Wealth Effects LLC Portfolio Holdings

Wealth Effects LLC

  • $268 Million
  • Q3 2025

Wealth Effects LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $268 Million distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $30.6M, Apple Inc. with a value of $20.8M, Amazon Com Inc with a value of $13.6M, Jpmorgan Chase & CO with a value of $9.36M, and Vanguard Total Stock Market Et with a value of $9.01M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $241M to 268M.

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

Portfolio value $268 Million
Technology: $89.4 Million
ETFs: $51.9 Million
Financial Services: $31.6 Million
Healthcare: $20.8 Million
Communication Services: $20.5 Million
Consumer Cyclical: $20.3 Million
Industrials: $16.9 Million
Energy: $7.16 Million
Other: $9.32 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181M
$1.16 Million 0.43% of portfolio
149,250
Q3 2025 Added 9.74%
$281M
$492,000 0.18% of portfolio
169,700
Q3 2025 Reduced 11.48%
$122M
$361,000 0.13% of portfolio
208,017
Q3 2025 Added 103.6%
$165M
$229,000 0.09% of portfolio
75,060
Q2 2025 Reduced 4.46%
$263M
$230,000 0.09% of portfolio
21,000
Q2 2025 Reduced 33.01%
$204M
$225,000 0.08% of portfolio
59,850
Q3 2025 Added 88.5%
$232M
$95,000 0.04% of portfolio
18,104
Q3 2025 Added 0.19%
$126M
$26,000 0.01% of portfolio
16,000
Q3 2025 Added 18.52%

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $268 Million
  • Prior Value $241 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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