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WEALTH EFFECTS LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1907254

$370.5M

disclosed book value

256

positions

8.5%

largest position share

Positions, as of 2026-06-30

top 100 of 256 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION157,193$31.5M8.5%
2AAPLAPPLE INC79,306$22.9M6.2%
3MUMICRON TECHNOLOGY INC19,433$22.4M6.1%
4AMZNAMAZON COM INC63,876$15.2M4.1%
5ARWRARROWHEAD PHARMACEUTICALS IN147,300$12.0M3.2%
6VTIVANGUARD INDEX FDS28,679$10.6M2.9%
7GOOGLALPHABET INC29,080$10.4M2.8%
8JPMJPMORGAN CHASE & CO30,178$9.9M2.7%
9GOOGALPHABET INC25,330$8.9M2.4%
10ALABASTERA LABS INC14,490$7.0M1.9%
11DOCNDIGITALOCEAN HLDGS INC43,835$6.9M1.9%
12MSFTMICROSOFT CORP17,183$6.4M1.7%
13METAMETA PLATFORMS INC11,025$6.2M1.7%
14AVGOBROADCOM INC13,149$5.0M1.3%
15IBMINTERNATIONAL BUSINESS MACHS14,855$4.2M1.1%
16IVVISHARES TR5,569$4.2M1.1%
17BXBLACKSTONE INC33,379$3.9M1.1%
18CATCATERPILLAR INC3,384$3.6M1%
19RBRKRUBRIK INC.44,197$3.5M1%
20KVUEKENVUE INC177,130$3.4M0.9%
21UTGREAVES UTIL INCOME FD81,985$3.3M0.9%
22URIUNITED RENTALS INC2,944$3.3M0.9%
23VUGVANGUARD INDEX FDS33,810$2.9M0.8%
24RDVYFIRST TR EXCHANGE TRADED FD35,784$2.9M0.8%
25TSLATESLA INC6,552$2.8M0.7%
26BRK/BBERKSHIRE HATHAWAY INC DEL5,485$2.7M0.7%
27ABBVABBVIE INC10,756$2.7M0.7%
28VOOVANGUARD INDEX FDS3,819$2.6M0.7%
29INTCINTEL CORP18,705$2.6M0.7%
30BABOEING CO11,906$2.6M0.7%
31MELIMERCADOLIBRE INC1,475$2.5M0.7%
32CVXCHEVRON CORPORATION14,694$2.4M0.7%
33ITOTISHARES TR14,296$2.3M0.6%
34VRTVERTIV HOLDINGS CO6,551$2.2M0.6%
35GEVGE VERNOVA INC1,780$2.1M0.6%
36QQQINVESCO QQQ TR2,784$2.1M0.6%
37IJHISHARES TR26,570$2.0M0.6%
38UNHUNITEDHEALTH GROUP INC4,905$2.0M0.6%
39AMATAPPLIED MATLS INC2,710$2.0M0.5%
40JEPIJ P MORGAN EXCHANGE TRADED F33,943$1.9M0.5%
41PFEPFIZER INC78,083$1.9M0.5%
42LPTHLIGHTPATH TECHNOLOGIES INC114,250$1.9M0.5%
43JEPQJ P MORGAN EXCHANGE TRADED F30,293$1.9M0.5%
44SNDKSANDISK CORP810$1.8M0.5%
45JNJJOHNSON & JOHNSON6,920$1.8M0.5%
46CCITIGROUP INC11,665$1.6M0.4%
47GNRCGENERAC HLDGS INC5,485$1.6M0.4%
48FYEEFIDELITY GREENWOOD STREET TR53,812$1.6M0.4%
49EXMOCEXXON MOBIL CORP11,041$1.5M0.4%
50ENVXENOVIX CORPORATION248,021$1.5M0.4%
51WMTWALMART INC12,278$1.4M0.4%
52AMDADVANCED MICRO DEVICES INC2,366$1.4M0.4%
53IVEISHARES TR6,014$1.4M0.4%
54VZVERIZON COMMUNICATIONS INC31,935$1.4M0.4%
55DVNDEVON ENERGY CORP NEW32,650$1.3M0.4%
56GEGE AEROSPACE3,498$1.3M0.4%
57FBCGFIDELITY COVINGTON TRUST21,032$1.3M0.4%
58MRKMERCK & CO INC10,164$1.3M0.4%
59PGPROCTER & GAMBLE CO8,751$1.3M0.3%
60MRVLMARVELL TECHNOLOGY INC4,173$1.2M0.3%
61LNGCHENIERE ENERGY INC5,173$1.2M0.3%
62GLWCORNING INC4,797$1.2M0.3%
63SPCXSPACE EXPLORATION TECHN CORP7,166$1.2M0.3%
64ITANEA SERIES TRUST28,321$1.2M0.3%
65NEENEXTERA ENERGY INC13,459$1.2M0.3%
66BACBANK OF AMER CORP20,647$1.2M0.3%
67MSMORGAN STANLEY5,500$1.1M0.3%
68VVISA INC3,226$1.1M0.3%
69QYLDGLOBAL X FDS58,979$1.1M0.3%
70IBRXIMMUNITYBIO INC121,850$1.1M0.3%
71AMGNAMGEN INC2,905$1.1M0.3%
72VGTVANGUARD WORLD FD8,719$1.0M0.3%
73WDCWESTERN DIGITAL CORP1,600$1.0M0.3%
74IJRISHARES TR6,781$1.0M0.3%
75HDHOME DEPOT INC2,808$990,3650.3%
76DALDELTA AIR LINES INC10,325$967,0400.3%
77SEAGATE TECHNOLOGY HLDNGS PL1,000$965,3450.3%
78XLESELECT SECTOR SPDR TR16,935$899,4020.2%
79PBIPITNEY BOWES INC51,000$893,5200.2%
80LLYELI LILLY & CO742$889,8750.2%
81ORCLORACLE CORP6,005$880,0530.2%
82DRAMROUNDHILL ETF TRUST11,650$860,3530.2%
83BSTBLACKROCK SCIENCE & TECHNOLO16,755$849,6600.2%
84COSTCOSTCO WHOLESALE CORPORATION891$833,5360.2%
85IXUSISHARES TR8,590$819,8500.2%
86SPYSTATE STR SPDR S&P 500 ETF T1,092$815,4950.2%
87STTSTATE STR CORP4,754$806,2780.2%
88VCSHVANGUARD SCOTTSDALE FDS10,121$799,8890.2%
89BMYBRISTOL-MYERS SQUIBB CO13,775$793,7160.2%
90SLVISHARES SILVER TR14,598$780,5550.2%
91GSGOLDMAN SACHS GROUP INC769$778,2270.2%
92ASML HLDG NV385$766,1910.2%
93VSTVISTRA CORP4,701$745,6930.2%
94RTXRTX CORPORATION3,900$739,9530.2%
95CRWDCROWDSTRIKE HLDGS INC946$721,9300.2%
96BNDVANGUARD BD INDEX FDS9,789$718,5800.2%
97DGROISHARES TR9,213$698,2880.2%
98ACLSAXCELIS TECHNOLOGIES INC3,561$674,6310.2%
99VXUSVANGUARD STAR FDS7,855$671,5210.2%
100IWVISHARES TR1,569$669,0220.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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