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WEALTH EFFECTS LLC 13F holdings

Filed 2026-08-06 · WEALTH EFFECTS LLC · 256 positions · $370.5M

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION157.2K$31.5M8.5%
AAPLAPPLE INC79.3K$22.9M6.2%
MUMICRON TECHNOLOGY INC19.4K$22.4M6.1%
AMZNAMAZON COM INC63.9K$15.2M4.1%
ARWRARROWHEAD PHARMACEUTICALS IN147.3K$12.0M3.2%
VTIVANGUARD INDEX FDS28.7K$10.6M2.9%
GOOGLALPHABET INC29.1K$10.4M2.8%
JPMJPMORGAN CHASE & CO30.2K$9.9M2.7%
GOOGALPHABET INC25.3K$8.9M2.4%
ALABASTERA LABS INC14.5K$7.0M1.9%
DOCNDIGITALOCEAN HLDGS INC43.8K$6.9M1.9%
MSFTMICROSOFT CORP17.2K$6.4M1.7%
METAMETA PLATFORMS INC11.0K$6.2M1.7%
AVGOBROADCOM INC13.1K$5.0M1.3%
IBMINTERNATIONAL BUSINESS MACHS14.9K$4.2M1.1%
IVVISHARES TR5.6K$4.2M1.1%
BXBLACKSTONE INC33.4K$3.9M1.1%
CATCATERPILLAR INC3.4K$3.6M1.0%
RBRKRUBRIK INC.44.2K$3.5M1.0%
KVUEKENVUE INC177.1K$3.4M0.9%
UTGREAVES UTIL INCOME FD82.0K$3.3M0.9%
URIUNITED RENTALS INC2.9K$3.3M0.9%
VUGVANGUARD INDEX FDS33.8K$2.9M0.8%
RDVYFIRST TR EXCHANGE TRADED FD35.8K$2.9M0.8%
TSLATESLA INC6.6K$2.8M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL5.5K$2.7M0.7%
ABBVABBVIE INC10.8K$2.7M0.7%
VOOVANGUARD INDEX FDS3.8K$2.6M0.7%
INTCINTEL CORP18.7K$2.6M0.7%
BABOEING CO11.9K$2.6M0.7%
MELIMERCADOLIBRE INC1.5K$2.5M0.7%
CVXCHEVRON CORPORATION14.7K$2.4M0.7%
ITOTISHARES TR14.3K$2.3M0.6%
VRTVERTIV HOLDINGS CO6.6K$2.2M0.6%
GEVGE VERNOVA INC1.8K$2.1M0.6%
QQQINVESCO QQQ TR2.8K$2.1M0.6%
IJHISHARES TR26.6K$2.0M0.6%
UNHUNITEDHEALTH GROUP INC4.9K$2.0M0.6%
AMATAPPLIED MATLS INC2.7K$2.0M0.5%
JEPIJ P MORGAN EXCHANGE TRADED F33.9K$1.9M0.5%
PFEPFIZER INC78.1K$1.9M0.5%
LPTHLIGHTPATH TECHNOLOGIES INC114.2K$1.9M0.5%
JEPQJ P MORGAN EXCHANGE TRADED F30.3K$1.9M0.5%
SNDKSANDISK CORP810$1.8M0.5%
JNJJOHNSON & JOHNSON6.9K$1.8M0.5%
CCITIGROUP INC11.7K$1.6M0.4%
GNRCGENERAC HLDGS INC5.5K$1.6M0.4%
FYEEFIDELITY GREENWOOD STREET TR53.8K$1.6M0.4%
EXMOCEXXON MOBIL CORP11.0K$1.5M0.4%
ENVXENOVIX CORPORATION248.0K$1.5M0.4%
WMTWALMART INC12.3K$1.4M0.4%
AMDADVANCED MICRO DEVICES INC2.4K$1.4M0.4%
IVEISHARES TR6.0K$1.4M0.4%
VZVERIZON COMMUNICATIONS INC31.9K$1.4M0.4%
DVNDEVON ENERGY CORP NEW32.6K$1.3M0.4%
GEGE AEROSPACE3.5K$1.3M0.4%
FBCGFIDELITY COVINGTON TRUST21.0K$1.3M0.4%
MRKMERCK & CO INC10.2K$1.3M0.4%
PGPROCTER & GAMBLE CO8.8K$1.3M0.3%
MRVLMARVELL TECHNOLOGY INC4.2K$1.2M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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