Left Brain Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Left Brain Wealth Management, LLC reported 84 stock positions worth $289.1 million. Its top holding was Nvidia (NVDA) at 9.4% of the portfolio, followed by Palantir Technologies Class A (PLTR, 5.8%) and Meta Platforms Class A (META, 5.0%). Compared with Q3 2025, it opened 14 new positions, sold out of 27, added to 30 and reduced 31. The biggest buy was a new position in JPMorgan Chase (JPM) and the biggest sale an exit from Cigna (CI).
- Most Recent 13F
- Q2 2026
- Location
- NAPERVILLE, IL
- CIK
- 0001957370
- Portfolio Value
- $289.1M (Q4 2025)
- SEC Filing
- 0001104659-26-010757 ↗ filed Feb 5, 2026
Holdings Value
Holdings 84 stocks · $289.1M
| NVDA Nvidia Corp. | 9.40% | 145,738 | $27.2M | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 5.82% | 94,648 | $16.8M | Add +0.2% |
| META Meta Platforms Inc. Class A | 5.00% | 21,895 | $14.5M | Reduce -7.5% |
| TSM Taiwan Semiconductor-SP ADR | 4.80% | 45,658 | $13.9M | Add +1.9% |
| APP AppLovin Corp. Class A | 3.82% | 16,374 | $11.0M | Reduce -5.5% |
| NFLX Netflix Inc. | 3.69% | 113,688 | $10.7M | Reduce -1.3% |
| ANET Arista Networks Inc. | 3.53% | 77,819 | $10.2M | Reduce -4.5% |
| HOOD Robinhood Markets Inc. Class A | 3.21% | 82,044 | $9.3M | Reduce -7.5% |
| AVGO Broadcom Inc. | 3.14% | 26,253 | $9.1M | Reduce -3.8% |
| AXON Axon Enterprise Inc. | 3.12% | 15,897 | $9.0M | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 3.01% | 28,211 | $8.7M | Add +2.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 3.00% | 18,489 | $8.7M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 2.55% | 31,985 | $7.4M | Reduce -6.0% |
| AMLP Alerian MLP ETF | 2.39% | 146,961 | $6.9M | Add +0.9% |
| CB Chubb Ltd. | 2.19% | 20,282 | $6.3M | Reduce -5.6% |
| UBER Uber Technologies Inc. | 2.09% | 74,090 | $6.1M | Reduce -5.3% |
| MSFT Microsoft Corp. | 2.02% | 12,045 | $5.8M | Reduce -1.5% |
| WM Waste Management Inc. | 1.98% | 26,084 | $5.7M | Reduce -0.9% |
| MCK McKesson Corp. | 1.94% | 6,848 | $5.6M | Add +39.0% |
| HTGC Hercules Capital Inc. | 1.93% | 295,753 | $5.6M | Add +1.7% |
| V Visa Inc. Class A | 1.87% | 15,391 | $5.4M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.83% | 17,850 | $5.3M | Add +2.8% |
| COST Costco Wholesale Corp. | 1.63% | 5,470 | $4.7M | Add +0.6% |
| SHOP Shopify Inc. Class A | 1.59% | 28,541 | $4.6M | Add +176.3% |
| MELI MercadoLibre Inc. | 1.43% | 2,054 | $4.1M | Reduce -9.6% |
| MNST Monster Beverage Corp. | 1.42% | 53,387 | $4.1M | Add +0.6% |
| COR Cencora Inc. | 1.41% | 12,049 | $4.1M | Add +0.6% |
| NOW ServiceNow Inc. | 1.37% | 25,920 | $4.0M | Reduce -14.2% |
| JPM JPMorgan Chase & Co. | 1.37% | 12,266 | $4.0M | New |
| ORLY O'reilly Automotive Inc. | 1.25% | 39,548 | $3.6M | Add +11.7% |
| TSLA Tesla Inc. | 1.20% | 7,737 | $3.5M | Add +5.6% |
| ROL Rollins Inc. | 1.13% | 54,212 | $3.3M | Add +1.8% |
| CME Cme Group Inc. | 1.08% | 11,393 | $3.1M | Add +0.1% |
| VRT Vertiv Holdings Co. Class A | 1.07% | 19,158 | $3.1M | Add +5.2% |
| PGR Progressive Corp. | 0.99% | 12,629 | $2.9M | Add +2.1% |
| SPOT Spotify Technology SA | 0.92% | 4,569 | $2.7M | Reduce -5.9% |
| NLY Annaly Capital Management Inc. | 0.64% | 82,505 | $1.8M | Add +63.6% |
| WMT Walmart Inc. | 0.55% | 14,241 | $1.6M | Add +58.6% |
| MO Altria Group Inc. | 0.53% | 26,797 | $1.5M | Add +0.0% |
| BKLN Invesco Senior Loan ETF | 0.48% | 66,006 | $1.4M | Add +3.1% |
| NET Cloudflare Inc. Class A | 0.47% | 6,822 | $1.3M | Add +37.7% |
| CRDO Credo Technology Group Holdi | 0.41% | 8,321 | $1.2M | Reduce -37.0% |
| OHI Omega Healthcare Investors | 0.41% | 26,725 | $1.2M | Add +5.7% |
| RITM Rithm Capital Corp. | 0.37% | 98,915 | $1.1M | Reduce -21.0% |
| RDDT Reddit Inc. Class A | 0.36% | 4,570 | $1.1M | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.34% | 77,058 | $976K | Add +81.1% |
| MPWR Monolithic Power Systems Inc. | 0.26% | 832 | $754K | Add +8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,090 | $743K | Reduce -16.5% |
| DSL Doubleline Income Solutions | 0.24% | 62,097 | $700K | Add +15.7% |
| AAPL Apple Inc. | 0.23% | 2,429 | $660K | Add +21.1% |
| ARCC Ares Capital Corp. | 0.22% | 31,834 | $644K | Add +6.5% |
| GOOG Alphabet Inc. Class C | 0.22% | 2,020 | $634K | New |
| ABBV Abbvie Inc. | 0.22% | 2,739 | $626K | No change |
| AMGN Amgen Inc. | 0.20% | 1,802 | $590K | Reduce -1.6% |
| BP BP PLC-Spons ADR | 0.20% | 16,753 | $582K | No change |
| ALAB Astera Labs Inc. | 0.19% | 3,375 | $561K | Reduce -22.9% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 2,496 | $549K | New |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,724 | $540K | New |
| ZS Zscaler Inc. | 0.18% | 2,325 | $523K | Reduce -37.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 1,036 | $521K | No change |
| STX Seagate Technology Holdings | 0.17% | 1,765 | $486K | Reduce -43.1% |
| FSLR First Solar Inc. | 0.14% | 1,600 | $418K | New |
| NXT Nextpower Inc. | 0.14% | 4,695 | $409K | New |
| MDB Mongodb Inc. | 0.13% | 875 | $367K | Reduce -18.6% |
| IWF iShares Russell 1000 Growth | 0.13% | 764 | $362K | Reduce -38.1% |
| NBIS Nebius Group NV | 0.12% | 4,275 | $358K | Reduce -74.0% |
| MU Micron Technology Inc. | 0.12% | 1,250 | $357K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.11% | 1,184 | $330K | Reduce -61.4% |
| VOO Vanguard S&P 500 ETF | 0.10% | 472 | $296K | New |
| DDOG Datadog Inc. Class A | 0.10% | 2,045 | $278K | New |
| BMEZ BlackRock HLTH Sci TRM TR II | 0.09% | 17,861 | $269K | New |
| KMI Kinder Morgan Inc. | 0.09% | 9,440 | $260K | No change |
| KMB Kimberly-Clark Corp. | 0.09% | 2,460 | $248K | No change |
| PENNYMAC CORP (PMT 5.5 03/15/26) | 0.08% | 235,000 | $241K | No change |
| APH Amphenol Corp. Class A | 0.08% | 1,695 | $229K | New |
| ROKU Roku Inc. | 0.08% | 2,100 | $228K | Reduce -32.3% |
| CYBR Cyberark Software Ltd./Israel | 0.08% | 492 | $219K | Reduce -67.7% |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | 0.08% | 220,000 | $219K | No change |
| OBDC Blue Owl Capital Corp. | 0.07% | 17,400 | $216K | New |
| LPLA LPL Financial Holdings Inc. | 0.07% | 591 | $211K | New |
| RBLX Roblox Corp. Class A | 0.07% | 2,526 | $205K | Reduce -80.0% |
| STWD Starwood Property Trust Inc. | 0.07% | 10,450 | $188K | Reduce -12.6% |
| SFL SFL Corp. Ltd. | 0.06% | 22,365 | $175K | New |
| TWO HARBORS INV CORP (TWO 6.25 01/15/26) | 0.00% | 10,000 | $10K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| CI The Cigna Group | Sold out | 0.00% | −1.02 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.91 |
| HOOD Robinhood Markets Inc. Class A | Reduce -7.5% | 3.21% | −0.78 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.68 |
| NFLX Netflix Inc. | Reduce -1.3% | 3.69% | −0.65 |
| RBLX Roblox Corp. Class A | Reduce -80.0% | 0.07% | −0.48 |
| META Meta Platforms Inc. Class A | Reduce -7.5% | 5.00% | −0.46 |
| NBIS Nebius Group NV | Reduce -74.0% | 0.12% | −0.46 |
| NOW ServiceNow Inc. | Reduce -14.2% | 1.37% | −0.38 |
| UBER Uber Technologies Inc. | Reduce -5.3% | 2.09% | −0.32 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.29 |
| MELI MercadoLibre Inc. | Reduce -9.6% | 1.43% | −0.24 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.22 |
| LIF LIFE360 Inc. | Sold out | 0.00% | −0.21 |
| ANET Arista Networks Inc. | Reduce -4.5% | 3.53% | −0.21 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -61.4% | 0.11% | −0.20 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.20 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.19 |
| CRDO Credo Technology Group Holdi | Reduce -37.0% | 0.41% | −0.19 |
| ZS Zscaler Inc. | Reduce -37.7% | 0.18% | −0.17 |
| DUOL Duolingo | Sold out | 0.00% | −0.17 |
| ZETA Zeta Global Holdings Corp. Class A | Sold out | 0.00% | −0.16 |
| CYBR Cyberark Software Ltd./Israel | Reduce -67.7% | 0.08% | −0.16 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.15 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −0.15 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.15 |
| SPOT Spotify Technology SA | Reduce -5.9% | 0.92% | −0.15 |
| LUMN Lumen Technologies Inc. | Sold out | 0.00% | −0.14 |
| OPRA Opera Ltd.-ADR | Sold out | 0.00% | −0.14 |
| CRCL Circle Internet Group Inc. | Sold out | 0.00% | −0.14 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.14 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.13 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.13 |
| SRAD Sportradar Group AG-A | Sold out | 0.00% | −0.13 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.11 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.11 |
| INOD Innodata Inc. | Sold out | 0.00% | −0.10 |
| APP AppLovin Corp. Class A | Reduce -5.5% | 3.82% | −0.10 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.09 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.08 |
| ALAB Astera Labs Inc. | Reduce -22.9% | 0.19% | −0.08 |
| RITM Rithm Capital Corp. | Reduce -21.0% | 0.37% | −0.08 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.07 |
| STX Seagate Technology Holdings | Reduce -43.1% | 0.17% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -38.1% | 0.13% | −0.06 |
| ROKU Roku Inc. | Reduce -32.3% | 0.08% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -16.5% | 0.26% | −0.02 |
| STWD Starwood Property Trust Inc. | Reduce -12.6% | 0.07% | −0.01 |
| MDB Mongodb Inc. | Reduce -18.6% | 0.13% | +0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| JPM JPMorgan Chase & Co. | New | 1.37% | +1.37 |
| SHOP Shopify Inc. Class A | Add +176.3% | 1.59% | +1.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.9% | 4.80% | +0.86 |
| MCK McKesson Corp. | Add +39.0% | 1.94% | +0.75 |
| PLTR Palantir Technologies Inc. Class A | Add +0.2% | 5.82% | +0.40 |
| GE General Electric | Add +2.0% | 3.01% | +0.39 |
| NLY Annaly Capital Management Inc. | Add +63.6% | 0.64% | +0.32 |
| MNST Monster Beverage Corp. | Add +0.6% | 1.42% | +0.29 |
| IBM Intl Business Machines Corp. | Add +2.8% | 1.83% | +0.29 |
| WMT Walmart Inc. | Add +58.6% | 0.55% | +0.26 |
| AMLP Alerian MLP ETF | Add +0.9% | 2.39% | +0.24 |
| V Visa Inc. Class A | Add +1.1% | 1.87% | +0.23 |
| COR Cencora Inc. | Add +0.6% | 1.41% | +0.23 |
| GOOG Alphabet Inc. Class C | New | 0.22% | +0.22 |
| VRT Vertiv Holdings Co. Class A | Add +5.2% | 1.07% | +0.21 |
| HTGC Hercules Capital Inc. | Add +1.7% | 1.93% | +0.20 |
| VIG Vanguard Dividend Apprec ETF | New | 0.19% | +0.19 |
| GOOGL Alphabet Inc. Class A | New | 0.19% | +0.19 |
| TSLA Tesla Inc. | Add +5.6% | 1.20% | +0.18 |
| NVG Nuveen Amt-FR Muni CRDT | Add +81.1% | 0.34% | +0.17 |
| FSLR First Solar Inc. | New | 0.14% | +0.14 |
| ROL Rollins Inc. | Add +1.8% | 1.13% | +0.14 |
| NXT Nextpower Inc. | New | 0.14% | +0.14 |
| NET Cloudflare Inc. Class A | Add +37.7% | 0.47% | +0.13 |
| MU Micron Technology Inc. | New | 0.12% | +0.12 |
| CME Cme Group Inc. | Add +0.1% | 1.08% | +0.11 |
| VOO Vanguard S&P 500 ETF | New | 0.10% | +0.10 |
| DDOG Datadog Inc. Class A | New | 0.10% | +0.10 |
| BMEZ BlackRock HLTH Sci TRM TR II | New | 0.09% | +0.09 |
| APH Amphenol Corp. Class A | New | 0.08% | +0.08 |
| OBDC Blue Owl Capital Corp. | New | 0.07% | +0.07 |
| OHI Omega Healthcare Investors | Add +5.7% | 0.41% | +0.07 |
| LPLA LPL Financial Holdings Inc. | New | 0.07% | +0.07 |
| AAPL Apple Inc. | Add +21.1% | 0.23% | +0.07 |
| SFL SFL Corp. Ltd. | New | 0.06% | +0.06 |
| BKLN Invesco Senior Loan ETF | Add +3.1% | 0.48% | +0.06 |
| COST Costco Wholesale Corp. | Add +0.6% | 1.63% | +0.05 |
| ORLY O'reilly Automotive Inc. | Add +11.7% | 1.25% | +0.05 |
| MPWR Monolithic Power Systems Inc. | Add +8.1% | 0.26% | +0.04 |
| DSL Doubleline Income Solutions | Add +15.7% | 0.24% | +0.03 |
| PGR Progressive Corp. | Add +2.1% | 0.99% | +0.03 |
| ARCC Ares Capital Corp. | Add +6.5% | 0.22% | +0.03 |
| MO Altria Group Inc. | Add +0.0% | 0.53% | −0.02 |
| AXON Axon Enterprise Inc. | Add +0.8% | 3.12% | −0.43 |
Notes & Other Activity Q3 2025 → Q4 2025
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Sold out | 6,075 | $557Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |