Top 50 Wealth Effects Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.71% | 157.0K | $27.4M | -0.91%(-1.44K) | $25.88(+652.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.24% | 80.6K | $20.4M | -1.61%(-1.32K) | $162.10(+90.39%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.69% | 63.6K | $13.2M | +2.68%(+1.66K) | $166.14(+46.07%) | 2026-03-31 | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 3.18% | 143.3K | $9.0M | +0.00%(+0) | $56.25(+49.31%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.14% | 27.6K | $8.9M | +0.55%(+151) | $198.46(+85.81%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.1% | 29.7K | $8.7M | +0.43%(+128) | $162.29(+106.10%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.97% | 29.1K | $8.4M | +0.29%(+84) | $140.27(+156.59%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.49% | 20.8K | $7.0M | +7.45%(+1.44K) | $131.36(+642.66%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.26% | 11.2K | $6.4M | +1.47%(+162) | $321.27(+81.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.22% | 16.9K | $6.3M | +2.40%(+397) | $310.92(+25.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.91% | +85.69% |
| Top 20 Holdings Unweighted | +14.14% | +48.72% |
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