Left Brain Wealth Management, LLC
100 holdingsFiling period: 2026-06-30Current AUM: $318.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 148.5K | $29.7M | $32.1M | 10.09% | +1.7K | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufac | 46.1K | $22.0M | $19.6M | 6.15% | -211 | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 12.6K | $14.6M | $11.3M | 3.55% | +5.4K | 2026-06-30 |
| 4 | AMAT | Applied Matls Inc | 17.7K | $12.8M | $7.2M | 2.26% | +10.1K | 2026-06-30 |
| 5 | ANET | Arista Networks Inc | 72.1K | $12.2M | $13.1M | 4.10% | -1,193 | 2026-06-30 |
| 6 | GE | GE Aerospace | 28.3K | $10.6M | $8.5M | 2.66% | -208 | 2026-06-30 |
| 7 | MPWR | Monolithic Pwr Sys Inc | 7.5K | $10.4M | $9.4M | 2.94% | +4.5K | 2026-06-30 |
| 8 | AMD | Advanced Micro Devices Inc | 17.5K | $10.2M | $9.4M | 2.94% | +16.1K | 2026-06-30 |
| 9 | META | Meta Platforms Inc | 17.9K | $10.1M | $12.4M | 3.89% | -2,208 | 2026-06-30 |
| 10 | DELL | Dell Technologies Inc | 22.8K | $9.8M | $10.5M | 3.30% | -- | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 27.4K | $9.8M | $9.3M | 2.93% | -1,015 | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 25.8K | $9.8M | $8.6M | 2.71% | -709 | 2026-06-30 |
| 13 | AMLP | Alps ETF TR | 149.4K | $7.7M | $7.9M | 2.47% | -5,294 | 2026-06-30 |
| 14 | AMZN | Amazon.com Inc | 32.2K | $7.7M | $8.5M | 2.66% | +307 | 2026-06-30 |
| 15 | BE | Bloom Energy Corp | 25.3K | $7.6M | $5.6M | 1.77% | +22.9K | 2026-06-30 |
| 16 | CRWD | Crowdstrike Hldgs Inc | 9.9K | $7.5M | $9.0M | 2.81% | -- | 2026-06-30 |
| 17 | VRT | Vertiv Holdings Co | 22.2K | $7.4M | $4.5M | 1.42% | +2.0K | 2026-06-30 |
| 18 | JPM | JPMorgan Chase & Co | 21.6K | $7.1M | $7.2M | 2.28% | -24 | 2026-06-30 |
| 19 | — | Chubb Limited | 20.0K | $6.8M | $6.8M | 2.14% | -231 | 2026-06-30 |
| 20 | XOM | Exxon Mobil Corp | 45.7K | $6.2M | $8.1M | 2.55% | -3,150 | 2026-06-30 |
| 21 | XOM | Exxon Mobil Corp | 45.7K | $6.2M | $8.1M | 2.55% | -3,150 | 2026-06-30 |
| 22 | — | Royal Caribbean Group | 17.8K | $5.7M | $5.7M | 1.78% | +15.3K | 2026-06-30 |
| 23 | CAT | Caterpillar Inc | 5.1K | $5.4M | $3.7M | 1.16% | +368 | 2026-06-30 |
| 24 | IBKR | Interactive Brokers Group in | 62.0K | $5.4M | $5.1M | 1.61% | +19.5K | 2026-06-30 |
| 25 | NVG | Nuveen Amt Free Mun CR Inc F | 413.9K | $5.3M | $4.5M | 1.40% | -41,580 | 2026-06-30 |
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