Wealth Effects LLC Portfolio Holdings
Wealth Effects LLC
- $261 Million
- Q4 2025
Wealth Effects LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $261 Million distributed in 218 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.6M, Apple Inc. with a value of $21.9M, Amazon Com Inc with a value of $14.5M, Vanguard Total Stock Market Et with a value of $9.06M, and Jpmorgan Chase & CO with a value of $8.88M.
Examining the 13F form we can see an decrease of $6.99M in the current position value, from $268M to 261M.
Below you can find more details about Wealth Effects LLC portfolio as well as his latest detailed transactions.
Portfolio value
$261 Million
Technology: $87 Million
ETFs: $54.1 Million
Financial Services: $29.2 Million
Consumer Cyclical: $20.6 Million
Healthcare: $20.4 Million
Communication Services: $19.8 Million
Industrials: $13.3 Million
Energy: $7.03 Million
Other: $9.34 Million