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, PLTR, META, TSM, APP, and represent 28.84% of Left Brain Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$9.6M), JPM, NOW, SHOP, MCK, NLY, GOOG, WMT, VIG, GOOGL.
- Started 14 new stock positions in MU, LPLA, APH, VOO, GOOGL, SFL, FSLR, DDOG, BMEZ, JPM. OBDC, GOOG, NXT, VIG.
- Reduced shares in these 10 stocks: CI, DG, , META, NBIS, , RBLX, HOOD, CRDO, ARE.
- Sold out of its positions in AFRM, ARE, CI, CVNA, CELH, CINF, CRCL, YOU, COIN, DG.
- Left Brain Wealth Management was a net seller of stock by $-1.3M.
- Left Brain Wealth Management has $289M in assets under management (AUM), dropping by -9.27%.
- Central Index Key (CIK): 0001957370
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Portfolio Holdings for Left Brain Wealth Management
Left Brain Wealth Management holds 84 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.4 | $27M | 146k | 186.50 |
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| Palantir Technologies Cl A (PLTR) | 5.8 | $17M | 95k | 177.75 |
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| Meta Platforms Cl A (META) | 5.0 | $15M | -7% | 22k | 660.09 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.8 | $14M | 46k | 303.89 |
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| Applovin Corp Com Cl A (APP) | 3.8 | $11M | -5% | 16k | 673.82 |
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| Netflix (NFLX) | 3.7 | $11M | +887% | 114k | 93.76 |
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| Arista Networks Com Shs (ANET) | 3.5 | $10M | -4% | 78k | 131.03 |
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| Robinhood Mkts Com Cl A (HOOD) | 3.2 | $9.3M | -7% | 82k | 113.10 |
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| Broadcom (AVGO) | 3.1 | $9.1M | -3% | 26k | 346.10 |
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| Axon Enterprise (AXON) | 3.1 | $9.0M | 16k | 567.93 |
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| Ge Aerospace Com New (GE) | 3.0 | $8.7M | +2% | 28k | 308.03 |
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| Crowdstrike Hldgs Cl A (CRWD) | 3.0 | $8.7M | -2% | 19k | 468.76 |
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| Amazon (AMZN) | 2.6 | $7.4M | -5% | 32k | 230.82 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 2.4 | $6.9M | 147k | 47.02 |
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| Chubb (CB) | 2.2 | $6.3M | -5% | 20k | 312.12 |
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| Uber Technologies (UBER) | 2.1 | $6.1M | -5% | 74k | 81.71 |
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| Microsoft Corporation (MSFT) | 2.0 | $5.8M | 12k | 483.62 |
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| Waste Management (WM) | 2.0 | $5.7M | 26k | 219.71 |
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| McKesson Corporation (MCK) | 1.9 | $5.6M | +39% | 6.8k | 820.29 |
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| Hercules Technology Growth Capital (HTGC) | 1.9 | $5.6M | 296k | 18.82 |
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| Visa Com Cl A (V) | 1.9 | $5.4M | 15k | 350.71 |
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| International Business Machines (IBM) | 1.8 | $5.3M | +2% | 18k | 296.21 |
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| Costco Wholesale Corporation (COST) | 1.6 | $4.7M | 5.5k | 862.34 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.6 | $4.6M | +176% | 29k | 160.97 |
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| MercadoLibre (MELI) | 1.4 | $4.1M | -9% | 2.1k | 2014.26 |
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| Monster Beverage Corp (MNST) | 1.4 | $4.1M | 53k | 76.67 |
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| AmerisourceBergen (COR) | 1.4 | $4.1M | 12k | 337.75 |
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| Servicenow (NOW) | 1.4 | $4.0M | +328% | 26k | 153.19 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $4.0M | NEW | 12k | 322.22 |
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| O'reilly Automotive (ORLY) | 1.2 | $3.6M | +11% | 40k | 91.21 |
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| Tesla Motors (TSLA) | 1.2 | $3.5M | +5% | 7.7k | 449.72 |
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| Rollins (ROL) | 1.1 | $3.3M | 54k | 60.02 |
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| Cme (CME) | 1.1 | $3.1M | 11k | 273.08 |
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| Vertiv Holdings Com Cl A (VRT) | 1.1 | $3.1M | +5% | 19k | 162.01 |
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| Progressive Corporation (PGR) | 1.0 | $2.9M | +2% | 13k | 227.72 |
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| Spotify Technology S A SHS (SPOT) | 0.9 | $2.7M | -5% | 4.6k | 580.71 |
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| Annaly Capital Management In Com New (NLY) | 0.6 | $1.8M | +63% | 83k | 22.36 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.6M | +58% | 14k | 111.41 |
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| Altria (MO) | 0.5 | $1.5M | 27k | 57.66 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $1.4M | +3% | 66k | 21.00 |
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| Cloudflare Cl A Com (NET) | 0.5 | $1.3M | +37% | 6.8k | 197.15 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $1.2M | -36% | 8.3k | 143.89 |
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| Omega Healthcare Investors (OHI) | 0.4 | $1.2M | +5% | 27k | 44.34 |
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| Rithm Capital Corp Com New (RITM) | 0.4 | $1.1M | -20% | 99k | 10.90 |
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| Reddit Cl A (RDDT) | 0.4 | $1.1M | 4.6k | 229.87 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.3 | $976k | +81% | 77k | 12.66 |
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| Monolithic Power Systems (MPWR) | 0.3 | $754k | +8% | 832.00 | 906.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $743k | -16% | 1.1k | 681.92 |
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| Doubleline Income Solutions (DSL) | 0.2 | $700k | +15% | 62k | 11.27 |
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| Apple (AAPL) | 0.2 | $660k | +21% | 2.4k | 271.86 |
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| Ares Capital Corporation (ARCC) | 0.2 | $644k | +6% | 32k | 20.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $634k | NEW | 2.0k | 313.80 |
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| Abbvie (ABBV) | 0.2 | $626k | 2.7k | 228.49 |
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| Amgen (AMGN) | 0.2 | $590k | 1.8k | 327.31 |
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| BP Sponsored Adr (BP) | 0.2 | $582k | 17k | 34.73 |
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| Astera Labs (ALAB) | 0.2 | $562k | -22% | 3.4k | 166.36 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $549k | NEW | 2.5k | 219.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $540k | NEW | 1.7k | 313.00 |
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| Zscaler Incorporated (ZS) | 0.2 | $523k | -37% | 2.3k | 224.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $521k | 1.0k | 502.65 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $486k | -43% | 1.8k | 275.39 |
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| First Solar (FSLR) | 0.1 | $418k | NEW | 1.6k | 261.23 |
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| Nextpower Class A Com (NXT) | 0.1 | $409k | NEW | 4.7k | 87.11 |
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| Mongodb Cl A (MDB) | 0.1 | $367k | -18% | 875.00 | 419.69 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $362k | -38% | 764.00 | 473.30 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $358k | -74% | 4.3k | 83.70 |
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| Micron Technology (MU) | 0.1 | $357k | NEW | 1.3k | 285.41 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $330k | -61% | 1.2k | 278.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $296k | NEW | 472.00 | 627.13 |
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| Datadog Cl A Com (DDOG) | 0.1 | $278k | NEW | 2.0k | 135.99 |
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| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $269k | NEW | 18k | 15.05 |
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| Kinder Morgan (KMI) | 0.1 | $260k | 9.4k | 27.49 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $248k | 2.5k | 100.89 |
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| Pennymac Corp Note 5.500% 3/1 | 0.1 | $241k | 235k | 1.02 |
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| Amphenol Corp Cl A (APH) | 0.1 | $229k | NEW | 1.7k | 135.14 |
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| Roku Com Cl A (ROKU) | 0.1 | $228k | -32% | 2.1k | 108.49 |
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| Cyberark Software SHS (CYBR) | 0.1 | $220k | -67% | 492.00 | 446.06 |
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| Blackstone Mortgage Trust In Note 5.500% 3/1 | 0.1 | $219k | 220k | 0.99 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $216k | NEW | 17k | 12.43 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $211k | NEW | 591.00 | 357.17 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $205k | -79% | 2.5k | 81.03 |
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| Starwood Property Trust (STWD) | 0.1 | $188k | -12% | 11k | 18.01 |
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| Sfl Corporation SHS (SFL) | 0.1 | $175k | NEW | 22k | 7.81 |
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| Two Harbors Inventment Corpo Note 6.250% 1/1 | 0.0 | $10k | 10k | 1.03 |
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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 Q4 filed Feb. 5, 2026
- 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