WEALTH EFFECTS LLC
•CIK: 1907254•Filing: Q4 2025
**WEALTH EFFECTS LLC** manages $320M across a diversified portfolio of 218 positions. The fund maintains significant exposure to technology and growth sectors, highlighted by top holdings including FHI at $40.8M and NVDA at $29.6M. Further concentration is evident in mega-cap names such as AAPL ($22.3M), AMZN ($14.3M), and JPM ($9.5M). This allocation suggests a conviction in established market leaders alongside targeted sector plays.
Total AUM
$319.3M
QoQ Performance
+2.7%
Positions
180
Top 10 Concentration
50.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AVAD
NVDA
AAPL
AVADEL12.8%
NVDA9.3%
AAPL7.0%
AMZN4.5%
JPM3.0%
ARWR3.0%
VTI2.9%
GOOGL2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.3%
Technology28.2%
Consumer6.5%
Financial5.4%
Healthcare3.9%
Industrial2.1%
ETF1.9%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+27 more exited positions
Changes from Q3 2025
NEW15 new positions
↑67 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023