Left Brain Wealth Management, LLC
13F Reported Value
ⓘ$254.6M
Holdings
79
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Left Brain Wealth Management, LLC disclosed 79 positions worth $254.6M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 10.1% of the equity portfolio, followed by $TSM and $META. During the quarter the fund opened 18 new positions and exited 24 — including a new stake in $XOM and a full exit from $HOOD. The portfolio is most concentrated in Technology (47.3% 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.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$25.6M146,765 sh - $15.6M46,273 sh
- 80.9#35
Quality
$11.5M20,078 sh - 86.0
Quality
$9.0M73,294 sh - 61.8
Quality
$8.3M48,828 sh - 86.4
Quality
$8.2M26,541 sh - 80.2
Quality
$8.2M28,459 sh ALPS ETF TR
—Quality
$8.1M154,731 sh- 74.8
Quality
$8.1M28,491 sh - 85.8
Quality
$6.8M46,477 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $25.6M | 146,765 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $15.6M | 46,273 |
 Meta Platforms, Inc.$META | 80.9#35 | $11.5M | 20,078 |
 Arista Networks, Inc.$ANET | 86.0 | $9.0M | 73,294 |
 EXXON MOBIL CORP$XOM | 61.8 | $8.3M | 48,828 |
 Broadcom Inc.$AVGO | 86.4 | $8.2M | 26,541 |
 Alphabet Inc.$GOOG | 80.2 | $8.2M | 28,459 |
| ALPS ETF TR | — | $8.1M | 154,731 |
 GENERAL ELECTRIC CO$GE | 74.8 | $8.1M | 28,491 |
 Palantir Technologies Inc.$PLTR | 85.8 | $6.8M | 46,477 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Left Brain Wealth Management, LLC's 79 positions.
Showing top 10 of 79 holdings.
Sector Allocation
Technology
$120.4M
Financials
$39.6M
Other
$24.3M
Consumer Discretionary
$20.2M
Consumer Staples
$15.7M
Industrials
$13.6M
Energy
$9.5M
Utilities
$6.0M
Full Holdings — Left Brain Wealth Management, LLC (Q1 2026)
All 79 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $25.6M | 10.1% | +1% | 90.2 |
| 2 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $15.6M | 6.1% | +1% | — |
| 3 | $META | Meta Platforms, Inc. | $11.5M | 4.5% | -8% | 80.9 |
| 4 | $ANET | Arista Networks, Inc. | $9.0M | 3.5% | -6% | 86 |
| 5 | $XOM | EXXON MOBIL CORP | $8.3M | 3.3% | NEW | 61.8 |
| 6 | $AVGO | Broadcom Inc. | $8.2M | 3.2% | +1% | 86.4 |
| 7 | $GOOG | Alphabet Inc. | $8.2M | 3.2% | +1551% | 80.2 |
| 8 | — | ALPS ETF TR | $8.1M | 3.2% | +5% | — |
| 9 | $GE | GENERAL ELECTRIC CO | $8.1M | 3.2% | +1% | 74.8 |
| 10 | $PLTR | Palantir Technologies Inc. | $6.8M | 2.7% | -51% | 85.8 |
| 11 |  $IVZ | Invesco Ltd. | $6.8M | 2.7% | NEW | — |
| 12 |  $AMZN | AMAZON COM INC | $6.6M | 2.6% | -0% | 74.6 |
| 13 |  $CB | Chubb Ltd | $6.6M | 2.6% | -0% | — |
| 14 |  $JPM | JPMORGAN CHASE & CO | $6.4M | 2.5% | +76% | 35.6 |
| 15 |  $MCK | MCKESSON CORP | $6.1M | 2.4% | +2% | 63.7 |
| 16 |  $WM | WASTE MANAGEMENT INC | $6.0M | 2.4% | +1% | 70.7 |
| 17 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $5.6M | 2.2% | +491% | — |
| 18 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.5M | 2.2% | +2% | 67 |
| 19 |  $UBER | Uber Technologies, Inc | $5.5M | 2.2% | +4% | 79.3 |
| 20 |  $VRT | Vertiv Holdings Co | $5.1M | 2.0% | +5% | 82.7 |
| 21 |  $V | VISA INC. | $4.7M | 1.8% | +0% | 83.5 |
| 22 |  $WMT | Walmart Inc. | $4.4M | 1.7% | +149% | 63.2 |
| 23 |  $MNST | Monster Beverage Corp | $3.9M | 1.5% | +1% | 77 |
| 24 |  $GLD | SPDR GOLD TRUST | $3.9M | 1.5% | NEW | — |
| 25 |  $COR | Cencora, Inc. | $3.8M | 1.5% | -1% | 59.6 |
| 26 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.6M | 1.4% | -0% | 72.7 |
| 27 |  $CME | CME GROUP INC. | $3.4M | 1.3% | +1% | 74.5 |
| 28 |  $CAT | CATERPILLAR INC | $3.3M | 1.3% | NEW | 67.8 |
| 29 | — | ISHARES INC | $3.3M | 1.3% | NEW | — |
| 30 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $3.3M | 1.3% | +257% | 76.3 |
| 31 |  $HON | HONEYWELL INTERNATIONAL INC | $3.1M | 1.2% | NEW | 65.7 |
| 32 |  $PGR | PROGRESSIVE CORP/OH/ | $3.1M | 1.2% | +24% | 83.6 |
| 33 |  $ROL | ROLLINS INC | $2.9M | 1.1% | +0% | 73.2 |
| 34 |  $IBKR | Interactive Brokers Group, Inc. | $2.8M | 1.1% | NEW | 75.5 |
| 35 |  $TSLA | Tesla, Inc. | $2.8M | 1.1% | -1% | 50.1 |
| 36 |  $AMAT | APPLIED MATERIALS INC /DE | $2.6M | 1.0% | NEW | 74.8 |
| 37 |  $APH | AMPHENOL CORP /DE/ | $2.6M | 1.0% | +1097% | 80.5 |
| 38 |  $MU | MICRON TECHNOLOGY INC | $2.4M | 0.9% | +475% | 88.4 |
| 39 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 0.9% | NEW | — |
| 40 | — | VANGUARD TAX-MANAGED FDS | $2.1M | 0.8% | NEW | — |
| 41 |  $NOW | ServiceNow, Inc. | $2.0M | 0.8% | -27% | 76 |
| 42 |  $MO | ALTRIA GROUP, INC. | $1.8M | 0.7% | +2% | 72.1 |
| 43 | $IVZ | Invesco Ltd. | $1.5M | 0.6% | +12% | — |
| 44 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $1.5M | 0.6% | -17% | — |
| 45 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $1.2M | 0.5% | +2% | 63.2 |
| 46 |  $BP | BP PLC | $787,391 | 0.3% | +0% | — |
| 47 |  $SPY | SPDR S&P 500 ETF TRUST | $708,871 | 0.3% | +0% | — |
| 48 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $698,132 | 0.3% | +114% | — |
| 49 |  $DSL | DoubleLine Income Solutions Fund | $696,563 | 0.3% | +4% | — |
| 50 |  $AMGN | AMGEN INC | $628,756 | 0.3% | -1% | 79.5 |
| 51 |  $AAPL | Apple Inc. | $622,801 | 0.2% | +1% | 76.1 |
| 52 |  $ABBV | AbbVie Inc. | $587,006 | 0.2% | -1% | 59.3 |
| 53 |  $GOOGL | Alphabet Inc. | $567,409 | 0.2% | -2% | 80.2 |
| 54 |  $NXT | Nextpower Inc. | $446,638 | 0.2% | -21% | 74.8 |
| 55 |  $BRK.B | BERKSHIRE HATHAWAY INC | $438,947 | 0.2% | -12% | 64.5 |
| 56 |  $NET | Cloudflare, Inc. | $402,776 | 0.2% | -71% | 52.6 |
| 57 |  $CIEN | CIENA CORP | $366,101 | 0.1% | NEW | 70.7 |
| 58 |  $NFLX | NETFLIX INC | $344,698 | 0.1% | -97% | 86.7 |
| 59 |  $SFL | SFL Corp Ltd. | $344,492 | 0.1% | +43% | — |
| 60 |  $APP | AppLovin Corp | $339,096 | 0.1% | -95% | 86.8 |
| 61 |  $AXON | AXON ENTERPRISE, INC. | $337,204 | 0.1% | -95% | 55.6 |
| 62 | — | SPDR SERIES TRUST | $328,529 | 0.1% | NEW | — |
| 63 | — | ISHARES TR | $325,770 | 0.1% | +0% | — |
| 64 |  $BE | Bloom Energy Corp | $324,363 | 0.1% | NEW | 54.4 |
| 65 |  $KMI | KINDER MORGAN, INC. | $299,758 | 0.1% | -5% | 74.6 |
| 66 |  $AMD | ADVANCED MICRO DEVICES INC | $298,025 | 0.1% | NEW | 78.8 |
| 67 |  $BMEZ | BlackRock Health Sciences Term Trust | $294,890 | 0.1% | +15% | — |
| 68 |  $STX | Seagate Technology Holdings plc | $287,944 | 0.1% | -58% | — |
| 69 |  $KEYS | Keysight Technologies, Inc. | $282,370 | 0.1% | NEW | 72.3 |
| 70 | — | VANGUARD SPECIALIZED FUNDS | $268,825 | 0.1% | -50% | — |
| 71 |  $KMB | KIMBERLY CLARK CORP | $237,316 | 0.1% | +0% | 61.7 |
| 72 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $218,518 | 0.1% | +0% | — |
| 73 |  $PFE | PFIZER INC | $214,763 | 0.1% | NEW | 69 |
| 74 |  $CELH | Celsius Holdings, Inc. | $211,993 | 0.1% | NEW | 63 |
| 75 |  $RIO | RIO TINTO PLC | $209,809 | 0.1% | NEW | — |
| 76 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $179,949 | 0.1% | +0% | 54.6 |
| 77 |  $HCXY | Hercules Capital, Inc. | $150,654 | 0.1% | -97% | — |
| 78 |  $RIG | Transocean Ltd. | $112,710 | 0.0% | NEW | — |
| 79 |  $OBDC | Blue Owl Capital Corp | $110,600 | 0.0% | -43% | — |
New Positions (18)
$XOM EXXON MOBIL CORP$8.3M$GLD SPDR GOLD TRUST$3.9M$CAT CATERPILLAR INC$3.3M$HON HONEYWELL INTERNATIONAL INC$3.1M$IBKR Interactive Brokers Group, Inc.$2.8M$AMAT APPLIED MATERIALS INC /DE$2.6M$QQQ INVESCO QQQ TRUST, SERIES 1$2.3M$CIEN CIENA CORP$366,101$BE Bloom Energy Corp$324,363$AMD ADVANCED MICRO DEVICES INC$298,025$KEYS Keysight Technologies, Inc.$282,370$PFE PFIZER INC$214,763Exited Positions (24)
$HOOD Robinhood Markets, Inc.
$CRWD CrowdStrike Holdings, Inc.
$MSFT MICROSOFT CORP
$IBM INTERNATIONAL BUSINESS MACHINES CORP
$SHOP SHOPIFY INC.
$MELI MERCADOLIBRE INC
$SPOT Spotify Technology S.A.
$CRDO Credo Technology Group Holding Ltd
$RITM Rithm Capital Corp.
$RDDT Reddit, Inc.
$ARCC ARES CAPITAL CORP
$ALAB Astera Labs, Inc.
$ZS Zscaler, Inc.
$FSLR FIRST SOLAR, INC.
$MDB MongoDB, Inc.Browse Top Institutional Investors
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