StockDriftsStockDriftsTop 50 Left Brain Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.96% | 148.5K | $29.7M | +1.18%(+1.73K) | $24.88(+808.79%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.63% | 46.1K | $22.0M | -0.46%(-211) | $148.36(+187.73%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 4.4% | 12.6K | $14.6M | +75.82%(+5.45K) | $487.07(+108.35%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.87% | 17.7K | $12.8M | +131.86%(+10.09K) | $426.59(+24.66%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 3.69% | 72.1K | $12.2M | -1.63%(-1.19K) | $65.44(+207.31%) | 2026-06-30 | |
| GE | GE AEROSPACE | 3.19% | 28.3K | $10.6M | -0.73%(-208) | $131.26(+182.14%) | 2026-06-30 | |
| MPWR | MONOLITHIC PWR SYS INC | 3.12% | 7.5K | $10.4M | +151.97%(+4.52K) | $1097.37(+30.34%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.07% | 17.5K | $10.2M | +1096.45%(+16.06K) | $362.75(+41.22%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.04% | 17.9K | $10.1M | -11.00%(-2.21K) | $207.87(+179.16%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.96% | 22.8K | $9.8M | new | $128.23(+274.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.22% | +56.98% | — | — | +69.84% |
| Top 20 Holdings Unweighted | +13.67% | +46.86% | — | — | +61.25% |
Left Brain Wealth Management, LLC reports $331.66M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.0%), TSM (6.6%) and MU (4.4%). The top 20 holdings account for 66.37% of reported assets. Its disclosed equity book has returned +56.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Left Brain Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1957370). View Left Brain Wealth Management, LLC’s 13F filings on SEC