Left Brain Wealth Management, Llc Portfolio Stock Holdings
Left Brain Wealth Management, Llc disclosed 99 stock positions valued at approximately $331.7 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, TAIWAN SEMICONDUCTOR MANUFAC, and MICRON TECHNOLOGY INC. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 99
- Portfolio Value
- $331.7M
Holdings by Sector
Left Brain Wealth Management, Llc Portfolio Holdings in Q2 2026
94 holdings in the latest reporting period.
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| 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 |
| AMPHENOL CORP | APH | Technology | 1.05% | 19,692 | -590 | -2.91% | $3,472,093 |
| NETFLIX INC. | NFLX | Communication Services | 1.04% | 48,208 | +44,623 | +1244.71% | $3,442,051 |
| ISHARES INC | IEMG | Other | 1.01% | 40,301 | -7,108 | -14.99% | $3,338,535 |
| TESLA INC | TSLA | Consumer Cyclical | 0.98% | 7,733 | +74 | +0.97% | $3,252,500 |
| PROLOGIS INC. | PLD | Real Estate | 0.94% | 23,088 | +23,088 | +100.00% | $3,127,731 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.71% | 8,718 | +397 | +4.77% | $2,370,860 |
| ASTERA LABS INC | ALAB | Technology | 0.65% | 4,468 | +1,093 | +32.39% | $2,158,133 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.60% | 27,518 | +246 | +0.90% | $1,979,920 |
| INVESCO QQQ TR | QQQ | Other | 0.59% | 2,638 | -1,388 | -34.48% | $1,942,623 |
| CIENA CORP | CIEN | Technology | 0.58% | 3,925 | +2,982 | +316.22% | $1,925,448 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.56% | 82,416 | +13,538 | +19.66% | $1,842,823 |
| OMEGA HEALTHCARE INVS INC | OHI | Real Estate | 0.39% | 27,299 | -23 | -0.08% | $1,301,629 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.39% | 63,286 | -10,928 | -14.72% | $1,289,138 |
| SANDISK CORP | SNDK | Other | 0.37% | 545 | +545 | +100.00% | $1,239,183 |
| CLOUDFLARE INC | NET | Technology | 0.35% | 4,745 | +2,793 | +143.08% | $1,163,854 |
| APPLE INC | AAPL | Technology | 0.34% | 3,911 | +1,457 | +59.37% | $1,131,687 |
| ALPHABET INC | GOOG | Communication Services | 0.29% | 2,768 | +790 | +39.94% | $978,017 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.26% | 3,165 | -1,110 | -25.96% | $874,078 |
| COHERENT CORP | COHR | Technology | 0.24% | 2,015 | +2,015 | +100.00% | $794,857 |
| APPLOVIN CORP | APP | Technology | 0.24% | 1,531 | +679 | +79.69% | $788,817 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.23% | 1,370 | +576 | +72.54% | $768,036 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 0.23% | 4,780 | +4,780 | +100.00% | $750,603 |
| DOUBLELINE INCOME SOLUTIONS | DSL | Financial Services | 0.21% | 64,090 | -228 | -0.35% | $708,833 |
| SPDR SERIES TRUST | CWB | Other | 0.21% | 6,425 | +6,425 | +100.00% | $692,744 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.20% | 2,194 | +2,194 | +100.00% | $653,571 |
| BP PLC | BP | Energy | 0.19% | 16,753 | - | - | $619,023 |
| LUMENTUM HLDGS INC | LITE | Technology | 0.19% | 718 | +718 | +100.00% | $616,087 |
| AMGEN INC | AMGN | Healthcare | 0.18% | 1,614 | -173 | -9.68% | $584,462 |
| NEXTPOWER INC | NXT | Technology | 0.17% | 4,832 | +1,127 | +30.42% | $575,684 |
| LAM RESEARCH CORP | LRCX | Other | 0.16% | 1,250 | +1,250 | +100.00% | $541,663 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 0.16% | 1,382 | +1,382 | +100.00% | $525,671 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 0.16% | 1,570 | +1,570 | +100.00% | $523,328 |
| MKS INC. | MKSI | Technology | 0.14% | 1,070 | +1,070 | +100.00% | $475,936 |
| DATADOG INC | DDOG | Technology | 0.13% | 1,685 | -360 | -17.60% | $438,707 |
| TERADYNE INC | TER | Technology | 0.13% | 900 | +900 | +100.00% | $435,456 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.13% | 515 | +515 | +100.00% | $432,270 |
| ARM HOLDINGS PLC | ARM | Technology | 0.13% | 1,205 | +1,205 | +100.00% | $427,257 |
| RUBRIK INC. | RBRK | Technology | 0.13% | 5,250 | +5,250 | +100.00% | $421,470 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.13% | 1,002 | +1,002 | +100.00% | $416,461 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.12% | 546 | -544 | -49.91% | $407,736 |
| REDDIT INC | RDDT | Communication Services | 0.12% | 2,333 | -2,237 | -48.95% | $404,962 |
| HERCULES CAPITAL INC | HTGC | Financial Services | 0.12% | 25,358 | +15,158 | +148.61% | $399,896 |
| JABIL INC | JBL | Technology | 0.12% | 1,000 | +1,000 | +100.00% | $385,480 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 0.11% | 2,030 | +2,030 | +100.00% | $379,651 |
| ISHARES TR | IWF | Other | 0.11% | 3,056 | +2,292 | +300.00% | $379,464 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.11% | 1,060 | +60 | +6.00% | $371,074 |
| MAXLINEAR INC | MXL | Technology | 0.10% | 2,700 | +2,700 | +100.00% | $345,681 |
| COMFORT SYS USA INC | FIX | Industrials | 0.10% | 170 | +170 | +100.00% | $336,932 |
| BLACKROCK HEALTH SCIENCES TE | BMEZ | Other | 0.10% | 20,544 | +9 | +0.04% | $315,345 |
| VANECK ETF TRUST | SMH | Other | 0.09% | 467 | +467 | +100.00% | $306,301 |
| PFIZER INC | PFE | Healthcare | 0.09% | 12,417 | +4,769 | +62.36% | $298,991 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.09% | 8,940 | - | - | $285,812 |
| KLA CORP | KLAC | Technology | 0.08% | 900 | +900 | +100.00% | $271,539 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.08% | 2,460 | - | - | $270,034 |
| PLANET LABS PBC | PL | Industrials | 0.08% | 7,650 | +7,650 | +100.00% | $253,445 |
| RIO TINTO PLC | RIO | Basic Materials | 0.07% | 2,614 | +365 | +16.23% | $248,147 |
| BANDWIDTH INC | BAND | Technology | 0.07% | 3,900 | +3,900 | +100.00% | $246,870 |
| BLACKROCK SCIENCE & TECHNOLO | BSTZ | Financial Services | 0.07% | 7,838 | +7,838 | +100.00% | $235,375 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.07% | 900 | +900 | +100.00% | $223,533 |
| CELESTICA INC | CLS | Technology | 0.06% | 555 | +555 | +100.00% | $202,464 |
| ISHARES INC | EWY | Other | 0.06% | 1,000 | +1,000 | +100.00% | $201,900 |
| SEZZLE INC | SEZL | Financial Services | 0.06% | 1,170 | +1,170 | +100.00% | $200,807 |
| STARWOOD PPTY TR INC | STWD | Real Estate | 0.05% | 10,450 | - | - | $171,171 |
| CALAMOS CONV & HIGH INCOME F | XCHYX | Other | 0.05% | 11,150 | +11,150 | +100.00% | $151,863 |