Left Brain Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Left Brain Wealth Management, LLC reported 89 stock positions worth $229.1 million. Its top holding was Nvidia (NVDA) at 9.4% of the portfolio, followed by Meta Platforms Class A (META, 5.7%) and Palantir Technologies Class A (PLTR, 4.7%). Compared with Q4 2024, it opened 13 new positions, sold out of 17, added to 24 and reduced 45. The biggest buy was Intl Business Machines (IBM, shares +1548%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- NAPERVILLE, IL
- CIK
- 0001957370
- Portfolio Value
- $229.1M (Q1 2025)
- SEC Filing
- 0001104659-25-043527 ↗ filed May 1, 2025
Holdings Value
Holdings 89 stocks · $229.1M
| NVDA Nvidia Corp. | 9.45% | 199,735 | $21.6M | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 5.72% | 22,757 | $13.1M | Reduce -4.5% |
| PLTR Palantir Technologies Inc. Class A | 4.75% | 128,825 | $10.9M | Reduce -7.2% |
| NFLX Netflix Inc. | 4.65% | 11,435 | $10.7M | Reduce -3.8% |
| AMLP Alerian MLP ETF | 3.29% | 144,935 | $7.5M | Reduce -0.7% |
| AXON Axon Enterprise Inc. | 3.13% | 13,655 | $7.2M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.91% | 40,220 | $6.7M | Add +113.6% |
| AMZN Amazon.com Inc. | 2.80% | 33,743 | $6.4M | Reduce -8.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.79% | 18,148 | $6.4M | Reduce -12.2% |
| UBER Uber Technologies Inc. | 2.48% | 78,112 | $5.7M | Add +8.6% |
| ANET Arista Networks Inc. | 2.46% | 72,817 | $5.6M | Reduce -4.6% |
| APO Apollo Global Management Inc. | 2.39% | 39,999 | $5.5M | Add +55.4% |
| GE General Electric filed as GE AEROSPACE | 2.34% | 26,826 | $5.4M | Reduce -0.7% |
| HTGC Hercules Capital Inc. | 2.34% | 278,894 | $5.4M | Add +1.1% |
| V Visa Inc. Class A | 2.33% | 15,203 | $5.3M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 2.16% | 5,241 | $5.0M | Reduce -1.0% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 2.14% | 110,823 | $4.9M | Reduce -2.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.08% | 87,249 | $4.8M | Reduce -3.2% |
| MSFT Microsoft Corp. | 1.96% | 11,935 | $4.5M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.92% | 17,664 | $4.4M | Add +1547.8% |
| NOW ServiceNow Inc. | 1.85% | 5,318 | $4.2M | Reduce -14.2% |
| CI The Cigna Group | 1.69% | 11,758 | $3.9M | Reduce -5.4% |
| LLY Eli Lilly & Co. | 1.66% | 4,617 | $3.8M | Reduce -4.1% |
| SHOP Shopify Inc. Class A | 1.61% | 38,698 | $3.7M | Add +16.8% |
| AVGO Broadcom Inc. | 1.51% | 20,710 | $3.5M | Reduce -0.3% |
| OKTA Okta Inc. | 1.50% | 32,683 | $3.4M | Reduce -15.6% |
| IBKR Interactive Brokers Gro Class A | 1.47% | 20,344 | $3.4M | Add +1227.1% |
| PGR Progressive Corp. | 1.46% | 11,827 | $3.3M | Reduce -2.1% |
| COR Cencora Inc. | 1.45% | 11,934 | $3.3M | Reduce -2.4% |
| XYZ Block Inc. | 1.24% | 52,136 | $2.8M | Reduce -13.5% |
| CCL Carnival Corp. | 1.19% | 140,050 | $2.7M | Reduce -11.4% |
| ORLY O'reilly Automotive Inc. | 1.12% | 1,796 | $2.6M | Add +2.6% |
| APP AppLovin Corp. Class A | 1.10% | 9,472 | $2.5M | Reduce -41.8% |
| HUBS HubSpot Inc. | 0.95% | 3,817 | $2.2M | Reduce -6.2% |
| CMG Chipotle Mexican Grill Inc. | 0.94% | 42,967 | $2.2M | Reduce -10.0% |
| UNH Unitedhealth Group Inc. | 0.90% | 3,920 | $2.1M | Reduce -4.0% |
| GEV GE Vernova Inc. | 0.88% | 6,572 | $2.0M | Reduce -2.6% |
| TSLA Tesla Inc. | 0.85% | 7,495 | $1.9M | Reduce -7.2% |
| CB Chubb Ltd. | 0.82% | 6,211 | $1.9M | Reduce -2.9% |
| ARCC Ares Capital Corp. | 0.81% | 83,545 | $1.9M | Add +18.9% |
| DKNG Draftkings Inc. Class A | 0.74% | 51,228 | $1.7M | Reduce -0.7% |
| MO Altria Group Inc. | 0.70% | 26,539 | $1.6M | Add +1.9% |
| BKLN Invesco Senior Loan ETF | 0.53% | 59,067 | $1.2M | Add +20.4% |
| DOCU Docusign Inc. | 0.47% | 13,364 | $1.1M | Reduce -23.9% |
| OHI Omega Healthcare Investors | 0.39% | 23,590 | $898K | Add +8.5% |
| ABBV Abbvie Inc. | 0.36% | 3,970 | $832K | Reduce -7.6% |
| RITM Rithm Capital Corp. | 0.32% | 64,830 | $742K | Add +20.5% |
| WMT Walmart Inc. | 0.32% | 8,399 | $737K | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 1,306 | $731K | No change |
| AMD Advanced Micro Devices | 0.30% | 6,772 | $696K | Reduce -3.3% |
| HOOD Robinhood Markets Inc. Class A | 0.30% | 16,425 | $684K | Add +50.7% |
| DECK Deckers Outdoor Corp. | 0.29% | 6,039 | $675K | Add +1.4% |
| AMGN Amgen Inc. | 0.29% | 2,137 | $666K | Reduce -3.9% |
| AAPL Apple Inc. | 0.27% | 2,826 | $628K | Reduce -3.1% |
| BKNG Booking Holdings Inc. | 0.27% | 132 | $608K | Add +10.0% |
| IWF iShares Russell 1000 Growth | 0.26% | 1,635 | $590K | Reduce -6.8% |
| BP BP PLC-Spons ADR | 0.25% | 16,753 | $566K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.24% | 1,600 | $541K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.22% | 2,430 | $499K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 918 | $489K | Add +13.2% |
| DUOL Duolingo | 0.20% | 1,479 | $459K | Reduce -57.4% |
| SPOT Spotify Technology SA | 0.20% | 822 | $452K | Reduce -30.5% |
| DSL Doubleline Income Solutions | 0.19% | 34,115 | $430K | Add +48.1% |
| AGNC AGNC Investment Corp. | 0.19% | 44,575 | $427K | Add +9.9% |
| IOT Samsara Inc. Class A | 0.17% | 10,200 | $391K | Add +45.7% |
| NVG Nuveen Amt-FR Muni CRDT | 0.17% | 31,250 | $387K | Add +37.1% |
| SFL SFL Corp. Ltd. | 0.17% | 47,035 | $386K | Add +24.7% |
| AFRM Affirm Holdings Inc. | 0.17% | 8,475 | $383K | Reduce -21.0% |
| UPST Upstart Holdings Inc. | 0.16% | 8,170 | $376K | Reduce -30.0% |
| NET Cloudflare Inc. Class A | 0.16% | 3,305 | $372K | New |
| MELI MercadoLibre Inc. | 0.16% | 187 | $365K | New |
| RBLX Roblox Corp. Class A | 0.16% | 6,150 | $358K | New |
| KMB Kimberly-Clark Corp. | 0.15% | 2,460 | $350K | No change |
| PINS Pinterest Inc. Class A | 0.14% | 10,300 | $319K | New |
| TOL Toll Brothers Inc. | 0.14% | 3,000 | $317K | New |
| CRDO Credo Technology Group Holdi | 0.13% | 7,650 | $307K | New |
| MNDY Monday.com Ltd. | 0.12% | 1,135 | $276K | Reduce -28.2% |
| PLMR Palomar Holdings Inc. | 0.12% | 2,000 | $274K | New |
| KMI Kinder Morgan Inc. | 0.12% | 9,440 | $269K | No change |
| RBRK Rubrik Inc. Class A | 0.11% | 4,200 | $256K | New |
| CINF Cincinnati Financial Corp. | 0.11% | 1,664 | $246K | Reduce -7.8% |
| PENNYMAC CORP (PMT 5.5 03/15/26) | 0.10% | 235,000 | $232K | No change |
| NTNX Nutanix Inc. Class A | 0.10% | 3,200 | $223K | New |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.09% | 9,082 | $216K | Add +18.9% |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | 0.09% | 220,000 | $214K | No change |
| RDDT Reddit Inc. Class A | 0.09% | 2,000 | $210K | New |
| OPRA Opera Ltd.-ADR | 0.07% | 10,490 | $167K | Reduce -73.0% |
| MPT Medical Properties Trust Inc. | 0.05% | 20,000 | $121K | New |
| TWO HARBORS INV CORP (TWO 6.25 01/15/26) | 0.00% | 10,000 | $10K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −3.26 |
| TTD Trade Desk Inc./the Class A | Reduce -3.2% | 2.08% | −1.92 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −1.36 |
| DELL Dell Technologies -C | Sold out | 0.00% | −1.29 |
| NVDA Nvidia Corp. | Reduce -3.8% | 9.45% | −1.08 |
| APP AppLovin Corp. Class A | Reduce -41.8% | 1.10% | −0.90 |
| ANET Arista Networks Inc. | Reduce -4.6% | 2.46% | −0.72 |
| XYZ Block Inc. | Reduce -13.5% | 1.24% | −0.70 |
| NOW ServiceNow Inc. | Reduce -14.2% | 1.85% | −0.63 |
| P Everpure Inc. Class A | Reduce -2.8% | 2.14% | −0.50 |
| TSLA Tesla Inc. | Reduce -7.2% | 0.85% | −0.38 |
| AVGO Broadcom Inc. | Reduce -0.3% | 1.51% | −0.31 |
| CCL Carnival Corp. | Reduce -11.4% | 1.19% | −0.29 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.25 |
| AMZN Amazon.com Inc. | Reduce -8.4% | 2.80% | −0.25 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.25 |
| DUOL Duolingo | Reduce -57.4% | 0.20% | −0.22 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −0.22 |
| OPRA Opera Ltd.-ADR | Reduce -73.0% | 0.07% | −0.21 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.19 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.18 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.18 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.17 |
| ZETA Zeta Global Holdings Corp. Class A | Sold out | 0.00% | −0.15 |
| CMG Chipotle Mexican Grill Inc. | Reduce -10.0% | 0.94% | −0.15 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.13 |
| DOCU Docusign Inc. | Reduce -23.9% | 0.47% | −0.12 |
| HUBS HubSpot Inc. | Reduce -6.2% | 0.95% | −0.12 |
| UPST Upstart Holdings Inc. | Reduce -30.0% | 0.16% | −0.11 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.11 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.09 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.09 |
| INTA Intapp Inc. | Sold out | 0.00% | −0.08 |
| AFRM Affirm Holdings Inc. | Reduce -21.0% | 0.17% | −0.08 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.05 |
| MNDY Monday.com Ltd. | Reduce -28.2% | 0.12% | −0.02 |
| AMD Advanced Micro Devices | Reduce -3.3% | 0.30% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -6.8% | 0.26% | −0.01 |
| SPOT Spotify Technology SA | Reduce -30.5% | 0.20% | −0.00 |
| AAPL Apple Inc. | Reduce -3.1% | 0.27% | −0.00 |
| CINF Cincinnati Financial Corp. | Reduce -7.8% | 0.11% | +0.01 |
| DKNG Draftkings Inc. Class A | Reduce -0.7% | 0.74% | +0.02 |
| AXON Axon Enterprise Inc. | Reduce -1.4% | 3.13% | +0.03 |
| GEV GE Vernova Inc. | Reduce -2.6% | 0.88% | +0.04 |
| MSFT Microsoft Corp. | Reduce -0.4% | 1.96% | +0.05 |
| AMGN Amgen Inc. | Reduce -3.9% | 0.29% | +0.07 |
| ABBV Abbvie Inc. | Reduce -7.6% | 0.36% | +0.07 |
| UNH Unitedhealth Group Inc. | Reduce -4.0% | 0.90% | +0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -12.2% | 2.79% | +0.12 |
| CB Chubb Ltd. | Reduce -2.9% | 0.82% | +0.15 |
Portfolio Buys Q4 2024 → Q1 2025
| IBM Intl Business Machines Corp. | Add +1547.8% | 1.92% | +1.83 |
| TSM Taiwan Semiconductor-SP ADR | Add +113.6% | 2.91% | +1.51 |
| IBKR Interactive Brokers Gro Class A | Add +1227.1% | 1.47% | +1.37 |
| UBER Uber Technologies Inc. | Add +8.6% | 2.48% | +0.84 |
| APO Apollo Global Management Inc. | Add +55.4% | 2.39% | +0.79 |
| ORLY O'reilly Automotive Inc. | Add +2.6% | 1.12% | +0.34 |
| SHOP Shopify Inc. Class A | Add +16.8% | 1.61% | +0.28 |
| HTGC Hercules Capital Inc. | Add +1.1% | 2.34% | +0.24 |
| CYBR Cyberark Software Ltd./Israel | New | 0.24% | +0.24 |
| ARCC Ares Capital Corp. | Add +18.9% | 0.81% | +0.23 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.22% | +0.22 |
| MO Altria Group Inc. | Add +1.9% | 0.70% | +0.18 |
| NET Cloudflare Inc. Class A | New | 0.16% | +0.16 |
| MELI MercadoLibre Inc. | New | 0.16% | +0.16 |
| RBLX Roblox Corp. Class A | New | 0.16% | +0.16 |
| HOOD Robinhood Markets Inc. Class A | Add +50.7% | 0.30% | +0.14 |
| BKLN Invesco Senior Loan ETF | Add +20.4% | 0.53% | +0.14 |
| PINS Pinterest Inc. Class A | New | 0.14% | +0.14 |
| TOL Toll Brothers Inc. | New | 0.14% | +0.14 |
| CRDO Credo Technology Group Holdi | New | 0.13% | +0.13 |
| PLMR Palomar Holdings Inc. | New | 0.12% | +0.12 |
| RBRK Rubrik Inc. Class A | New | 0.11% | +0.11 |
| RITM Rithm Capital Corp. | Add +20.5% | 0.32% | +0.10 |
| NTNX Nutanix Inc. Class A | New | 0.10% | +0.10 |
| RDDT Reddit Inc. Class A | New | 0.09% | +0.09 |
| OHI Omega Healthcare Investors | Add +8.5% | 0.39% | +0.08 |
| DSL Doubleline Income Solutions | Add +48.1% | 0.19% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.2% | 0.21% | +0.07 |
| NVG Nuveen Amt-FR Muni CRDT | Add +37.1% | 0.17% | +0.06 |
| IOT Samsara Inc. Class A | Add +45.7% | 0.17% | +0.06 |
| MPT Medical Properties Trust Inc. | New | 0.05% | +0.05 |
| AGNC AGNC Investment Corp. | Add +9.9% | 0.19% | +0.05 |
| BKNG Booking Holdings Inc. | Add +10.0% | 0.27% | +0.04 |
| WMT Walmart Inc. | Add +0.9% | 0.32% | +0.04 |
| SFL SFL Corp. Ltd. | Add +24.7% | 0.17% | +0.02 |
| QQQX Nuveen Nasdaq 100 DYN Overwr | Add +18.9% | 0.09% | +0.02 |
| DECK Deckers Outdoor Corp. | Add +1.4% | 0.29% | −0.16 |
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 |