Institutional Fund
Wealth Effects LLC
Boston, MACIK 19072545 filings on record
Portfolio Value
$282.19M
Q1 2026
Holdings
237
Reported positions
New Buys
34
Opened this quarter
QoQ Change
-11.6%
from $319.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation9.7%
- Apple Inc7.2%
- Amazon Com Inc4.7%
- Arrowhead Pharmaceuticals In3.2%
- Vanguard Index Fds3.1%
- Jpmorgan Chase & Co.3.1%
- Other68.9%
Portfolio Holdings
237 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 157.0K | $27.39M | 9.7% | −1.4K | Reduced |
| 2 | Apple Inc | 80.6K | $20.44M | 7.2% | −1.3K | Reduced |
| 3 | Amazon Com Inc | 63.6K | $13.25M | 4.7% | +1.7K | Added |
| 4 | Arrowhead Pharmaceuticals In | 143.3K | $8.98M | 3.2% | 0 | Held |
| 5 | Vanguard Index Fds | 27.6K | $8.86M | 3.1% | +151 | Added |
| 6 | Jpmorgan Chase & Co. | 29.7K | $8.74M | 3.1% | +128 | Added |
| 7 | Alphabet Inc | 29.1K | $8.38M | 3.0% | +84 | Added |
| 8 | Micron Technology Inc | 20.8K | $7.03M | 2.5% | +1.4K | Added |
| 9 | Meta Platforms Inc | 11.2K | $6.39M | 2.3% | +162 | Added |
| 10 | Microsoft Corp | 16.9K | $6.26M | 2.2% | +397 | Added |
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