WEALTH EFFECTS LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
237
Total value ($000)
$282,190
Net value change ($000)
-37,550 (-11.7%)
New positions
34
Sold out positions
14
Turnover %
20.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RBRK 1,717 NEW
DOCN 1,657 76.1%
ALAB 1,618 NEW
MELI 1,535 301.0%
MU 1,503 27.2%
CVX 765 32.7%
IBRX 724 393.5%
SNDK 673 NEW
CAT 670 38.6%
JQC 608 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVDL -40,771 -100.0%
NVDA -2,168 -7.3%
AAPL -1,813 -8.1%
MSFT -1,728 -21.6%
ESTC -1,241 -70.2%
TTD -1,095 -100.0%
AMZN -1,052 -7.4%
META -875 -12.0%
TSLA -830 -25.1%
JPM -792 -8.3%
Instrument mix + QoQ Δ (ex-options)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type