Left Brain Wealth Management, LLC
Left Brain Wealth Management, LLC reported 99 holdings worth US$332M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Left Brain Wealth Management, LLC reported 99 holdings worth US$332M as of Jun 30, 2026. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Micron Technology, Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 99
- Value as reported
- US$332M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 148K | US$29.7M | 9.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 46,062 | US$22M | 6.6% |
| Micron Technology, Inc. | 12,629 | US$14.6M | 4.4% |
| Applied Materials, Inc. | 17,735 | US$12.8M | 3.9% |
| Arista Networks, Inc. | 72,101 | US$12.2M | 3.7% |
| Alphabet Inc (google) Class C | 30,181 | US$10.8M | 3.3% |
| Ge Aerospace | 28,283 | US$10.6M | 3.2% |
| Monolithic Power Systems, Inc. | 7,491 | US$10.4M | 3.1% |
| Advanced Micro Devices Inc | 17,528 | US$10.2M | 3.1% |
| Meta Platforms, Inc. | 17,870 | US$10.1M | 3.0% |
| Dell Technologies Inc. | 22,773 | US$9.83M | 3.0% |
| Broadcom Inc. | 25,832 | US$9.76M | 2.9% |
| Amazon.com, Inc. | 32,221 | US$7.68M | 2.3% |
| Bloom Energy Corporation | 25,254 | US$7.64M | 2.3% |
| Crowdstrike Holdings, Inc. | 9,854 | US$7.52M | 2.3% |
| Vertiv Holdings, Llc | 22,233 | US$7.44M | 2.2% |
| Jp Morgan Chase & Co. | 21,616 | US$7.08M | 2.1% |
| Exxon Mobil Corporation | 45,678 | US$6.25M | 1.9% |
| Caterpillar, Inc. | 5,078 | US$5.41M | 1.6% |
| Interactive Brokers Group, Inc. | 61,984 | US$5.4M | 1.6% |
| Costco Wholesale Corporation | 5,579 | US$5.22M | 1.6% |
| Visa Inc. | 15,207 | US$5.22M | 1.6% |
| Uber Technologies, Inc. | 68,766 | US$4.96M | 1.5% |
| Monster Beverage Corporation | 51,506 | US$4.95M | 1.5% |
| Ge Vernova Inc. | 3,191 | US$3.75M | 1.1% |
| Amphenol Corporation | 19,692 | US$3.47M | 1.0% |
| Netflix, Inc. | 48,208 | US$3.44M | 1.0% |
| Tesla, Inc. | 7,733 | US$3.25M | 0.98% |
| Prologis, Inc. | 23,088 | US$3.13M | 0.94% |
| Credo Technology Group Holding Ltd | 8,718 | US$2.37M | 0.71% |
| Astera Labs, Inc. | 4,468 | US$2.16M | 0.65% |
| Altria Group, Inc. | 27,518 | US$1.98M | 0.60% |
| Ciena Corporation | 3,925 | US$1.93M | 0.58% |
| Annaly Capital Management Inc. | 82,416 | US$1.84M | 0.56% |
| Omega Healthcare Investors, Inc. | 27,299 | US$1.3M | 0.39% |
| Sandisk Corporation | 545 | US$1.24M | 0.37% |
| Cloudflare, Inc. | 4,745 | US$1.16M | 0.35% |
| Apple Inc | 3,911 | US$1.13M | 0.34% |
| Coherent Corp. | 2,015 | US$795K | 0.24% |
| Applovin Corporation | 1,531 | US$789K | 0.24% |
| Axon Enterprise, Inc. | 1,370 | US$768K | 0.23% |
| Digitalocean Holdings, Inc. | 4,780 | US$751K | 0.23% |
| Marvell Technology, Inc. | 2,194 | US$654K | 0.20% |
| Bp Plc | 16,753 | US$619K | 0.19% |
| Lumentum Holdings Inc. | 718 | US$616K | 0.19% |
| Amgen Inc. | 1,614 | US$584K | 0.18% |
| Nextpower Inc. | 4,832 | US$576K | 0.17% |
| Lam Research Corporation | 1,250 | US$542K | 0.16% |
| Macom Technology Solutions Holdings, Inc. | 1,382 | US$526K | 0.16% |
| Mks Inc. | 1,070 | US$476K | 0.14% |
| Datadog, Inc. | 1,685 | US$439K | 0.13% |
| Teradyne, Inc. | 900 | US$435K | 0.13% |
| Sterling Infrastructure, Inc. | 515 | US$432K | 0.13% |
| Rubrik, Inc. | 5,250 | US$421K | 0.13% |
| Unitedhealth Group Incorporated | 1,002 | US$416K | 0.13% |
| Reddit, Inc. | 2,333 | US$405K | 0.12% |
| Hercules Capital, Inc. | 25,358 | US$400K | 0.12% |
| Sfl Corporation Ltd | 38,874 | US$397K | 0.12% |
| Jabil Inc. | 1,000 | US$385K | 0.12% |
| Ttm Technologies, Inc. | 2,030 | US$380K | 0.11% |
| Keysight Technologies Inc. | 1,060 | US$371K | 0.11% |
| Maxlinear, Inc | 2,700 | US$346K | 0.10% |
| Comfort Systems Usa, Inc. | 170 | US$337K | 0.10% |
| Pfizer, Inc. | 12,417 | US$299K | 0.09% |
| Kinder Morgan, Inc. | 8,940 | US$286K | 0.09% |
| Kla Corporation | 900 | US$272K | 0.08% |
| Kimberly-clark Corporation | 2,460 | US$270K | 0.08% |
| Planet Labs Pbc | 7,650 | US$253K | 0.08% |
| Rio Tinto Plc | 2,614 | US$248K | 0.07% |
| Bandwidth Inc. | 3,900 | US$247K | 0.07% |
| Constellation Energy Corporation | 900 | US$224K | 0.07% |
| Celestica Inc. | 555 | US$202K | 0.06% |
| Sezzle Inc. | 1,170 | US$201K | 0.06% |
| Starwood Property Trust Inc. | 10,450 | US$171K | 0.05% |
| Celsius Holdings, Inc. | 0 | US$0 | 0.00% |
| Cencora, Inc. | 0 | US$0 | 0.00% |
| Cme Group Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
| O'reilly Automotive, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Progressive Corporation (the) | 0 | US$0 | 0.00% |
| Rollins, Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Blue Owl Capital Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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