Long-term investor
Wealth Effects LLC @wealtheffectsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907254).
Record
- Tracked since 2025-06-30 (465 days), 172 trades recorded
- Returns: week n/a · month n/a · 90 days -7.5% · 6 months +32.4% · 1 year +80.1% · all +80.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 8.5% · long · since 2025-06-30
- AAPL · 6.2% · long · since 2025-06-30
- MU · 6.1% · long · since 2025-06-30
- AMZN · 4.1% · long · since 2025-06-30
- ARWR · 3.2% · long · since 2025-06-30
- 922908769 · 2.9% · long · since 2025-06-30
- GOOGL · 2.8% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- 02079K107 · 2.4% · long · since 2025-06-30
- ALAB · 1.9% · long · since 2025-06-30
- DOCN · 1.9% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30