Left Brain Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Left Brain Wealth Management, Llc disclosed 95 stock positions valued at approximately $317.37M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, TAIWAN SEMICONDUCTOR MANUFAC, and ARISTA NETWORKS INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 95
- Portfolio Value
- $317.37M
Holdings by Sector
Left Brain Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 9.92% | 137,917 | -10,581 | -7.13% | $31,497,484 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 5.23% | 36,351 | -9,711 | -21.08% | $16,582,963 |
| ARISTA NETWORKS INC | ANET | Technology | 4.50% | 70,222 | -1,879 | -2.61% | $14,296,497 |
| META PLATFORMS INC | META | Communication Services | 4.49% | 19,654 | +1,784 | +9.98% | $14,252,688 |
| MICRON TECHNOLOGY INC | MU | Technology | 4.06% | 12,093 | -536 | -4.24% | $12,880,375 |
| DELL TECHNOLOGIES INC | DELL | Technology | 3.61% | 21,282 | -1,491 | -6.55% | $11,448,652 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 3.32% | 39,856 | +30,002 | +304.47% | $10,551,876 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.28% | 17,025 | -503 | -2.87% | $10,415,214 |
| ALPHABET INC | GOOGL | Communication Services | 2.94% | 27,129 | -315 | -1.15% | $9,334,546 |
| BROADCOM INC | AVGO | Technology | 2.91% | 26,298 | +466 | +1.80% | $9,235,595 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 2.91% | 6,854 | -637 | -8.50% | $9,233,846 |
| GE AEROSPACE | GE | Industrials | 2.74% | 27,828 | -455 | -1.61% | $8,690,406 |
| APPLIED MATLS INC | AMAT | Technology | 2.61% | 16,179 | -1,556 | -8.77% | $8,273,617 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.52% | 32,089 | -132 | -0.41% | $7,994,974 |
| ALPS ETF TR | AMLP | Other | 2.42% | 148,109 | -1,328 | -0.89% | $7,682,404 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 2.34% | 45,649 | -29 | -0.06% | $7,429,375 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.25% | 21,555 | -61 | -0.28% | $7,131,041 |
| BLOOM ENERGY CORP | BE | Industrials | 2.21% | 25,268 | +14 | +0.06% | $6,998,731 |
| CHUBB LIMITED | CB | Financial Services | 2.04% | 19,931 | -103 | -0.51% | $6,482,558 |
| CLOUDFLARE INC | NET | Technology | 1.96% | 17,929 | +13,184 | +277.85% | $6,226,383 |
| VISA INC | V | Financial Services | 1.72% | 15,175 | -32 | -0.21% | $5,452,833 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 1.69% | 62,663 | +679 | +1.10% | $5,352,673 |
| ISHARES TR | IGV | Other | 1.68% | 50,076 | +50,076 | +100.00% | $5,332,092 |
| VERTIV HOLDINGS CO | VRT | Industrials | 1.61% | 21,230 | -1,003 | -4.51% | $5,123,011 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.58% | 5,502 | -77 | -1.38% | $5,008,691 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.48% | 68,719 | -47 | -0.07% | $4,707,939 |
| ROYAL CARIBBEAN GROUP | RCL | Consumer Cyclical | 1.46% | 17,487 | -358 | -2.01% | $4,649,094 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 1.34% | 101,869 | +50,363 | +97.78% | $4,239,788 |
| CATERPILLAR INC | CAT | Industrials | 1.31% | 5,136 | +58 | +1.14% | $4,164,217 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Technology | 1.21% | 4,155 | -1,188 | -22.23% | $3,832,323 |
Showing 30 of 95 holdings in the latest reporting period.