§ 13F · FUND PROFILE
Left Brain Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $319M (13F)Positions · 98Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$41M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 147K | $26M | 10.1% | +1% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 46K | $16M | 6.1% | +1% |
| 3 | META | META PLATFORMS INC | 20K | $11M | 4.5% | −8% |
| 4 | ANET | ARISTA NETWORKS INC | 73K | $9M | 3.5% | −6% |
| 5 | XOM | EXXON MOBIL CORP | 49K | $8M | 3.3% | NEW |
| 6 | AVGO | BROADCOM INC | 27K | $8M | 3.2% | +1% |
| 7 | GOOGL | ALPHABET INC | 28K | $8M | 3.2% | +1551% |
| 8 | AMLP | ALPS ETF TR | 155K | $8M | 3.2% | +5% |
| 9 | GE | GE AEROSPACE | 28K | $8M | 3.2% | +1% |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 46K | $7M | 2.7% | −51% |
§ 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 $319 million in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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