WEALTH EFFECTS LLC
Top Portfolio Positions
168 positions ·
$224,152,760 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
157,043 | $27,388,299 | 12.22% |
| AAPL |
Apple Inc.
Technology
|
80,557 | $20,444,561 | 9.12% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,605 | $13,247,013 | 5.91% |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
143,300 | $8,984,910 | 4.01% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
29,700 | $8,736,552 | 3.90% |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,150 | $8,382,374 | 3.74% |
| MU |
Micron Technology Inc
Technology
|
20,818 | $7,033,153 | 3.14% |
| META |
Meta Platforms, Inc.
Communication Services
|
11,167 | $6,388,975 | 2.85% |
| MSFT |
Microsoft Corp
Technology
|
16,922 | $6,264,016 | 2.79% |
| AVGO |
Broadcom Inc.
Technology
|
14,456 | $4,474,276 | 2.00% |
Portfolio Trend
Holdings in ALT
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $406,406 | 131,950 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $403,417 | 111,750 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $225,634 | 59,850 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $122,872 | 31,750 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $154,250 | 30,850 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $236,848 | 32,850 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $215,207 | 35,050 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $249,707 | 37,550 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $149,646 | 14,700 | Shares | Sole | 2024-04-22 | |
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