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Left Brain Wealth Management, LLC

All holdings · as of Dec 31, 2025

84 positions

CompanyClassValueShares% of portfolio
TWO HARBORS INVENTMENT CORPO$10.3K10,0000.0%
SFL CORPORATION LTD$174.7K22,3650.1%
STARWOOD PROPERTY TRUST, INC.$188.2K10,4500.1%
ROBLOX Corp$204.7K2,5260.1%
LPL Financial Holdings Inc.$211.1K5910.1%
Blue Owl Capital CorpOBDCCommon Stock$216.3K17,4000.1%
BLACKSTONE MORTGAGE TRUST IN$218.8K220,0000.1%
CYBERARK SOFTWARE LTD$219.5K4920.1%
ROKU, INC$227.8K2,1000.1%
AMPHENOL CORP /DE$229.1K1,6950.1%
PENNYMAC CORP$240.7K235,0000.1%
KIMBERLY CLARK CORP$248.2K2,4600.1%
KINDER MORGAN, INC.$259.5K9,4400.1%
BlackRock Health Sciences Term TrustBMEZClosed-End Fund$268.8K17,8610.1%
Datadog, Inc.$278.1K2,0450.1%
VANGUARD INDEX FDS$296.0K4720.1%
ROYAL CARIBBEAN CRUISES LTD$330.2K1,1840.1%
MICRON TECHNOLOGY INC$356.8K1,2500.1%
Nebius Group N.V.$357.8K4,2750.1%
ISHARES TR$361.6K7640.1%
MongoDB, Inc.$367.2K8750.1%
Nextpower Inc.$409.0K4,6950.1%
First Solar Inc$418.0K1,6000.1%
Seagate Technology Holdings PLC$486.1K1,7650.2%
Warren E. Buffett$520.7K1,0360.2%
Zscaler, Inc.$522.9K2,3250.2%
Alphabet Inc.$539.6K1,7240.2%
VANGUARD SPECIALIZED FUNDS$548.6K2,4960.2%
Astera Labs, Inc.$561.5K3,3750.2%
BP PLC$581.8K16,7530.2%
AMGEN INC$589.8K1,8020.2%
AbbVie Inc.$625.8K2,7390.2%
Alphabet Inc.$633.9K2,0200.2%
ARES CAPITAL CORPARCCCommon Stock$644.0K31,8340.2%
Apple Inc.$660.3K2,4290.2%
DoubleLine Income Solutions FundDSLClosed-End Fund$699.8K62,0970.2%
SPDR S&P 500 ETF TR$743.3K1,0900.3%
Monolithic Power Systems Inc$754.1K8320.3%
Nuveen AMT-Free Municipal Credit Income FundNVGClosed-End Fund$975.5K77,0580.3%
Reddit, Inc.$1.05M4,5700.4%
Rithm Capital Corp.$1.08M98,9150.4%
OMEGA HEALTHCARE INVESTORS INC$1.18M26,7250.4%
Credo Technology Group Holding Ltd$1.20M8,3210.4%
Cloudflare, Inc.$1.34M6,8220.5%
INVESCO EXCH TRADED FD TR II$1.39M66,0060.5%
ALTRIA GROUP, INC.$1.55M26,7970.5%
Walmart Inc.$1.59M14,2410.5%
Annaly Capital Management Inc$1.84M82,5050.6%
SPOTIFY TECHNOLOGY S A$2.65M4,5690.9%
PROGRESSIVE CORP/OH$2.88M12,6291.0%
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