Holders — by stockHoldings — by fund
Left Brain Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001957370
$331.7M
disclosed book value
99
positions
9%
largest position share
Positions, as of 2026-06-30
top 99 of 99 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 148,498 | $29.7M | 9% |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 46,062 | $22.0M | 6.6% |
| 3 | MUMICRON TECHNOLOGY INC | 12,629 | $14.6M | 4.4% |
| 4 | AMATAPPLIED MATLS INC | 17,735 | $12.8M | 3.9% |
| 5 | ANETARISTA NETWORKS INC | 72,101 | $12.2M | 3.7% |
| 6 | GEGE AEROSPACE | 28,283 | $10.6M | 3.2% |
| 7 | MPWRMONOLITHIC PWR SYS INC | 7,491 | $10.4M | 3.1% |
| 8 | AMDADVANCED MICRO DEVICES INC | 17,528 | $10.2M | 3.1% |
| 9 | METAMETA PLATFORMS INC | 17,870 | $10.1M | 3% |
| 10 | DELLDELL TECHNOLOGIES INC | 22,773 | $9.8M | 3% |
| 11 | GOOGLALPHABET INC | 27,444 | $9.8M | 3% |
| 12 | AVGOBROADCOM INC | 25,832 | $9.8M | 2.9% |
| 13 | AMLPALPS ETF TR | 149,437 | $7.7M | 2.3% |
| 14 | AMZNAMAZON COM INC | 32,221 | $7.7M | 2.3% |
| 15 | BEBLOOM ENERGY CORP | 25,254 | $7.6M | 2.3% |
| 16 | CRWDCROWDSTRIKE HLDGS INC | 9,854 | $7.5M | 2.3% |
| 17 | VRTVERTIV HOLDINGS CO | 22,233 | $7.4M | 2.2% |
| 18 | JPMJPMORGAN CHASE & CO | 21,616 | $7.1M | 2.1% |
| 19 | CBCHUBB LIMITED | 20,034 | $6.8M | 2.1% |
| 20 | XOMEXXON MOBIL CORP | 45,678 | $6.2M | 1.9% |
| 21 | RCLROYAL CARIBBEAN GROUP | 17,845 | $5.7M | 1.7% |
| 22 | CATCATERPILLAR INC | 5,078 | $5.4M | 1.6% |
| 23 | IBKRINTERACTIVE BROKERS GROUP IN | 61,984 | $5.4M | 1.6% |
| 24 | NVGNUVEEN AMT FREE MUN CR INC F | 413,881 | $5.3M | 1.6% |
| 25 | COSTCOSTCO WHOLESALE CORPORATION | 5,579 | $5.2M | 1.6% |
| 26 | VVISA INC | 15,207 | $5.2M | 1.6% |
| 27 | STXSEAGATE TECHNOLOGY HLDNGS PL | 5,343 | $5.2M | 1.6% |
| 28 | UBERUBER TECHNOLOGIES INC | 68,766 | $5.0M | 1.5% |
| 29 | MNSTMONSTER BEVERAGE CORP NEW | 51,506 | $5.0M | 1.5% |
| 30 | GEVGE VERNOVA INC | 3,191 | $3.7M | 1.1% |
| 31 | APHAMPHENOL CORP | 19,692 | $3.5M | 1% |
| 32 | NFLXNETFLIX INC. | 48,208 | $3.4M | 1% |
| 33 | IEMGISHARES INC | 40,301 | $3.3M | 1% |
| 34 | TSLATESLA INC | 7,733 | $3.3M | 1% |
| 35 | PLDPROLOGIS INC. | 23,088 | $3.1M | 0.9% |
| 36 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 8,718 | $2.4M | 0.7% |
| 37 | ALABASTERA LABS INC | 4,468 | $2.2M | 0.7% |
| 38 | MOALTRIA GROUP INC | 27,518 | $2.0M | 0.6% |
| 39 | QQQINVESCO QQQ TR | 2,638 | $1.9M | 0.6% |
| 40 | CIENCIENA CORP | 3,925 | $1.9M | 0.6% |
| 41 | NLYANNALY CAPITAL MANAGEMENT IN | 82,416 | $1.8M | 0.6% |
| 42 | HONHONEYWELL INTL INC | 7,084 | $1.6M | 0.5% |
| 43 | HONAHONEYWELL AEROSPACE INC | 7,084 | $1.6M | 0.5% |
| 44 | OHIOMEGA HEALTHCARE INVS INC | 27,299 | $1.3M | 0.4% |
| 45 | BKLNINVESCO EXCH TRADED FD TR II | 63,286 | $1.3M | 0.4% |
| 46 | SNDKSANDISK CORP | 545 | $1.2M | 0.4% |
| 47 | NETCLOUDFLARE INC | 4,745 | $1.2M | 0.4% |
| 48 | AAPLAPPLE INC | 3,911 | $1.1M | 0.3% |
| 49 | GOOGALPHABET INC | 2,768 | $978,017 | 0.3% |
| 50 | NBISNEBIUS GROUP N.V. | 3,165 | $874,078 | 0.3% |
| 51 | COHRCOHERENT CORP | 2,015 | $794,857 | 0.2% |
| 52 | APPAPPLOVIN CORP | 1,531 | $788,817 | 0.2% |
| 53 | AXONAXON ENTERPRISE INC | 1,370 | $768,036 | 0.2% |
| 54 | DOCNDIGITALOCEAN HLDGS INC | 4,780 | $750,603 | 0.2% |
| 55 | DSLDOUBLELINE INCOME SOLUTIONS | 64,090 | $708,833 | 0.2% |
| 56 | CWBSPDR SERIES TRUST | 6,425 | $692,744 | 0.2% |
| 57 | MRVLMARVELL TECHNOLOGY INC | 2,194 | $653,571 | 0.2% |
| 58 | BPBP PLC | 16,753 | $619,023 | 0.2% |
| 59 | LITELUMENTUM HLDGS INC | 718 | $616,087 | 0.2% |
| 60 | AMGNAMGEN INC | 1,614 | $584,462 | 0.2% |
| 61 | NXTNEXTPOWER INC | 4,832 | $575,684 | 0.2% |
| 62 | LRCXLAM RESEARCH CORP | 1,250 | $541,663 | 0.2% |
| 63 | MTSIMACOM TECH SOLUTIONS HLDGS I | 1,382 | $525,671 | 0.2% |
| 64 | SIMOSILICON MOTION TECHNOLOGY CO | 1,570 | $523,328 | 0.2% |
| 65 | MKSIMKS INC. | 1,070 | $475,936 | 0.1% |
| 66 | NVMINOVA LTD | 815 | $442,496 | 0.1% |
| 67 | DDOGDATADOG INC | 1,685 | $438,707 | 0.1% |
| 68 | TERTERADYNE INC | 900 | $435,456 | 0.1% |
| 69 | STRLSTERLING INFRASTRUCTURE INC | 515 | $432,270 | 0.1% |
| 70 | ARMARM HOLDINGS PLC | 1,205 | $427,257 | 0.1% |
| 71 | RBRKRUBRIK INC. | 5,250 | $421,470 | 0.1% |
| 72 | UNHUNITEDHEALTH GROUP INC | 1,002 | $416,461 | 0.1% |
| 73 | SPYSTATE STR SPDR S&P 500 ETF T | 546 | $407,736 | 0.1% |
| 74 | RDDTREDDIT INC | 2,333 | $404,962 | 0.1% |
| 75 | HTGCHERCULES CAPITAL INC | 25,358 | $399,896 | 0.1% |
| 76 | SFLSFL CORPORATION LTD | 38,874 | $396,516 | 0.1% |
| 77 | JBLJABIL INC | 1,000 | $385,480 | 0.1% |
| 78 | TTMITTM TECHNOLOGIES INC | 2,030 | $379,651 | 0.1% |
| 79 | IWFISHARES TR | 3,056 | $379,464 | 0.1% |
| 80 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,060 | $371,074 | 0.1% |
| 81 | MXLMAXLINEAR INC | 2,700 | $345,681 | 0.1% |
| 82 | FIXCOMFORT SYS USA INC | 170 | $336,932 | 0.1% |
| 83 | BMEZBLACKROCK HEALTH SCIENCES TE | 20,544 | $315,345 | 0.1% |
| 84 | SMHVANECK ETF TRUST | 467 | $306,301 | 0.1% |
| 85 | PFEPFIZER INC | 12,417 | $298,991 | 0.1% |
| 86 | KMIKINDER MORGAN INC DEL | 8,940 | $285,812 | 0.1% |
| 87 | KLACKLA CORP | 900 | $271,539 | 0.1% |
| 88 | KMBKIMBERLY-CLARK CORP | 2,460 | $270,034 | 0.1% |
| 89 | PLPLANET LABS PBC | 7,650 | $253,445 | 0.1% |
| 90 | RIORIO TINTO PLC | 2,614 | $248,147 | 0.1% |
| 91 | BANDBANDWIDTH INC | 3,900 | $246,870 | 0.1% |
| 92 | BSTZBLACKROCK SCIENCE & TECHNOLO | 7,838 | $235,375 | 0.1% |
| 93 | CEGCONSTELLATION ENERGY CORP | 900 | $223,533 | 0.1% |
| 94 | BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN | 220,000 | $221,516 | 0.1% |
| 95 | CLSCELESTICA INC | 555 | $202,464 | 0.1% |
| 96 | EWYISHARES INC | 1,000 | $201,900 | 0.1% |
| 97 | SEZLSEZZLE INC | 1,170 | $200,807 | 0.1% |
| 98 | STWDSTARWOOD PPTY TR INC | 10,450 | $171,171 | 0.1% |
| 99 | XCHYXCALAMOS CONV & HIGH INCOME F | 11,150 | $151,863 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.