WEALTH EFFECTS LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 319,740
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
431
(0.1% of total reported value)
· QoQ Δ:
+431
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 300.9 K | 94.2% | 8.881 K | 0 | 8.881 K |
| ETFs | 18.39 K | 5.8% | 0 | 319 | -319 |
| Debt | 0 | 0.0% | 0 | 220 | -220 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
319,740
Holdings
218
QoQ value change ($000)
8,771
(2.8%)
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.