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Left Brain Wealth Management, LLC

Q2 2026 13F Holdings

  • Location
    naperville, IL
  • Num holdings

    99

  • Value ($000)

    $331,657

  • Date Filed
    07/30/2026
  • Form type
    13F-HR
  • CIK
    0001957370
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$29.71M
9 %

148,498

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$22M
7 %

46,062

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$14.58M
4 %

12,629

A
AMAT

APPLIED MATLS INC

COM
038222105
$12.82M
4 %

17,735

A
ANET

ARISTA NETWORKS INC

COM SHS
040413205
$12.25M
4 %

72,101

G
GE

GE AEROSPACE

COM NEW
369604301
$10.57M
3 %

28,283

M
MPWR

MONOLITHIC PWR SYS INC

COM
609839105
$10.36M
3 %

7,491

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$10.18M
3 %

17,528

M
META

META PLATFORMS INC

CL A
30303M102
$10.07M
3 %

17,870

D
DELL

DELL TECHNOLOGIES INC

CL C
24703L202
$9.83M
3 %

22,773

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