WEALTH EFFECTS LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
218
Total value ($000)
$319,740
Net value change ($000)
+8,771 (2.8%)
New positions
15
Sold out positions
15
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVDL 5,821 16.7%
ARWR 3,704 63.8%
MU 2,543 85.1%
GOOGL 1,936 27.0%
AAPL 1,493 7.2%
FYEE 1,089 NEW
KVUE 1,077 134.1%
GOOGL 1,014 90.4%
BSTZ 698 NEW
AMZN 672 4.9%
Top Reduces (Value $000, Stocks/ETFs)
TTD -1,962 -64.2%
ONDS -1,411 -100.0%
ENVX -1,370 -50.3%
URI -1,257 -36.1%
SMR -1,026 -100.0%
NVDA -1,011 -3.3%
PLTR -999 -100.0%
CRWV -924 -100.0%
NFLX -898 -63.7%
ORCL -861 -53.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 431 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type