Institutions / Left Brain Wealth Management, LLC / Holdings
Back to Left Brain Wealth Management, LLC

Left Brain Wealth Management, LLC

All holdings · as of Dec 31, 2025

84 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$27.18M145,7389.4%
Palantir Technologies Inc—$16.82M94,6485.8%
Meta Platforms Inc—$14.45M21,8955.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$13.88M45,6584.8%
AppLovin Corp—$11.03M16,3743.8%
Netflix Inc—$10.66M113,6883.7%
Arista Networks, Inc.ANETCommon Stock$10.20M77,8193.5%
Robinhood Markets, Inc.—$9.28M82,0443.2%
Broadcom Inc.—$9.09M26,2533.1%
Axon Enterprise Inc—$9.03M15,8973.1%
GENERAL ELECTRIC CO—$8.69M28,2113.0%
CrowdStrike Holdings, Inc.—$8.67M18,4893.0%
Amazon.com Inc—$7.38M31,9852.6%
ALPS ETF TR—$6.91M146,9612.4%
Chubb Ltd—$6.33M20,2822.2%
Uber Technologies, Inc—$6.05M74,0902.1%
MICROSOFT CORP—$5.83M12,0452.0%
WASTE MANAGEMENT INC—$5.73M26,0842.0%
MCKESSON CORP—$5.62M6,8481.9%
Hercules Capital, Inc.HTGCCommon Stock$5.57M295,7531.9%
Visa Inc—$5.40M15,3911.9%
INTERNATIONAL BUSINESS MACHINES CORP—$5.29M17,8501.8%
COSTCO WHOLESALE CORP /NEW—$4.72M5,4701.6%
SHOPIFY INC—$4.59M28,5411.6%
MercadoLibre, Inc.—$4.14M2,0541.4%
Monster Beverage Corp—$4.09M53,3871.4%
Cencora Inc—$4.07M12,0491.4%
ServiceNow Inc—$3.97M25,9201.4%
JPMORGAN CHASE & CO—$3.95M12,2661.4%
O REILLY AUTOMOTIVE INC—$3.61M39,5481.2%
Tesla Inc—$3.48M7,7371.2%
ROLLINS INC—$3.25M54,2121.1%
CME Group Inc—$3.11M11,3931.1%
Vertiv Holdings Co—$3.10M19,1581.1%
PROGRESSIVE CORP/OH—$2.88M12,6291.0%
SPOTIFY TECHNOLOGY S A—$2.65M4,5690.9%
Annaly Capital Management Inc—$1.84M82,5050.6%
Walmart Inc.—$1.59M14,2410.5%
ALTRIA GROUP, INC.—$1.55M26,7970.5%
INVESCO EXCH TRADED FD TR II—$1.39M66,0060.5%
Cloudflare, Inc.—$1.34M6,8220.5%
Credo Technology Group Holding Ltd—$1.20M8,3210.4%
OMEGA HEALTHCARE INVESTORS INC—$1.18M26,7250.4%
Rithm Capital Corp.—$1.08M98,9150.4%
Reddit, Inc.—$1.05M4,5700.4%
Nuveen AMT-Free Municipal Credit Income FundNVGClosed-End Fund$975.5K77,0580.3%
Monolithic Power Systems Inc—$754.1K8320.3%
SPDR S&P 500 ETF TR—$743.3K1,0900.3%
DoubleLine Income Solutions FundDSLClosed-End Fund$699.8K62,0970.2%
Apple Inc.—$660.3K2,4290.2%
← PrevPage 1 of 2Next →