Left Brain Wealth Management, LLC Top Holdings and 13F Report (2026) About Left Brain Wealth Management, LLCInvestment ActivityLeft Brain Wealth Management, LLC has $331.66 million in total holdings as of June 30, 2026.Left Brain Wealth Management, LLC owns shares of 99 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 31.14% of the portfolio was purchased this quarter.About 20.14% of the portfolio was sold this quarter.This quarter, Left Brain Wealth Management, LLC has purchased 79 new stocks and bought additional shares in 31 stocks.Left Brain Wealth Management, LLC sold shares of 22 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $29,712,965Taiwan Semiconductor Manufacturing $21,997,829Micron Technology $14,577,528Applied Materials $12,822,405ARISTA NETWORKS INC $12,248,518 Largest New Holdings this Quarter 24703L202 - Dell Technologies $9,825,639 Holding22788C105 - CrowdStrike $7,519,982 Holding36828A101 - GE VERNOVA INC $3,748,978 Holding74340W103 - Prologis $3,127,731 HoldingG25457105 - Credo Technology Group $2,370,860 Holding Largest Purchases this Quarter Dell Technologies 22,773 shares (about $9.83M)Advanced Micro Devices 16,063 shares (about $9.33M)CrowdStrike 9,854 shares (about $7.52M)Applied Materials 10,086 shares (about $7.29M)Bloom Energy 22,860 shares (about $6.92M) Largest Sales this Quarter Meta Platforms 2,208 shares (about $1.24M)Invesco QQQ 1,388 shares (about $1.02M)iShares Core MSCI Emerging Markets ETF 7,108 shares (about $588.83K)Uber Technologies 7,944 shares (about $573.24K)Nuveen AMT-Free Municipal Credit Income Fund 41,580 shares (about $532.22K) 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$29,712,965$346,756 â–²1.2%148,4989.0%TechnologyTSMTaiwan Semiconductor Manufacturing$21,997,829$100,767 â–¼-0.5%46,0626.6%TechnologyMUMicron Technology$14,577,528$6,286,263 â–²75.8%12,6294.4%TechnologyAMATApplied Materials$12,822,405$7,292,178 â–²131.9%17,7353.9%TechnologyARISTA NETWORKS INC$12,248,518$202,667 â–¼-1.6%72,1013.7%COM SHSGEGE Aerospace$10,570,206$77,736 â–¼-0.7%28,2833.2%IndustrialsMPWRMonolithic Power Systems$10,355,259$6,245,503 â–²152.0%7,4913.1%TechnologyAMDAdvanced Micro Devices$10,182,190$9,331,157 â–²1,096.5%17,5283.1%TechnologyMETAMeta Platforms$10,065,992$1,243,744 â–¼-11.0%17,8703.0%Communication ServicesDELLDell Technologies$9,825,639$9,825,639 â–²New Holding22,7733.0%TechnologyGOOGLAlphabet$9,807,662$362,731 â–¼-3.6%27,4443.0%Communication ServicesAVGOBroadcom$9,758,038$267,825 â–¼-2.7%25,8322.9%TechnologyAMLPAlerian MLP ETF$7,748,302$274,494 â–¼-3.4%149,4372.3%ETFAMZNAmazon.com$7,679,553$73,170 â–²1.0%32,2212.3%Consumer DiscretionaryBEBloom Energy$7,644,386$6,919,722 â–²954.9%25,2542.3%IndustrialsCRWDCrowdStrike$7,519,982$7,519,982 â–²New Holding9,8542.3%TechnologyVRTVertiv$7,444,053$678,010 â–²10.0%22,2332.2%IndustrialsJPMJPMorgan Chase & Co.$7,075,565$7,856 â–¼-0.1%21,6162.1%FinanceCBChubb$6,826,385$78,711 â–¼-1.1%20,0342.1%FinanceXOMExxonMobil$6,245,096$430,668 â–¼-6.5%45,6781.9%EnergyRCLRoyal Caribbean Cruises$5,666,323$4,860,749 â–²603.4%17,8451.7%Consumer DiscretionaryCATCaterpillar$5,407,562$391,883 â–²7.8%5,0781.6%IndustrialsIBKRInteractive Brokers Group$5,395,087$1,699,804 â–²46.0%61,9841.6%FinanceNVGNuveen AMT-Free Municipal Credit Income Fund$5,297,681$532,224 â–¼-9.1%413,8811.6%FinanceCOSTCostco Wholesale$5,218,987$9,355 â–²0.2%5,5791.6%Consumer StaplesVVisa$5,217,370$73,764 â–¼-1.4%15,2071.6%FinanceSTXSeagate Technology$5,155,995$4,446,720 â–²626.9%5,3431.6%TechnologyUBERUber Technologies$4,962,155$573,239 â–¼-10.4%68,7661.5%IndustrialsMNSTMonster Beverage$4,950,757$221,364 â–¼-4.3%51,5061.5%Consumer StaplesGE VERNOVA INC$3,748,978$3,748,978 â–²New Holding3,1911.1%COMAPHAmphenol$3,472,093$104,029 â–¼-2.9%19,6921.0%TechnologyNFLXNetflix$3,442,051$3,186,082 â–²1,244.7%48,2081.0%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$3,338,535$588,827 â–¼-15.0%40,3011.0%ETFTSLATesla$3,252,500$31,124 â–²1.0%7,7331.0%Consumer DiscretionaryPLDPrologis$3,127,731$3,127,731 â–²New Holding23,0880.9%Real EstateCRDOCredo Technology Group$2,370,860$2,370,860 â–²New Holding8,7180.7%TechnologyASTERA LABS INC$2,158,133$2,158,133 â–²New Holding4,4680.7%COMMOAltria Group$1,979,920$17,700 â–²0.9%27,5180.6%Consumer StaplesQQQInvesco QQQ$1,942,623$1,022,123 â–¼-34.5%2,6380.6%ETFCIENCiena$1,925,448$1,462,850 â–²316.2%3,9250.6%TechnologyNLYAnnaly Capital Management$1,842,823$302,710 â–²19.7%82,4160.6%FinanceHONEYWELL INTL INC$1,586,108$1,586,108 â–²New Holding7,0840.5%COMHONEYWELL AEROSPACE INC$1,566,131$1,566,131 â–²New Holding7,0840.5%COMOHIOmega Healthcare Investors$1,301,629$1,097 â–¼-0.1%27,2990.4%Real EstateBKLNInvesco Senior Loan ETF$1,289,138$222,604 â–¼-14.7%63,2860.4%ETFSANDISK CORP$1,239,183$1,239,183 â–²New Holding5450.4%COMNETCloudflare$1,163,854$685,067 â–²143.1%4,7450.4%TechnologyAAPLApple$1,131,687$421,598 â–²59.4%3,9110.3%TechnologyGOOGAlphabet$978,017$279,131 â–²39.9%2,7680.3%Communication ServicesYNDXYandex$874,078$874,078 â–²New Holding3,1650.3%TechnologyCOHRCoherent$794,857$794,857 â–²New Holding2,0150.2%TechnologyAPPLOVIN CORP$788,817$349,841 â–²79.7%1,5310.2%COM CL AAXONAxon Enterprise$768,036$322,911 â–²72.5%1,3700.2%IndustrialsDIGITALOCEAN HLDGS INC$750,603$750,603 â–²New Holding4,7800.2%COMDSLDoubleLine Income Solutions Fund$708,833$2,522 â–¼-0.4%64,0900.2%FinanceCWBSPDR Bloomberg Convertible Securities ETF$692,744$692,744 â–²New Holding6,4250.2%ETFMRVLMarvell Technology$653,571$653,571 â–²New Holding2,1940.2%TechnologyBPBP$619,0230.0%16,7530.2%EnergyLITELumentum$616,087$616,087 â–²New Holding7180.2%TechnologyAMGNAmgen$584,462$62,647 â–¼-9.7%1,6140.2%HealthcareNXTNextpower$575,684$134,271 â–²30.4%4,8320.2%IndustrialsLAM RESEARCH CORP$541,663$541,663 â–²New Holding1,2500.2%COM NEWMTSIMACOM Technology Solutions$525,671$525,671 â–²New Holding1,3820.2%TechnologySIMOSilicon Motion Technology$523,328$523,328 â–²New Holding1,5700.2%TechnologyMKSIMKS$475,936$475,936 â–²New Holding1,0700.1%TechnologyNVMINova$442,496$442,496 â–²New Holding8150.1%TechnologyDDOGDatadog$438,707$438,707 â–²New Holding1,6850.1%TechnologyTERTeradyne$435,456$435,456 â–²New Holding9000.1%TechnologySTRLSterling Infrastructure$432,270$432,270 â–²New Holding5150.1%IndustrialsARM HOLDINGS PLC$427,257$427,257 â–²New Holding1,2050.1%SPONSORED ADSRUBRIK INC.$421,470$421,470 â–²New Holding5,2500.1%CL AUNHUnitedHealth Group$416,461$416,461 â–²New Holding1,0020.1%HealthcareSPYSPDR S&P 500 ETF Trust$407,736$406,242 â–¼-49.9%5460.1%ETFREDDIT INC$404,962$404,962 â–²New Holding2,3330.1%CL AHTGCHercules Capital$399,896$239,042 â–²148.6%25,3580.1%FinanceSFLSFL$396,516$70,860 â–²21.8%38,8740.1%EnergyJBLJabil$385,480$385,480 â–²New Holding1,0000.1%TechnologyTTMITTM Technologies$379,651$379,651 â–²New Holding2,0300.1%TechnologyIWFiShares Russell 1000 Growth ETF$379,464$284,598 â–²300.0%3,0560.1%ETFKEYSKeysight Technologies$371,074$21,004 â–²6.0%1,0600.1%TechnologyMAXLINEAR INC$345,681$345,681 â–²New Holding2,7000.1%COMFIXComfort Systems USA$336,932$336,932 â–²New Holding1700.1%IndustrialsBMEZBlackRock Health Sciences Term Trust$315,345$138 â–²0.0%20,5440.1%SMHVanEck Semiconductor ETF$306,301$306,301 â–²New Holding4670.1%ETFPFEPfizer$298,991$114,834 â–²62.4%12,4170.1%HealthcareKMIKinder Morgan$285,8120.0%8,9400.1%EnergyKLACKLA$271,539$271,539 â–²New Holding9000.1%TechnologyKIMBERLY-CLARK CORP$270,0340.0%2,4600.1%COMPLPlanet Labs PBC$253,445$253,445 â–²New Holding7,6500.1%IndustrialsRIORio Tinto$248,147$34,649 â–²16.2%2,6140.1%MaterialsBANDBandwidth$246,870$246,870 â–²New Holding3,9000.1%Communication ServicesBSTZBlackRock Science and Technology Term Trust$235,375$235,375 â–²New Holding7,8380.1%FinanceCEGConstellation Energy$223,533$223,533 â–²New Holding9000.1%UtilitiesBLACKSTONE MORTGAGE TRUST IN$221,5160.0%220,0000.1%NOTE 5.500% 3/1CELESTICA INC$202,464$202,464 â–²New Holding5550.1%COMEWYiShares MSCI South Korea ETF$201,900$201,900 â–²New Holding1,0000.1%ETFSEZZLE INC$200,807$200,807 â–²New Holding1,1700.1%COMSTWDStarwood Property Trust$171,1710.0%10,4500.1%FinanceCHYCalamos Convertible and High Income Fund$151,863$151,863 â–²New Holding11,1500.0%FinancePALANTIR TECHNOLOGIES INC$0$6,798,656 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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