Wealth Effects LLC
- SEC CIK
- 0001907254
- Latest filing
- Aug 6, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 9, 2022. Long positions only.
- Positions
- 215
- No filing for Q3 2021
- Portfolio value
- $240.9M
- No filing for Q3 2021
Wealth Effects LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSLYFastly, Inc. | CL A | 87,670 | $3.11M | 1.3% | – | – | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 81,370 | $4.07M | 1.7% | – | – | – |
| ROKURoku, Inc | COM CL A | 17,938 | $4.09M | 1.7% | – | – | History |
| PFEPfizer Inc | Stock | 69,418 | $4.10M | 1.7% | – | – | History |
| BXBlackstone Inc. | COM | 37,227 | $4.82M | 2.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 30,780 | $4.87M | 2.0% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,776 | $5.14M | 2.1% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 61,050 | $5.59M | 2.3% | – | – | History |
| DDD3D Systems Corp | COM NEW | 266,175 | $5.73M | 2.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 20,144 | $6.78M | 2.8% | – | – | History |
| NVDANVIDIA Corp | Stock | 26,942 | $7.92M | 3.3% | – | – | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 145,960 | $9.68M | 4.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,925 | $9.75M | 4.0% | – | – | History |
| AVDLAvadel Pharmaceuticals PLC | SPONSORED ADR | 2,305,017 | $18.6M | 7.7% | – | – | History |
| AAPLApple Inc. | Stock | 108,931 | $19.3M | 8.0% | – | – | History |