13F Filings History of WEALTH EFFECTS LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$319,308,943
Signature - Title
William Liberti - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by WEALTH EFFECTS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTH EFFECTS LLC reported 217 stock holdings with total value $319,308,943 as of Q4 2025. Top holdings included AVDL, NVDA, AAPL, AMZN, and JPM.

Notify me when WEALTH EFFECTS LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 217 $319,308,943 +$13,361,209 -$28,353,734 -$14,992,525 AVDL, NVDA, AAPL, AMZN, JPM 13F-HR 26 Jan 2026, 08:55
Q3 2025 217 $310,968,623 +$14,239,048 -$13,733,881 +$505,167 AVDL, NVDA, AAPL, AMZN, JPM 13F-HR 27 Oct 2025, 18:57
Q2 2025 205 $267,250,844 +$7,899,563 -$10,602,066 -$2,702,503 NVDA, AVDL, AAPL, AMZN, VTI 13F-HR 15 Jul 2025, 17:15
Q1 2025 198 $238,065,641 +$7,247,928 -$21,751,296 -$14,503,368 NVDA, AAPL, AVDL, AMZN, VTI 13F-HR 23 Apr 2025, 15:52
Q4 2024 212 $281,513,335 +$10,534,621 -$15,178,196 -$4,643,575 NVDA, AVDL, AAPL, AMZN, VTI 13F-HR 22 Jan 2025, 17:07
Q3 2024 217 $285,447,027 +$13,246,181 -$10,047,652 +$3,198,529 AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 21 Oct 2024, 09:41
Q2 2024 209 $275,872,347 +$67,851,268 -$51,581,516 +$16,269,752 AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 02 Aug 2024, 14:32
Q1 2024 215 $270,731,699 +$9,855,538 -$32,602,981 -$22,747,443 AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 22 Apr 2024, 10:56
Q4 2023 227 $265,992,663 +$39,914,134 -$6,772,679 +$33,141,455 AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 29 Jan 2024, 09:41
Q3 2023 196 $201,231,910 +$9,594,225 -$4,780,121 +$4,814,104 AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 16 Oct 2023, 09:50
Q2 2023 201 $226,947,180 +$9,132,334 -$7,946,798 +$1,185,536 AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 18 Jul 2023, 11:45
Q1 2023 197 $194,852,171 +$8,725,889 -$3,593,068 +$5,132,821 AVDL, AAPL, NVDA, MSFT, AMZN 13F-HR 04 May 2023, 14:40
Q4 2022 190 $174,936,647 +$21,642,973 -$13,878,550 +$7,764,423 AVDL, AAPL, ARWR, MSFT, AMZN 13F-HR 02 Feb 2023, 14:26
Q3 2022 182 $163,178,000 +$12,188,038 -$3,616,612 +$8,571,426 AAPL, AVDL, AMZN, ARWR, MSFT 13F-HR 14 Nov 2022, 12:41
Q2 2022 188 $165,718,000 +$17,760,815 -$2,444,914 +$15,315,901 AAPL, AMZN, AVDL, MSFT, ARWR 13F-HR 02 Aug 2022, 17:32
Q1 2022 204 $214,246,000 +$9,959,456 -$2,640,754 +$7,318,702 AAPL, AVDL, AMZN, NVDA, ARWR 13F-HR 16 May 2022, 11:04
Q4 2021 215 $240,689,249 $0 AAPL, AVDL, AMZN, ARWR, NVDA 13F-HR 08 Feb 2022, 18:00