WEALTH EFFECTS LLC - Portfolio Stock Holdings
WEALTH EFFECTS LLC disclosed 262 stock positions in a recent SEC 13F filing. $368,591,478 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and MU. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $472,000,000 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
262Est. Stock Holding Value:
$368,591,478Top Stock Holdings By Sector
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Portfolio Stock Holdings - WEALTH EFFECTS LLC
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