E
16.ETHA

ISHARES TR

+27.3%
Value
$4.2M
Shares
5.6K
% Port
1.13%
B
17.BX

BLACKSTONE INC

+11.6%
Value
$3.9M
Shares
33.4K
% Port
1.06%
C
18.CAT

CATERPILLAR INC

-0.4%
Value
$3.6M
Shares
3.4K
% Port
0.97%
R
19.RBRK

RUBRIK INC.

+26.0%
Value
$3.5M
Shares
44.2K
% Port
0.96%
K
20.KVUE

KENVUE INC

+24.3%
Value
$3.4M
Shares
177.1K
% Port
0.91%
U
21.UTG

REAVES UTIL INCOME FD

-1.1%
Value
$3.3M
Shares
82.0K
% Port
0.90%
U
22.URI

UNITED RENTALS INC

+1.0%
Value
$3.3M
Shares
2.9K
% Port
0.90%
V
23.VGES

VANGUARD INDEX FDS

+520.0%
Value
$2.9M
Shares
33.8K
% Port
0.79%
F
24.FPF

FIRST TR EXCHANGE TRADED FD

+0.3%
Value
$2.9M
Shares
35.8K
% Port
0.78%
T
25.TSLA

TESLA INC

-1.7%
Value
$2.8M
Shares
6.6K
% Port
0.74%
B

BERKSHIRE HATHAWAY INC DEL

+3.3%
Value
$2.7M
Shares
5.5K
% Port
0.74%
A
27.ABBV

ABBVIE INC

+7.8%
Value
$2.7M
Shares
10.8K
% Port
0.73%
V
28.VGES

VANGUARD INDEX FDS

-4.2%
Value
$2.6M
Shares
3.8K
% Port
0.71%
I
29.INTC

INTEL CORP

-8.7%
Value
$2.6M
Shares
18.7K
% Port
0.70%
B

BOEING CO

-0.6%
Value
$2.6M
Shares
11.9K
% Port
0.70%
M
31.MELI

MERCADOLIBRE INC

+24.7%
Value
$2.5M
Shares
1.5K
% Port
0.68%
C
32.CVX

CHEVRON CORPORATION

-2.0%
Value
$2.4M
Shares
14.7K
% Port
0.66%
E
33.ETHA

ISHARES TR

-1.1%
Value
$2.3M
Shares
14.3K
% Port
0.63%
V
34.VRT

VERTIV HOLDINGS CO

-4.4%
Value
$2.2M
Shares
6.6K
% Port
0.59%
G
35.GEV

GE VERNOVA INC

+4.6%
Value
$2.1M
Shares
1.8K
% Port
0.56%
Q
36.QQQ

INVESCO QQQ TR

-0.5%
Value
$2.1M
Shares
2.8K
% Port
0.55%
E
37.ETHA

ISHARES TR

+16.1%
Value
$2M
Shares
26.6K
% Port
0.55%
U
38.UNH

UNITEDHEALTH GROUP INC

-1.3%
Value
$2M
Shares
4.9K
% Port
0.55%
A
39.AMAT

APPLIED MATLS INC

Unchanged
Value
$2M
Shares
2.7K
% Port
0.53%
J

J P MORGAN EXCHANGE TRADED F

+2.4%
Value
$1.9M
Shares
33.9K
% Port
0.52%
P
41.PFE

PFIZER INC

+2.6%
Value
$1.9M
Shares
78.1K
% Port
0.51%
L
42.LPTH

LIGHTPATH TECHNOLOGIES INC

-1.1%
Value
$1.9M
Shares
114.3K
% Port
0.50%
J

J P MORGAN EXCHANGE TRADED F

-3.9%
Value
$1.9M
Shares
30.3K
% Port
0.50%
S
44.SNDK

SANDISK CORP

-23.6%
Value
$1.8M
Shares
810
% Port
0.50%
J
45.JNJ

JOHNSON & JOHNSON

+6.3%
Value
$1.8M
Shares
6.9K
% Port
0.47%
C
46.C-PR

CITIGROUP INC

-1.0%
Value
$1.6M
Shares
11.7K
% Port
0.44%
G
47.GNRC

GENERAC HLDGS INC

-3.0%
Value
$1.6M
Shares
5.5K
% Port
0.43%
?
48.N/A

FIDELITY GREENWOOD STREET TR

+4.8%
Value
$1.6M
Shares
53.8K
% Port
0.42%
X
49.XOM

EXXON MOBIL CORP

-1.7%
Value
$1.5M
Shares
11.0K
% Port
0.41%
E
50.ENVX

ENOVIX CORPORATION

+2.4%
Value
$1.5M
Shares
248.0K
% Port
0.41%