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 Market Cap. of $10 Billions to $200 Billions
