Left Brain Wealth Management, LLC Top Holdings and 13F Report (2026) About Left Brain Wealth Management, LLCInvestment ActivityLeft Brain Wealth Management, LLC has $317.37 million in total holdings as of September 30, 2026.Left Brain Wealth Management, LLC owns shares of 98 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 14.35% of the portfolio was purchased this quarter.About 13.73% of the portfolio was sold this quarter.This quarter, Left Brain Wealth Management, LLC has purchased 99 new stocks and bought additional shares in 28 stocks.Left Brain Wealth Management, LLC sold shares of 44 stocks and completely divested from 22 stocks this quarter.Largest Holdings NVIDIA $31,497,484Taiwan Semiconductor Manufacturing $16,582,963ARISTA NETWORKS INC $14,296,497Meta Platforms $14,252,688Micron Technology $12,880,375 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $7,429,375 Holding464287515 - iShares Expanded Tech-Software Sector ETF $5,332,092 Holding04010L103 - Ares Capital $2,049,927 Holding594918104 - Microsoft $1,913,117 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $681,710 Holding Largest Purchases this Quarter CrowdStrike 30,002 shares (about $7.94M)EXXONMOBIL HOLDINGS CORP 45,649 shares (about $7.43M)iShares Expanded Tech-Software Sector ETF 50,076 shares (about $5.33M)Cloudflare 13,184 shares (about $4.58M)Monster Beverage 50,363 shares (about $2.10M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 9,711 shares (about $4.43M)NVIDIA 10,581 shares (about $2.42M)Nuveen AMT-Free Municipal Credit Income Fund 220,010 shares (about $2.33M)Prologis 9,363 shares (about $1.22M)Seagate Technology 1,188 shares (about $1.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeft Brain Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$31,497,484$2,416,489 ▼-7.1%137,9179.9%TechnologyTSMTaiwan Semiconductor Manufacturing$16,582,963$4,430,061 ▼-21.1%36,3515.2%TechnologyARISTA NETWORKS INC$14,296,497$382,546 ▼-2.6%70,2224.5%COM SHSMETAMeta Platforms$14,252,688$1,293,721 ▲10.0%19,6544.5%Communication ServicesMUMicron Technology$12,880,375$570,899 ▼-4.2%12,0934.1%TechnologyDELLDell Technologies$11,448,652$802,083 ▼-6.5%21,2823.6%TechnologyCRWDCrowdStrike$10,551,876$7,943,030 ▲304.5%39,8563.3%TechnologyAMDAdvanced Micro Devices$10,415,214$307,715 ▼-2.9%17,0253.3%TechnologyGOOGLAlphabet$9,334,546$108,385 ▼-1.1%27,1292.9%Communication ServicesAVGOBroadcom$9,235,595$163,655 ▲1.8%26,2982.9%TechnologyMPWRMonolithic Power Systems$9,233,846$858,179 ▼-8.5%6,8542.9%TechnologyGEGE Aerospace$8,690,406$142,092 ▼-1.6%27,8282.7%IndustrialsAMATApplied Materials$8,273,617$795,707 ▼-8.8%16,1792.6%TechnologyAMZNAmazon.com$7,994,974$32,888 ▼-0.4%32,0892.5%Consumer DiscretionaryAMLPAlerian MLP ETF$7,682,404$68,883 ▼-0.9%148,1092.4%ETFEXXONMOBIL HOLDINGS CORP$7,429,375$7,429,375 ▲New Holding45,6492.3%COM SHSJPMJPMorgan Chase & Co.$7,131,041$20,181 ▼-0.3%21,5552.2%FinanceBEBloom Energy$6,998,731$3,878 ▲0.1%25,2682.2%IndustrialsCBChubb$6,482,558$33,501 ▼-0.5%19,9312.0%FinanceNETCloudflare$6,226,383$4,578,539 ▲277.9%17,9292.0%TechnologyVVisa$5,452,833$11,499 ▼-0.2%15,1751.7%FinanceIBKRInteractive Brokers Group$5,352,673$58,000 ▲1.1%62,6631.7%FinanceIGViShares Expanded Tech-Software Sector ETF$5,332,092$5,332,092 ▲New Holding50,0761.7%ETFVRTVertiv$5,123,011$242,034 ▼-4.5%21,2301.6%IndustrialsCOSTCostco Wholesale$5,008,691$70,096 ▼-1.4%5,5021.6%Consumer StaplesUBERUber Technologies$4,707,939$3,220 ▼-0.1%68,7191.5%IndustrialsRCLRoyal Caribbean Cruises$4,649,094$95,178 ▼-2.0%17,4871.5%Consumer DiscretionaryMNSTMonster Beverage$4,239,788$2,096,108 ▲97.8%101,8691.3%Consumer StaplesCATCaterpillar$4,164,217$47,026 ▲1.1%5,1361.3%IndustrialsSTXSeagate Technology$3,832,323$1,095,740 ▼-22.2%4,1551.2%TechnologyAPHAmphenol$3,338,954$1,678,919 ▲101.1%39,6081.1%TechnologyGE VERNOVA INC$3,131,865$98,851 ▲3.3%3,2951.0%COMTSLATesla$2,726,715$17,031 ▼-0.6%7,6850.9%Consumer DiscretionaryUNHUnitedHealth Group$2,134,937$1,767,123 ▲480.4%5,8160.7%HealthcareNVGNuveen AMT-Free Municipal Credit Income Fund$2,056,970$2,334,305 ▼-53.2%193,8710.6%FinanceARCCAres Capital$2,049,927$2,049,927 ▲New Holding107,3260.6%FinanceMSFTMicrosoft$1,913,117$1,913,117 ▲New Holding3,7300.6%TechnologyQQQInvesco QQQ$1,898,990$52,524 ▼-2.7%2,5670.6%ETFDDOGDatadog$1,884,362$1,422,925 ▲308.4%6,8810.6%TechnologyMOAltria Group$1,840,604$12,458 ▼-0.7%27,3330.6%Consumer StaplesPLDPrologis$1,782,054$1,215,692 ▼-40.6%13,7250.6%Real EstateNLYAnnaly Capital Management$1,572,575$15,735 ▲1.0%83,2490.5%FinanceAAPLApple$1,364,050$61,609 ▲4.7%4,0960.4%TechnologyBKLNInvesco Senior Loan ETF$1,312,172$19,245 ▲1.5%64,2280.4%ETFOHIOmega Healthcare Investors$1,262,250$1,945 ▼-0.2%27,2570.4%Real EstateCIENCiena$1,087,827$293,066 ▼-21.2%3,0920.3%TechnologyHTGCHercules Capital$1,020,737$594,469 ▲139.5%60,7220.3%FinanceSANDISK CORP$765,552$182,689 ▼-19.3%4400.2%COMBPBP$736,9640.0%16,7530.2%EnergyAMGNAmgen$734,270$53,953 ▲7.9%1,7420.2%HealthcareBILSPDR Bloomberg 1-3 Month T-Bill ETF$681,710$681,710 ▲New Holding7,4390.2%ETFOBDCBlue Owl Capital$674,822$674,822 ▲New Holding64,3300.2%FinanceASTERA LABS INC$657,833$932,642 ▼-58.6%1,8480.2%COMCRDOCredo Technology Group$652,157$1,046,022 ▼-61.6%3,3480.2%TechnologyCWBSPDR Bloomberg Convertible Securities ETF$641,178$8,904 ▼-1.4%6,3370.2%ETFLITELumentum$627,434$69,931 ▼-10.0%6460.2%TechnologyPALANTIR TECHNOLOGIES INC$627,179$627,179 ▲New Holding3,3530.2%CL AGOOGAlphabet$601,406$341,762 ▼-36.2%1,7650.2%Communication ServicesAXONAxon Enterprise$599,978$21,126 ▲3.6%1,4200.2%IndustrialsMRVLMarvell Technology$565,145$14,532 ▼-2.5%2,1390.2%TechnologySFLSFL$559,106$47,521 ▲9.3%42,4850.2%EnergyEVERPURE INC$544,045$544,045 ▲New Holding4,1600.2%CL ABMEZBlackRock Health Sciences Term Trust$535,253$192,167 ▲56.0%32,0510.2%PFEPfizer$440,739$86,613 ▲24.5%15,4540.1%HealthcareOKTAOkta$434,949$434,949 ▲New Holding2,0800.1%TechnologyKEYSKeysight Technologies$415,734$29,851 ▲7.7%1,1420.1%TechnologyTERTeradyne$400,910$40,091 ▲11.1%1,0000.1%TechnologySPYSPDR S&P 500 ETF Trust$398,093$18,303 ▼-4.4%5220.1%ETFIWFiShares Russell 1000 Growth ETF$382,7950.0%3,0560.1%ETFSK HYNIX INC$373,825$373,825 ▲New Holding2,0300.1%AMERICAN DEPOSITSNOWSnowflake$373,516$373,516 ▲New Holding1,1000.1%TechnologyCELESTICA INC$361,430$160,836 ▲80.2%1,0000.1%COMYNDXYandex$353,820$392,740 ▼-52.6%1,5000.1%TechnologyRUBRIK INC.$344,555$256,413 ▼-42.7%3,0100.1%CL AGLWCorning$329,046$329,046 ▲New Holding2,1400.1%TechnologySMHVanEck Semiconductor ETF$325,206$40,803 ▲14.3%5340.1%ETFNOWServiceNow$316,130$316,130 ▲New Holding2,3590.1%TechnologyZETA GLOBAL HOLDINGS CORP$315,700$315,700 ▲New Holding10,0000.1%CL AMTSIMACOM Technology Solutions$305,327$88,294 ▼-22.4%1,0720.1%TechnologyRIORio Tinto$292,775$46,614 ▲18.9%3,1090.1%MaterialsBSTZBlackRock Science and Technology Term Trust$281,491$50,897 ▲22.1%9,5680.1%FinanceDIGITALOCEAN HLDGS INC$276,117$361,487 ▼-56.7%2,0700.1%COMMKSIMKS$273,321$10,614 ▼-3.7%1,0300.1%TechnologyKMIKinder Morgan$269,5410.0%8,9400.1%EnergyCOHRCoherent$269,102$310,834 ▼-53.6%9350.1%TechnologyTEAMAtlassian$268,935$268,935 ▲New Holding1,5000.1%TechnologyTTMITTM Technologies$245,680$3,685 ▼-1.5%2,0000.1%TechnologyKIMBERLY-CLARK CORP$239,6780.0%2,4600.1%COMVZVerizon Communications$235,864$235,864 ▲New Holding5,1420.1%Communication ServicesSIMOSilicon Motion Technology$229,600$210,000 ▼-47.8%8200.1%TechnologyXLVHealth Care Select Sector SPDR Fund$226,188$226,188 ▲New Holding1,3430.1%ETFSHOPIFY INC$222,450$222,450 ▲New Holding1,5000.1%CL A SUB VTG SHSBLACKSTONE MORTGAGE TRUST IN$218,0800.0%220,0000.1%NOTE 5.500% 3/1PANWPalo Alto Networks$214,547$214,547 ▲New Holding5400.1%TechnologyFTNTFortinet$201,999$201,999 ▲New Holding1,1300.1%TechnologyBLUE OWL TECHNOLOGY FIN CORP$158,432$158,432 ▲New Holding16,1500.0%COMMON STOCKDSLDoubleLine Income Solutions Fund$155,484$485,432 ▼-75.7%15,5480.0%FinanceCHYCalamos Convertible and High Income Fund$135,251$4,684 ▲3.6%11,5500.0%FinanceXOMExxonMobil$0$6,245,096 ▼-100.0%00.0%EnergyNFLXNetflix$0$3,442,051 ▼-100.0%00.0%Communication ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
