WEALTH EFFECTS LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
256
Total value ($000)
$370,500
Net value change ($000)
+88,310 (31.3%)
New positions
29
Sold out positions
10
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 15,398 218.9%
GOOGL 7,094 382.2%
ALAB 5,381 332.6%
NVDA 4,065 14.8%
DOCN 3,049 79.5%
ARWR 3,021 33.6%
AAPL 2,503 12.2%
GOOGL 2,010 24.0%
AMZN 1,977 14.9%
RBRK 1,831 106.6%
Top Reduces (Value $000, Stocks/ETFs)
CVX -665 -21.4%
XOM -396 -20.8%
NXJ -385 -100.0%
ESTC -308 -58.3%
DE -299 -100.0%
DVN -294 -17.9%
HON -293 -100.0%
AOA -269 -100.0%
ARM -261 -100.0%
PFE -256 -12.0%
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.
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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