Q3 2026 13F · SEC CIK 1957370

Left Brain Wealth Management, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $317.4M
Reported positions: 98
Top holdings a year, 3 yrs: +14.9%
Assets under management: $340.4M

Left Brain Wealth Management, LLC is a wealth manager that reported 98 positions worth $317.4M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Nvidia Corporation (NVDA, 9.9%), Taiwan Semiconductor Manufac (TSM, 5.2%), Arista Networks Inc (ANET, 4.5%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

Left Brain Wealth Management, LLC holdings largest 50 of 98 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Left Brain Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	9.9%	9.0%	137,917	-7.1%	$31.5M
TSMTaiwan Semiconductor Manufac	5.2%	6.6%	36,351	-21.1%	$16.6M
ANETArista Networks Inc	4.5%	3.7%	70,222	-2.6%	$14.3M
METAMeta Platforms Inc	4.5%	3.0%	19,654	+10.0%	$14.3M
MUMicron Technology Inc	4.1%	4.4%	12,093	-4.2%	$12.9M
DELLDell Technologies Inc	3.6%	3.0%	21,282	-6.5%	$11.4M
CRWDCrowdstrike Hldgs Inc	3.3%	2.3%	39,856	+304.5%	$10.6M
AMDAdvanced Micro Devices Inc	3.3%	3.1%	17,025	-2.9%	$10.4M
GOOGLAlphabet Inc	2.9%	3.0%	27,129	-1.1%	$9.3M
AVGOBroadcom Inc	2.9%	2.9%	26,298	+1.8%	$9.2M
MPWRMonolithic Pwr Sys Inc	2.9%	3.1%	6,854	-8.5%	$9.2M
GEGe Aerospace	2.7%	3.2%	27,828	-1.6%	$8.7M
AMATApplied Matls Inc	2.6%	3.9%	16,179	-8.8%	$8.3M
AMZNAmazon Com Inc	2.5%	2.3%	32,089	-0.4%	$8.0M
AMLPAlps ETF Tr	2.4%	2.3%	148,109	-0.9%	$7.7M
XOMExxonmobil Holdings Corp	2.3%	—	45,649	—	$7.4M
JPMJpmorgan Chase & Co	2.2%	2.1%	21,555	-0.3%	$7.1M
BEBloom Energy Corp	2.2%	2.3%	25,268	+0.1%	$7.0M
CBChubb Limited	2.0%	2.1%	19,931	-0.5%	$6.5M
NETCloudflare Inc	2.0%	0.4%	17,929	+277.9%	$6.2M
VVisa Inc	1.7%	1.6%	15,175	-0.2%	$5.5M
IBKRInteractive Brokers Group in	1.7%	1.6%	62,663	+1.1%	$5.4M
IGVIshares Tr	1.7%	—	50,076	—	$5.3M
VRTVertiv Holdings Co	1.6%	2.2%	21,230	-4.5%	$5.1M
COSTCostco Wholesale Corporation	1.6%	1.6%	5,502	-1.4%	$5.0M
UBERUber Technologies Inc	1.5%	1.5%	68,719	-0.1%	$4.7M
RCLRoyal Caribbean Group	1.5%	1.7%	17,487	-2.0%	$4.6M
MNSTMonster Beverage Corp New	1.3%	1.5%	101,869	+97.8%	$4.2M
CATCaterpillar Inc	1.3%	1.6%	5,136	+1.1%	$4.2M
STXSeagate Technology Hldngs Pl	1.2%	1.6%	4,155	-22.2%	$3.8M
APHAmphenol Corp	1.1%	1.0%	39,608	+101.1%	$3.3M
GEVGe Vernova Inc	1.0%	1.1%	3,295	+3.3%	$3.1M
TSLATesla Inc	0.9%	1.0%	7,685	-0.6%	$2.7M
UNHUnitedhealth Group Inc	0.7%	—	5,816	—	$2.1M
NVGNuveen Amt Free Mun Cr Inc F	0.6%	1.6%	193,871	-53.2%	$2.1M
ARCCAres Capital Corp	0.6%	—	107,326	—	$2.0M
MSFTMicrosoft Corp	0.6%	—	3,730	—	$1.9M
QQQInvesco Qqq Tr	0.6%	0.6%	2,567	-2.7%	$1.9M
DDOGDatadog Inc	0.6%	—	6,881	—	$1.9M
MOAltria Group Inc	0.6%	0.6%	27,333	-0.7%	$1.8M
PLDPrologis Inc	0.6%	0.9%	13,725	-40.6%	$1.8M
NLYAnnaly Capital Management in	0.5%	0.6%	83,249	+1.0%	$1.6M
AAPLApple Inc	0.4%	0.3%	4,096	+4.7%	$1.4M
BKLNInvesco Exch Traded Fd Tr II	0.4%	0.4%	64,228	+1.5%	$1.3M
OHIOmega Healthcare Invs Inc	0.4%	0.4%	27,257	-0.2%	$1.3M
CIENCiena Corp	0.3%	0.6%	3,092	-21.2%	$1.1M
HTGCHercules Capital Inc	0.3%	—	60,722	—	$1.0M
SNDKSandisk Corp	0.2%	0.4%	440	-19.3%	$766K
BPBp PLC	0.2%	—	16,753	—	$737K
AMGNAmgen Inc	0.2%	—	1,742	—	$734K

What Left Brain Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +2.4% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$317.4M	98
Q2 2026	$331.7M	99
Q1 2026	$254.6M	79
Q4 2025	$289.1M	84
Q3 2025	$318.6M	98
Q2 2025	$283.8M	96
Q1 2025	$229.1M	89
Q4 2024	$264.7M	93
Q3 2024	$215.0M	78
Q2 2024	$214.2M	69
Q1 2024	$206.5M	70
Q4 2023	$173.0M	79

Questions about Left Brain Wealth Management, LLC's portfolio

What stocks does Left Brain Wealth Management, LLC own?

Left Brain Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 98 positions worth $317.4M. The largest are Nvidia Corporation (NVDA) at 9.9%, Taiwan Semiconductor Manufac (TSM) at 5.2%, Arista Networks Inc (ANET) at 4.5%, Meta Platforms Inc (META) at 4.5% and Micron Technology Inc (MU) at 4.1%.

What did Left Brain Wealth Management, LLC buy last quarter?

In Q3 2026, Left Brain Wealth Management, LLC added Crowdstrike Hldgs Inc (CRWD) (+304.5% shares), Cloudflare Inc (NET) (+277.9% shares) and Amphenol Corp (APH) (+101.1% shares), compared with its Q2 2026 filing.

What did Left Brain Wealth Management, LLC sell last quarter?

In Q3 2026, Left Brain Wealth Management, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Ishares Inc (IEMG), cut from its top 50 Credo Technology Group Holdi (CRDO), cut from its top 50 Astera Labs Inc (ALAB), Nuveen Amt Free Mun Cr Inc F (NVG) (-53.2% shares), Prologis Inc (PLD) (-40.6% shares) and Seagate Technology Hldngs Pl (STX) (-22.2% shares), compared with its Q2 2026 filing.

How has Left Brain Wealth Management, LLC's portfolio performed?

A portfolio copying Left Brain Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +2.4% against +20.1%.

When is Left Brain Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Left Brain Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Left Brain Wealth Management, LLC manage?

Left Brain Wealth Management, LLC reported $340.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $317.4M.