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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$237B
$278,000 0.1% of portfolio
1,175
Q3 2025 Added 5.86%
$0
$269,000 0.1% of portfolio
1,480
Q2 2025 Reduced 1.99%
$148B
$260,000 0.1% of portfolio
3,258
Q2 2025 New
$16.1B
$255,000 0.1% of portfolio
11,124
Q3 2025 New
$20.4B
$263,000 0.1% of portfolio
3,009
Q3 2025 Added 0.1%
$73.4B
$263,000 0.1% of portfolio
7,425
Q3 2025 Added 0.81%
$22.4B
$269,000 0.1% of portfolio
4,000
Q1 2025 New
$0
$277,000 0.1% of portfolio
1,592
Q3 2025 Added 0.89%
$0
$277,000 0.1% of portfolio
6,957
Q3 2025 Added 0.01%
$16.4B
$276,000 0.1% of portfolio
14,814
Q3 2025 New
$2.04B
$272,000 0.1% of portfolio
15,612
Q3 2025 Reduced 29.38%
$0
$270,000 0.1% of portfolio
2,013
Q3 2024 New
$833M
$281,000 0.1% of portfolio
114,500
Q3 2025 Reduced 6.15%
$132B
$272,000 0.1% of portfolio
1,296
Q3 2025 Added 1.65%
$0
$258,000 0.1% of portfolio
2,855
Q3 2025 New
$0
$264,000 0.1% of portfolio
723
Q1 2024 New
$0
$240,000 0.09% of portfolio
16,100
Q3 2025 Added 1.26%
$0
$237,000 0.09% of portfolio
1,215
Q3 2025 New
$52.5B
$237,000 0.09% of portfolio
13,814
Q4 2024 Added 2.22%
$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%
$0
$230,000 0.09% of portfolio
17,000
Q3 2025 Reduced 5.56%
$55.6B
$243,000 0.09% of portfolio
1,667
Q3 2025 Added 13.63%
$61.4B
$237,000 0.09% of portfolio
1,165
Q3 2025 Added 7.87%
$0
$245,000 0.09% of portfolio
3,203
Q3 2025 New
$1.55B
$223,000 0.08% of portfolio
9,200
Q3 2025 New
$65.2B
$215,000 0.08% of portfolio
511
Q3 2025 New
$181B
$215,000 0.08% of portfolio
2,202
Q2 2025 New
$0
$215,000 0.08% of portfolio
9,000
Q3 2025 Reduced 59.97%
$0
$220,000 0.08% of portfolio
8,746
Q4 2023 Reduced 4.8%
$0
$224,000 0.08% of portfolio
2,025
Q3 2025 New
$13.3B
$213,000 0.08% of portfolio
5,700
Q3 2025 New
$204M
$225,000 0.08% of portfolio
59,850
Q3 2025 Added 88.5%
$0
$211,000 0.08% of portfolio
1,510
Q1 2025 New
$2.6B
$227,000 0.08% of portfolio
9,200
Q3 2025 New
$0
$215,000 0.08% of portfolio
1,296
Q3 2025 New
$0
$201,000 0.08% of portfolio
3,077
Q3 2025 New
$0
$194,000 0.07% of portfolio
18,006
Q3 2025 Added 6.34%
$1.37B
$172,000 0.06% of portfolio
20,151
Q3 2025 Reduced 29.67%
$1.95B
$153,000 0.06% of portfolio
10,000
Q2 2025 Reduced 33.33%
$0
$171,000 0.06% of portfolio
10,500
Q4 2021 New
$1.09B
$134,000 0.05% of portfolio
1,500
Q3 2025 New
$0
$138,000 0.05% of portfolio
15,450
Q2 2025 Reduced 15.33%
$461M
$121,000 0.05% of portfolio
29,950
Q3 2025 Reduced 11.78%
$444M
$137,000 0.05% of portfolio
23,500
Q3 2025 Added 18.09%
$232M
$95,000 0.04% of portfolio
18,104
Q3 2025 Added 0.19%
$671M
$74,000 0.03% of portfolio
10,099
Q3 2025 New
$19.3M
$82,000 0.03% of portfolio
99,500
Q2 2025 Added 11.17%
$313M
$43,000 0.02% of portfolio
16,000
Q3 2025 Reduced 53.62%

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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