Wealth Effects LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 23, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a total of 251 equity positions.
The portfolio is diversified across various sectors, with notable holdings in technology and healthcare. The largest position is NVIDIA Corporation, which accounts for 15,520,600 shares. Other significant technology holdings include Microsoft Corporation (16,179 shares), Meta Platforms Inc. (10,505 shares), and Apple Inc. (77,834 shares).
Healthcare companies represented in the portfolio include Pfizer Inc. (77,791 shares) and Johnson & Johnson (6,974 shares). The filing also lists a substantial position in Kenvue Inc., with 176,058 shares.
The report lists William Liberti as the Chief Compliance Officer for the firm, which is located at 256 Franklin Street, Suite 1702, Boston, MA 02110.
