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% |
Holdings in PTY
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $559,342 | 46,380 | Shares | Sole | 2026-04-21 | |
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