StockDriftsStockDriftsTop 50 Wealth Effects LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.6% | 155.2K | $35.4M | -1.26%(-1.99K) | $26.03(+715.24%) | 2026-09-30 | |
| AAPL | APPLE INC | 7.02% | 77.8K | $25.9M | -1.86%(-1.47K) | $162.10(+114.82%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 5.69% | 19.7K | $21.0M | +1.43%(+277) | $145.11(+490.24%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.31% | 63.9K | $15.9M | -0.04%(-25) | $166.36(+50.50%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.91% | 28.7K | $10.7M | +0.04%(+12) | $203.81(+83.94%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.7% | 28.9K | $9.9M | -0.56%(-163) | $140.27(+131.15%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.68% | 29.9K | $9.9M | -0.92%(-277) | $164.56(+104.51%) | 2026-09-30 | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 2.61% | 147.2K | $9.6M | -0.07%(-100) | $56.61(+3.09%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.31% | 25.1K | $8.5M | -1.05%(-265) | $280.07(+14.53%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.25% | 16.2K | $8.3M | -5.84%(-1.00K) | $311.75(+67.15%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.76% | +118.51% | — | — | +60.81% |
| Top 20 Holdings Unweighted | +22.76% | +84.99% | — | — | +22.17% |
Wealth Effects LLC reports $369.54M in US-listed equity holdings across 250 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.6%), AAPL (7.0%) and MU (5.7%). The top 20 holdings account for 54.48% of reported assets. Its disclosed equity book has returned +118.51% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Effects LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907254). View Wealth Effects LLC’s 13F filings on SEC