Left Brain Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Left Brain Wealth Management, LLC reported 99 stock positions worth $331.7 million. Its top holding was Nvidia (NVDA) at 9.0% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 6.6%) and Micron Technology (MU, 4.4%). Compared with Q1 2026, it opened 39 new positions, sold out of 20, added to 32 and reduced 22. The biggest buy was Micron Technology (MU, shares +76%) and the biggest sale an exit from Palantir Technologies Class A (PLTR).
- Most Recent 13F
- Q2 2026
- Location
- NAPERVILLE, IL
- CIK
- 0001957370
- Portfolio Value
- $331.7M (Q2 2026)
- SEC Filing
- 0001104659-26-088542 ↗ filed Jul 30, 2026
Holdings Value
Holdings 99 stocks · $331.7M
| NVDA Nvidia Corp. | 8.96% | 148,498 | $29.7M | Add +1.2% |
| TSM Taiwan Semiconductor-SP ADR | 6.63% | 46,062 | $22.0M | Reduce -0.5% |
| MU Micron Technology Inc. | 4.40% | 12,629 | $14.6M | Add +75.8% |
| AMAT Applied Materials Inc. | 3.87% | 17,735 | $12.8M | Add +131.9% |
| ANET Arista Networks Inc. | 3.69% | 72,101 | $12.2M | Reduce -1.6% |
| GE General Electric filed as GE AEROSPACE | 3.19% | 28,283 | $10.6M | Reduce -0.7% |
| MPWR Monolithic Power Systems Inc. | 3.12% | 7,491 | $10.4M | Add +152.0% |
| AMD Advanced Micro Devices | 3.07% | 17,528 | $10.2M | Add +1096.5% |
| META Meta Platforms Inc. Class A | 3.04% | 17,870 | $10.1M | Reduce -11.0% |
| DELL Dell Technologies -C | 2.96% | 22,773 | $9.8M | New |
| GOOGL Alphabet Inc. Class A | 2.96% | 27,444 | $9.8M | Reduce -3.6% |
| AVGO Broadcom Inc. | 2.94% | 25,832 | $9.8M | Reduce -2.7% |
| AMLP Alerian MLP ETF | 2.34% | 149,437 | $7.7M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 2.32% | 32,221 | $7.7M | Add +1.0% |
| BE Bloom Energy Corp. Class A | 2.30% | 25,254 | $7.6M | Add +954.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.27% | 9,854 | $7.5M | New |
| VRT Vertiv Holdings Co. Class A | 2.24% | 22,233 | $7.4M | Add +10.0% |
| JPM JPMorgan Chase & Co. | 2.13% | 21,616 | $7.1M | Reduce -0.1% |
| CB Chubb Ltd. | 2.06% | 20,034 | $6.8M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.88% | 45,678 | $6.2M | Reduce -6.5% |
| RCL Royal Caribbean Cruises Ltd. | 1.71% | 17,845 | $5.7M | Add +603.4% |
| CAT Caterpillar Inc. | 1.63% | 5,078 | $5.4M | Add +7.8% |
| IBKR Interactive Brokers Gro Class A | 1.63% | 61,984 | $5.4M | Add +46.0% |
| NVG Nuveen Amt-FR Muni CRDT | 1.60% | 413,881 | $5.3M | Reduce -9.1% |
| COST Costco Wholesale Corp. | 1.57% | 5,579 | $5.2M | Add +0.2% |
| V Visa Inc. Class A | 1.57% | 15,207 | $5.2M | Reduce -1.4% |
| STX Seagate Technology Holdings | 1.55% | 5,343 | $5.2M | Add +626.9% |
| UBER Uber Technologies Inc. | 1.50% | 68,766 | $5.0M | Reduce -10.4% |
| MNST Monster Beverage Corp. | 1.49% | 51,506 | $5.0M | Reduce -4.3% |
| GEV GE Vernova Inc. | 1.13% | 3,191 | $3.7M | New |
| APH Amphenol Corp. Class A | 1.05% | 19,692 | $3.5M | Reduce -2.9% |
| NFLX Netflix Inc. | 1.04% | 48,208 | $3.4M | Add +1244.7% |
| IEMG iShares Core MSCI Emerging | 1.01% | 40,301 | $3.3M | Reduce -15.0% |
| TSLA Tesla Inc. | 0.98% | 7,733 | $3.3M | Add +1.0% |
| PLD Prologis Inc. | 0.94% | 23,088 | $3.1M | New |
| CRDO Credo Technology Group Holdi | 0.71% | 8,718 | $2.4M | New |
| ALAB Astera Labs Inc. | 0.65% | 4,468 | $2.2M | New |
| MO Altria Group Inc. | 0.60% | 27,518 | $2.0M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.59% | 2,638 | $1.9M | Reduce -34.5% |
| CIEN Ciena Corp. | 0.58% | 3,925 | $1.9M | Add +316.2% |
| NLY Annaly Capital Management Inc. | 0.56% | 82,416 | $1.8M | Add +19.7% |
| HON Honeywell International Inc. | 0.48% | 7,084 | $1.6M | Add +2.8% |
| HONA Honeywell Aerospace Inc. | 0.47% | 7,084 | $1.6M | Add +2.8% |
| OHI Omega Healthcare Investors | 0.39% | 27,299 | $1.3M | Reduce -0.1% |
| BKLN Invesco Senior Loan ETF | 0.39% | 63,286 | $1.3M | Reduce -14.7% |
| SNDK Sandisk Corp. | 0.37% | 545 | $1.2M | New |
| NET Cloudflare Inc. Class A | 0.35% | 4,745 | $1.2M | Add +143.1% |
| AAPL Apple Inc. | 0.34% | 3,911 | $1.1M | Add +59.4% |
| GOOG Alphabet Inc. Class C | 0.29% | 2,768 | $978K | Add +39.9% |
| NBIS Nebius Group NV | 0.26% | 3,165 | $874K | New |
| COHR Coherent Corp. | 0.24% | 2,015 | $795K | New |
| APP AppLovin Corp. Class A | 0.24% | 1,531 | $789K | Add +79.7% |
| AXON Axon Enterprise Inc. | 0.23% | 1,370 | $768K | Add +72.5% |
| DOCN Digitalocean Holdings Inc. | 0.23% | 4,780 | $751K | New |
| DSL Doubleline Income Solutions | 0.21% | 64,090 | $709K | Reduce -0.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.21% | 6,425 | $693K | New |
| MRVL Marvell Technology Inc. | 0.20% | 2,194 | $654K | New |
| BP BP PLC-Spons ADR | 0.19% | 16,753 | $619K | No change |
| LITE Lumentum Holdings Inc. | 0.19% | 718 | $616K | New |
| AMGN Amgen Inc. | 0.18% | 1,614 | $584K | Reduce -9.7% |
| NXT Nextpower Inc. | 0.17% | 4,832 | $576K | Add +30.4% |
| LRCX Lam Research Corp. | 0.16% | 1,250 | $542K | New |
| MTSI Macom Technology Solutions H | 0.16% | 1,382 | $526K | New |
| SIMO Silicon Motion Technol-ADR | 0.16% | 1,570 | $523K | New |
| MKSI MKS Inc. | 0.14% | 1,070 | $476K | New |
| NVMI Nova Ltd. | 0.13% | 815 | $442K | New |
| DDOG Datadog Inc. Class A | 0.13% | 1,685 | $439K | New |
| TER Teradyne Inc. | 0.13% | 900 | $435K | New |
| STRL Sterling Infrastructure Inc. | 0.13% | 515 | $432K | New |
| ARM Arm Holdings PLC-ADR | 0.13% | 1,205 | $427K | New |
| RBRK Rubrik Inc. Class A | 0.13% | 5,250 | $421K | New |
| UNH Unitedhealth Group Inc. | 0.13% | 1,002 | $416K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 546 | $408K | Reduce -49.9% |
| RDDT Reddit Inc. Class A | 0.12% | 2,333 | $405K | New |
| HTGC Hercules Capital Inc. | 0.12% | 25,358 | $400K | Add +148.6% |
| SFL SFL Corp. Ltd. | 0.12% | 38,874 | $397K | Add +21.8% |
| JBL Jabil Inc. | 0.12% | 1,000 | $385K | New |
| TTMI TTM Technologies | 0.11% | 2,030 | $380K | New |
| IWF iShares Russell 1000 Growth | 0.11% | 3,056 | $379K | No change |
| KEYS Keysight Technologies Inc. | 0.11% | 1,060 | $371K | Add +6.0% |
| MXL Maxlinear Inc. | 0.10% | 2,700 | $346K | New |
| FIX Comfort Systems USA Inc. | 0.10% | 170 | $337K | New |
| BMEZ BlackRock HLTH Sci TRM TR II | 0.10% | 20,544 | $315K | Add +0.0% |
| SMH Vaneck Semiconductor ETF | 0.09% | 467 | $306K | New |
| PFE Pfizer Inc. | 0.09% | 12,417 | $299K | Add +62.4% |
| KMI Kinder Morgan Inc. | 0.09% | 8,940 | $286K | No change |
| KLAC KLA Corp. | 0.08% | 900 | $272K | New |
| KMB Kimberly-Clark Corp. | 0.08% | 2,460 | $270K | No change |
| PL Planet Labs PBC | 0.08% | 7,650 | $253K | New |
| RIO Rio Tinto PLC-Spon ADR | 0.07% | 2,614 | $248K | Add +16.2% |
| BAND Bandwidth Inc. Class A | 0.07% | 3,900 | $247K | New |
| BSTZ BlackRock Sci & Tech TRM TR | 0.07% | 7,838 | $235K | New |
| CEG Constellation Energy | 0.07% | 900 | $224K | New |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | 0.07% | 220,000 | $222K | No change |
| CLS Celestica Inc. | 0.06% | 555 | $202K | New |
| EWY iShares MSCI South Korea ETF | 0.06% | 1,000 | $202K | New |
| SEZL Sezzle Inc. | 0.06% | 1,170 | $201K | New |
| STWD Starwood Property Trust Inc. | 0.05% | 10,450 | $171K | No change |
| XCHYX Calamos Convert & High Inc. | 0.05% | 11,150 | $152K | New |
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −2.67 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −2.66 |
| MCK McKesson Corp. | Sold out | 0.00% | −2.38 |
| WM Waste Management Inc. | Sold out | 0.00% | −2.37 |
| WMT Walmart Inc. | Sold out | 0.00% | −1.73 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −1.53 |
| COR Cencora Inc. | Sold out | 0.00% | −1.48 |
| META Meta Platforms Inc. Class A | Reduce -11.0% | 3.04% | −1.48 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −1.43 |
| XOM Exxon Mobil Corp. | Reduce -6.5% | 1.88% | −1.37 |
| CME Cme Group Inc. | Sold out | 0.00% | −1.33 |
| PGR Progressive Corp. | Sold out | 0.00% | −1.22 |
| ROL Rollins Inc. | Sold out | 0.00% | −1.14 |
| AMLP Alerian MLP ETF | Reduce -3.4% | 2.34% | −0.86 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.81 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.78 |
| UBER Uber Technologies Inc. | Reduce -10.4% | 1.50% | −0.67 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -9.1% | 1.60% | −0.61 |
| CB Chubb Ltd. | Reduce -1.1% | 2.06% | −0.54 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 2.13% | −0.37 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -34.5% | 0.59% | −0.33 |
| IEMG iShares Core MSCI Emerging | Reduce -15.0% | 1.01% | −0.29 |
| AVGO Broadcom Inc. | Reduce -2.7% | 2.94% | −0.28 |
| V Visa Inc. Class A | Reduce -1.4% | 1.57% | −0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -3.6% | 2.96% | −0.26 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.23 |
| BKLN Invesco Senior Loan ETF | Reduce -14.7% | 0.39% | −0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -49.9% | 0.12% | −0.16 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.11 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.08 |
| OHI Omega Healthcare Investors | Reduce -0.1% | 0.39% | −0.08 |
| AMGN Amgen Inc. | Reduce -9.7% | 0.18% | −0.07 |
| DSL Doubleline Income Solutions | Reduce -0.3% | 0.21% | −0.06 |
| RIG Transocean Ltd. | Sold out | 0.00% | −0.04 |
| OBDC Blue Owl Capital Corp. | Sold out | 0.00% | −0.04 |
| MNST Monster Beverage Corp. | Reduce -4.3% | 1.49% | −0.04 |
| GE General Electric | Reduce -0.7% | 3.19% | +0.01 |
| APH Amphenol Corp. Class A | Reduce -2.9% | 1.05% | +0.04 |
| ANET Arista Networks Inc. | Reduce -1.6% | 3.69% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.5% | 6.63% | +0.49 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +75.8% | 4.40% | +3.44 |
| DELL Dell Technologies -C | New | 2.96% | +2.96 |
| AMD Advanced Micro Devices | Add +1096.5% | 3.07% | +2.95 |
| AMAT Applied Materials Inc. | Add +131.9% | 3.87% | +2.84 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 2.27% | +2.27 |
| BE Bloom Energy Corp. Class A | Add +954.9% | 2.30% | +2.18 |
| MPWR Monolithic Power Systems Inc. | Add +152.0% | 3.12% | +1.85 |
| STX Seagate Technology Holdings | Add +626.9% | 1.55% | +1.44 |
| RCL Royal Caribbean Cruises Ltd. | Add +603.4% | 1.71% | +1.43 |
| GEV GE Vernova Inc. | New | 1.13% | +1.13 |
| PLD Prologis Inc. | New | 0.94% | +0.94 |
| NFLX Netflix Inc. | Add +1244.7% | 1.04% | +0.90 |
| CRDO Credo Technology Group Holdi | New | 0.71% | +0.71 |
| ALAB Astera Labs Inc. | New | 0.65% | +0.65 |
| IBKR Interactive Brokers Gro Class A | Add +46.0% | 1.63% | +0.51 |
| CIEN Ciena Corp. | Add +316.2% | 0.58% | +0.44 |
| SNDK Sandisk Corp. | New | 0.37% | +0.37 |
| CAT Caterpillar Inc. | Add +7.8% | 1.63% | +0.32 |
| NBIS Nebius Group NV | New | 0.26% | +0.26 |
| VRT Vertiv Holdings Co. Class A | Add +10.0% | 2.24% | +0.26 |
| COHR Coherent Corp. | New | 0.24% | +0.24 |
| DOCN Digitalocean Holdings Inc. | New | 0.23% | +0.23 |
| CWB SS SPDR BB Conv Sec ETF | New | 0.21% | +0.21 |
| MRVL Marvell Technology Inc. | New | 0.20% | +0.20 |
| NET Cloudflare Inc. Class A | Add +143.1% | 0.35% | +0.19 |
| LITE Lumentum Holdings Inc. | New | 0.19% | +0.19 |
| LRCX Lam Research Corp. | New | 0.16% | +0.16 |
| MTSI Macom Technology Solutions H | New | 0.16% | +0.16 |
| SIMO Silicon Motion Technol-ADR | New | 0.16% | +0.16 |
| MKSI MKS Inc. | New | 0.14% | +0.14 |
| NVMI Nova Ltd. | New | 0.13% | +0.13 |
| DDOG Datadog Inc. Class A | New | 0.13% | +0.13 |
| TER Teradyne Inc. | New | 0.13% | +0.13 |
| STRL Sterling Infrastructure Inc. | New | 0.13% | +0.13 |
| ARM Arm Holdings PLC-ADR | New | 0.13% | +0.13 |
| RBRK Rubrik Inc. Class A | New | 0.13% | +0.13 |
| UNH Unitedhealth Group Inc. | New | 0.13% | +0.13 |
| RDDT Reddit Inc. Class A | New | 0.12% | +0.12 |
| JBL Jabil Inc. | New | 0.12% | +0.12 |
| TTMI TTM Technologies | New | 0.11% | +0.11 |
| APP AppLovin Corp. Class A | Add +79.7% | 0.24% | +0.10 |
| MXL Maxlinear Inc. | New | 0.10% | +0.10 |
| FIX Comfort Systems USA Inc. | New | 0.10% | +0.10 |
| AXON Axon Enterprise Inc. | Add +72.5% | 0.23% | +0.10 |
| AAPL Apple Inc. | Add +59.4% | 0.34% | +0.10 |
| SMH Vaneck Semiconductor ETF | New | 0.09% | +0.09 |
| KLAC KLA Corp. | New | 0.08% | +0.08 |
| PL Planet Labs PBC | New | 0.08% | +0.08 |
| BAND Bandwidth Inc. Class A | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +39.9% | 0.29% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 99 | $331.7M | NVDA, TSM, MU, AMAT, ANET |
| Q1 2026 | 79 | $254.6M | NVDA, TSM, META, ANET, XOM |
| Q4 2025 | 84 | $289.1M | NVDA, PLTR, META, TSM, APP |
| Q3 2025 | 97 | $318.1M | NVDA, META, PLTR, NFLX, HOOD |
| Q2 2025 | 96 | $283.8M | NVDA, META, NFLX, PLTR, AXON |
| Q1 2025 | 89 | $229.1M | NVDA, META, PLTR, NFLX, AMLP |
| Q4 2024 | 93 | $264.7M | NVDA, META, TTD, NFLX, PLTR |
| Q3 2024 | 78 | $215.0M | NVDA, META, XOM, TTD, NFLX |
| Q2 2024 | 69 | $214.2M | NVDA, SMCI, META, XOM, TTD |
| Q1 2024 | 70 | $206.5M | NVDA, SMCI, META, XOM, CELH |