13F Insight
DOSSIER · 13F-HR · Q1 2026

WEALTH EFFECTS LLC

WEALTH EFFECTS's family office based in Chicago, IL — $282M in tracked AUM across 237 positions as of Q1 2026.

WE
WEALTH EFFECTS·Chicago, IL·Family Office
CIK 0001907254 · last filed Mar 31, 2026
Total AUM
$282M
▼ 18.9%
vs prior
Holdings
237
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WEALTH EFFECTS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$27M157K9.7%
02
AAPL
APPLE INC
$20M81K7.2%
03
AMZN
AMAZON COM INC
$13M64K4.7%
04
ARWR
ARROWHEAD PHARMACEUTICALS IN
$9M143K3.2%
05
VTI
VANGUARD INDEX FDS
$9M28K3.1%
06
JPM
JPMORGAN CHASE & CO
$9M30K3.1%
07
GOOGL
ALPHABET INC
$8M29K3.0%
08
MU
MICRON TECHNOLOGY INC
$7M21K2.5%
09
META
META PLATFORMS INC
$6M11K2.3%
10
MSFT
MICROSOFT CORP
$6M17K2.2%

Filing history

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