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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 8 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 47,972.0 $471K 0.13% NEW $9.81 +1.3%
142 LMBS FIRST TR EXCHANGE-TRADED FD 9,394.0 $468K 0.13% NEW $49.78 -0.3%
143 USA LIBERTY ALL STAR EQUITY FD Financial Services 76,244.0 $443K 0.12% NEW $5.81 +3.3%
144 ALAI THE ALGER ETF TRUST 9,701.0 $443K 0.12% NEW $45.64 -0.6%
145 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 56,090.0 $442K 0.12% NEW $7.88 -2.9%
146 DHR DANAHER CORP DEL Healthcare 2,307.0 $439K 0.12% NEW $190.47 +6.4%
147 PCT PURECYCLE TECHNOLOGIES INC Industrials 53,900.0 $437K 0.12% NEW $8.11 -14.1%
148 T AT&T INC Communication Services 21,088.0 $437K 0.12% NEW $20.70 +20.9%
149 CIBR FIRST TR EXCHANGE-TRADED FD 4,842.0 $435K 0.12% NEW $89.85 +9.2%
150 SPYI NEOS ETF TRUST 8,171.0 $434K 0.12% NEW $53.09 +1.9%
151 GLP GLOBAL PARTNERS LP Energy 9,050.0 $422K 0.11% NEW $46.59 +10.1%
152 CSCO CISCO SYS INC Technology 3,559.0 $418K 0.11% NEW $117.47 -4.9%
153 FYC FIRST TR EXCHANGE-TRADED ALP 3,275.0 $417K 0.11% NEW $127.35 -3.1%
154 GLD SPDR GOLD TR Financial Services 1,127.0 $415K 0.11% NEW $368.38 +9.6%
155 CRWV COREWEAVE INC Technology 4,160.0 $414K 0.11% NEW $99.54 -0.5%
156 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 58,560.0 $413K 0.11% NEW $7.05 -10.1%
157 BUG GLOBAL X FDS 10,720.0 $409K 0.11% NEW $38.19 +10.7%
158 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 37,898.0 $401K 0.11% NEW $10.57 -3.8%
159 TRV TRAVELERS COMPANIES INC Financial Services 1,209.0 $399K 0.11% NEW $330.24 +11.9%
160 TD TORONTO DOMINION BK ONT Financial Services 3,258.0 $396K 0.11% NEW $121.43 +1.6%
Page 8 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%