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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 7 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EATON VANCE TAX-MANAGED BUY- 36,685.0 $546K 0.15% NEW $14.88
122 HUMA HUMACYTE INC Healthcare 693,920.0 $542K 0.15% NEW $0.78 -28.2%
123 NEBIUS GROUP N.V. 1,950.0 $539K 0.14% NEW $276.17
124 THW ABRDN WORLD HEALTHCARE FUND Financial Services 39,995.0 $536K 0.14% NEW $13.40 +4.7%
125 IRIDIUM COMMUNICATIONS INC 9,500.0 $521K 0.14% NEW $54.85
126 VNQ VANGUARD INDEX FDS 5,383.0 $519K 0.14% NEW $96.43 +1.6%
127 FIW FIRST TR EXCHANGE-TRADED FD 4,723.0 $517K 0.14% NEW $109.51 +1.3%
128 VPU VANGUARD WORLD FD 2,604.0 $510K 0.14% NEW $195.73 -2.4%
129 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 41,294.0 $508K 0.14% NEW $12.31 -0.6%
130 KLAC KLA CORP Technology 1,680.0 $507K 0.14% NEW $301.71 -31.8%
131 PLTR PALANTIR TECHNOLOGIES INC Technology 4,329.0 $505K 0.14% NEW $116.67 +47.9%
132 SCHG SCHWAB STRATEGIC TR 14,828.0 $502K 0.14% NEW $33.84 +4.8%
133 VCIT VANGUARD SCOTTSDALE FDS 6,022.0 $498K 0.13% NEW $82.65 -2.0%
134 DELL DELL TECHNOLOGIES INC Technology 1,145.0 $494K 0.13% NEW $431.37 +11.2%
135 VIG VANGUARD SPECIALIZED FUNDS 2,080.0 $492K 0.13% NEW $236.62 +3.3%
136 SCHD SCHWAB STRATEGIC TR 15,226.0 $483K 0.13% NEW $31.71 +8.1%
137 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 6,300.0 $481K 0.13% NEW $76.40 +6.4%
138 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,381.0 $481K 0.13% NEW $109.77 -1.7%
139 NFLX NETFLIX INC. Communication Services 6,734.0 $481K 0.13% NEW $71.40 +6.5%
140 CEG CONSTELLATION ENERGY CORP Utilities 1,922.0 $477K 0.13% NEW $248.31 +12.0%
Page 7 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%