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Left Brain Wealth Management, LLC

Portfolio Manager
Left Brain Wealth Management, LLC
Performance
-10.73% (2026 Q1)
AUM (13F)
$254.60M
# of Holdings
79
Performance Rank
Allocation (Top 20)
66.63%

Left Brain Wealth Management, LLC Holdings Map

Top 50 Left Brain Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
10.05%146.8K$25.6M
+0.70%(+1.03K)
2025-Q1: 199.7K shares2025-Q2: 147.8K shares2025-Q3: 147.9K shares2025-Q4: 145.7K shares2026-Q1: 146.8K shares
$23.01(+881.33%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
6.14%46.3K$15.6M
+1.35%(+615)
2025-Q1: 40.2K shares2025-Q2: 44.9K shares2025-Q3: 44.8K shares2025-Q4: 45.7K shares2026-Q1: 46.3K shares
$148.36(+169.48%)
2026-03-31
META
META PLATFORMS INC
4.51%20.1K$11.5M
-8.30%(-1.82K)
2025-Q1: 22.8K shares2025-Q2: 23.2K shares2025-Q3: 23.7K shares2025-Q4: 21.9K shares2026-Q1: 20.1K shares
$207.87(+196.64%)
2026-03-31
ANET
ARISTA NETWORKS INC
3.53%73.3K$9.0M
-5.81%(-4.53K)
2025-Q1: 72.8K shares2025-Q2: 81.6K shares2025-Q3: 81.5K shares2025-Q4: 77.8K shares2026-Q1: 73.3K shares
$65.44(+115.00%)
2026-03-31
XOM
EXXON MOBIL CORP
3.25%48.8K$8.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 48.8K shares
$98.92(+53.22%)
2026-03-31
AVGO
BROADCOM INC
3.23%26.5K$8.2M
+1.10%(+288)
2025-Q1: 20.7K shares2025-Q2: 25.6K shares2025-Q3: 27.3K shares2025-Q4: 26.3K shares2026-Q1: 26.5K shares
$108.18(+285.28%)
2026-03-31
GOOGL
ALPHABET INC
3.21%28.5K$8.2M
+1550.75%(+26.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.7K shares2026-Q1: 28.5K shares
$297.55(+35.31%)
2026-03-31
AMLP
ALPS ETF TR
3.2%154.7K$8.1M
+5.29%(+7.77K)
2025-Q1: 144.9K shares2025-Q2: 144.2K shares2025-Q3: 145.6K shares2025-Q4: 147.0K shares2026-Q1: 154.7K shares
$38.56(+37.90%)
2026-03-31
GE
GE AEROSPACE
3.18%28.5K$8.1M
+0.99%(+280)
2025-Q1: 26.8K shares2025-Q2: 27.6K shares2025-Q3: 27.7K shares2025-Q4: 28.2K shares2026-Q1: 28.5K shares
$131.26(+124.52%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
2.67%46.5K$6.8M
-50.89%(-48.17K)
2025-Q1: 128.8K shares2025-Q2: 94.4K shares2025-Q3: 94.4K shares2025-Q4: 94.6K shares2026-Q1: 46.5K shares
$35.02(+271.40%)
2026-03-31

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