WEALTH EFFECTS LLC - Portfolio overview

WEALTH EFFECTS LLC has 257 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AVDL - AVADEL PHARMACEUTICALS PLC, 10.68%
2. NVDA - NVIDIA CORPORATION, 8.37%
3. AAPL - APPLE INC, 6.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.