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Left Brain Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1957370
Institutional-grade research for retail investors

Sector Allocation

  • Technology63.5%$210.7M
  • Industrials9.2%$30.5M
  • Financials7.8%$26.0M
  • Other6.7%$22.1M
  • Consumer Staples3.7%$12.1M
  • Consumer Discretionary3.3%$10.9M
  • Energy2.2%$7.1M
  • Real Estate2.0%$6.7M
  • Communication Services1.0%$3.4M
  • Healthcare0.4%$1.3M

AUM History

13fpro.ai/research/fund/left-brain-wealth-management-llc-1957370

Conviction and streaks

Stable · top 10 = 42.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold9.0% weight · held 10 quartersTSM$TSMConviction hold6.6% weight · held 10 quartersANET$ANETConviction hold3.7% weight · held 7 quartersGE$GEConviction hold3.2% weight · held 10 quartersMPWR$MPWRConviction hold3.1% weight · held 4 quartersVRT$VRTAccumulating+1012% shares · 5 quarters runningCOST$COSTAccumulating+6% shares · 5 quarters runningMPWR$MPWRAccumulating+873% shares · 3 quarters runningIBKR$IBKRAccumulating+3943% shares · 3 quarters runningMO$MOAccumulating+3% shares · 3 quarters runningAMGN$AMGNTrimming-27% shares · 6 quarters runningANET$ANETTrimming-12% shares · 4 quarters runningMETA$METATrimming-25% shares · 3 quarters runningCB$CBTrimming-7% shares · 3 quarters runningXOM.R34088$XOM.R34088Trimming-44% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/left-brain-wealth-management-llc-1957370

Left Brain Wealth Management, LLC 13F holdings — Q2 2026

$331.7M portfolio (+30.3% QoQ) · 99 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio

All holdings — Left Brain Wealth Management, LLC (Q2 2026)

99 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
GOOGL$GOOGLAlphabet Inc.$9.8M-4%
AVGO$AVGOBroadcom Inc.$9.8M-3%
— ALPS ETF TR - ALERIAN MLPetf/fund$7.7M-3%
AMZN$AMZNAMAZON COM INC$7.7M+1.0%
BE$BEBloom Energy Corp$7.6M+955%
CRWD$CRWDCrowdStrike Holdings, Inc.$7.5MNew
VRT$VRTVertiv Holdings Co$7.4M+10%
JPM$JPMJPMORGAN CHASE & CO$7.1M-0.1%
CB$CBChubb Ltd$6.8M-1%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$6.2M-6%
RCL$RCLROYAL CARIBBEAN CRUISES LTD$5.7M+603%
CAT$CATCATERPILLAR INC$5.4M+8%
IBKR$IBKRInteractive Brokers Group, Inc.$5.4M+46%
NVG$NVGNuveen AMT-Free Municipal Credit Income Fund$5.3M-9%
COST$COSTCOSTCO WHOLESALE CORP /NEW$5.2M+0.2%

What changed in Q2 2026

Against the previous quarter's 13F: 40 new, 31 added to, 23 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.

New positions (40)

  • DELL$DELLDell Technologies Inc.$9.8M

    first bought this quarter

  • CRWD$CRWDCrowdStrike Holdings, Inc.$7.5M

    first bought this quarter

  • GEV$GEVGE Vernova Inc.$3.7M

    first bought this quarter

  • PLD$PLDPrologis, Inc.$3.1M

    first bought this quarter

  • CRDO$CRDOCredo Technology Group Holding Ltd$2.4M

    first bought this quarter

  • ALAB$ALABAstera Labs, Inc.$2.2M

    first bought this quarter

+34 more in the Excel export

Added to (31)

  • AMD$AMDADVANCED MICRO DEVICES INC+1096%

    now $10.2M · held 2 qtrs, 2 adds in a row

  • AMAT$AMATAPPLIED MATERIALS INC /DE+132%

    now $12.8M · held 2 qtrs, 2 adds in a row

  • BE$BEBloom Energy Corp+955%

    now $7.6M · held 2 qtrs, 2 adds in a row

  • MU$MUMICRON TECHNOLOGY INC+76%

    now $14.6M · held 3 qtrs, 3 adds in a row

  • MPWR$MPWRMONOLITHIC POWER SYSTEMS, INC.+152%

    now $10.4M · held 4 qtrs, 4 adds in a row

  • RCL$RCLROYAL CARIBBEAN CRUISES LTD+603%

    now $5.7M · held 6 qtrs, 2 adds in a row

+25 more in the Excel export

Trimmed (23)

  • HON$HONHONEYWELL INTERNATIONAL INC-49%

    now $1.6M · held 2 qtrs

  • META$METAMeta Platforms, Inc.-11%

    now $10.1M · held 10+ qtrs, 3 trims in a row

  • QQQ$QQQINVESCO QQQ TRUST, SERIES 1-34%

    now $1.9M · held 2 qtrs

  • ISHARES INC - CORE MSCI EMKT-15%

    now $3.3M

  • UBER$UBERUber Technologies, Inc-10%

    now $5.0M · held 10+ qtrs

  • NVG$NVGNuveen AMT-Free Municipal Credit Income Fund-9%

    now $5.3M · held 8 qtrs

+17 more in the Excel export

Sold out (19)

  • PLTR$PLTRPalantir Technologies Inc.was $6.8M

    held 7 qtrs

  • MCK$MCKMCKESSON CORPwas $6.1M

    held 4 qtrs

  • WM$WMWASTE MANAGEMENT INCwas $6.0M

    held 4 qtrs

  • WMT$WMTWalmart Inc.was $4.4M

    held 6 qtrs

  • GLD$GLDSPDR GOLD TRUSTwas $3.9M
  • COR$CORCencora, Inc.was $3.8M

+13 more in the Excel export

Firm AUM (Form ADV): $340.4M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Left Brain Wealth Management, LLC has filed, 14 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Left Brain Wealth Management?

Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Left Brain Wealth Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+2.4%

Value-weighted move of the 10 largest stock positions

Turnover

20%

Last quarter; 54% over the last 4

Top 10 weight

43%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

58%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Left Brain Wealth Management, LLC disclosed 99 positions worth $331.7M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 9.0% of the equity portfolio, followed by $TSM and $MU. During the quarter the fund opened 40 new positions and exited 19 — including a new stake in $DELL and a full exit from $PLTR. The portfolio is most concentrated in Technology (63.5% of disclosed assets). All figures are sourced directly from Left Brain Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1957370.

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AI-Powered Hedge Fund Analysis: Left Brain Wealth Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Left Brain Wealth Management, LLC (SEC CIK: 1957370), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Left Brain Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.