Left Brain Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Left Brain Wealth Management, Llc disclosed 94 stock positions valued at approximately $331.66M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, TAIWAN SEMICONDUCTOR MANUFAC, and MICRON TECHNOLOGY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 94
- Portfolio Value
- $331.66M
Holdings by Sector
Left Brain Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 8.96% | 148,498 | +1,733 | +1.18% | $29,712,965 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 6.63% | 46,062 | -211 | -0.46% | $21,997,829 |
| MICRON TECHNOLOGY INC | MU | Technology | 4.40% | 12,629 | +5,446 | +75.82% | $14,577,528 |
| APPLIED MATLS INC | AMAT | Technology | 3.87% | 17,735 | +10,086 | +131.86% | $12,822,405 |
| ARISTA NETWORKS INC | ANET | Other | 3.69% | 72,101 | -1,193 | -1.63% | $12,248,518 |
| GE AEROSPACE | GE | Industrials | 3.19% | 28,283 | -208 | -0.73% | $10,570,206 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 3.12% | 7,491 | +4,518 | +151.97% | $10,355,259 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.07% | 17,528 | +16,063 | +1096.45% | $10,182,190 |
| META PLATFORMS INC | META | Communication Services | 3.04% | 17,870 | -2,208 | -11.00% | $10,065,992 |
| DELL TECHNOLOGIES INC | DELL | Technology | 2.96% | 22,773 | +22,773 | +100.00% | $9,825,639 |
| ALPHABET INC | GOOGL | Communication Services | 2.96% | 27,444 | -1,015 | -3.57% | $9,807,662 |
| BROADCOM INC | AVGO | Technology | 2.94% | 25,832 | -709 | -2.67% | $9,758,038 |
| ALPS ETF TR | AMLP | Other | 2.34% | 149,437 | -5,294 | -3.42% | $7,748,302 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.32% | 32,221 | +307 | +0.96% | $7,679,553 |
| BLOOM ENERGY CORP | BE | Industrials | 2.30% | 25,254 | +22,860 | +954.89% | $7,644,386 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 2.27% | 9,854 | -8,635 | -46.70% | $7,519,982 |
| VERTIV HOLDINGS CO | VRT | Industrials | 2.24% | 22,233 | +2,025 | +10.02% | $7,444,053 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.13% | 21,616 | -24 | -0.11% | $7,075,565 |
| CHUBB LIMITED | CB | Financial Services | 2.06% | 20,034 | -231 | -1.14% | $6,826,385 |
| EXXON MOBIL CORP | XOM | Energy | 1.88% | 45,678 | -3,150 | -6.45% | $6,245,096 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 1.71% | 17,845 | +15,308 | +603.39% | $5,666,323 |
| CATERPILLAR INC | CAT | Industrials | 1.63% | 5,078 | +368 | +7.81% | $5,407,562 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 1.63% | 61,984 | +19,529 | +46.00% | $5,395,087 |
| NUVEEN AMT FREE MUN CR INC F | NVG | Financial Services | 1.60% | 413,881 | -41,580 | -9.13% | $5,297,681 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.57% | 5,579 | +10 | +0.18% | $5,218,987 |
| VISA INC | V | Financial Services | 1.57% | 15,207 | -215 | -1.39% | $5,217,370 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 1.55% | 5,343 | +4,608 | +626.94% | $5,155,995 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.50% | 68,766 | -7,944 | -10.36% | $4,962,155 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 1.49% | 51,506 | -2,303 | -4.28% | $4,950,757 |
| GE VERNOVA INC | GEV | Utilities | 1.13% | 3,191 | +3,191 | +100.00% | $3,748,978 |
Showing 30 of 94 holdings in the latest reporting period.