WEALTH EFFECTS LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WEALTH EFFECTS LLC 13F Holdings
CIK 0001907254
As of Sep 30, 2025, WEALTH EFFECTS LLC reported
217 positions worth $308.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| AVADEL PHARMACEUTICALS PLC | AVDL | Healthcare | 2,288,813 | $35.0M | 11.32% |
| NVIDIA CORP | NVDA | Technology | 163,827 | $30.6M | 9.90% |
| APPLE INC | AAPL | Technology | 81,549 | $20.8M | 6.72% |
| AMAZON.COM INC | AMZN | Equity | 62,062 |
|
3.6M4.41% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 29,689 | $9.4M | 3.03% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 27,457 | $9.0M | 2.92% |
| MICROSOFT CORP | MSFT | Technology | 16,666 | $8.6M | 2.79% |
| META PLATFORMS INC | META | Communication Services | 10,903 | $8.0M | 2.59% |
| ALPHABET INC | GOOGL | Equity | 29,460 | $7.2M | 2.32% |
| ARROWHEAD PHARMACEUTICALS INC | ARWR | Healthcare | 168,450 | $5.8M | 1.88% |
| BROADCOM INC | AVGO | Technology | 14,453 | $4.8M | 1.54% |
| BLACKSTONE INC | BX | Financial Services | 24,417 | $4.2M | 1.35% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 13,542 | $3.8M | 1.24% |
| UNITED RENTALS INC | URI | Industrials | 3,643 | $3.5M | 1.13% |
| TESLA INC | TSLA | Consumer Cyclical | 7,460 | $3.3M | 1.07% |
| TRADE DESK INC | TTD | Technology | 62,377 | $3.1M | 0.99% |
| MICRON TECHNOLOGY INC | MU | Technology | 17,850 | $3.0M | 0.97% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,261 | $2.9M | 0.92% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 5,855 | $2.8M | 0.91% |
| REAVES UTILITY INCOME FUND | UTG | — | 70,245 | $2.8M | 0.90% |
| ENOVIX CORP | ENVX | Industrials | 273,272 | $2.7M | 0.88% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,285 | $2.7M | 0.86% |
| CHEVRON CORP | CHV | Energy | 15,476 | $2.4M | 0.78% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 35,703 | $2.4M | 0.78% |
| ELASTIC NV | ESTC | Technology | 27,693 | $2.3M | 0.76% |