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, MU, AMAT, ANET, and represent 27.55% of Left Brain Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DELL (+$9.8M), AMD (+$9.3M), CRWD (+$7.5M), AMAT (+$7.3M), BE (+$6.9M), MU (+$6.3M), MPWR (+$6.2M), RCL, STX, GEV.
- Started 41 new stock positions in COHR, MXL, CWB, NBIS, UNH, CRDO, STRL, PLD, HON, TER.
- Reduced shares in these 10 stocks: PLTR (-$6.8M), RSP (-$6.8M), , , WMT, , , , , Honeywell International.
- Sold out of its positions in ABBV, COR, BRK.B, CME, CELH, Honeywell International, RSP, MCK, ORLY, OBDC. PLTR, PGR, ROL, GLD, BIL, NOW, VIG, VEA, WMT, WM, RIG.
- Left Brain Wealth Management was a net buyer of stock by $37M.
- Left Brain Wealth Management has $332M in assets under management (AUM), dropping by 30.27%.
- Central Index Key (CIK): 0001957370
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Portfolio Holdings for Left Brain Wealth Management
Left Brain Wealth Management holds 99 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.0 | $30M | 149k | 200.09 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.6 | $22M | 46k | 477.57 |
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| Micron Technology (MU) | 4.4 | $15M | +75% | 13k | 1154.29 |
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| Applied Materials (AMAT) | 3.9 | $13M | +131% | 18k | 723.00 |
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| Arista Networks Com Shs (ANET) | 3.7 | $12M | 72k | 169.88 |
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| Ge Aerospace Com New (GE) | 3.2 | $11M | 28k | 373.73 |
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| Monolithic Power Systems (MPWR) | 3.1 | $10M | +151% | 7.5k | 1382.36 |
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| Advanced Micro Devices (AMD) | 3.1 | $10M | +1096% | 18k | 580.91 |
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| Meta Platforms Cl A (META) | 3.0 | $10M | -10% | 18k | 563.29 |
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| Dell Technologies CL C (DELL) | 3.0 | $9.8M | NEW | 23k | 431.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $9.8M | -3% | 27k | 357.37 |
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| Broadcom (AVGO) | 2.9 | $9.8M | -2% | 26k | 377.75 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 2.3 | $7.7M | -3% | 149k | 51.85 |
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| Amazon (AMZN) | 2.3 | $7.7M | 32k | 238.34 |
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| Bloom Energy Corp Com Cl A (BE) | 2.3 | $7.6M | +954% | 25k | 302.70 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.3 | $7.5M | NEW | 9.9k | 763.14 |
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| Vertiv Holdings Com Cl A (VRT) | 2.2 | $7.4M | +10% | 22k | 334.82 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $7.1M | 22k | 327.33 |
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| Chubb (CB) | 2.1 | $6.8M | 20k | 340.74 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $6.2M | -6% | 46k | 136.72 |
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| Royal Caribbean Cruises (RCL) | 1.7 | $5.7M | +603% | 18k | 317.53 |
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| Caterpillar (CAT) | 1.6 | $5.4M | +7% | 5.1k | 1064.90 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 1.6 | $5.4M | +45% | 62k | 87.04 |
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| Nuveen Insd Dividend Advantage (NVG) | 1.6 | $5.3M | -9% | 414k | 12.80 |
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| Costco Wholesale Corporation (COST) | 1.6 | $5.2M | 5.6k | 935.47 |
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| Visa Com Cl A (V) | 1.6 | $5.2M | 15k | 343.09 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.6 | $5.2M | +626% | 5.3k | 965.00 |
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| Uber Technologies (UBER) | 1.5 | $5.0M | -10% | 69k | 72.16 |
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| Monster Beverage Corp (MNST) | 1.5 | $5.0M | -4% | 52k | 96.12 |
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| Ge Vernova (GEV) | 1.1 | $3.7M | NEW | 3.2k | 1174.86 |
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| Amphenol Corp Cl A (APH) | 1.0 | $3.5M | -2% | 20k | 176.32 |
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| Netflix (NFLX) | 1.0 | $3.4M | +1244% | 48k | 71.40 |
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| Ishares Core Msci Emkt (IEMG) | 1.0 | $3.3M | -14% | 40k | 82.84 |
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| Tesla Motors (TSLA) | 1.0 | $3.3M | 7.7k | 420.60 |
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| Prologis (PLD) | 0.9 | $3.1M | NEW | 23k | 135.47 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.7 | $2.4M | NEW | 8.7k | 271.95 |
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| Astera Labs (ALAB) | 0.7 | $2.2M | NEW | 4.5k | 483.02 |
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| Altria (MO) | 0.6 | $2.0M | 28k | 71.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.9M | -34% | 2.6k | 736.40 |
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| Ciena Corp Com New (CIEN) | 0.6 | $1.9M | +316% | 3.9k | 490.56 |
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| Annaly Capital Management In Com New (NLY) | 0.6 | $1.8M | +19% | 82k | 22.36 |
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| Honeywell International (HON) | 0.5 | $1.6M | NEW | 7.1k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.5 | $1.6M | NEW | 7.1k | 221.08 |
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| Omega Healthcare Investors (OHI) | 0.4 | $1.3M | 27k | 47.68 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $1.3M | -14% | 63k | 20.37 |
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| Sandisk Corp (SNDK) | 0.4 | $1.2M | NEW | 545.00 | 2273.73 |
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| Cloudflare Cl A Com (NET) | 0.4 | $1.2M | +143% | 4.7k | 245.28 |
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| Apple (AAPL) | 0.3 | $1.1M | +59% | 3.9k | 289.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $978k | +39% | 2.8k | 353.33 |
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| Nebius Group Shs Class A (NBIS) | 0.3 | $874k | NEW | 3.2k | 276.17 |
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| Coherent Corp (COHR) | 0.2 | $795k | NEW | 2.0k | 394.47 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $789k | +79% | 1.5k | 515.23 |
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| Axon Enterprise (AXON) | 0.2 | $768k | +72% | 1.4k | 560.61 |
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| Digitalocean Hldgs (DOCN) | 0.2 | $751k | NEW | 4.8k | 157.03 |
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| Doubleline Income Solutions (DSL) | 0.2 | $709k | 64k | 11.06 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 0.2 | $693k | NEW | 6.4k | 107.82 |
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| Marvell Technology (MRVL) | 0.2 | $654k | NEW | 2.2k | 297.89 |
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| BP Sponsored Adr (BP) | 0.2 | $619k | 17k | 36.95 |
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| Lumentum Hldgs (LITE) | 0.2 | $616k | NEW | 718.00 | 858.06 |
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| Amgen (AMGN) | 0.2 | $585k | -9% | 1.6k | 362.12 |
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| Nextpower Class A Com (NXT) | 0.2 | $576k | +30% | 4.8k | 119.14 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $542k | NEW | 1.3k | 433.33 |
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| M/a (MTSI) | 0.2 | $526k | NEW | 1.4k | 380.37 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 0.2 | $523k | NEW | 1.6k | 333.33 |
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| MKS Instruments (MKSI) | 0.1 | $476k | NEW | 1.1k | 444.80 |
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| NOVA MEASURING Instruments L (NVMI) | 0.1 | $443k | NEW | 815.00 | 542.94 |
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| Datadog Cl A Com (DDOG) | 0.1 | $439k | NEW | 1.7k | 260.36 |
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| Teradyne (TER) | 0.1 | $436k | NEW | 900.00 | 483.84 |
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| Sterling Construction Company (STRL) | 0.1 | $432k | NEW | 515.00 | 839.36 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $427k | NEW | 1.2k | 354.57 |
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| Rubrik Cl A (RBRK) | 0.1 | $422k | NEW | 5.3k | 80.28 |
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| UnitedHealth (UNH) | 0.1 | $417k | NEW | 1.0k | 415.63 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $408k | -49% | 546.00 | 746.77 |
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| Reddit Cl A (RDDT) | 0.1 | $405k | NEW | 2.3k | 173.58 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $400k | +148% | 25k | 15.77 |
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| Sfl Corporation SHS (SFL) | 0.1 | $397k | +21% | 39k | 10.20 |
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| Jabil Circuit (JBL) | 0.1 | $386k | NEW | 1.0k | 385.48 |
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| TTM Technologies (TTMI) | 0.1 | $380k | NEW | 2.0k | 187.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $380k | +300% | 3.1k | 124.17 |
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| Keysight Technologies (KEYS) | 0.1 | $371k | +6% | 1.1k | 350.07 |
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| MaxLinear (MXL) | 0.1 | $346k | NEW | 2.7k | 128.03 |
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| Comfort Systems USA (FIX) | 0.1 | $337k | NEW | 170.00 | 1981.95 |
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| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $315k | 21k | 15.35 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $306k | NEW | 467.00 | 655.89 |
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| Pfizer (PFE) | 0.1 | $299k | +62% | 12k | 24.08 |
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| Kinder Morgan (KMI) | 0.1 | $286k | 8.9k | 31.97 |
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| Kla Corp Com New (KLAC) | 0.1 | $272k | NEW | 900.00 | 301.71 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $270k | 2.5k | 109.77 |
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| Planet Labs Pbc Com Cl A (PL) | 0.1 | $253k | NEW | 7.7k | 33.13 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $248k | +16% | 2.6k | 94.93 |
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| Bandwidth Com Cl A (BAND) | 0.1 | $247k | NEW | 3.9k | 63.30 |
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| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.1 | $235k | NEW | 7.8k | 30.03 |
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| Constellation Energy (CEG) | 0.1 | $224k | NEW | 900.00 | 248.37 |
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| Blackstone Mortgage Trust In Note 5.500% 3/1 | 0.1 | $222k | 220k | 1.01 |
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| Celestica (CLS) | 0.1 | $203k | NEW | 555.00 | 364.80 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $202k | NEW | 1.0k | 201.90 |
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| Sezzle (SEZL) | 0.1 | $201k | NEW | 1.2k | 171.63 |
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| Starwood Property Trust (STWD) | 0.1 | $171k | 11k | 16.38 |
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| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $152k | NEW | 11k | 13.62 |
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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 2026 Q2 filed July 30, 2026
- 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