Left Brain Wealth Management, LLC holds a diversified book of 99 reported positions worth $331.7M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Dell Technologies -C and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Nvidia Corp at 9% of the reported non-option book.
Left Brain Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Left Brain Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 8 / 80 | $240.2M |
| Integrated Financial Solutions, Inc. | 22 / 80 | $166.4M |
| Draper Asset Management, LLC | 10 / 80 | $176.4M |
| M & L Capital Management Ltd | 13 / 80 | $319.7M |
| Hoffman, Alan N Investment Management | 8 / 80 | $144.7M |
| Ketron Financial | 20 / 80 | $274.8M |
| Strategy Capital LLC | 9 / 80 | $1.4B |
| Oriental Harbor Investment Master Fund | 12 / 80 | $1.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Left Brain Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $29.7M | 148.5K | 9.0% | ▲+1.2% Added · +2K sh | |
| 2 | Taiwan Semiconductor Manufac SPONSORED ADS | $22.0M | 46.1K | 6.6% | ▼−0.5% Reduced · −211 sh | |
| 3 | Micron Technology Inc COM | $14.6M | 12.6K | 4.4% | ▲+76% Added · +5K sh | |
| 4 | Applied Matls Inc COM | $12.8M | 17.7K | 3.9% | ▲+132% Added · +10K sh | |
| 5 | Arista Networks Inc COM SHS | $12.2M | 72.1K | 3.7% | ▼−1.6% Reduced · −1K sh | |
| 6 | Ge Aerospace COM NEW | $10.6M | 28.3K | 3.2% | ▼−0.7% Reduced · −208 sh | |
| 7 | Monolithic PWR Sys Inc COM | $10.4M | 7.5K | 3.1% | ▲+152% Added · +5K sh | |
| 8 | Advanced Micro Devices Inc COM | $10.2M | 17.5K | 3.1% | ▲12× Added · +16K sh | |
| 9 | Meta Platforms Inc CL A | $10.1M | 17.9K | 3.0% | ▼−11% Reduced · −2K sh | |
| 10 | Dell Technologies Inc CL C | $9.8M | 22.8K | 3.0% | ▲New New position | |
| 11 | Alphabet Inc CAP STK CL A | $9.8M | 27.4K | 3.0% | ▼−3.6% Reduced · −1K sh | |
| 12 | Broadcom Inc COM | $9.8M | 25.8K | 2.9% | ▼−2.7% Reduced · −709 sh | |
| 13 | ALPS ETF TR ALERIAN MLP | $7.7M | 149.4K | 2.3% | ▼−3.4% Reduced · −5K sh | |
| 14 | Amazon Com Inc COM | $7.7M | 32.2K | 2.3% | ▲+1.0% Added · +307 sh | |
| 15 | Bloom Energy Corp COM CL A | $7.6M | 25.3K | 2.3% | ▲11× Added · +23K sh | |
| 16 | Crowdstrike Hldgs Inc CL A | $7.5M | 9.9K | 2.3% | ▲New New position | |
| 17 | Vertiv Holdings Co COM CL A | $7.4M | 22.2K | 2.2% | ▲+10% Added · +2K sh | |
| 18 | JPMorgan Chase & Co COM | $7.1M | 21.6K | 2.1% | ▼−0.1% Reduced · −24 sh | |
| 19 | Chubb Limited COM | $6.8M | 20.0K | 2.1% | ▼−1.1% Reduced · −231 sh | |
| 20 | Exxon Mobil Corp COM | $6.2M | 45.7K | 1.9% | ▼−6.5% Reduced · −3K sh | |
| 21 | Royal Caribbean Group COM | $5.7M | 17.8K | 1.7% | ▲+603% Added · +15K sh | |
| 22 | Caterpillar Inc COM | $5.4M | 5.1K | 1.6% | ▲+7.8% Added · +368 sh | |
| 23 | Interactive Brokers Group In COM CL A | $5.4M | 62.0K | 1.6% | ▲+46% Added · +20K sh | |
| 24 | Nuveen Amt Free Mun CR Inc F COM | $5.3M | 413.9K | 1.6% | ▼−9.1% Reduced · −42K sh | |
| 25 | Costco Wholesale Corporation COM | $5.2M | 5.6K | 1.6% | ▲+0.2% Added · +10 sh | |
| 26 | Visa Inc COM CL A | $5.2M | 15.2K | 1.6% | ▼−1.4% Reduced · −215 sh | |
| 27 | Seagate Technology HLDNGS PL ORD SHS | $5.2M | 5.3K | 1.6% | ▲+627% Added · +5K sh | |
| 28 | Uber Technologies Inc COM | $5.0M | 68.8K | 1.5% | ▼−10% Reduced · −8K sh | |
| 29 | Monster Beverage Corp New COM | $5.0M | 51.5K | 1.5% | ▼−4.3% Reduced · −2K sh | |
| 30 | Ge Vernova Inc COM | $3.7M | 3.2K | 1.1% | ▲New New position | |
| 31 | Amphenol Corp CL A | $3.5M | 19.7K | 1.0% | ▼−2.9% Reduced · −590 sh | |
| 32 | Netflix Inc. COM | $3.4M | 48.2K | 1.0% | ▲13× Added · +45K sh | |
| 33 | Ishares Inc CORE MSCI EMKT | $3.3M | 40.3K | 1.0% | ▼−15% Reduced · −7K sh | |
| 34 | Tesla Inc COM | $3.3M | 7.7K | 1.0% | ▲+1.0% Added · +74 sh | |
| 35 | Prologis Inc. COM | $3.1M | 23.1K | 0.9% | ▲New New position | |
| 36 | Credo Technology Group Holdi ORDINARY SHARES | $2.4M | 8.7K | 0.7% | ▲New New position | |
| 37 | Astera Labs Inc COM | $2.2M | 4.5K | 0.7% | ▲New New position | |
| 38 | Altria Group Inc COM | $2.0M | 27.5K | 0.6% | ▲+0.9% Added · +246 sh | |
| 39 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.6K | 0.6% | ▼−34% Reduced · −1K sh | |
| 40 | Ciena Corp COM NEW | $1.9M | 3.9K | 0.6% | ▲+316% Added · +3K sh | |
| 41 | Annaly Capital Management In COM NEW | $1.8M | 82.4K | 0.6% | ▲+20% Added · +14K sh | |
| 42 | Honeywell Intl Inc COM | $1.6M | 7.1K | 0.5% | ▲New New position | |
| 43 | Honeywell Aerospace Inc COM | $1.6M | 7.1K | 0.5% | →Listed Newly reportable | |
| 44 | Omega Healthcare Invs Inc COM | $1.3M | 27.3K | 0.4% | ▼−0.1% Reduced · −23 sh | |
| 45 | Invesco Exch Traded FD TR II SR LN ETF | $1.3M | 63.3K | 0.4% | ▼−15% Reduced · −11K sh | |
| 46 | Sandisk Corp COM | $1.2M | 545 | 0.4% | ▲New New position | |
| 47 | Cloudflare Inc CL A COM | $1.2M | 4.7K | 0.4% | ▲+143% Added · +3K sh | |
| 48 | Apple Inc COM | $1.1M | 3.9K | 0.3% | ▲+59% Added · +1K sh | |
| 49 | Alphabet Inc CAP STK CL C | $978K | 2.8K | 0.3% | ▲+40% Added · +790 sh | |
| 50 | Nebius Group N.V. SHS CLASS A | $874K | 3.2K | 0.3% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 99 | $331.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 80 | $254.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 85 | $289.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 98 | $318.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 43d | 96 | $283.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 89 | $229.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 93 | $264.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 78 | $215.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.