William Liberti

Wealth Effects Llc

Assets Managed

$282.19M

Holdings

237

Last Quarter

2026 - Q1

Filed Date

25d ago

Growth Rate

-11.74%(2Q avg: -4.46%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Effects Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 237 positions.

Assets under management

The assets under management (AUM) of Wealth Effects Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 282.19M in assets, with a quarterly growth rate of -11.74% and a 2-quarter average growth rate of -4.46%. The portfolio is managed by William Liberti, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Decreased -0.9%	9.71%	$27.388M 157,043 shares@ $174.4 avg price	Decreased -0.9%
AAPL Apple Inc Recent Activity Decreased -1.6%	7.25%	$20.445M 80,557 shares@ $253.8 avg price	Decreased -1.6%
AMZN Amazon.com Inc Recent Activity Increased 2.68%	4.7%	$13.247M 63,605 shares@ $208.27 avg price	Increased 2.68%
ARWR Arrowhead Pharmaceuticals In Recent Activity	3.19%	$8.985M 143,300 shares@ $62.7 avg price
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 0.55%	3.14%	$8.859M 27,615 shares@ $320.81 avg price	Increased 0.55%
JPM Jpmorgan Chase & Co Recent Activity Increased 0.44%	3.1%	$8.737M 29,700 shares@ $294.17 avg price	Increased 0.44%
GOOGL Alphabet Inc-cl A Recent Activity Increased 0.29%	2.98%	$8.382M 29,150 shares@ $287.57 avg price	Increased 0.29%
MU Micron Technology Inc Recent Activity Increased 7.45%	2.5%	$7.033M 20,818 shares@ $337.84 avg price	Increased 7.45%
META Meta Platforms Inc-class A Recent Activity Increased 1.48%	2.27%	$6.389M 11,167 shares@ $572.13 avg price	Increased 1.48%
MSFT Microsoft Corp Recent Activity Increased 2.41%	2.22%	$6.264M 16,922 shares@ $370.17 avg price	Increased 2.41%

1-10 of 237