Left Brain Wealth Management
Latest statistics and disclosures from Left Brain Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, META, PLTR, NFLX, HOOD, and represent 27.84% of Left Brain Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VRT, APP, SPOT, AXON, STX, MPWR, ARE, LIF, PSTG, STRK.
- Started 14 new stock positions in MPWR, STX, SOFI, MDB, LUMN, ARE, INOD, CVNA, LIF, ROKU. PSTG, CRCL, COIN, STRK.
- Reduced shares in these 10 stocks: CMG, TTD, UNH, PG, SEZL, MNDY, UPST, BIL, TEAM, PINS.
- Sold out of its positions in TEAM, CMG, LPLA, NTNX, PLMR, PINS, SEZL, BIL, SNOW, TTD. UPST, MNDY.
- Left Brain Wealth Management was a net buyer of stock by $7.9M.
- Left Brain Wealth Management has $319M in assets under management (AUM), dropping by 12.28%.
- Central Index Key (CIK): 0001957370
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Portfolio Holdings for Left Brain Wealth Management
Left Brain Wealth Management holds 98 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.7 | $28M | 148k | 186.58 |
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| Meta Platforms Cl A (META) | 5.5 | $17M | 24k | 734.38 |
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| Palantir Technologies Cl A (PLTR) | 5.4 | $17M | 94k | 182.42 |
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| Netflix (NFLX) | 4.3 | $14M | 12k | 1198.92 |
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| Robinhood Mkts Com Cl A (HOOD) | 4.0 | $13M | 89k | 143.18 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $13M | 45k | 279.29 |
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| Applovin Corp Com Cl A (APP) | 3.9 | $12M | +15% | 17k | 718.54 |
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| Arista Networks Com Shs (ANET) | 3.7 | $12M | 82k | 145.71 |
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| Axon Enterprise (AXON) | 3.6 | $11M | +14% | 16k | 717.64 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $9.3M | 19k | 490.38 |
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| Broadcom (AVGO) | 2.8 | $9.0M | +6% | 27k | 329.91 |
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| Ge Aerospace Com New (GE) | 2.6 | $8.3M | 28k | 300.82 |
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| Uber Technologies (UBER) | 2.4 | $7.7M | 78k | 97.97 |
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| Amazon (AMZN) | 2.3 | $7.5M | 34k | 219.57 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 2.1 | $6.8M | 146k | 46.93 |
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| Microsoft Corporation (MSFT) | 2.0 | $6.3M | 12k | 517.95 |
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| Chubb (CB) | 1.9 | $6.1M | 22k | 282.25 |
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| Waste Management (WM) | 1.8 | $5.8M | 26k | 220.83 |
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| Servicenow (NOW) | 1.7 | $5.6M | 6.0k | 920.28 |
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| Hercules Technology Growth Capital (HTGC) | 1.7 | $5.5M | +2% | 291k | 18.91 |
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| MercadoLibre (MELI) | 1.7 | $5.3M | 2.3k | 2336.94 |
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| Visa Com Cl A (V) | 1.6 | $5.2M | 15k | 341.38 |
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| Costco Wholesale Corporation (COST) | 1.6 | $5.0M | 5.4k | 925.63 |
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| International Business Machines (IBM) | 1.5 | $4.9M | 17k | 282.16 |
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| O'reilly Automotive (ORLY) | 1.2 | $3.8M | +2% | 35k | 107.81 |
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| McKesson Corporation (MCK) | 1.2 | $3.8M | 4.9k | 772.54 |
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| AmerisourceBergen (COR) | 1.2 | $3.7M | 12k | 312.53 |
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| Monster Beverage Corp (MNST) | 1.1 | $3.6M | 53k | 67.31 |
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| Spotify Technology S A SHS (SPOT) | 1.1 | $3.4M | +87% | 4.9k | 698.00 |
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| Tesla Motors (TSLA) | 1.0 | $3.3M | 7.3k | 444.72 |
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| Cigna Corp (CI) | 1.0 | $3.3M | -3% | 11k | 288.25 |
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| Rollins (ROL) | 1.0 | $3.1M | -3% | 53k | 58.74 |
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| Cme (CME) | 1.0 | $3.1M | 11k | 270.19 |
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| Progressive Corporation (PGR) | 1.0 | $3.1M | 12k | 246.95 |
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| Dollar General (DG) | 0.9 | $2.9M | 28k | 103.35 |
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| Vertiv Holdings Com Cl A (VRT) | 0.9 | $2.7M | +298% | 18k | 150.86 |
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| UnitedHealth (UNH) | 0.7 | $2.2M | -36% | 6.3k | 345.30 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.6 | $1.9M | 13k | 145.61 |
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| Nebius Group Shs Class A (NBIS) | 0.6 | $1.8M | 17k | 112.27 |
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| Altria (MO) | 0.6 | $1.8M | 27k | 66.06 |
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| Roblox Corp Cl A (RBLX) | 0.5 | $1.7M | +44% | 13k | 138.52 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $1.5M | +19% | 10k | 148.61 |
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| Rithm Capital Corp Com New (RITM) | 0.4 | $1.4M | +33% | 125k | 11.39 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $1.3M | +3% | 64k | 20.93 |
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| Zscaler Incorporated (ZS) | 0.4 | $1.1M | +13% | 3.7k | 299.66 |
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| Omega Healthcare Investors (OHI) | 0.3 | $1.1M | +2% | 25k | 42.22 |
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| Cloudflare Cl A Com (NET) | 0.3 | $1.1M | +3% | 5.0k | 214.59 |
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| Reddit Cl A (RDDT) | 0.3 | $1.1M | 4.6k | 229.99 |
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| Annaly Capital Management In Com New (NLY) | 0.3 | $1.0M | +104% | 50k | 20.21 |
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| Royal Caribbean Cruises (RCL) | 0.3 | $992k | +4% | 3.1k | 323.58 |
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| Celsius Hldgs Com New (CELH) | 0.3 | $937k | +50% | 16k | 57.49 |
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| Wal-Mart Stores (WMT) | 0.3 | $926k | -2% | 9.0k | 103.06 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $870k | 1.3k | 666.18 |
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| Astera Labs (ALAB) | 0.3 | $857k | +62% | 4.4k | 195.80 |
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| Cyberark Software SHS (CYBR) | 0.2 | $735k | +3% | 1.5k | 483.15 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $732k | NEW | 3.1k | 236.06 |
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| Monolithic Power Systems (MPWR) | 0.2 | $709k | NEW | 770.00 | 920.64 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $694k | NEW | 8.3k | 83.34 |
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| Doubleline Income Solutions (DSL) | 0.2 | $659k | +32% | 54k | 12.28 |
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| Life360 (LIF) | 0.2 | $659k | NEW | 6.2k | 106.30 |
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| Abbvie (ABBV) | 0.2 | $634k | -26% | 2.7k | 231.54 |
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| Pure Storage Cl A (PSTG) | 0.2 | $629k | NEW | 7.5k | 83.81 |
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| Ares Capital Corporation (ARCC) | 0.2 | $610k | +205% | 30k | 20.41 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.2 | $607k | 11k | 56.72 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $579k | -24% | 1.2k | 468.41 |
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| BP Sponsored Adr (BP) | 0.2 | $577k | 17k | 34.46 |
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| Strategy Series A Perp Pf (STRK) | 0.2 | $557k | NEW | 6.1k | 91.70 |
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| Duolingo Cl A Com (DUOL) | 0.2 | $531k | -18% | 1.7k | 321.84 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.2 | $523k | 43k | 12.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $521k | -4% | 1.0k | 502.74 |
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| Amgen (AMGN) | 0.2 | $517k | -6% | 1.8k | 282.20 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.2 | $513k | +63% | 26k | 19.87 |
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| Apple (AAPL) | 0.2 | $511k | 2.0k | 254.63 |
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| Clear Secure Com Cl A (YOU) | 0.2 | $492k | +59% | 15k | 33.38 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $492k | 6.7k | 73.08 |
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| Rubrik Cl A (RBRK) | 0.1 | $475k | 5.8k | 82.25 |
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| Lumen Technologies (LUMN) | 0.1 | $459k | NEW | 75k | 6.12 |
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| Opera Sponsored Ads (OPRA) | 0.1 | $445k | +2% | 22k | 20.64 |
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| Circle Internet Group Com Cl A (CRCL) | 0.1 | $434k | NEW | 3.3k | 132.58 |
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| Doordash Cl A (DASH) | 0.1 | $434k | +45% | 1.6k | 271.99 |
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| Sofi Technologies (SOFI) | 0.1 | $423k | NEW | 16k | 26.42 |
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| Rocket Cos Com Cl A (RKT) | 0.1 | $407k | +110% | 21k | 19.38 |
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| Sportradar Group Class A Ord Shs (SRAD) | 0.1 | $406k | +36% | 15k | 26.90 |
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| Carvana Cl A (CVNA) | 0.1 | $387k | NEW | 1.0k | 377.24 |
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| Procter & Gamble Company (PG) | 0.1 | $353k | -77% | 2.3k | 153.65 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $338k | NEW | 1.0k | 337.49 |
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| Mongodb Cl A (MDB) | 0.1 | $334k | NEW | 1.1k | 310.38 |
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| Innodata Com New (INOD) | 0.1 | $331k | NEW | 4.3k | 77.07 |
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| Roku Com Cl A (ROKU) | 0.1 | $310k | NEW | 3.1k | 100.13 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $306k | 2.5k | 124.34 |
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| Samsara Com Cl A (IOT) | 0.1 | $285k | 7.7k | 37.25 |
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| Kinder Morgan (KMI) | 0.1 | $267k | 9.4k | 28.31 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $260k | -16% | 2.7k | 95.15 |
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| Pennymac Corp Note 5.500% 3/1 | 0.1 | $235k | 235k | 1.00 |
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| Starwood Property Trust (STWD) | 0.1 | $232k | +12% | 12k | 19.37 |
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| Blackstone Mortgage Trust In Note 5.500% 3/1 | 0.1 | $217k | 220k | 0.99 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $215k | -8% | 1.4k | 158.10 |
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| Two Harbors Inventment Corpo Note 6.250% 1/1 | 0.0 | $10k | 10k | 1.00 |
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Past Filings by Left Brain Wealth Management
SEC 13F filings are viewable for Left Brain Wealth Management going back to 2022
- Left Brain Wealth Management 2025 Q3 filed Nov. 12, 2025
- Left Brain Wealth Management 2025 Q2 filed Aug. 12, 2025
- Left Brain Wealth Management 2025 Q1 filed May 1, 2025
- Left Brain Wealth Management 2024 Q4 filed Feb. 10, 2025
- Left Brain Wealth Management 2024 Q3 filed Nov. 12, 2024
- Left Brain Wealth Management 2024 Q2 filed Aug. 6, 2024
- Left Brain Wealth Management 2024 Q1 filed May 9, 2024
- Left Brain Wealth Management 2023 Q3 filed Nov. 13, 2023
- Left Brain Wealth Management 2023 Q2 filed Aug. 4, 2023
- Left Brain Wealth Management 2023 Q1 filed May 11, 2023
- Left Brain Wealth Management 2022 Q4 filed Feb. 14, 2023