Investor
Left Brain Wealth Management, LLC
CIK 0001957370 · filed 2026-04-30 · SEC filing
13F book
$254.6M
Positions
79
19 new · 24 sold
Largest name
10.1%
Nvidia Corp · NVDA
Est. mark
−$6.25M
Price effect on 60 names still held. Flow −$28.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 146.8K | $25.6M | 10.1% | −$1.76M | Added−$1.58M |
| Taiwan Semiconductor Mfg Ltd | — | 46.3K | $15.6M | 6.1% | $1.56M | Added$1.76M |
| Meta Platforms, Inc. | META | 20.1K | $11.5M | 4.5% | −$1.77M | Cut−$2.97M |
| Arista Networks, Inc. | ANET | 73.3K | $9M | 3.5% | −$604.7K | Cut−$1.2M |
| Exxon Mobil Corp | — | 48.8K | $8.28M | 3.3% | — | New |
| Broadcom Inc. | AVGO | 26.5K | $8.21M | 3.2% | −$960.6K | Added−$871.5K |
| Alphabet Inc | — | 28.5K | $8.18M | 3.2% | −$43.9K | Added$7.64M |
| Alps Etf Tr | — | 154.7K | $8.15M | 3.2% | $825.9K | Added$1.23M |
| Ge Aerospace | — | 28.5K | $8.08M | 3.2% | −$684.4K | Added−$604.9K |
| Palantir Technologies Inc. | PLTR | 46.5K | $6.8M | 2.7% | −$1.46M | Cut−$10M |
| Invesco Exchange Traded Fd T | — | 35.2K | $6.76M | 2.7% | — | New |
| Amazon Com Inc | AMZN | 31.9K | $6.65M | 2.6% | −$719.7K | Cut−$736K |
| Chubb Limited | — | 20.3K | $6.6M | 2.6% | $279.9K | Cut$274.6K |
| Jpmorgan Chase & Co. | — | 21.6K | $6.37M | 2.5% | −$344.2K | Added$2.41M |
| Mckesson Corp | MCK | 6.99K | $6.05M | 2.4% | $308.6K | Added$435K |
| Waste Mgmt Inc Del | — | 26.2K | $6.03M | 2.4% | $262.9K | Added$300.2K |
| Nuveen Amt Free Mun Cr Inc F | — | 455.5K | $5.62M | 2.2% | −$25.4K | Added$4.64M |
| Costco Whsl Corp New | — | 5.57K | $5.55M | 2.2% | $733.5K | Added$832.1K |
| Uber Technologies, Inc | UBER | 76.7K | $5.52M | 2.2% | −$724.6K | Added−$536.1K |
| Vertiv Holdings Co | VRT | 20.2K | $5.06M | 2.0% | $1.7M | Added$1.96M |
| Visa Inc. | V | 15.4K | $4.66M | 1.8% | −$746K | Added−$736.6K |
| Walmart Inc. | WMT | 35.5K | $4.41M | 1.7% | $183.3K | Added$2.83M |
| Monster Beverage Corp New | — | 53.8K | $3.9M | 1.5% | −$224.8K | Added−$194.2K |
| Spdr Gold Tr | — | 9.04K | $3.89M | 1.5% | — | New |
| Cencora, Inc. | COR | 12K | $3.76M | 1.5% | −$282.8K | Cut−$306.5K |
| Oreilly Automotive Inc | — | 39.4K | $3.64M | 1.4% | $43.4K | Cut$34.2K |
| Cme Group Inc. | CME | 11.5K | $3.39M | 1.3% | $253.7K | Added$280.6K |
| Caterpillar Inc | CAT | 4.71K | $3.34M | 1.3% | — | New |
| Ishares Inc | — | 47.4K | $3.31M | 1.3% | — | New |
| Monolithic Pwr Sys Inc | — | 2.97K | $3.25M | 1.3% | $155.6K | Added$2.5M |
| Honeywell Intl Inc | — | 13.8K | $3.12M | 1.2% | — | New |
| Progressive Corp | — | 15.6K | $3.1M | 1.2% | −$372.3K | Added$223.6K |
| Rollins Inc | ROL | 54.3K | $2.9M | 1.1% | −$358.3K | Added−$353.1K |
| Interactive Brokers Group In | — | 42.5K | $2.85M | 1.1% | — | New |
| Tesla, Inc. | TSLA | 7.66K | $2.85M | 1.1% | −$597.2K | Cut−$632.3K |
| Applied Matls Inc | — | 7.65K | $2.61M | 1.0% | — | New |
| Amphenol Corp New | — | 20.3K | $2.56M | 1.0% | −$14.9K | Added$2.33M |
| Micron Technology Inc | MU | 7.18K | $2.43M | 1.0% | $65.5K | Added$2.07M |
| Invesco Qqq Tr | — | 4.03K | $2.32M | 0.9% | — | New |
| Vanguard Tax-Managed Fds | — | 32K | $2.05M | 0.8% | — | New |
| ServiceNow, Inc. | NOW | 18.9K | $1.97M | 0.8% | −$918.8K | Cut−$2M |
| Altria Group, Inc. | MO | 27.3K | $1.8M | 0.7% | $223.2K | Added$254.6K |
| Invesco Exch Traded Fd Tr Ii | — | 74.2K | $1.51M | 0.6% | −$38.9K | Added$128.6K |
| Annaly Capital Management In | — | 68.9K | $1.46M | 0.6% | −$83.3K | Cut−$388K |
| Omega Healthcare Invs Inc | — | 27.3K | $1.2M | 0.5% | −$13.9K | Added$12.3K |
| Bp Plc | — | 16.8K | $787.4K | 0.3% | $205.6K | Held |
| Spdr S&P 500 Etf Tr | — | 1.09K | $708.9K | 0.3% | −$34.4K | Held |
| Royal Caribbean Group | — | 2.54K | $698.1K | 0.3% | −$4.43K | Added$367.9K |
| Doubleline Income Solutions | — | 64.3K | $696.6K | 0.3% | −$27.3K | Added−$3.27K |
| Amgen Inc | AMGN | 1.79K | $628.8K | 0.2% | $43.9K | Cut$38.9K |
| Apple Inc. | AAPL | 2.45K | $622.8K | 0.2% | −$43.9K | Added−$37.5K |
| AbbVie Inc. | ABBV | 2.7K | $587K | 0.2% | −$29.7K | Cut−$38.8K |
| Alphabet Inc | — | 1.98K | $567.4K | 0.2% | −$53.3K | Cut−$66.5K |
| Nextpower Inc. | NXT | 3.71K | $446.6K | 0.2% | $123.9K | Cut$37.7K |
| Berkshire Hathaway Inc Del | — | 916 | $438.9K | 0.2% | −$21.5K | Cut−$81.8K |
| Cloudflare, Inc. | NET | 1.95K | $402.8K | 0.2% | $17.9K | Cut−$942.2K |
| Ciena Corp | CIEN | 943 | $366.1K | 0.1% | — | New |
| Netflix Inc | NFLX | 3.58K | $344.7K | 0.1% | $8.57K | Cut−$10.3M |
| SFL Corp Ltd. | SFL | 31.9K | $344.5K | 0.1% | $66.6K | Added$169.8K |
| Applovin Corp | APP | 852 | $339.1K | 0.1% | −$235K | Cut−$10.7M |
| Axon Enterprise, Inc. | AXON | 794 | $337.2K | 0.1% | −$113.7K | Cut−$8.69M |
| Spdr Series Trust | — | 3.58K | $328.5K | 0.1% | — | New |
| Ishares Tr | — | 764 | $325.8K | 0.1% | −$35.8K | Held |
| Bloom Energy Corp | BE | 2.39K | $324.4K | 0.1% | — | New |
| Kinder Morgan Inc Del | — | 8.94K | $299.8K | 0.1% | $54K | Cut$40.3K |
| Advanced Micro Devices Inc | AMD | 1.47K | $298K | 0.1% | — | New |
| Blackrock Health Sciences Te | — | 20.5K | $294.9K | 0.1% | −$12.3K | Added$26.1K |
| Seagate Technology Hldngs Pl | — | 735 | $287.9K | 0.1% | $85.5K | Cut−$198.1K |
| Keysight Technologies, Inc. | KEYS | 1K | $282.4K | 0.1% | — | New |
| Vanguard Specialized Funds | — | 1.25K | $268.8K | 0.1% | −$5.9K | Cut−$279.7K |
| Kimberly Clark Corp | KMB | 2.46K | $237.3K | 0.1% | −$10.9K | Held |
| Blackstone Mortgage Trust In | — | 220K | $218.5K | 0.1% | −$290 | Held |
| Pfizer Inc | PFE | 7.65K | $214.8K | 0.1% | — | New |
| Celsius Hldgs Inc | — | 5.97K | $212K | 0.1% | — | New |
| Rio Tinto Plc | — | 2.25K | $209.8K | 0.1% | — | New |
| Starwood Ppty Tr Inc | — | 10.4K | $179.9K | 0.1% | −$8.26K | Held |
| Hercules Capital Inc | — | 10.2K | $150.7K | 0.1% | −$41.3K | Cut−$5.42M |
| Transocean Ltd. | RIG | 17K | $112.7K | 0.0% | — | New |
| Blue Owl Capital Corporation | — | 10K | $110.6K | 0.0% | −$13.7K | Cut−$105.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.