Left Brain Wealth Management

Left Brain Wealth Management as of June 30, 2026

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
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 6.6 $22M 46k 477.57
Micron Technology (MU) 4.4 $15M 13k 1154.29
Applied Materials (AMAT) 3.9 $13M 18k 723.00
Arista Networks Com Shs (ANET) 3.7 $12M 72k 169.88
Ge Aerospace Com New (GE) 3.2 $11M 28k 373.73
Monolithic Power Systems (MPWR) 3.1 $10M 7.5k 1382.36
Advanced Micro Devices (AMD) 3.1 $10M 18k 580.91
Meta Platforms Cl A (META) 3.0 $10M 18k 563.29
Dell Technologies CL C (DELL) 3.0 $9.8M 23k 431.46
Alphabet Cap Stk Cl A (GOOGL) 3.0 $9.8M 27k 357.37
Broadcom (AVGO) 2.9 $9.8M 26k 377.75
Alps Etf Tr Alerian Mlp (AMLP) 2.3 $7.7M 149k 51.85
Amazon (AMZN) 2.3 $7.7M 32k 238.34
Bloom Energy Corp Com Cl A (BE) 2.3 $7.6M 25k 302.70
Crowdstrike Hldgs Cl A (CRWD) 2.3 $7.5M 9.9k 763.14
Vertiv Holdings Com Cl A (VRT) 2.2 $7.4M 22k 334.82
JPMorgan Chase & Co. (JPM) 2.1 $7.1M 22k 327.33
Chubb (CB) 2.1 $6.8M 20k 340.74
Exxon Mobil Corporation (XOM) 1.9 $6.2M 46k 136.72
Royal Caribbean Cruises (RCL) 1.7 $5.7M 18k 317.53
Caterpillar (CAT) 1.6 $5.4M 5.1k 1064.90
Interactive Brokers Group In Com Cl A (IBKR) 1.6 $5.4M 62k 87.04
Nuveen Insd Dividend Advantage (NVG) 1.6 $5.3M 414k 12.80
Costco Wholesale Corporation (COST) 1.6 $5.2M 5.6k 935.47
Visa Com Cl A (V) 1.6 $5.2M 15k 343.09
Seagate Technology Hldngs Pl Ord Shs (STX) 1.6 $5.2M 5.3k 965.00
Uber Technologies (UBER) 1.5 $5.0M 69k 72.16
Monster Beverage Corp (MNST) 1.5 $5.0M 52k 96.12
Ge Vernova (GEV) 1.1 $3.7M 3.2k 1174.86
Amphenol Corp Cl A (APH) 1.0 $3.5M 20k 176.32
Netflix (NFLX) 1.0 $3.4M 48k 71.40
Ishares Core Msci Emkt (IEMG) 1.0 $3.3M 40k 82.84
Tesla Motors (TSLA) 1.0 $3.3M 7.7k 420.60
Prologis (PLD) 0.9 $3.1M 23k 135.47
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.7 $2.4M 8.7k 271.95
Astera Labs (ALAB) 0.7 $2.2M 4.5k 483.02
Altria (MO) 0.6 $2.0M 28k 71.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.9M 2.6k 736.40
Ciena Corp Com New (CIEN) 0.6 $1.9M 3.9k 490.56
Annaly Capital Management In Com New (NLY) 0.6 $1.8M 82k 22.36
Honeywell International (HON) 0.5 $1.6M 7.1k 223.90
Honeywell Aerospace (HONA) 0.5 $1.6M 7.1k 221.08
Omega Healthcare Investors (OHI) 0.4 $1.3M 27k 47.68
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.4 $1.3M 63k 20.37
Sandisk Corp (SNDK) 0.4 $1.2M 545.00 2273.73
Cloudflare Cl A Com (NET) 0.4 $1.2M 4.7k 245.28
Apple (AAPL) 0.3 $1.1M 3.9k 289.36
Alphabet Cap Stk Cl C (GOOG) 0.3 $978k 2.8k 353.33
Nebius Group Shs Class A (NBIS) 0.3 $874k 3.2k 276.17
Coherent Corp (COHR) 0.2 $795k 2.0k 394.47
Applovin Corp Com Cl A (APP) 0.2 $789k 1.5k 515.23
Axon Enterprise (AXON) 0.2 $768k 1.4k 560.61
Digitalocean Hldgs (DOCN) 0.2 $751k 4.8k 157.03
Doubleline Income Solutions (DSL) 0.2 $709k 64k 11.06
Spdr Series Trust St Str Conv Etf (CWB) 0.2 $693k 6.4k 107.82
Marvell Technology (MRVL) 0.2 $654k 2.2k 297.89
BP Sponsored Adr (BP) 0.2 $619k 17k 36.95
Lumentum Hldgs (LITE) 0.2 $616k 718.00 858.06
Amgen (AMGN) 0.2 $585k 1.6k 362.12
Nextpower Class A Com (NXT) 0.2 $576k 4.8k 119.14
Lam Research Corp Com New (LRCX) 0.2 $542k 1.3k 433.33
M/a (MTSI) 0.2 $526k 1.4k 380.37
Silicon Motion Technology Sponsored Adr (SIMO) 0.2 $523k 1.6k 333.33
MKS Instruments (MKSI) 0.1 $476k 1.1k 444.80
NOVA MEASURING Instruments L (NVMI) 0.1 $443k 815.00 542.94
Datadog Cl A Com (DDOG) 0.1 $439k 1.7k 260.36
Teradyne (TER) 0.1 $436k 900.00 483.84
Sterling Construction Company (STRL) 0.1 $432k 515.00 839.36
Arm Holdings Sponsored Ads (ARM) 0.1 $427k 1.2k 354.57
Rubrik Cl A (RBRK) 0.1 $422k 5.3k 80.28
UnitedHealth (UNH) 0.1 $417k 1.0k 415.63
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $408k 546.00 746.77
Reddit Cl A (RDDT) 0.1 $405k 2.3k 173.58
Hercules Technology Growth Capital (HTGC) 0.1 $400k 25k 15.77
Sfl Corporation SHS (SFL) 0.1 $397k 39k 10.20
Jabil Circuit (JBL) 0.1 $386k 1.0k 385.48
TTM Technologies (TTMI) 0.1 $380k 2.0k 187.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $380k 3.1k 124.17
Keysight Technologies (KEYS) 0.1 $371k 1.1k 350.07
MaxLinear (MXL) 0.1 $346k 2.7k 128.03
Comfort Systems USA (FIX) 0.1 $337k 170.00 1981.95
Blackrock Health Sciences Te Com Shs (BMEZ) 0.1 $315k 21k 15.35
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $306k 467.00 655.89
Pfizer (PFE) 0.1 $299k 12k 24.08
Kinder Morgan (KMI) 0.1 $286k 8.9k 31.97
Kla Corp Com New (KLAC) 0.1 $272k 900.00 301.71
Kimberly-Clark Corporation (KMB) 0.1 $270k 2.5k 109.77
Planet Labs Pbc Com Cl A (PL) 0.1 $253k 7.7k 33.13
Rio Tinto Sponsored Adr (RIO) 0.1 $248k 2.6k 94.93
Bandwidth Com Cl A (BAND) 0.1 $247k 3.9k 63.30
Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.1 $235k 7.8k 30.03
Constellation Energy (CEG) 0.1 $224k 900.00 248.37
Blackstone Mortgage Trust In Note 5.500% 3/1 0.1 $222k 220k 1.01
Celestica (CLS) 0.1 $203k 555.00 364.80
Ishares Msci Sth Kor Etf (EWY) 0.1 $202k 1.0k 201.90
Sezzle (SEZL) 0.1 $201k 1.2k 171.63
Starwood Property Trust (STWD) 0.1 $171k 11k 16.38
Calamos Conv & High Income F Com Shs (CHY) 0.0 $152k 11k 13.62