Left Brain Wealth Management, LLC 13F Holdings

CIK 0001957370 · Naperville, IL

As of Sep 30, 2025, Left Brain Wealth Management, LLC reported 98 positions worth $318.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology147,879$27.6M8.66%
META PLATFORMS INCMETACommunication Services23,665 7.4M5.45%
PALANTIR TECHNOLOGIES INCPLTRTechnology94,440 7.2M5.41%
NETFLIX INCNFLXCommunication Services11,516 3.8M4.33%
ROBINHOOD MARKETS INC - AHOODEquity88,709 2.7M3.99%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology44,811 2.5M3.93%
APPLOVIN CORPAPPTechnology17,322 2.4M3.91%
ARISTA NETWORKS INCANETTechnology81,520 1.9M3.73%
AXON ENTERPRISE INCAXONIndustrials15,768 1.3M3.55%
CROWDSTRIKE HOLDINGS INCCRWDTechnology19,054$9.3M2.93%
BROADCOM INCAVGOTechnology27,297$9.0M2.83%
GE AEROSPACEGEIndustrials27,651$8.3M2.61%
UBER TECHNOLOGIES INCUBERTechnology78,258$7.7M2.41%
AMAZON.COM INCAMZNEquity34,024$7.5M2.34%
ALERIAN MLP ETFAMLP—145,647$6.8M2.15%
MICROSOFT CORPMSFTTechnology12,231$6.3M1.99%
CHUBB LTDCBFinancial Services21,495$6.1M1.90%
WASTE MANAGEMENT INCWMIndustrials26,317$5.8M1.82%
SERVICENOW INCNOWTechnology6,044$5.6M1.75%
HERCULES CAPITAL INCHTGCFinancial Services290,883$5.5M1.73%
MERCADOLIBRE INCMELIConsumer Cyclical2,272$5.3M1.67%
VISA INC-CLASS A SHARESVFinancial Services15,218$5.2M1.63%
COSTCO WHOLESALE CORPCOSTConsumer Defensive5,436$5.0M1.58%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology17,362$4.9M1.54%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical35,401$3.8M1.20%