§ 13F · FUND PROFILE
Left Brain Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $283.8T (13F)Positions · 96Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 146K | $27.2T | 9.4% | −1% |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | 95K | $16.8T | 5.8% | ±0% |
| 3 | META | META PLATFORMS INC | 22K | $14.5T | 5.0% | −7% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 46K | $13.9T | 4.8% | +2% |
| 5 | APP | APPLOVIN CORP | 16K | $11.0T | 3.8% | −5% |
| 6 | NFLX | NETFLIX INC | 114K | $10.7T | 3.7% | +887% |
| 7 | ANET | ARISTA NETWORKS INC | 78K | $10.2T | 3.5% | −5% |
| 8 | HOOD | ROBINHOOD MKTS INC | 82K | $9.3T | 3.2% | −8% |
| 9 | AVGO | BROADCOM INC | 26K | $9.1T | 3.1% | −4% |
| 10 | GE | GE AEROSPACE | 28K | $8.7T | 3.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEFT SIGNAL
AC read
Left Brain Wealth Management, LLC is a Other fund managing $283797.3 trillion in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed