13F Insight
DOSSIER · 13F-HR · Q2 2026

Left Brain Wealth Management, LLC

$332M in tracked AUM across 99 positions as of Q2 2026.

LB
CIK 0001957370 · last filed Jun 30, 2026
Total AUM
$332M
as of Q2 2026
Holdings
99
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Left Brain Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$30M148K9.0%02
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$22M46K6.6%03
MU
MICRON TECHNOLOGY INC
$15M13K4.4%04
AMAT
APPLIED MATLS INC
$13M18K3.9%05
ANET
ARISTA NETWORKS INC
$12M72K3.7%06
GE
GE AEROSPACE
$11M28K3.2%07
MPWR
MONOLITHIC PWR SYS INC
$10M7K3.1%08
AMD
ADVANCED MICRO DEVICES INC
$10M18K3.1%09
META
META PLATFORMS INC
$10M18K3.0%10
DELL
DELL TECHNOLOGIES INC
$10M23K3.0%

Filing history

2026Q2Jun 30
$332M▲ 30.3%
99 positionsView →2026Q1Mar 31
$255M▼ 11.9%
80 positionsView →2025Q4Dec 31
$289M▲ 32.4%
85 positionsView →2025Q3Sep 30
$218M▼ 23.1%
61 positionsView →2025Q2Jun 30
$284M▲ 23.9%
96 positionsLocked2025Q1Mar 31
$229M▼ 13.5%
89 positionsLocked2024Q4Dec 31
$265M▲ 23.1%
93 positionsLocked2024Q3Sep 30
$215M▲ 0.4%
78 positionsLocked2024Q2Jun 30
$214M▲ 3.7%
69 positionsLocked2024Q1Mar 31
$207M▲ 19.4%
70 positionsLocked2023Q4Dec 31
$173M▲ 7.6%
79 positionsLocked2023Q3Sep 30
$161M▼ 2.0%
83 positionsLocked
Showing 12 of 15