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, TSM, META, ANET, XOM, and represent 27.50% of Left Brain Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XOM (+$8.3M), GOOGL (+$7.7M), RSP (+$6.8M), NVG, GLD, CAT, IEMG, HON, IBKR, JPM.
- Started 19 new stock positions in BE, GLD, CIEN, IBKR, RIO, KEYS, RSP, IEMG, CAT, HON. RIG, AMD, BIL, QQQ, XOM, PFE, VEA, AMAT, CELH.
- Reduced shares in these 10 stocks: NFLX (-$11M), HOOD (-$9.3M), CRWD (-$8.7M), PLTR (-$7.0M), AXON (-$6.4M), APP (-$6.2M), MSFT (-$5.8M), IBM (-$5.3M), SHOP, HTGC.
- Sold out of its positions in ARCC, ALAB, CRWD, DDOG, FSLR, IBM, LPLA, MELI, MSFT, MDB. RITM, Pennymac Mortgage Investment Trust, RDDT, HOOD, RBLX, ROKU, SHOP, Two Hbrs Invt Corp, VOO, ZS, CRDO, SPOT, CYBR, NBIS.
- Left Brain Wealth Management was a net seller of stock by $-19M.
- Left Brain Wealth Management has $255M in assets under management (AUM), dropping by -11.93%.
- Central Index Key (CIK): 0001957370
Tip: Access up to 7 years of quarterly data
Positions held by Left Brain Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Left Brain Wealth Management
Left Brain Wealth Management holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.1 | $26M | 147k | 174.40 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.1 | $16M | 46k | 337.95 |
|
|
| Meta Platforms Cl A (META) | 4.5 | $12M | -8% | 20k | 572.13 |
|
| Arista Networks Com Shs (ANET) | 3.5 | $9.0M | -5% | 73k | 122.78 |
|
| Exxon Mobil Corporation (XOM) | 3.3 | $8.3M | NEW | 49k | 169.66 |
|
| Broadcom (AVGO) | 3.2 | $8.2M | 27k | 309.51 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $8.2M | +1550% | 29k | 287.56 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 3.2 | $8.1M | +5% | 155k | 52.64 |
|
| Ge Aerospace Com New (GE) | 3.2 | $8.1M | 29k | 283.77 |
|
|
| Palantir Technologies Cl A (PLTR) | 2.7 | $6.8M | -50% | 47k | 146.28 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.7 | $6.8M | NEW | 35k | 191.92 |
|
| Amazon (AMZN) | 2.6 | $6.6M | 32k | 208.27 |
|
|
| Chubb (CB) | 2.6 | $6.6M | 20k | 325.93 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $6.4M | +76% | 22k | 294.16 |
|
| McKesson Corporation (MCK) | 2.4 | $6.1M | +2% | 7.0k | 865.36 |
|
| Waste Management (WM) | 2.4 | $6.0M | 26k | 229.79 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 2.2 | $5.6M | +491% | 456k | 12.33 |
|
| Costco Wholesale Corporation (COST) | 2.2 | $5.5M | 5.6k | 996.43 |
|
|
| Uber Technologies (UBER) | 2.2 | $5.5M | +3% | 77k | 71.93 |
|
| Vertiv Holdings Com Cl A (VRT) | 2.0 | $5.1M | +5% | 20k | 250.58 |
|
| Visa Com Cl A (V) | 1.8 | $4.7M | 15k | 302.24 |
|
|
| Wal-Mart Stores (WMT) | 1.7 | $4.4M | +149% | 36k | 124.28 |
|
| Monster Beverage Corp (MNST) | 1.5 | $3.9M | 54k | 72.46 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $3.9M | NEW | 9.0k | 430.29 |
|
| AmerisourceBergen (COR) | 1.5 | $3.8M | 12k | 314.14 |
|
|
| O'reilly Automotive (ORLY) | 1.4 | $3.6M | 39k | 92.31 |
|
|
| Cme (CME) | 1.3 | $3.4M | 12k | 295.35 |
|
|
| Caterpillar (CAT) | 1.3 | $3.3M | NEW | 4.7k | 708.46 |
|
| Ishares Core Msci Emkt (IEMG) | 1.3 | $3.3M | NEW | 47k | 69.75 |
|
| Monolithic Power Systems (MPWR) | 1.3 | $3.3M | +257% | 3.0k | 1093.35 |
|
| Honeywell International (HON) | 1.2 | $3.1M | NEW | 14k | 226.03 |
|
| Progressive Corporation (PGR) | 1.2 | $3.1M | +23% | 16k | 198.24 |
|
| Rollins (ROL) | 1.1 | $2.9M | 54k | 53.41 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 1.1 | $2.8M | NEW | 43k | 67.07 |
|
| Tesla Motors (TSLA) | 1.1 | $2.8M | 7.7k | 371.75 |
|
|
| Applied Materials (AMAT) | 1.0 | $2.6M | NEW | 7.6k | 341.79 |
|
| Amphenol Corp Cl A (APH) | 1.0 | $2.6M | +1096% | 20k | 126.35 |
|
| Micron Technology (MU) | 1.0 | $2.4M | +474% | 7.2k | 337.84 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $2.3M | NEW | 4.0k | 577.18 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $2.1M | NEW | 32k | 64.08 |
|
| Servicenow (NOW) | 0.8 | $2.0M | -27% | 19k | 104.55 |
|
| Altria (MO) | 0.7 | $1.8M | 27k | 65.99 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.6 | $1.5M | +12% | 74k | 20.41 |
|
| Annaly Capital Management In Com New (NLY) | 0.6 | $1.5M | -16% | 69k | 21.15 |
|
| Omega Healthcare Investors (OHI) | 0.5 | $1.2M | +2% | 27k | 43.82 |
|
| BP Sponsored Adr (BP) | 0.3 | $787k | 17k | 47.00 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $709k | 1.1k | 650.34 |
|
|
| Royal Caribbean Cruises (RCL) | 0.3 | $698k | +114% | 2.5k | 275.18 |
|
| Doubleline Income Solutions (DSL) | 0.3 | $697k | +3% | 64k | 10.83 |
|
| Amgen (AMGN) | 0.2 | $629k | 1.8k | 351.85 |
|
|
| Apple (AAPL) | 0.2 | $623k | 2.5k | 253.79 |
|
|
| Abbvie (ABBV) | 0.2 | $587k | 2.7k | 217.49 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $567k | -2% | 2.0k | 286.86 |
|
| Nextpower Class A Com (NXT) | 0.2 | $447k | -21% | 3.7k | 120.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $439k | -11% | 916.00 | 479.20 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $403k | -71% | 2.0k | 206.34 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $366k | NEW | 943.00 | 388.23 |
|
| Netflix (NFLX) | 0.1 | $345k | -96% | 3.6k | 96.15 |
|
| Sfl Corporation SHS (SFL) | 0.1 | $345k | +42% | 32k | 10.79 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $339k | -94% | 852.00 | 398.00 |
|
| Axon Enterprise (AXON) | 0.1 | $337k | -95% | 794.00 | 424.69 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $329k | NEW | 3.6k | 91.64 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $326k | 764.00 | 426.40 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $324k | NEW | 2.4k | 135.49 |
|
| Kinder Morgan (KMI) | 0.1 | $300k | -5% | 8.9k | 33.53 |
|
| Advanced Micro Devices (AMD) | 0.1 | $298k | NEW | 1.5k | 203.43 |
|
| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $295k | +14% | 21k | 14.36 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $288k | -58% | 735.00 | 391.76 |
|
| Keysight Technologies (KEYS) | 0.1 | $282k | NEW | 1.0k | 282.37 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $269k | -49% | 1.3k | 215.06 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $237k | 2.5k | 96.47 |
|
|
| Blackstone Mortgage Trust In Note 5.500% 3/1 | 0.1 | $219k | 220k | 0.99 |
|
|
| Pfizer (PFE) | 0.1 | $215k | NEW | 7.6k | 28.08 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $212k | NEW | 6.0k | 35.48 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $210k | NEW | 2.2k | 93.29 |
|
| Starwood Property Trust (STWD) | 0.1 | $180k | 11k | 17.22 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.1 | $151k | -96% | 10k | 14.77 |
|
| Transocean Registered Shs (RIG) | 0.0 | $113k | NEW | 17k | 6.63 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $111k | -42% | 10k | 11.06 |
|
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 2026 Q1 filed April 30, 2026
- 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