Wealth Effects
Wealth Effects reported 250 stocks worth $369M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are NVDA (9.6%), AAPL (7.0%) and MU (5.7%). Compared with Q2 2026, the fund opened new positions in XOM, CBRS and BE, added to MU, DOCN and RBRK, trimmed NVDA, AAPL and GOOGL and sold out of XOM, DRAM and ACLS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $35.4M | 9.6% | 155K | −1,987 (−1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $25.9M | 7.0% | 78K | −1,472 (−2%) | 8 of 8 | |
| 3 |  MU Micron Technology Inc | $21M | 5.7% | 20K | +277 (+1%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $15.9M | 4.3% | 64K | No change | 8 of 8 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $10.7M | 2.9% | 29K | No change | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $9.9M | 2.7% | 29K | −163 (−1%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $9.9M | 2.7% | 30K | −277 (−1%) | 8 of 8 | |
| 8 |  ARWR Arrowhead Pharmaceuticals in | $9.6M | 2.6% | 147K | No change | 8 of 8 | |
| 9 |  GOOG Alphabet Inc | $8.5M | 2.3% | 25K | −265 (−1%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $8.3M | 2.3% | 16K | −1,004 (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.5M | 11K |
 DRAM Roundhill ETF Trust | $860K | 12K |
 ACLS Axcelis Technologies Inc | $675K | 3,561 |
 IONQ Ionq Inc | $351K | 6,587 |
 EVV Eaton Vance Limited Duration | $344K | 37K |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Effects 13F FAQ
What does Wealth Effects own?
Wealth Effects reported 250 stocks worth $369M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are NVDA (9.6%), AAPL (7.0%) and MU (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Effects buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 74 added to, 78 trimmed and 20 sold out. New positions include XOM, CBRS and BE. It sold all of XOM, DRAM and ACLS.
When will Wealth Effects file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Effects's portfolio worth?
The Q3 2026 filing reports $369M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.