Left Brain Wealth Management, LLC
Q3 2026 13F filing
Updated 8 days ago98 disclosed positions worth $317.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $31.5M | 137.9K | 9.92% | — |
| 2 | T TAIWAN SEMICONDUCTOR MANUFAC | $16.6M | 36.4K | 5.23% | — |
| 3 | A ARISTA NETWORKS INC | $14.3M | 70.2K | 4.50% | — |
| 4 | M META PLATFORMS INC | $14.3M | 19.7K | 4.49% | — |
| 5 | M MICRON TECHNOLOGY INC | $12.9M | 12.1K | 4.06% | — |
| 6 | D DELL TECHNOLOGIES INC | $11.4M | 21.3K | 3.61% | — |
| 7 | C CROWDSTRIKE HLDGS INC | $10.6M | 39.9K | 3.32% | — |
| 8 | A ADVANCED MICRO DEVICES INC | $10.4M | 17.0K | 3.28% | — |
| 9 | G ALPHABET INC | $9.3M | 27.1K | 2.94% | — |
| 10 | A BROADCOM INC | $9.2M | 26.3K | 2.91% | — |
| 11 | M MONOLITHIC PWR SYS INC | $9.2M | 6.9K | 2.91% | — |
| 12 | G GE AEROSPACE | $8.7M | 27.8K | 2.74% | — |
| 13 | A APPLIED MATLS INC | $8.3M | 16.2K | 2.61% | — |
| 14 | A AMAZON COM INC | $8M | 32.1K | 2.52% | — |
| 15 | A ALPS ETF TR | $7.7M | 148.1K | 2.42% | — |
| 16 | X EXXONMOBIL HOLDINGS CORP | $7.4M | 45.6K | 2.34% | — |
| 17 | J JPMORGAN CHASE & CO | $7.1M | 21.6K | 2.25% | — |
| 18 | B BLOOM ENERGY CORP | $7M | 25.3K | 2.21% | — |
| 19 | C CHUBB LIMITED | $6.5M | 19.9K | 2.04% | — |
| 20 | N CLOUDFLARE INC | $6.2M | 17.9K | 1.96% | — |
| 21 | V VISA INC | $5.5M | 15.2K | 1.72% | — |
| 22 | I INTERACTIVE BROKERS GROUP IN | $5.4M | 62.7K | 1.69% | — |
| 23 | E ISHARES TR | $5.3M | 50.1K | 1.68% | — |
| 24 | V VERTIV HOLDINGS CO | $5.1M | 21.2K | 1.61% | — |
| 25 | C COSTCO WHOLESALE CORPORATION | $5M | 5.5K | 1.58% | — |
| 26 | U UBER TECHNOLOGIES INC | $4.7M | 68.7K | 1.48% | — |
| 27 | R ROYAL CARIBBEAN GROUP | $4.6M | 17.5K | 1.46% | — |
| 28 | M MONSTER BEVERAGE CORP NEW | $4.2M | 101.9K | 1.34% | — |
| 29 | C CATERPILLAR INC | $4.2M | 5.1K | 1.31% | — |
| 30 | S SEAGATE TECHNOLOGY HLDNGS PL | $3.8M | 4.2K | 1.21% | — |
| 31 | A AMPHENOL CORP | $3.3M | 39.6K | 1.05% | — |
| 32 | G GE VERNOVA INC | $3.1M | 3.3K | 0.99% | — |
| 33 | T TESLA INC | $2.7M | 7.7K | 0.86% | — |
| 34 | U UNITEDHEALTH GROUP INC | $2.1M | 5.8K | 0.67% | — |
| 35 | N NUVEEN AMT FREE MUN CR INC F | $2.1M | 193.9K | 0.65% | — |
| 36 | A ARES CAPITAL CORP | $2M | 107.3K | 0.65% | — |
| 37 | M MICROSOFT CORP | $1.9M | 3.7K | 0.60% | — |
| 38 | Q INVESCO QQQ TR | $1.9M | 2.6K | 0.60% | — |
| 39 | D DATADOG INC | $1.9M | 6.9K | 0.59% | — |
| 40 | M ALTRIA GROUP INC | $1.8M | 27.3K | 0.58% | — |
| 41 | P PROLOGIS INC. | $1.8M | 13.7K | 0.56% | — |
| 42 | N ANNALY CAPITAL MANAGEMENT IN | $1.6M | 83.2K | 0.50% | — |
| 43 | A APPLE INC | $1.4M | 4.1K | 0.43% | — |
| 44 | V INVESCO EXCH TRADED FD TR II | $1.3M | 64.2K | 0.41% | — |
| 45 | O OMEGA HEALTHCARE INVS INC | $1.3M | 27.3K | 0.40% | — |
| 46 | C CIENA CORP | $1.1M | 3.1K | 0.34% | — |
| 47 | H HERCULES CAPITAL INC | $1M | 60.7K | 0.32% | — |
| 48 | S SANDISK CORP | $766K | 440 | 0.24% | — |
| 49 | B BP PLC | $737K | 16.8K | 0.23% | — |
| 50 | A AMGEN INC | $734K | 1.7K | 0.23% | — |