Wealth Effects LLC - Q12026 Holdings
Wealth Effects LLC holds 237 stocks with a total portfolio value of $ 282.19M as of Q12026. In Q12026, Wealth Effects LLC added 34 new positions, increased stakes in 88 stocks, reduced 57 holdings, and fully exited 15 positions. The largest holding is Nvidia Corporation (NVDA), representing 9.71% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options