13F Insight
DOSSIER · 13F-HR · Q3 2026

WEALTH EFFECTS LLC

$370M in tracked AUM across 251 positions as of Q3 2026.

WE
CIK 0001907254 · last filed Sep 30, 2026
Total AUM
$370M
as of Q3 2026
Holdings
251
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

WEALTH EFFECTS LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$35M155K9.6%02
AAPL
APPLE INC
$26M78K7.0%03
MU
MICRON TECHNOLOGY INC
$21M20K5.7%04
AMZN
AMAZON COM INC
$16M64K4.3%05
VTI
VANGUARD INDEX FDS
$11M29K2.9%06
GOOGL
ALPHABET INC
$10M29K2.7%07
JPM
JPMORGAN CHASE & CO
$10M30K2.7%08
ARWR
ARROWHEAD PHARMACEUTICALS IN
$10M147K2.6%09
GOOG
ALPHABET INC
$9M25K2.3%10
MSFT
MICROSOFT CORP
$8M16K2.2%

Filing history

2026Q3Sep 30
$370M▼ 0.3%
251 positionsView →2026Q2Jun 30
$370M▲ 31.3%
256 positionsView →2026Q1Mar 31
$282M▼ 11.7%
237 positionsView →2025Q4Dec 31
$320M▲ 2.8%
218 positionsView →2025Q3Sep 30
$311M▲ 16.4%
217 positionsLocked2025Q2Jun 30
$267M▲ 12.3%
205 positionsLocked2025Q1Mar 31
$238M▼ 15.4%
198 positionsLocked2024Q4Dec 31
$282M▼ 1.4%
212 positionsLocked2024Q3Sep 30
$285M▲ 3.5%
217 positionsLocked2024Q2Jun 30
$276M▲ 1.8%
209 positionsLocked2024Q1Mar 31
$271M▲ 1.9%
217 positionsLocked2023Q4Dec 31
$266M▲ 31.3%
227 positionsLocked
Showing 12 of 20