Wealth Effects LLC
Net buyer this quarter
$370M
185
+$15.4M
39.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $31.5M | 8.49% | 0.00% | +0.1% | Q4 2021 |
 AAPL | $22.9M | 6.19% | 0.00% | -1.6% | Q4 2021 |
 MU | $22.4M | 6.05% | 0.00% | -6.7% | Q4 2021 |
 AMZN | $15.2M | 4.11% | 0.00% | +0.4% | Q4 2021 |
 ARWR | $12M | 3.24% | 0.10% | +2.8% | Q4 2021 |
 GOOGL | $10.4M | 2.80% | 0.00% | -0.2% | Q4 2021 |
 JPM | $9.88M | 2.67% | 0.00% | +1.6% | Q4 2021 |
| GOOG | $8.95M | 2.42% | Not reported | +291.6% | Q4 2021 |
 ALAB | $7M | 1.89% | 0.01% | -1.9% | Q2 2025 |
 DOCN | $6.88M | 1.86% | 0.04% | -1.9% | Q4 2021 |
 MSFT | $6.41M | 1.73% | 0.00% | +1.5% | Q4 2021 |
 META | $6.21M | 1.68% | Not reported | -1.3% | Q4 2021 |
 AVGO | $4.97M | 1.34% | 0.00% | -9.0% | Q4 2021 |
 IBM | $4.18M | 1.13% | 0.00% | +16.9% | Q4 2021 |
 BX | $3.93M | 1.06% | 0.00% | +11.6% | Q4 2021 |
 CAT | $3.6M | 0.97% | 0.00% | -0.4% | Q4 2021 |
 RBRK | $3.55M | 0.96% | Not reported | +26.0% | Q1 2026 |
 KVUE | $3.38M | 0.91% | 0.01% | +24.3% | Q3 2025 |
 UTG | $3.34M | 0.90% | Not reported | -1.1% | Q4 2023 |
 URI | $3.34M | 0.90% | 0.00% | +1.0% | Q4 2021 |
 TSLA | $2.76M | 0.74% | 0.00% | -1.7% | Q4 2021 |
 BRK.B | $2.74M | 0.74% | Not reported | +3.3% | Q4 2021 |
 ABBV | $2.71M | 0.73% | 0.00% | +7.8% | Q4 2021 |
 INTC | $2.61M | 0.70% | 0.00% | -8.7% | Q4 2021 |
 BA | $2.58M | 0.70% | 0.00% | -0.6% | Q4 2021 |
 MELI | $2.5M | 0.68% | 0.00% | +24.7% | Q4 2021 |
 CVX | $2.44M | 0.66% | 0.00% | -2.0% | Q4 2021 |
 VRT | $2.19M | 0.59% | 0.00% | -4.4% | Q2 2024 |
 GEV | $2.09M | 0.56% | 0.00% | +4.6% | Q1 2025 |
 QQQ | $2.05M | 0.55% | Not reported | -0.5% | Q4 2021 |
 UNH | $2.04M | 0.55% | 0.00% | -1.3% | Q4 2021 |
 AMAT | $1.96M | 0.53% | 0.00% | Not reported | Q4 2021 |
 PFE | $1.88M | 0.51% | 0.00% | +2.6% | Q4 2021 |
 LPTH | $1.87M | 0.50% | 0.18% | -1.1% | Q4 2024 |
 SNDK | $1.84M | 0.50% | 0.00% | -23.6% | Q1 2026 |
 JNJ | $1.76M | 0.47% | 0.00% | +6.3% | Q4 2021 |
 C | $1.63M | 0.44% | 0.00% | -1.0% | Q4 2021 |
 GNRC | $1.61M | 0.43% | 0.01% | -3.0% | Q4 2021 |
 XOM | $1.51M | 0.41% | 0.00% | -1.7% | Q4 2021 |
 ENVX | $1.51M | 0.41% | 0.11% | +2.4% | Q1 2023 |
 WMT | $1.39M | 0.38% | 0.00% | +4.7% | Q4 2021 |
 AMD | $1.37M | 0.37% | 0.00% | -6.0% | Q4 2021 |
 VZ | $1.35M | 0.36% | 0.00% | +1.4% | Q4 2021 |
 DVN | $1.35M | 0.36% | 0.01% | Not reported | Q1 2022 |
 GE | $1.31M | 0.35% | 0.00% | +0.2% | Q4 2021 |
 MRK | $1.31M | 0.35% | 0.00% | +3.6% | Q4 2021 |
 PG | $1.28M | 0.35% | 0.00% | +7.3% | Q4 2021 |
 MRVL | $1.24M | 0.34% | 0.00% | +79.5% | Q4 2021 |
 LNG | $1.24M | 0.33% | 0.00% | -0.7% | Q4 2021 |
 GLW | $1.23M | 0.33% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $27.4M | 9.71% | 0.00% | -0.9% | Q4 2021 |
| AAPL | $20.4M | 7.24% | 0.00% | -1.6% | Q4 2021 |
| AMZN | $13.2M | 4.69% | 0.00% | +2.7% | Q4 2021 |
| ARWR | $8.98M | 3.18% | 0.10% | Not reported | Q4 2021 |
| JPM | $8.74M | 3.10% | 0.00% | +0.4% | Q4 2021 |
| GOOGL | $8.38M | 2.97% | 0.00% | +0.3% | Q4 2021 |
| MU | $7.03M | 2.49% | 0.00% | +7.5% | Q4 2021 |
| META | $6.39M | 2.26% | Not reported | +1.5% | Q4 2021 |
| MSFT | $6.26M | 2.22% | 0.00% | +2.4% | Q4 2021 |
| AVGO | $4.47M | 1.59% | 0.00% | +2.1% | Q4 2021 |
| DOCN | $3.83M | 1.36% | 0.04% | -1.2% | Q4 2021 |
| BX | $3.44M | 1.22% | 0.00% | +24.2% | Q4 2021 |
| UTG | $3.25M | 1.15% | Not reported | +7.5% | Q4 2023 |
| CVX | $3.1M | 1.10% | 0.00% | -2.2% | Q4 2021 |
| IBM | $3.08M | 1.09% | 0.00% | +7.1% | Q4 2021 |
| BRK.B | $2.54M | 0.90% | Not reported | +0.1% | Q4 2021 |
| TSLA | $2.48M | 0.88% | 0.00% | -9.4% | Q4 2021 |
| KVUE | $2.46M | 0.87% | 0.01% | +30.7% | Q3 2025 |
| CAT | $2.41M | 0.85% | 0.00% | +12.0% | Q4 2021 |
| BA | $2.38M | 0.84% | 0.00% | +5.5% | Q4 2021 |
| ABBV | $2.17M | 0.77% | 0.00% | -0.2% | Q4 2021 |
| PFE | $2.14M | 0.76% | 0.00% | +5.5% | Q4 2021 |
| URI | $2.12M | 0.75% | 0.00% | +6.2% | Q4 2021 |
| MELI | $2.05M | 0.72% | 0.00% | +367.6% | Q4 2021 |
| XOM | $1.91M | 0.68% | 0.00% | -7.4% | Q4 2021 |
| GOOG | $1.86M | 0.66% | Not reported | -5.0% | Q4 2021 |
| RBRK | $1.72M | 0.61% | Not reported | New | Q1 2026 |
| VRT | $1.72M | 0.61% | 0.00% | Not reported | Q2 2024 |
| DVN | $1.64M | 0.58% | 0.01% | +1.6% | Q1 2022 |
| ALAB | $1.62M | 0.57% | 0.01% | Not reported | Q2 2025 |
| QQQ | $1.62M | 0.57% | Not reported | +0.4% | Q4 2021 |
| JNJ | $1.59M | 0.56% | 0.00% | -0.5% | Q4 2021 |
| VZ | $1.58M | 0.56% | 0.00% | -11.4% | Q4 2021 |
| GEV | $1.49M | 0.53% | 0.00% | +4.2% | Q1 2025 |
| LNG | $1.48M | 0.52% | 0.00% | +0.7% | Q4 2021 |
| WMT | $1.46M | 0.52% | 0.00% | -2.1% | Q4 2021 |
| UNH | $1.34M | 0.48% | 0.00% | -1.4% | Q4 2021 |
| C | $1.34M | 0.47% | 0.00% | -1.7% | Q4 2021 |
| ENVX | $1.26M | 0.44% | 0.11% | +30.7% | Q1 2023 |
 NEE | $1.25M | 0.44% | 0.00% | +2.6% | Q4 2021 |
| MRK | $1.18M | 0.42% | 0.00% | Not reported | Q4 2021 |
| PG | $1.18M | 0.42% | 0.00% | -1.6% | Q4 2021 |
| LPTH | $1.16M | 0.41% | 0.19% | -4.2% | Q4 2024 |
| GNRC | $1.1M | 0.39% | 0.01% | -0.7% | Q4 2021 |
 BAC | $1.01M | 0.36% | 0.00% | -1.3% | Q4 2021 |
| GE | $990K | 0.35% | 0.00% | +14.4% | Q4 2021 |
 V | $969K | 0.34% | 0.00% | +0.2% | Q4 2021 |
 AMGN | $968K | 0.34% | 0.00% | 0.0% | Q4 2021 |
| AMAT | $926K | 0.33% | 0.00% | Not reported | Q4 2021 |
 IBRX | $908K | 0.32% | 0.01% | +27.3% | Q1 2022 |
| Q4 2025 | |||||
| AVDL | $40.8M | 12.75% | 1.94% | -17.3% | Q4 2021 |
| NVDA | $29.6M | 9.24% | 0.00% | -3.3% | Q4 2021 |
| AAPL | $22.3M | 6.96% | 0.00% | +0.4% | Q4 2021 |
| AMZN | $14.3M | 4.47% | 0.00% | -0.2% | Q4 2021 |
| JPM | $9.53M | 2.98% | 0.00% | -0.4% | Q4 2021 |
| ARWR | $9.51M | 2.98% | 0.10% | -14.9% | Q4 2021 |
| GOOGL | $9.1M | 2.85% | 0.00% | -1.3% | Q4 2021 |
| MSFT | $7.99M | 2.50% | 0.00% | -0.9% | Q4 2021 |
| META | $7.26M | 2.27% | Not reported | +0.9% | Q4 2021 |
| MU | $5.53M | 1.73% | 0.00% | +8.5% | Q4 2021 |
| AVGO | $4.9M | 1.53% | 0.00% | -2.1% | Q4 2021 |
| BX | $3.71M | 1.16% | 0.00% | -1.3% | Q4 2021 |
| IBM | $3.52M | 1.10% | 0.00% | -12.4% | Q4 2021 |
| TSLA | $3.31M | 1.03% | 0.00% | -1.4% | Q4 2021 |
| UTG | $2.82M | 0.88% | Not reported | +9.8% | Q4 2023 |
| BRK.B | $2.67M | 0.83% | Not reported | +0.4% | Q4 2021 |
| BA | $2.47M | 0.77% | 0.00% | +10.1% | Q4 2021 |
| CVX | $2.34M | 0.73% | 0.00% | -1.0% | Q4 2021 |
| ABBV | $2.29M | 0.71% | 0.00% | -0.2% | Q4 2021 |
| URI | $2.22M | 0.69% | 0.00% | -24.7% | Q4 2021 |
| DOCN | $2.18M | 0.68% | 0.05% | -0.3% | Q4 2021 |
| GOOG | $2.14M | 0.67% | Not reported | +47.8% | Q4 2021 |
| KVUE | $1.88M | 0.59% | 0.01% | +120.3% | Q3 2025 |
| PFE | $1.8M | 0.56% | 0.00% | -10.4% | Q4 2021 |
 ESTC | $1.77M | 0.55% | 0.02% | -15.3% | Q4 2021 |
| CAT | $1.74M | 0.54% | 0.00% | 0.0% | Q4 2021 |
| QQQ | $1.71M | 0.54% | Not reported | +0.8% | Q4 2021 |
| UNH | $1.66M | 0.52% | 0.00% | -4.6% | Q4 2021 |
| XOM | $1.46M | 0.46% | 0.00% | +8.3% | Q4 2021 |
| VZ | $1.45M | 0.45% | 0.00% | +0.1% | Q4 2021 |
| C | $1.4M | 0.44% | 0.00% | -27.2% | Q4 2021 |
| ENVX | $1.36M | 0.42% | 0.09% | -32.2% | Q1 2023 |
| JNJ | $1.35M | 0.42% | 0.00% | -2.8% | Q4 2021 |
| WMT | $1.33M | 0.42% | 0.00% | +4.4% | Q4 2021 |
| LPTH | $1.3M | 0.41% | 0.22% | -19.3% | Q4 2024 |
| PG | $1.19M | 0.37% | 0.00% | +0.3% | Q4 2021 |
| DVN | $1.18M | 0.37% | 0.01% | -14.5% | Q1 2022 |
 SLV | $1.17M | 0.37% | 0.00% | +20.9% | Q4 2024 |
| BAC | $1.15M | 0.36% | 0.00% | -12.3% | Q4 2021 |
| V | $1.12M | 0.35% | 0.00% | +0.2% | Q4 2021 |
| VRT | $1.11M | 0.35% | 0.00% | -6.8% | Q2 2024 |
 TTD | $1.1M | 0.34% | Not reported | -53.8% | Q4 2021 |
| GEV | $1.07M | 0.33% | 0.00% | -3.0% | Q1 2025 |
| NEE | $1.05M | 0.33% | 0.00% | -23.8% | Q4 2021 |
| MRK | $1.03M | 0.32% | 0.00% | -6.7% | Q4 2021 |
| LNG | $1.01M | 0.31% | 0.00% | +4.0% | Q4 2021 |
| GE | $940K | 0.29% | 0.00% | +41.8% | Q4 2021 |
 VST | $933K | 0.29% | 0.00% | Not reported | Q3 2024 |
 MS | $901K | 0.28% | 0.00% | Not reported | Q4 2021 |
| AMGN | $900K | 0.28% | 0.00% | +5.2% | Q4 2021 |
| Q3 2025 | |||||
| AVDL | $35M | 11.24% | 2.35% | -2.8% | Q4 2021 |
| NVDA | $30.6M | 9.83% | 0.00% | -6.2% | Q4 2021 |
| AAPL | $20.8M | 6.68% | 0.00% | -2.7% | Q4 2021 |
| AMZN | $13.6M | 4.38% | 0.00% | +3.8% | Q4 2021 |
| JPM | $9.36M | 3.01% | 0.00% | +0.2% | Q4 2021 |
| MSFT | $8.63M | 2.78% | 0.00% | -1.7% | Q4 2021 |
| META | $8.01M | 2.57% | Not reported | -3.4% | Q4 2021 |
| GOOGL | $7.16M | 2.30% | 0.00% | +1.1% | Q4 2021 |
| ARWR | $5.81M | 1.87% | 0.12% | +1.7% | Q4 2021 |
| AVGO | $4.77M | 1.53% | 0.00% | +0.1% | Q4 2021 |
| BX | $4.17M | 1.34% | 0.00% | +3.0% | Q4 2021 |
| IBM | $3.82M | 1.23% | 0.00% | +6.8% | Q4 2021 |
| URI | $3.48M | 1.12% | 0.01% | -0.4% | Q4 2021 |
| TSLA | $3.32M | 1.07% | 0.00% | +6.9% | Q4 2021 |
| TTD | $3.06M | 0.98% | Not reported | -2.1% | Q4 2021 |
| MU | $2.99M | 0.96% | 0.00% | -0.2% | Q4 2021 |
| UTG | $2.78M | 0.89% | Not reported | +0.8% | Q4 2023 |
| ENVX | $2.72M | 0.88% | 0.13% | +18.9% | Q1 2023 |
| BRK.B | $2.66M | 0.85% | Not reported | +5.8% | Q4 2021 |
| CVX | $2.4M | 0.77% | 0.00% | +1.0% | Q4 2021 |
| ESTC | $2.34M | 0.75% | 0.03% | -0.8% | Q4 2021 |
| ABBV | $2.32M | 0.75% | 0.00% | -0.2% | Q4 2021 |
| BA | $2.23M | 0.72% | 0.00% | +0.9% | Q4 2021 |
| PFE | $2.05M | 0.66% | 0.00% | +13.1% | Q4 2021 |
| UNH | $1.82M | 0.59% | 0.00% | +12.6% | Q4 2021 |
| C | $1.67M | 0.54% | 0.00% | 0.0% | Q4 2021 |
| QQQ | $1.66M | 0.53% | Not reported | +2.4% | Q4 2021 |
 ORCL | $1.62M | 0.52% | 0.00% | +33.8% | Q4 2021 |
| VZ | $1.56M | 0.50% | 0.00% | -0.2% | Q4 2021 |
| DOCN | $1.55M | 0.50% | 0.05% | +4.5% | Q4 2021 |
| CAT | $1.45M | 0.47% | 0.00% | -1.0% | Q4 2021 |
 ONDS | $1.41M | 0.45% | 0.06% | -5.0% | Q4 2021 |
 NFLX | $1.41M | 0.45% | 0.00% | -13.3% | Q4 2021 |
| DVN | $1.32M | 0.42% | 0.01% | +11.1% | Q1 2022 |
| NEE | $1.3M | 0.42% | 0.00% | +5.8% | Q4 2021 |
| PG | $1.27M | 0.41% | 0.00% | -1.9% | Q4 2021 |
| XOM | $1.26M | 0.41% | 0.00% | 0.0% | Q4 2021 |
| JNJ | $1.25M | 0.40% | 0.00% | -0.2% | Q4 2021 |
| BAC | $1.23M | 0.40% | 0.00% | -4.0% | Q4 2021 |
| LPTH | $1.18M | 0.38% | 0.35% | +9.7% | Q4 2024 |
| WMT | $1.18M | 0.38% | 0.00% | +2.1% | Q4 2021 |
| LNG | $1.17M | 0.38% | 0.00% | +4.4% | Q4 2021 |
| VST | $1.13M | 0.36% | 0.00% | +1.1% | Q3 2024 |
| GOOG | $1.12M | 0.36% | Not reported | 0.0% | Q4 2021 |
| VRT | $1.11M | 0.36% | 0.00% | +2.8% | Q2 2024 |
| V | $1.09M | 0.35% | 0.00% | 0.0% | Q4 2021 |
| GEV | $1.04M | 0.33% | 0.00% | +0.6% | Q1 2025 |
 SMR | $1.03M | 0.33% | 0.01% | -38.8% | Q1 2025 |
 HD | $1.02M | 0.33% | 0.00% | +0.1% | Q4 2021 |
 S | $1M | 0.32% | Not reported | -6.6% | Q1 2023 |