Left Brain Wealth Management, LLC: 13F holdings
CIK 19573702026Q2
| Positions | 99 |
|---|
| Reported value | $331.7m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 99 (+20 vs prior quarter) |
|---|
| Reported value | $331.7m (+30.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 148,498 | $29.7m | 9.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 46,062 | $22.0m | 6.6% |
| MU MICRON TECHNOLOGY INC | 12,629 | $14.6m | 4.4% |
| AMAT APPLIED MATLS INC | 17,735 | $12.8m | 3.9% |
| ANET ARISTA NETWORKS INC | 72,101 | $12.2m | 3.7% |
| GE GE AEROSPACE | 28,283 | $10.6m | 3.2% |
| MPWR MONOLITHIC PWR SYS INC | 7,491 | $10.4m | 3.1% |
| AMD ADVANCED MICRO DEVICES INC | 17,528 | $10.2m | 3.1% |
| META META PLATFORMS INC | 17,870 | $10.1m | 3.0% |
| DELL DELL TECHNOLOGIES INC | 22,773 | $9.8m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1957370")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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