Left Brain Wealth Management, LLC
CIK 0001957370 · NAPERVILLE, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$331.7M
2026 Q2
Positions
99
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
9.0%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
6.6%
MU
MICRON TECHNOLOGY INC
4.4%
AMAT
APPLIED MATLS INC
3.9%
ANET
ARISTA NETWORKS INC
3.7%
GE
GE AEROSPACE
3.2%
MPWR
MONOLITHIC PWR SYS INC
3.1%
AMD
ADVANCED MICRO DEVICES INC
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.