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

WEALTH EFFECTS LLC

$282M in tracked AUM across 237 positions as of Q1 2026.

WE
CIK 0001907254 · last filed Mar 31, 2026
Total AUM
$282M
as of Q1 2026
Holdings
237
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$282M▼ 11.7%
237 positionsView →2025Q4Dec 31
$320M▲ 2.8%
218 positionsView →2025Q3Sep 30
$311M▲ 16.4%
217 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$203M▼ 10.9%
198 positionsLocked2023Q2Jun 30
$227M▲ 16.3%
202 positionsLocked
Showing 12 of 18