account_balance
Investment manager · 13F filer · SEC CIK 1907254
Wealth Effects LLC
Reported value$369Mas of Sep 30, 2026
Positions250 13 new, 19 sold out
Top 10 weight42.1%NVDA alone is 10%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.6%
AAPLApple Inc.
7.0%
MUMicron Technology Inc
5.7%
AMZNAmazon.com Inc
4.3%
VTIVanguard Index FDS
2.9%
GOOGLAlphabet Inc.
2.7%
JPMJPMorgan Chase & Co
2.7%
ARWRArrowhead Pharmaceuticals, Inc.
2.6%
GOOGAlphabet Inc.
2.3%
MSFTMicrosoft Corp
2.2%−6%
METAMeta Platforms, Inc.
2.1%−5%
DOCNDigitalOcean Holdings, Inc.
1.6%
NVDANVIDIA Corp
9.6%
AAPLApple Inc.
7.0%
MUMicron Technology Inc
5.7%
AMZNAmazon.com Inc
4.3%
VTIVanguard Index FDS
2.9%
GOOGLAlphabet Inc.
2.7%
JPMJPMorgan Chase & Co
2.7%
ARWRArrowhead Pharmaceuticals, Inc.
2.6%
GOOGMSFTMETA2.1%DOCNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.6% HeldAAPL Apple Inc. 7.0% HeldMU Micron Technology Inc 5.7% HeldAMZN Amazon.com Inc 4.3% Held
VTI Vanguard Index FDS 2.9% Held
GOOGL Alphabet Inc. 2.7% HeldJPM JPMorgan Chase & Co 2.7% HeldARWR Arrowhead Pharmaceuticals, Inc. 2.6% HeldGOOG Alphabet Inc. 2.3% HeldMSFT Microsoft Corp 2.2% Trimmed −6%META Meta Platforms, Inc. 2.1% Trimmed −5%DOCN DigitalOcean Holdings, Inc. 1.6% Added +4%What changed
Biggest moves since Jun 30, 2026
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