WEALTH EFFECTS LLC - Portfolio Stock Holdings
WEALTH EFFECTS LLC disclosed 250 stock positions in a recent SEC 13F filing. $276,806,074 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and AMZN. This filing represented positions held on March 31, 2026, and was filed on April 21, 2026.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:
March 31, 2026No. of Stocks:
250Est. Stock Holding Value:
$276,806,074Top Stock Holdings By Sector
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Portfolio Stock Holdings - WEALTH EFFECTS LLC
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