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.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 217 $319,308,943 +$13,361,208 -$28,353,732 -$14,992,524 AVDL, NVDA, AAPL, AMZN, JPM 13F-HR 26 Jan 2026, 08:55
Q3 2025 217 $310,968,623 +$14,239,051 -$13,733,880 +$505,171 AVDL, NVDA, AAPL, AMZN, JPM 13F-HR 27 Oct 2025, 18:57
Q2 2025 205 $267,250,844 +$7,899,563 -$10,602,065 -$2,702,502 NVDA, AVDL, AAPL, AMZN, VTI 13F-HR 15 Jul 2025, 17:15
Q1 2025 198 $238,065,641 +$7,247,929 -$21,751,298 -$14,503,369 NVDA, AAPL, AVDL, AMZN, VTI 13F-HR 23 Apr 2025, 15:52
Q4 2024 212 $281,513,335 +$10,534,620 -$15,178,196 -$4,643,576 NVDA, AVDL, AAPL, AMZN, VTI 13F-HR 22 Jan 2025, 17:07
Q3 2024 217 $285,447,027 +$13,246,181 -$10,047,653 +$3,198,528 AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 21 Oct 2024, 09:41
Q2 2024 209 $275,872,347 +$67,851,260 -$51,639,175 +$16,212,085 AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 02 Aug 2024, 14:32
Q1 2024 217 $271,104,924 +$9,855,608 -$32,602,982 -$22,747,374 AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 22 Apr 2024, 10:56
Q4 2023 227 $265,992,663 +$39,914,133 -$6,772,680 +$33,141,453 AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 29 Jan 2024, 09:41
Q3 2023 197 $202,507,680 +$9,595,751 -$7,006,678 +$2,589,073 AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 16 Oct 2023, 09:50
Q2 2023 202 $227,203,829 +$9,388,982 -$10,676,709 -$1,287,727 AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 18 Jul 2023, 11:45
Q1 2023 198 $194,852,171 +$8,725,887 -$5,710,332 +$3,015,555 AVDL, AAPL, NVDA, MSFT, AMZN 13F-HR 04 May 2023, 14:40
Q4 2022 191 $174,936,647 +$21,642,975 -$20,191,553 +$1,451,422 AVDL, AAPL, ARWR, MSFT, AMZN 13F-HR 02 Feb 2023, 15:26
Q3 2022 183 $163,178,000 +$12,188,036 -$7,349,612 +$4,838,424 AAPL, AVDL, AMZN, ARWR, MSFT 13F-HR 14 Nov 2022, 13:41
Q2 2022 189 $165,718,000 +$17,760,824 -$10,559,912 +$7,200,912 AAPL, AMZN, AVDL, MSFT, ARWR 13F-HR 02 Aug 2022, 17:32
Q1 2022 204 $214,246,000 +$9,959,458 -$12,369,754 -$2,410,296 AAPL, AVDL, AMZN, NVDA, ARWR 13F-HR 16 May 2022, 11:04
Q4 2021 215 $240,938,000 $0 $0 $0 AAPL, AVDL, AMZN, ARWR, NVDA 13F-HR 08 Feb 2022, 19:00