WEALTH EFFECTS LLC

Q3 2025 13F Holdings

  • Location
    boston, MA
  • Num holdings

    217

  • Value ($000)

    $310,969

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001907254
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

AVADEL PHARMACEUTICALS PLC

COM SHS
G29687103
$34.95 M
11 %

2,288,813

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$30.57 M
10 %

163,827

AAPL
AAPL

APPLE INC

COM
037833100
$20.76 M
7 %

81,549

AMZN
AMZN

AMAZON COM INC

COM
023135106
$13.63 M
4 %

62,062

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$9.36 M
3 %

29,689

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.01 M
3 %

27,457

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.63 M
3 %

16,666

META
META

META PLATFORMS INC

CL A
30303M102
$8.01 M
3 %

10,903

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.16 M
2 %

29,460

ARWR
ARWR

ARROWHEAD PHARMACEUTICALS IN

COM
04280A100
$5.81 M
2 %

168,450

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