Left Brain Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Left Brain Wealth Management, LLC held in its portfolio 84 assets valued at $289,090,613 (i.e. $289.09M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($27.18M), PALANTIR TECHNOLOGIES INC ($16.82M), and META PLATFORMS INC ($14.45M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Left Brain Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 145738 | 27180137 | COM |
| PALANTIR TECHNOLOGIES INC | 94648 | 16823682 | CL A |
| META PLATFORMS INC | 21895 | 14452671 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 45658 | 13875010 | SPONSORED ADS |
| APPLOVIN CORP | 16374 | 11033129 | COM CL A |
| NETFLIX INC | 113688 | 10659387 | COM |
| ARISTA NETWORKS INC | 77819 | 10196624 | COM SHS |
| ROBINHOOD MKTS INC | 82044 | 9279176 | COM CL A |
| BROADCOM INC | 26253 | 9086163 | COM |
| AXON ENTERPRISE INC | 15897 | 9028383 | COM |
| GE AEROSPACE | 28211 | 8689834 | COM NEW |
| CROWDSTRIKE HLDGS INC | 18489 | 8666904 | CL A |
| AMAZON COM INC | 31985 | 7382778 | COM |
| ALPS ETF TR | 146961 | 6910106 | ALERIAN MLP |
| CHUBB LIMITED | 20282 | 6330418 | COM |
| UBER TECHNOLOGIES INC | 74090 | 6053894 | COM |
| MICROSOFT CORP | 12045 | 5825203 | COM |
| WASTE MGMT INC DEL | 26084 | 5730916 | COM |
| MCKESSON CORP | 6848 | 5617346 | COM |
| HERCULES CAPITAL INC | 295753 | 5566071 | COM |
| VISA INC | 15391 | 5397778 | COM CL A |
| INTERNATIONAL BUSINESS MACHS | 17850 | 5287348 | COM |
| COSTCO WHSL CORP NEW | 5470 | 4717000 | COM |
| SHOPIFY INC | 28541 | 4594245 | CL A SUB VTG SHS |
| MERCADOLIBRE INC | 2054 | 4137290 | COM |
| MONSTER BEVERAGE CORP NEW | 53387 | 4093181 | COM |
| CENCORA INC | 12049 | 4069550 | COM |
| SERVICENOW INC | 25920 | 3970685 | COM |
| JPMORGAN CHASE & CO. | 12266 | 3952351 | COM |
| OREILLY AUTOMOTIVE INC | 39548 | 3607173 | COM |
| TESLA INC | 7737 | 3479484 | COM |
| ROLLINS INC | 54212 | 3253804 | COM |
| CME GROUP INC | 11393 | 3111200 | COM |
| VERTIV HOLDINGS CO | 19158 | 3103788 | COM CL A |
| PROGRESSIVE CORP | 12629 | 2875876 | COM |
| SPOTIFY TECHNOLOGY S A | 4569 | 2653264 | SHS |
| ANNALY CAPITAL MANAGEMENT IN | 82505 | 1844812 | COM NEW |
| WALMART INC | 14241 | 1586590 | COM |
| ALTRIA GROUP INC | 26797 | 1545115 | COM |
| INVESCO EXCH TRADED FD TR II | 66006 | 1386133 | SR LN ETF |
| CLOUDFLARE INC | 6822 | 1344957 | CL A COM |
| CREDO TECHNOLOGY GROUP HOLDI | 8321 | 1197309 | ORDINARY SHARES |
| OMEGA HEALTHCARE INVS INC | 26725 | 1184986 | COM |
| RITHM CAPITAL CORP | 98915 | 1078174 | COM NEW |
| REDDIT INC | 4570 | 1050506 | CL A |
| NUVEEN AMT FREE MUN CR INC F | 77058 | 975548 | COM |
| MONOLITHIC PWR SYS INC | 832 | 754092 | COM |
| SPDR S&P 500 ETF TR | 1090 | 743293 | TR UNIT |
| DOUBLELINE INCOME SOLUTIONS | 62097 | 699831 | COM |
| APPLE INC | 2429 | 660348 | COM |
| ARES CAPITAL CORP | 31834 | 644011 | COM |
| ALPHABET INC | 2020 | 633876 | CAP STK CL C |
| ABBVIE INC | 2739 | 625834 | COM |
| AMGEN INC | 1802 | 589813 | COM |
| BP PLC | 16753 | 581832 | SPONSORED ADR |
| ASTERA LABS INC | 3375 | 561465 | COM |
| VANGUARD SPECIALIZED FUNDS | 2496 | 548571 | DIV APP ETF |
| ALPHABET INC | 1724 | 539612 | CAP STK CL A |
| ZSCALER INC | 2325 | 522939 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1036 | 520745 | CL B NEW |
| SEAGATE TECHNOLOGY HLDNGS PL | 1765 | 486063 | ORD SHS |
| FIRST SOLAR INC | 1600 | 417968 | COM |
| NEXTPOWER INC | 4695 | 408981 | CLASS A COM |
| MONGODB INC | 875 | 367229 | CL A |
| ISHARES TR | 764 | 361601 | RUS 1000 GRW ETF |
| NEBIUS GROUP N.V. | 4275 | 357839 | SHS CLASS A |
| MICRON TECHNOLOGY INC | 1250 | 356763 | COM |
| ROYAL CARIBBEAN GROUP | 1184 | 330241 | COM |
| VANGUARD INDEX FDS | 472 | 296005 | S&P 500 ETF SHS |
| DATADOG INC | 2045 | 278100 | CL A COM |
| BLACKROCK HEALTH SCIENCES TE | 17861 | 268801 | COM SHS |
| KINDER MORGAN INC DEL | 9440 | 259506 | COM |
| KIMBERLY-CLARK CORP | 2460 | 248189 | COM |
| PENNYMAC CORP | 235000 | 240709 | NOTE 5.500% 3/1 |
| AMPHENOL CORP NEW | 1695 | 229062 | CL A |
| ROKU INC | 2100 | 227829 | COM CL A |
| CYBERARK SOFTWARE LTD | 492 | 219462 | SHS |
| BLACKSTONE MORTGAGE TRUST IN | 220000 | 218808 | NOTE 5.500% 3/1 |
| BLUE OWL CAPITAL CORPORATION | 17400 | 216282 | COM |
| LPL FINL HLDGS INC | 591 | 211087 | COM |
| ROBLOX CORP | 2526 | 204682 | CL A |
| STARWOOD PPTY TR INC | 10450 | 188205 | COM |
| SFL CORPORATION LTD | 22365 | 174674 | SHS |
| TWO HARBORS INVENTMENT CORPO | 10000 | 10286 | NOTE 6.250% 1/1 |
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