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Portfolio (Quarterly) Guide ↗

WEALTH EFFECTS LLC

· CIK 0001907254
13F Portfolio $370M AUM 256 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 256 New
Page 12 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MA MASTERCARD INCORPORATED Financial Services 448.0 $230K 0.06% NEW $513.60 +9.5%
222 SDY SPDR SERIES TRUST 1,510.0 $230K 0.06% NEW $152.18 +3.1%
223 RNP COHEN & STEERS REIT & PFD & Financial Services 11,300.0 $229K 0.06% NEW $20.30 +0.7%
224 ANGO ANGIODYNAMICS INC Healthcare 17,350.0 $226K 0.06% NEW $13.01 +20.4%
225 SHOP SHOPIFY INC Technology 1,975.0 $226K 0.06% NEW $114.18 +30.2%
226 PSI INVESCO EXCHANGE TRADED FD T 1,200.0 $225K 0.06% NEW $187.82 -16.2%
227 PCYO PURE CYCLE CORP Utilities 21,000.0 $225K 0.06% NEW $10.71 +5.2%
228 VBK VANGUARD INDEX FDS 614.0 $225K 0.06% NEW $365.72 +0.1%
229 WBS WEBSTER FINL CORP Financial Services 2,920.0 $223K 0.06% NEW $76.43 +3.0%
230 BGR BLACKROCK ENERGY & RES TR Financial Services 15,000.0 $222K 0.06% NEW $14.82 +14.7%
231 ESTC ELASTIC N V Technology 3,865.0 $220K 0.06% NEW $57.02 +46.3%
232 WFC WELLS FARGO & CO Financial Services 2,625.0 $217K 0.06% NEW $82.64 +5.9%
233 ARKK ARK ETF TR 2,673.0 $216K 0.06% NEW $80.82 +1.2%
234 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 6,050.0 $213K 0.06% NEW $35.22 +2.8%
235 FXN FIRST TR EXCHANGE-TRADED FD 10,500.0 $212K 0.06% NEW $20.23 +14.3%
236 ITA ISHARES TR 861.0 $209K 0.06% NEW $242.36 +3.6%
237 PEP PEPSICO INC Consumer Defensive 1,534.0 $208K 0.06% NEW $135.40 +2.1%
238 NSC NORFOLK SOUTHN CORP Industrials 650.0 $204K 0.06% NEW $314.59 +8.4%
239 FTGC FIRST TR EXCHANGE TRAD FD VI 7,460.0 $202K 0.05% NEW $27.05 +11.0%
240 IMRX IMMUNEERING CORP Healthcare 40,100.0 $200K 0.05% NEW $4.99 +4.6%
Page 12 of 13  ·  256 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.1%
Financial Services 13.1%
Healthcare 10.0%
Communication Services 9.4%
Consumer Cyclical 7.7%
Industrials 6.9%
Consumer Defensive 3.0%
Energy 2.6%
Utilities 1.7%
Real Estate 0.3%