StockDriftsStockDriftsTop 50 Wealth Effects LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.49% | 157.2K | $31.5M | +0.10%(+150) | $26.03(+768.47%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.19% | 79.3K | $22.9M | -1.55%(-1.25K) | $162.10(+88.39%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 6.05% | 19.4K | $22.4M | -6.65%(-1.39K) | $131.36(+672.53%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.11% | 63.9K | $15.2M | +0.43%(+271) | $166.36(+57.81%) | 2026-06-30 | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 3.24% | 147.3K | $12.0M | +2.79%(+4.00K) | $56.61(+53.04%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.86% | 28.7K | $10.6M | +3.85%(+1.06K) | $203.74(+88.16%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.8% | 29.1K | $10.4M | -0.24%(-70) | $140.27(+145.76%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.67% | 30.2K | $9.9M | +1.61%(+478) | $164.56(+121.64%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.42% | 25.3K | $8.9M | +291.56%(+18.86K) | $280.07(+22.34%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 1.89% | 14.5K | $7.0M | -1.86%(-275) | $126.68(+138.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.02% | +109.81% | — | — | +57.34% |
| Top 20 Holdings Unweighted | +20.37% | +74.40% | — | — | +21.80% |
Wealth Effects LLC reports $370.50M in US-listed equity holdings across 256 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.5%), AAPL (6.2%) and MU (6.0%). The top 20 holdings account for 53.49% of reported assets. Its disclosed equity book has returned +109.81% on a three-year cumulative basis. Figures reflect the Q2 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