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
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