Wealth Effects LLC Portfolio Holdings

Wealth Effects LLC

  • $241 Million
  • Q2 2025

Wealth Effects LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $241 Million distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.6M, Apple Inc. with a value of $17.2M, Amazon Com Inc with a value of $13.1M, Vanguard Total Stock Market Et with a value of $8.86M, and Jpmorgan Chase & CO with a value of $8.59M.

Examining the 13F form we can see an increase of $23.8M in the current position value, from $218M to 241M.

Below you can find more details about Wealth Effects LLC portfolio as well as his latest detailed transactions.

Portfolio value $241 Million
Technology: $79.2 Million
ETFs: $47.2 Million
Financial Services: $29.2 Million
Communication Services: $19.3 Million
Consumer Cyclical: $18.4 Million
Healthcare: $16.2 Million
Industrials: $16.1 Million
Energy: $7.01 Million
Other: $8.72 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$433B
$27.6 Million 11.43% of portfolio
174,685
Q2 2025 Reduced 3.68%
$3.44T
$17.2 Million 7.12% of portfolio
83,766
Q2 2025 Reduced 2.62%
$2.37T
$13.1 Million 5.43% of portfolio
59,801
Q2 2025 Added 1.65%
$0
$8.86 Million 3.67% of portfolio
29,136
Q2 2025 Added 0.34%
$870B
$8.59 Million 3.56% of portfolio
29,642
Q2 2025 Added 1.23%
$3.81T
$8.43 Million 3.49% of portfolio
16,949
Q2 2025 Reduced 4.23%
$1.58T
$8.33 Million 3.45% of portfolio
11,283
Q2 2025 Reduced 7.14%
$1.14T
$5.14 Million 2.13% of portfolio
29,150
Q2 2025 Reduced 1.86%
$37.7B
$4.59 Million 1.9% of portfolio
63,727
Q2 2025 Reduced 1.57%
$117B
$3.98 Million 1.65% of portfolio
14,435
Q2 2025 Added 1.71%
$234B
$3.74 Million 1.55% of portfolio
12,677
Q2 2025 Added 8.42%
$126B
$3.55 Million 1.47% of portfolio
23,713
Q2 2025 Reduced 2.22%
$60.7B
$2.76 Million 1.14% of portfolio
3,658
Q2 2025 Added 0.49%
$0
$2.64 Million 1.09% of portfolio
4,256
Q2 2025 Reduced 4.53%
$1.72B
$2.62 Million 1.08% of portfolio
165,650
Q2 2025 Reduced 2.87%
$0
$2.57 Million 1.06% of portfolio
5,853
Q2 2025 Reduced 2.4%
$622B
$2.43 Million 1.0% of portfolio
4,995
Q2 2025 Reduced 5.4%
$2.27B
$2.38 Million 0.98% of portfolio
229,751
Q2 2025 Reduced 1.01%
$8.43B
$2.35 Million 0.97% of portfolio
27,908
Q2 2025 Reduced 3.01%
$964B
$2.22 Million 0.92% of portfolio
6,980
Q2 2025 Reduced 0.43%
$121B
$2.2 Million 0.91% of portfolio
17,890
Q2 2025 Added 1.55%
$305B
$2.19 Million 0.91% of portfolio
15,317
Q2 2025 Added 0.37%
$0
$2.16 Million 0.9% of portfolio
34,487
Q2 2025 Reduced 0.13%
$138B
$2.14 Million 0.89% of portfolio
10,225
Q2 2025 Added 6.33%
$0
$2.02 Million 0.84% of portfolio
14,945
Q2 2025 Reduced 0.61%
$0
$1.98 Million 0.82% of portfolio
3,484
Q2 2025 Added 4.16%
$337B
$1.86 Million 0.77% of portfolio
10,043
Q2 2025 Reduced 2.98%
$1.89B
$1.84 Million 0.76% of portfolio
46,600
Q2 2025 Reduced 3.32%
$525B
$1.81 Million 0.75% of portfolio
1,355
Q2 2025 Added 3.04%
$142B
$1.72 Million 0.71% of portfolio
71,133
Q2 2025 Added 8.5%
$0
$1.67 Million 0.69% of portfolio
30,687
Q2 2025 Reduced 2.06%
$181B
$1.54 Million 0.64% of portfolio
35,542
Q2 2025 Added 15.16%
$0
$1.51 Million 0.62% of portfolio
26,511
Q2 2025 Reduced 5.93%
$0
$1.49 Million 0.62% of portfolio
2,702
Q2 2025 Reduced 0.73%
$261B
$1.46 Million 0.61% of portfolio
4,688
Q2 2025 Added 14.43%
$185B
$1.4 Million 0.58% of portfolio
16,459
Q2 2025 Added 21.02%
$0
$1.37 Million 0.57% of portfolio
22,095
Q2 2025 Reduced 13.22%
$42.6B
$1.35 Million 0.56% of portfolio
10,077
Q2 2025 Reduced 0.74%
$376B
$1.34 Million 0.56% of portfolio
8,426
Q2 2025 Reduced 4.54%
$2.79B
$1.24 Million 0.51% of portfolio
43,450
Q2 2025 Reduced 9.1%
$462B
$1.21 Million 0.5% of portfolio
11,203
Q2 2025 Reduced 7.82%
$388B
$1.18 Million 0.49% of portfolio
24,837
Q2 2025 Added 10.21%
$227B
$1.19 Million 0.49% of portfolio
3,063
Q2 2025 Added 4.83%
$56.4B
$1.16 Million 0.48% of portfolio
4,761
Q2 2025 Reduced 0.5%
$0
$1.17 Million 0.48% of portfolio
5,982
Q2 2023 Reduced 0.3%
$579B
$1.13 Million 0.47% of portfolio
3,196
Q2 2025 Reduced 4.05%
$141B
$1.13 Million 0.47% of portfolio
16,301
Q2 2025 Added 3.3%
$0
$1.1 Million 0.46% of portfolio
65,777
Q2 2025 Reduced 2.12%
$4.01B
$1.11 Million 0.46% of portfolio
60,950
Q2 2025 Reduced 1.3%

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $241 Million
  • Prior Value $218 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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