Left Brain Wealth Management, LLC
100 holdingsFiling period: 2026-06-30Current AUM: $328.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 148.5K | $29.7M | $32.4M | 9.86% | +1.7K | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 46.1K | $22.0M | $20.0M | 6.07% | -211 | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 12.6K | $14.6M | $12.3M | 3.75% | +5.4K | 2026-06-30 |
| 4 | AMAT | APPLIED MATLS INC | 17.7K | $12.8M | $8.1M | 2.46% | +10.1K | 2026-06-30 |
| 5 | ANET | ARISTA NETWORKS INC | 72.1K | $12.2M | $14.4M | 4.38% | -1,193 | 2026-06-30 |
| 6 | GE | GE AEROSPACE | 28.3K | $10.6M | $9.2M | 2.78% | -208 | 2026-06-30 |
| 7 | MPWR | MONOLITHIC PWR SYS INC | 7.5K | $10.4M | $9.2M | 2.81% | +4.5K | 2026-06-30 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 17.5K | $10.2M | $9.0M | 2.75% | +16.1K | 2026-06-30 |
| 9 | META | META PLATFORMS INC | 17.9K | $10.1M | $11.6M | 3.52% | -2,208 | 2026-06-30 |
| 10 | DELL | DELL TECHNOLOGIES INC | 22.8K | $9.8M | $12.9M | 3.93% | -- | 2026-06-30 |
| 11 | GOOGL | ALPHABET INC | 27.4K | $9.8M | $9.3M | 2.82% | -1,015 | 2026-06-30 |
| 12 | AVGO | BROADCOM INC | 25.8K | $9.8M | $9.4M | 2.84% | -709 | 2026-06-30 |
| 13 | AMLP | ALPS ETF TR | 149.4K | $7.7M | $8.4M | 2.54% | -5,294 | 2026-06-30 |
| 14 | AMZN | AMAZON COM INC | 32.2K | $7.7M | $8.3M | 2.52% | +307 | 2026-06-30 |
| 15 | BE | BLOOM ENERGY CORP | 25.3K | $7.6M | $7.0M | 2.12% | +22.9K | 2026-06-30 |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | 9.9K | $7.5M | $8.1M | 2.48% | -- | 2026-06-30 |
| 17 | VRT | VERTIV HOLDINGS CO | 22.2K | $7.4M | $5.7M | 1.74% | +2.0K | 2026-06-30 |
| 18 | JPM | JPMORGAN CHASE & CO | 21.6K | $7.1M | $7.7M | 2.34% | -24 | 2026-06-30 |
| 19 | — | CHUBB LIMITED | 20.0K | $6.8M | $6.8M | 2.08% | -231 | 2026-06-30 |
| 20 | XOM | EXXON MOBIL CORP | 45.7K | $6.2M | $7.6M | 2.31% | -3,150 | 2026-06-30 |
| 21 | XOM | EXXON MOBIL CORP | 45.7K | $6.2M | $7.6M | 2.31% | -3,150 | 2026-06-30 |
| 22 | — | ROYAL CARIBBEAN GROUP | 17.8K | $5.7M | $5.7M | 1.72% | +15.3K | 2026-06-30 |
| 23 | CAT | CATERPILLAR INC | 5.1K | $5.4M | $4.2M | 1.26% | +368 | 2026-06-30 |
| 24 | IBKR | INTERACTIVE BROKERS GROUP IN | 62.0K | $5.4M | $5.7M | 1.72% | +19.5K | 2026-06-30 |
| 25 | NVG | NUVEEN AMT FREE MUN CR INC F | 413.9K | $5.3M | $4.8M | 1.46% | -41,580 | 2026-06-30 |
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