WEALTH EFFECTS LLC
CIK 1907254 · Holdings on Dec 31, 2023 · First reported Jan 29, 2024
Top ten holdings
Q4 2023- 05337M10412.83%
- AAPL6.94%
- NVDA4.61%
- AMZN3.58%
- MSFT2.94%
- ADBE2.36%
- VTI2.36%
- JPM2.07%
- GOOGL1.89%
- ARWR1.86%
Share classes counted separately41.44%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 05337M104AVADEL PHARMACEUTICALS PLCSPONSORED ADR View history and evidence | $34.12M | 12.83% | 2.42M shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $18.45M | 6.94% | 95.84K shares | — | ↗▾ | |
| 03 | NVDANVIDIA CORP View history and evidence | $12.25M | 4.61% | 24.75K shares | — | ↗▾ | |
| 04 | AMZNAMAZON.COM INC View history and evidence | $9.52M | 3.58% | 62.64K shares | — | ↗▾ | |
| 05 | MSFTMICROSOFT CORP View history and evidence | $7.82M | 2.94% | 20.79K shares | — | ↗▾ | |
| 06 | ADBEADOBE INC View history and evidence | $6.28M | 2.36% | 10.53K shares | — | ↗▾ | |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $6.27M | 2.36% | 26.44K shares | — | ↗▾ | |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $5.50M | 2.07% | 32.35K shares | — | ↗▾ | |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $5.04M | 1.89% | 36.07K shares | — | ↗▾ | |
| 10 | ARWRARROWHEAD PHARMACEUTICALS IN View history and evidence | $4.95M | 1.86% | 161.85K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PXD PIONEER NATURAL RESOURCES CO | Non-derivative | — | — | SEC filing ↗ | |
| ALB ALBEMARLE CORP | Non-derivative | — | — | SEC filing ↗ | |
| TJUL INNOVATOR EQUITY DEFINED PRO | Non-derivative | — | — | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1907254 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Jan 29, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 265992663
}Research all 227 reported holdings.
This page includes 30 of 227 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 227 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1907254","quarter":"2023Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1907254","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.