Holdings

Wealth Effects LLC

As of Jun 30, 2026, Wealth Effects LLC reported 142 positions worth US$285M. Largest: Nvidia Corporation, Apple Inc and Micron Technology, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation157KUS$31.5M+150Jun 30, 2026
Apple Inc79,306US$22.9M−1,251Jun 30, 2026
Micron Technology, Inc.19,433US$22.4M−1,385Jun 30, 2026
Alphabet Inc (google) Class C54,124US$19.3M+18,520Jun 30, 2026
Amazon.com, Inc.63,876US$15.2M+271Jun 30, 2026
Arrowhead Pharmaceuticals, Inc.147KUS$12M+4,000Jun 30, 2026
Jp Morgan Chase & Co.30,178US$9.88M+478Jun 30, 2026
Astera Labs, Inc.14,490US$7M−275Jun 30, 2026
Digitalocean Holdings, Inc.43,835US$6.88M−865Jun 30, 2026
Microsoft Corp.17,183US$6.41M+261Jun 30, 2026