1y return+39.5%S&P 500 +20.9%
3y return+69.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $155 against $157 in the S&P 500.2
Wealth Effects LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $31.5M | 8.5% | |
| AAPLApple Inc | $22.9M | 6.2% | −1.6% |
| MUMicron Technology Inc | $22.4M | 6.1% | −6.7% |
| AMZNAmazon Com Inc | $15.2M | 4.1% | |
| ARWRArrowhead Pharmaceuticals In | $12.0M | 3.2% | +2.8% |
| VTIVanguard Index Fds | $10.6M | 2.9% | +3.9% |
| GOOGLAlphabet Inc | $10.4M | 2.8% | |
| JPMJpmorgan Chase & Co | $9.9M | 2.7% | +1.6% |
| GOOGAlphabet Inc | $8.9M | 2.4% | +291.6% |
| ALABAstera Labs Inc | $7.0M | 1.9% | −1.9% |
| DOCNDigitalocean Hldgs Inc | $6.9M | 1.9% | −1.9% |
| MSFTMicrosoft Corp | $6.4M | 1.7% | +1.5% |
| METAMeta Platforms Inc | $6.2M | 1.7% | −1.3% |
| AVGOBroadcom Inc | $5.0M | 1.3% | −9.0% |
| IBMInternational Business Machs | $4.2M | 1.1% | +16.9% |
| IVVIshares Tr | $4.2M | 1.1% | +27.3% |
| BXBlackstone Inc | $3.9M | 1.1% | +11.6% |
| CATCaterpillar Inc | $3.6M | 1.0% | |
| RBRKRubrik Inc. | $3.5M | 1.0% | +26.0% |
| KVUEKenvue Inc | $3.4M | 0.9% | +24.3% |
| UTGReaves Util Income Fd | $3.3M | 0.9% | −1.1% |
| URIUnited Rentals Inc | $3.3M | 0.9% | |
| VUGVanguard Index Fds | $2.9M | 0.8% | +3.3% |
| RDVYFirst Tr Exchange Traded Fd | $2.9M | 0.8% | |
| TSLATesla Inc | $2.8M | 0.7% | −1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $31.5M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $3.6M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $5.0M |
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $2.0M |
| VRTVertiv Holdings Co | June 30, 2024 | +286.8% | $2.2M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $2.1M |
| URIUnited Rentals Inc | December 31, 2021 | +240.9% | $3.3M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $10.4M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $8.9M |
| VUGVanguard Index Fds | December 31, 2022 | +142.5% | $2.9M |
Sold off last quarter
- XNXJXNuveen New Jersey was $385K
- DEDeere & Co was $299K
- Honeywell Intl IncCUSIP 438516106 was $293K
- AOAIshares Tr was $269K
- ARMArm Holdings PLC was $261K
- TSCOTractor Supply Co was $253K
- EOSEaton Vance Enhanced Equity was $228K
- FSLYFastly Inc was $212K
- NKENike Inc was $210K
- Scynexis IncCUSIP 811292200 was $80K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.4% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +7.4% | +2.4% |
| September 30, 2025 | +16.0% | +7.8% |
| June 30, 2025 | +13.4% | +10.5% |
| March 31, 2025 | −10.8% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +2.7% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +11.4% | +10.0% |
| December 31, 2023 | +15.2% | +11.2% |
| September 30, 2023 | −11.2% | −3.6% |
| June 30, 2023 | +17.1% | +8.3% |
| March 31, 2023 | +9.7% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −1.6% | −5.3% |
| June 30, 2022 | −24.0% | −16.5% |
| March 31, 2022 | −10.8% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealth Effects LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1907254&type=13F-HR&dateb=&owner=include&count=40CIK 1907254
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1907254/000195175726001134/Filed August 6, 2026 · accession 0001951757-26-001134