Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEALTH EFFECTS LLC (CIK 1907254) reported $282.2M across 237 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($27.4M, 9.71%), AAPL ($20.4M, 7.24%), AMZN ($13.2M, 4.69%), ARWR ($9.0M, 3.18%), VTI ($8.9M, 3.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $27.4M | 9.71% | 157,043 | Trimmed |
| 2 | AAPL | APPLE INC | $20.4M | 7.24% | 80,557 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $13.2M | 4.69% | 63,605 | Added |
| 4 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $9.0M | 3.18% | 143,300 | Hold |
| 5 | VTI | VANGUARD INDEX FDS | $8.9M | 3.14% | 27,615 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $8.7M | 3.10% | 29,700 | Added |
| 7 | GOOGL | ALPHABET INC | $8.4M | 2.97% | 29,150 | Added |
| 8 | MU | MICRON TECHNOLOGY INC | $7.0M | 2.49% | 20,818 | Added |
| 9 | META | META PLATFORMS INC | $6.4M | 2.26% | 11,167 | Added |
| 10 | MSFT | MICROSOFT CORP | $6.3M | 2.22% | 16,922 | Added |
| 11 | AVGO | BROADCOM INC | $4.5M | 1.59% | 14,456 | Added |
| 12 | DOCN | DIGITALOCEAN HLDGS INC | $3.8M | 1.36% | 44,700 | Trimmed |
| 13 | BX | BLACKSTONE INC | $3.4M | 1.22% | 29,916 | Added |
| 14 | UTG | REAVES UTIL INCOME FD | $3.3M | 1.15% | 82,866 | Added |
| 15 | CVX | CHEVRON CORPORATION | $3.1M | 1.10% | 14,987 | Trimmed |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $3.1M | 1.09% | 12,710 | Added |
| 17 | IVV | ISHARES TR | $2.9M | 1.01% | 4,374 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.5M | 0.90% | 5,310 | Added |
| 19 | TSLA | TESLA INC | $2.5M | 0.88% | 6,665 | Trimmed |
| 20 | KVUE | KENVUE INC | $2.5M | 0.87% | 142,458 | Added |
| 21 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.4M | 0.86% | 35,681 | Added |
| 22 | CAT | CATERPILLAR INC | $2.4M | 0.85% | 3,398 | Added |
| 23 | VOO | VANGUARD INDEX FDS | $2.4M | 0.84% | 3,986 | Added |
| 24 | VUG | VANGUARD INDEX FDS | $2.4M | 0.84% | 5,453 | Hold |
| 25 | BA | BOEING CO | $2.4M | 0.84% | 11,976 | Added |
Source: SEC Form 13F filings · as of 2026-03-31