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Wealth Effects Llc

Portfolio Manager
Wealth Effects Llc
Performance
-7.98% (2026 Q1)
AUM (13F)
$282.19M
# of Holdings
237
Performance Rank
Allocation (Top 20)
52.17%

Wealth Effects Llc Holdings Map

Top 50 Wealth Effects Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
9.71%157.0K$27.4M
-0.91%(-1.44K)
2025-Q1: 181.4K shares2025-Q2: 174.7K shares2025-Q3: 163.8K shares2025-Q4: 158.5K shares2026-Q1: 157.0K shares
$25.88(+652.80%)
2026-03-31
AAPL
APPLE INC
7.24%80.6K$20.4M
-1.61%(-1.32K)
2025-Q1: 86.0K shares2025-Q2: 83.8K shares2025-Q3: 81.5K shares2025-Q4: 81.9K shares2026-Q1: 80.6K shares
$162.10(+90.39%)
2026-03-31
AMZN
AMAZON COM INC
4.69%63.6K$13.2M
+2.68%(+1.66K)
2025-Q1: 58.8K shares2025-Q2: 59.8K shares2025-Q3: 62.1K shares2025-Q4: 61.9K shares2026-Q1: 63.6K shares
$166.14(+46.07%)
2026-03-31
ARWR
ARROWHEAD PHARMACEUTICALS IN
3.18%143.3K$9.0M
+0.00%(+0)
2025-Q1: 170.6K shares2025-Q2: 165.7K shares2025-Q3: 168.4K shares2025-Q4: 143.3K shares2026-Q1: 143.3K shares
$56.25(+49.31%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.14%27.6K$8.9M
+0.55%(+151)
2025-Q1: 29.0K shares2025-Q2: 29.1K shares2025-Q3: 27.5K shares2025-Q4: 27.5K shares2026-Q1: 27.6K shares
$198.46(+85.81%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.1%29.7K$8.7M
+0.43%(+128)
2025-Q1: 29.3K shares2025-Q2: 29.6K shares2025-Q3: 29.7K shares2025-Q4: 29.6K shares2026-Q1: 29.7K shares
$162.29(+106.10%)
2026-03-31
GOOGL
ALPHABET INC
2.97%29.1K$8.4M
+0.29%(+84)
2025-Q1: 29.7K shares2025-Q2: 29.1K shares2025-Q3: 29.5K shares2025-Q4: 29.1K shares2026-Q1: 29.1K shares
$140.27(+156.59%)
2026-03-31
MU
MICRON TECHNOLOGY INC
2.49%20.8K$7.0M
+7.45%(+1.44K)
2025-Q1: 17.6K shares2025-Q2: 17.9K shares2025-Q3: 17.9K shares2025-Q4: 19.4K shares2026-Q1: 20.8K shares
$131.36(+642.66%)
2026-03-31
META
META PLATFORMS INC
2.26%11.2K$6.4M
+1.47%(+162)
2025-Q1: 12.2K shares2025-Q2: 11.3K shares2025-Q3: 10.9K shares2025-Q4: 11.0K shares2026-Q1: 11.2K shares
$321.27(+81.44%)
2026-03-31
MSFT
MICROSOFT CORP
2.22%16.9K$6.3M
+2.40%(+397)
2025-Q1: 17.7K shares2025-Q2: 16.9K shares2025-Q3: 16.7K shares2025-Q4: 16.5K shares2026-Q1: 16.9K shares
$310.92(+25.59%)
2026-03-31

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