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 (434 days), 170 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months +14.3% · 1 year +24.8% · all +24.8%
- Max drawdown -3.7% · Sharpe 1.31 · win rate 28% · data quality High
- 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
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