WEALTH EFFECTS LLC — 13F holdings

WEALTH EFFECTS LLC reported 251 holdings worth $370M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $35.4M (9.6%)
  2. AAPL APPLE INC — $25.9M (7.0%)
  3. MU MICRON TECHNOLOGY INC — $21.0M (5.7%)
  4. AMZN AMAZON COM INC — $15.9M (4.3%)
  5. VTI VANGUARD INDEX FDS — $10.7M (2.9%)
  6. GOOGL ALPHABET INC — $9.95M (2.7%)
  7. JPM JPMORGAN CHASE & CO. — $9.89M (2.7%)
  8. ARWR ARROWHEAD PHARMACEUTICALS IN — $9.63M (2.6%)
  9. GOOG ALPHABET INC — $8.54M (2.3%)
  10. MSFT MICROSOFT CORP — $8.30M (2.2%)