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Wealth Effects

Latest statistics and disclosures from Wealth Effects's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, AMZN, ARWR, VTI, and represent 27.97% of Wealth Effects's stock portfolio.
Added to shares of these 10 stocks: RBRK, ALAB, MELI, SNDK, BX, JQC, KVUE, PTY, ECAT, MU.
Started 34 new stock positions in PLTR, PML, WBS, WFC, ECAT, KMB, ALAB, DE, TLTW, NKE.
Reduced shares in these 10 stocks: AVDL (-$41M), TTD, BSTZ, ESTC, CLS, Avadel Pharmaceuticals, SLV, BLK, SATS, FSLY.
Sold out of its positions in ARKK, PPLT, BSTZ, BLK, CLS, CMI, DIS, SATS, GEHC, HOOD. STKL, TTD, ZTS, AVDL, Avadel Pharmaceuticals.
Wealth Effects was a net seller of stock by $-30M.
Wealth Effects has $282M in assets under management (AUM), dropping by -11.74%.
Central Index Key (CIK): 0001907254

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Portfolio Holdings for Wealth Effects

Wealth Effects holds 237 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	9.7	$27M		157k	174.40	View chart
Apple (AAPL)	7.2	$20M		81k	253.79	View chart
Amazon (AMZN)	4.7	$13M	+2%	64k	208.27	View chart
Arrowhead Pharmaceuticals (ARWR)	3.2	$9.0M		143k	62.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$8.9M		28k	320.81	View chart
JPMorgan Chase & Co. (JPM)	3.1	$8.7M		30k	294.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.0	$8.4M		29k	287.56	View chart
Micron Technology (MU)	2.5	$7.0M	+7%	21k	337.84	View chart
Meta Platforms Cl A (META)	2.3	$6.4M		11k	572.12	View chart
Microsoft Corporation (MSFT)	2.2	$6.3M	+2%	17k	370.16	View chart
Broadcom (AVGO)	1.6	$4.5M	+2%	15k	309.52	View chart
Digitalocean Hldgs (DOCN)	1.4	$3.8M		45k	85.78	View chart
Blackstone Group Inc Com Cl A (BX)	1.2	$3.4M	+24%	30k	114.99	View chart
Reaves Util Income Com Sh Ben Int (UTG)	1.2	$3.3M	+7%	83k	39.28	View chart
Chevron Corporation (CVX)	1.1	$3.1M	-2%	15k	206.89	View chart
International Business Machines (IBM)	1.1	$3.1M	+7%	13k	242.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$2.9M	+2%	4.4k	653.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.5M		5.3k	479.20	View chart
Tesla Motors (TSLA)	0.9	$2.5M	-9%	6.7k	371.75	View chart
Kenvue (KVUE)	0.9	$2.5M	+30%	143k	17.24	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.9	$2.4M		36k	68.28	View chart
Caterpillar (CAT)	0.9	$2.4M	+12%	3.4k	708.49	View chart
Boeing Company (BA)	0.8	$2.4M	+5%	12k	199.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.4M		5.5k	436.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.4M		4.0k	597.49	View chart
Abbvie (ABBV)	0.8	$2.2M		10k	217.49	View chart
Pfizer (PFE)	0.8	$2.1M	+5%	76k	28.08	View chart
United Rentals (URI)	0.8	$2.1M	+6%	2.9k	728.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.1M	-2%	15k	142.43	View chart
MercadoLibre (MELI)	0.7	$2.0M	+367%	1.2k	1729.02	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.9M	-7%	11k	169.65	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$1.9M	+4%	33k	56.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.9M	-4%	6.5k	286.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$1.7M	-6%	32k	55.52	View chart
Rubrik Cl A (RBRK)	0.6	$1.7M	NEW	35k	48.97	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$1.7M		6.9k	250.56	View chart
Devon Energy Corporation (DVN)	0.6	$1.6M		33k	50.32	View chart
Astera Labs (ALAB)	0.6	$1.6M	NEW	15k	109.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.6M		2.8k	577.23	View chart
Johnson & Johnson (JNJ)	0.6	$1.6M		6.5k	244.44	View chart
Verizon Communications (VZ)	0.6	$1.6M	-11%	32k	50.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.5M		23k	67.53	View chart
Ge Vernova (GEV)	0.5	$1.5M	+4%	1.7k	873.00	View chart
Cheniere Energy Com New (LNG)	0.5	$1.5M		5.2k	283.78	View chart
Wal-Mart Stores (WMT)	0.5	$1.5M	-2%	12k	124.28	View chart
Fidelity Greenwood Street Tr Yield Enhanced E (FYEE)	0.5	$1.4M	+35%	51k	27.13	View chart
UnitedHealth (UNH)	0.5	$1.3M		5.0k	270.57	View chart
Citigroup Com New (C)	0.5	$1.3M		12k	113.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.3M		6.0k	211.15	View chart
Enovix Corp (ENVX)	0.4	$1.3M	+30%	242k	5.18	View chart
Nextera Energy (NEE)	0.4	$1.3M	+2%	14k	92.88	View chart
Merck & Co (MRK)	0.4	$1.2M		9.8k	120.29	View chart
Procter & Gamble Company (PG)	0.4	$1.2M		8.2k	144.43	View chart
Lightpath Technologies Com Cl A (LPTH)	0.4	$1.2M	-4%	116k	10.03	View chart
Generac Holdings (GNRC)	0.4	$1.1M		5.7k	195.33	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$1.1M	+25%	22k	50.12	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$1.1M	+2%	18k	61.26	View chart
Ea Series Trust Sparkline Intang (ITAN)	0.4	$1.0M	+25%	28k	35.86	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.4	$1.0M	-5%	59k	17.15	View chart
Bank of America Corporation (BAC)	0.4	$1.0M		21k	48.75	View chart
Ge Aerospace Com New (GE)	0.4	$990k	+14%	3.5k	283.77	View chart
Visa Com Cl A (V)	0.3	$969k		3.2k	302.20	View chart
Amgen (AMGN)	0.3	$968k		2.8k	351.89	View chart
Applied Materials (AMAT)	0.3	$926k		2.7k	341.79	View chart
Immunitybio (IBRX)	0.3	$908k	+27%	118k	7.67	View chart
Intel Corporation (INTC)	0.3	$904k	+4%	21k	44.13	View chart
Raytheon Technologies Corp (RTX)	0.3	$887k		4.6k	192.90	View chart
Costco Wholesale Corporation (COST)	0.3	$871k		874.00	996.41	View chart
Vistra Energy (VST)	0.3	$869k		5.8k	150.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$843k	+9%	6.8k	124.31	View chart
Bristol Myers Squibb (BMY)	0.3	$842k	-11%	14k	60.65	View chart
Home Depot (HD)	0.3	$828k		2.5k	328.92	View chart
Morgan Stanley Com New (MS)	0.3	$823k		5.0k	164.57	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$810k	-34%	12k	68.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$802k		10k	79.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$751k		1.1k	697.82	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$744k	+8%	8.6k	86.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$730k	+3%	1.1k	650.34	View chart
State Street Corporation (STT)	0.2	$703k		5.6k	126.56	View chart
Delta Air Lines Com New (DAL)	0.2	$686k		10k	66.48	View chart
Eli Lilly & Co. (LLY)	0.2	$675k	-10%	734.00	919.66	View chart
Pitney Bowes (PBI)	0.2	$674k		61k	11.05	View chart
Sandisk Corp (SNDK)	0.2	$674k	NEW	1.1k	635.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$671k		9.1k	73.64	View chart
At&t (T)	0.2	$638k	-5%	22k	28.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$625k	+5%	8.9k	70.18	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$620k		14k	43.66	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.2	$618k		45k	13.79	View chart
Weyerhaeuser Com New (WY)	0.2	$611k	+42%	25k	24.43	View chart
Blackrock Science & Technolo SHS (BST)	0.2	$608k		17k	36.35	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.2	$608k	NEW	125k	4.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$607k		7.9k	77.11	View chart
Goldman Sachs (GS)	0.2	$607k	+6%	717.00	846.55	View chart
Abbott Laboratories (ABT)	0.2	$598k		5.8k	102.67	View chart
Altria (MO)	0.2	$588k	+5%	8.9k	65.99	View chart
Constellation Energy (CEG)	0.2	$584k		2.1k	279.31	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.2	$582k		13k	44.69	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$582k		1.6k	370.68	View chart
Spdr Series Trust State Street Spd (XHB)	0.2	$573k		5.8k	98.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$571k		3.9k	148.11	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$566k	+35%	11k	52.64	View chart
Netflix (NFLX)	0.2	$562k	+7%	5.8k	96.15	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$559k	NEW	46k	12.06	View chart
Oracle Corporation (ORCL)	0.2	$548k	-4%	3.7k	147.11	View chart
Elastic N V Ord Shs (ESTC)	0.2	$528k	-54%	11k	49.99	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.2	$521k		17k	30.29	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.2	$520k	NEW	38k	13.58	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$519k		2.6k	200.82	View chart
Vanguard World Utilities Etf (VPU)	0.2	$516k		2.6k	198.14	View chart
Advanced Micro Devices (AMD)	0.2	$512k	-14%	2.5k	203.42	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$509k		385.00	1321.21	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$501k		37k	13.67	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.2	$478k		41k	11.57	View chart
Sentinelone Cl A (S)	0.2	$477k		37k	12.88	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$473k		5.7k	82.74	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$468k		9.4k	49.81	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.2	$468k	+32%	40k	11.67	View chart
Dow (DOW)	0.2	$467k		11k	41.65	View chart
Western Digital (WDC)	0.2	$460k	-26%	1.7k	270.49	View chart
Archer Daniels Midland Company (ADM)	0.2	$458k		6.3k	72.69	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$451k		4.4k	103.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$444k	-4%	5.0k	88.70	View chart
Danaher Corporation (DHR)	0.2	$437k		2.3k	189.61	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$423k	NEW	56k	7.54	View chart
CVS Caremark Corporation (CVS)	0.1	$421k		5.9k	71.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$416k	-34%	967.00	430.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$416k		14k	30.68	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$415k		48k	8.66	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$412k	NEW	74k	5.55	View chart
Altimmune Com New (ALT)	0.1	$406k	+18%	132k	3.08	View chart
Enterprise Products Partners (EPD)	0.1	$405k		11k	37.84	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.1	$404k		59k	6.90	View chart
Tg Therapeutics (TGTX)	0.1	$399k		12k	33.22	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$392k	-35%	1.0k	391.90	View chart
Global Partners Com Units (GLP)	0.1	$392k	+3%	9.3k	42.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$388k		13k	29.13	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$385k		31k	12.30	View chart
Travelers Companies (TRV)	0.1	$353k		1.2k	291.65	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$351k	-33%	5.9k	59.03	View chart
TJX Companies (TJX)	0.1	$349k	-6%	2.2k	159.68	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.1	$342k		6.9k	49.59	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.1	$341k	NEW	36k	9.45	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$339k	+38%	3.2k	106.51	View chart
Kimberly-Clark Corporation (KMB)	0.1	$333k	NEW	3.5k	96.47	View chart
Lockheed Martin Corporation (LMT)	0.1	$332k	+2%	550.00	604.45	View chart
Axcelis Technologies Com New (ACLS)	0.1	$332k	-2%	3.6k	93.08	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$332k	NEW	15k	22.62	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$332k	+5%	4.0k	81.97	View chart
Putnam Etf Trust Franklin Massach (FTMA)	0.1	$327k		37k	8.97	View chart
Global X Fds Global X Copper (COPX)	0.1	$327k	NEW	4.3k	76.36	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$324k		2.7k	119.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$318k		1.5k	215.06	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.1	$316k		9.6k	33.04	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$305k		3.7k	82.57	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$305k	+21%	10k	30.32	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$304k		3.3k	93.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$303k		1.6k	184.27	View chart
CSX Corporation (CSX)	0.1	$302k		7.4k	41.05	View chart
Deere & Company (DE)	0.1	$299k	NEW	530.00	563.30	View chart
American Tower Reit (AMT)	0.1	$296k		1.7k	172.55	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$296k	+2%	2.7k	108.99	View chart
Honeywell International (HON)	0.1	$293k		1.3k	226.01	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$292k		4.7k	62.68	View chart
Palo Alto Networks (PANW)	0.1	$286k	+53%	1.8k	160.34	View chart
Lam Research Corp Com New (LRCX)	0.1	$283k	-12%	1.3k	213.66	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.1	$282k		7.0k	40.57	View chart
Motorola Solutions Com New (MSI)	0.1	$282k		650.00	433.97	View chart
Qxo Com New (QXO)	0.1	$282k	-2%	15k	19.42	View chart
Church & Dwight (CHD)	0.1	$281k		3.0k	93.32	View chart
Iridium Communications (IRDM)	0.1	$277k		10k	27.74	View chart
Key (KEY)	0.1	$275k		14k	20.05	View chart
Halliburton Company (HAL)	0.1	$273k	NEW	7.0k	38.99	View chart
Cisco Systems (CSCO)	0.1	$273k	+7%	3.5k	77.59	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$269k	-17%	3.0k	88.49	View chart
Purecycle Technologies (PCT)	0.1	$267k	+10%	51k	5.19	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$267k		14k	19.30	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.1	$264k	NEW	16k	16.07	View chart
Palantir Technologies Cl A (PLTR)	0.1	$261k	NEW	1.8k	146.28	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$261k	NEW	1.7k	151.28	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.1	$260k		15k	17.31	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$259k	-11%	5.2k	49.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$258k		723.00	356.56	View chart
Tractor Supply Company (TSCO)	0.1	$253k		5.6k	45.30	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$252k	NEW	21k	12.05	View chart
Dex (DXCM)	0.1	$251k		4.0k	62.80	View chart
Dell Technologies CL C (DELL)	0.1	$251k	-19%	1.5k	164.10	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$248k		2.6k	96.99	View chart
Kla Corp Com New (KLAC)	0.1	$247k		168.00	1472.41	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.1	$245k	+3%	11k	22.46	View chart
Beam Therapeutics (BEAM)	0.1	$241k	+5%	10k	23.83	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$240k		3.2k	74.82	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$233k		2.0k	114.91	View chart
McDonald's Corporation (MCD)	0.1	$233k		748.00	310.79	View chart
Marvell Technology (MRVL)	0.1	$230k	NEW	2.3k	99.05	View chart
Pepsi (PEP)	0.1	$228k		1.5k	155.29	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$228k	+23%	11k	20.46	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$226k	NEW	9.0k	25.11	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$225k	+11%	1.9k	118.62	View chart
Mastercard Incorporated Cl A (MA)	0.1	$224k		448.00	499.66	View chart
Cohen & Steers REIT/P (RNP)	0.1	$223k		11k	19.76	View chart
Draftkings Com Cl A (DKNG)	0.1	$223k	NEW	10k	21.62	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$220k		1.5k	145.94	View chart
salesforce (CRM)	0.1	$220k	+6%	1.2k	186.67	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$220k		2.0k	109.34	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$220k	+2%	4.7k	46.69	View chart
Servicenow (NOW)	0.1	$219k	NEW	2.1k	104.55	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$218k		1.2k	181.42	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$214k	NEW	7.5k	28.71	View chart
Fastly Cl A (FSLY)	0.1	$212k	-63%	7.3k	29.06	View chart
Webster Financial Corporation (WBS)	0.1	$212k	NEW	3.1k	69.42	View chart
Pure Cycle Corp Com New (PCYO)	0.1	$211k		21k	10.06	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$211k		3.1k	68.42	View chart
Nike CL B (NKE)	0.1	$210k	NEW	4.0k	52.82	View chart
Wells Fargo & Company (WFC)	0.1	$209k	NEW	2.6k	79.61	View chart
Coreweave Com Cl A (CRWV)	0.1	$206k	NEW	2.7k	77.47	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$206k		1.3k	158.81	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$203k	NEW	928.00	218.69	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$200k	NEW	5.3k	37.44	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.1	$198k	-3%	18k	10.74	View chart
3d Sys Corp Del Com New (DDD)	0.1	$176k		94k	1.88	View chart
Monte Rosa Therapeutics (GLUE)	0.1	$166k		10k	16.45	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$157k	NEW	18k	8.62	View chart
Zenatech Com New (ZENA)	0.1	$144k	+31%	63k	2.29	View chart
Perspective Therapeutics Com New (CATX)	0.0	$138k	+32%	33k	4.17	View chart
Kohl's Corporation (KSS)	0.0	$129k		10k	12.90	View chart
Stereotaxis Com New (STXS)	0.0	$126k		69k	1.84	View chart
Humacyte (HUMA)	0.0	$124k	+33%	205k	0.61	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$123k		15k	8.17	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$114k	NEW	11k	10.84	View chart
Pimco Municipal Income Fund II (PML)	0.0	$114k	NEW	15k	7.57	View chart
Scynexis Com New (SCYX)	0.0	$80k	-4%	88k	0.92	View chart
Organon & Co Common Stock (OGN)	0.0	$75k	NEW	13k	5.99	View chart
Indie Semiconductor Class A Com (INDI)	0.0	$64k		20k	3.22	View chart
Comstock Com Shs (LODE)	0.0	$34k	NEW	11k	3.05	View chart
Akebia Therapeutics (AKBA)	0.0	$22k		16k	1.39	View chart
Beyond Air Com New (XAIR)	0.0	$20k	-10%	28k	0.69	View chart
Autolus Therapeutics Spon Ads (AUTL)	0.0	$14k		10k	1.38	View chart

Past Filings by Wealth Effects

SEC 13F filings are viewable for Wealth Effects going back to 2021

Wealth Effects 2026 Q1 filed April 21, 2026
Wealth Effects 2025 Q4 filed Jan. 26, 2026
Wealth Effects 2025 Q3 filed Oct. 28, 2025
Wealth Effects 2025 Q2 filed July 15, 2025
Wealth Effects 2025 Q1 filed April 23, 2025
Wealth Effects 2024 Q4 filed Jan. 22, 2025
Wealth Effects 2024 Q3 filed Oct. 21, 2024
Wealth Effects 2024 Q2 filed Aug. 2, 2024
Wealth Effects 2024 Q1 filed April 22, 2024
Wealth Effects 2023 Q4 filed Jan. 29, 2024
Wealth Effects 2023 Q3 filed Oct. 16, 2023
Wealth Effects 2023 Q2 filed July 18, 2023
Wealth Effects 2023 Q1 filed May 4, 2023
Wealth Effects 2022 Q4 filed Feb. 2, 2023
Wealth Effects 2022 Q3 filed Nov. 14, 2022
Wealth Effects 2022 Q2 filed Aug. 3, 2022

View all past filings

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