WEALTH EFFECTS LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 370,500
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 256 | 370,500 | 13F-HR | WEALTH EFFECTS LLC |
| Q1 2026 | 4/21/2026 | 237 | 282,190 | 13F-HR | WEALTH EFFECTS LLC |
| Q4 2025 | 1/26/2026 | 218 | 319,740 | 13F-HR | WEALTH EFFECTS LLC |
| Q3 2025 | 10/28/2025 | 217 | 310,969 | 13F-HR | WEALTH EFFECTS LLC |
| Q2 2025 | 7/15/2025 | 205 | 267,251 | 13F-HR | WEALTH EFFECTS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 305.8 K | 82.5% | 73.03 K | 0 | 73.03 K |
| ETFs | 64.71 K | 17.5% | 15.27 K | 0 | 15.27 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
370,500
Holdings
256
QoQ value change ($000)
88,310
(31.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.