Institutions / Wealth Effects LLC
Wealth Effects LLC
CIK 1907254 · Institution · as of Dec 31, 2025
Portfolio value
$319.31M
Positions
217
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 217 →
| Company | Value | % of portfolio |
|---|---|---|
| Avadel Pharmaceuticals PLC | $40.77M | 12.8% |
| NVIDIA Corp | $29.56M | 9.3% |
| Apple Inc. | $22.26M | 7.0% |
| Amazon.com Inc | $14.30M | 4.5% |
| JPMorgan Chase & Co | $9.53M | 3.0% |
| Arrowhead Pharmaceuticals, Inc. | $9.51M | 3.0% |
| Vanguard Index Fds | $9.21M | 2.9% |
| Alphabet Inc. | $9.10M | 2.8% |
| Microsoft Corp | $7.99M | 2.5% |
| Meta Platforms Inc | $7.26M | 2.3% |
| Micron Technology Inc | $5.53M | 1.7% |
| Broadcom Inc. | $4.90M | 1.5% |
| Blackstone Inc | $3.71M | 1.2% |
| International Business Machines Corp | $3.52M | 1.1% |
| Tesla Inc | $3.31M | 1.0% |
| iShares Tr | $2.93M | 0.9% |
| Reaves Utility Income FundUTG | $2.82M | 0.9% |
| Warren E. Buffett | $2.67M | 0.8% |
| Vanguard Index Fds | $2.66M | 0.8% |
| Vanguard Index Fds | $2.50M | 0.8% |
| The Boeing Company | $2.47M | 0.8% |
| First Tr Exchange Traded Fd | $2.46M | 0.8% |
| Chevron Corp | $2.34M | 0.7% |
| AbbVie Inc. | $2.29M | 0.7% |
| United Rentals Inc | $2.22M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.