Left Brain Wealth Management, LLC 13F Holdings · Q2 2026
Left Brain Wealth Management, LLC reported 99 securities worth $331.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (8.96%), TSM (6.63%), MU (4.40%). Among its top 25 positions this quarter: 2 new, 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $29.7M | 8.96% | 148,498 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.0M | 6.63% | 46,062 | Trimmed |
| 3 | MU | MICRON TECHNOLOGY INC | $14.6M | 4.40% | 12,629 | Added |
| 4 | AMAT | APPLIED MATLS INC | $12.8M | 3.87% | 17,735 | Added |
| 5 | ANET | ARISTA NETWORKS INC | $12.2M | 3.69% | 72,101 | Trimmed |
| 6 | GE | GE AEROSPACE | $10.6M | 3.19% | 28,283 | Trimmed |
| 7 | MPWR | MONOLITHIC PWR SYS INC | $10.4M | 3.12% | 7,491 | Added |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $10.2M | 3.07% | 17,528 | Added |
| 9 | META | META PLATFORMS INC | $10.1M | 3.04% | 17,870 | Trimmed |
| 10 | DELL | DELL TECHNOLOGIES INC | $9.8M | 2.96% | 22,773 | New |
| 11 | GOOGL | ALPHABET INC | $9.8M | 2.96% | 27,444 | Trimmed |
| 12 | AVGO | BROADCOM INC | $9.8M | 2.94% | 25,832 | Trimmed |
| 13 | AMLP | ALPS ETF TR | $7.7M | 2.34% | 149,437 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $7.7M | 2.32% | 32,221 | Added |
| 15 | BE | BLOOM ENERGY CORP | $7.6M | 2.30% | 25,254 | Added |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | $7.5M | 2.27% | 9,854 | New |
| 17 | VRT | VERTIV HOLDINGS CO | $7.4M | 2.24% | 22,233 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $7.1M | 2.13% | 21,616 | Trimmed |
| 19 | CB | CHUBB LIMITED | $6.8M | 2.06% | 20,034 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $6.2M | 1.88% | 45,678 | Trimmed |
| 21 | RCL | ROYAL CARIBBEAN GROUP | $5.7M | 1.71% | 17,845 | Added |
| 22 | CAT | CATERPILLAR INC | $5.4M | 1.63% | 5,078 | Added |
| 23 | IBKR | INTERACTIVE BROKERS GROUP IN | $5.4M | 1.63% | 61,984 | Added |
| 24 | NVG | NUVEEN AMT FREE MUN CR INC F | $5.3M | 1.60% | 413,881 | Trimmed |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $5.2M | 1.57% | 5,579 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR