Left Brain Wealth Management, LLC Portfolio Holdings

Left Brain Wealth Management, LLC

  • $319 Billion
  • Q3 2025

Left Brain Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $319 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.6B, Meta Platforms, Inc. with a value of $17.4B, Palantir Technologies Inc. with a value of $17.2B, Netflix Inc with a value of $13.8B, and Robinhood Markets, Inc. with a value of $12.7B.

Examining the 13F form we can see an increase of $34.8B in the current position value, from $284B to 319B.

Left Brain Wealth Management, LLC is based out at Naperville, IL

Below you can find more details about Left Brain Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $319 Billion
Technology: $138 Billion
Communication Services: $38 Billion
Industrials: $28.2 Billion
Financial Services: $26.2 Billion
Consumer Cyclical: $24.4 Billion
Consumer Defensive: $16.4 Billion
Healthcare: $14.1 Billion
ETFs: $9.88 Billion
Other: $4.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$27.6 Billion 8.66% of portfolio
147,879
Q3 2025 Added 0.05%
$1.37T
$17.4 Billion 5.45% of portfolio
23,665
Q3 2025 Added 1.84%
$342B
$17.2 Billion 5.41% of portfolio
94,440
Q3 2025 Added 0.02%
$49.1B
$13.8 Billion 4.33% of portfolio
11,516
Q3 2025 Reduced 0.39%
$102B
$12.7 Billion 3.99% of portfolio
88,709
Q3 2025 Added 1.74%
$1.46T
$12.5 Billion 3.93% of portfolio
44,811
Q3 2025 Reduced 0.17%
$163B
$12.4 Billion 3.91% of portfolio
17,322
Q3 2025 Added 15.7%
Arista Networks Inc
-
$11.9 Billion 3.73% of portfolio
-
Q3 2025 Reduced 0.1%
$39.4B
$11.3 Billion 3.55% of portfolio
15,768
Q3 2025 Added 14.29%
$115B
$9.34 Billion 2.93% of portfolio
19,054
Q3 2025 Added 0.47%
$139B
$9.01 Billion 2.83% of portfolio
27,297
Q3 2025 Added 6.42%
$328B
$8.32 Billion 2.61% of portfolio
27,651
Q3 2025 Added 0.28%
$181B
$7.67 Billion 2.41% of portfolio
78,258
Q3 2025 Added 0.94%
$2.39T
$7.47 Billion 2.34% of portfolio
34,024
Q3 2025 Added 0.26%
$0
$6.84 Billion 2.15% of portfolio
145,647
Q3 2025 Added 1.04%
$3.78T
$6.34 Billion 1.99% of portfolio
12,231
Q3 2025 Added 0.63%
$85.9B
$5.81 Billion 1.82% of portfolio
26,317
Q3 2025 Reduced 1.38%
$169B
$5.56 Billion 1.75% of portfolio
6,044
Q3 2025 Added 0.57%
$2.24B
$5.5 Billion 1.73% of portfolio
290,883
Q3 2025 Added 2.4%
$103B
$5.31 Billion 1.67% of portfolio
2,272
Q3 2025 Added 1.2%
$533B
$5.2 Billion 1.63% of portfolio
15,218
Q3 2025 Added 0.31%
$404B
$5.03 Billion 1.58% of portfolio
5,436
Q3 2025 Added 0.63%
$266B
$4.9 Billion 1.54% of portfolio
17,362
Q3 2025 Reduced 0.64%
$6.2B
$3.82 Billion 1.2% of portfolio
35,401
Q3 2025 Added 2.03%
$121B
$3.8 Billion 1.19% of portfolio
4,925
Q3 2025 Reduced 1.28%
$38.4B
$3.74 Billion 1.17% of portfolio
11,975
Q3 2025 Reduced 0.28%
$37.6B
$3.57 Billion 1.12% of portfolio
53,050
Q3 2025 Reduced 0.14%
$123B
$3.39 Billion 1.06% of portfolio
4,855
Q3 2025 Added 87.09%
$82.8B
$3.25 Billion 1.02% of portfolio
11,284
Q3 2025 Reduced 3.08%
$1.29T
$3.26 Billion 1.02% of portfolio
7,328
Q3 2025 Reduced 1.0%
$28.7B
$3.13 Billion 0.98% of portfolio
53,279
Q3 2025 Reduced 3.03%
$100B
$3.07 Billion 0.96% of portfolio
11,380
Q3 2025 Reduced 1.33%
$132B
$3.05 Billion 0.96% of portfolio
12,367
Q3 2025 Added 1.38%
$23.5B
$2.9 Billion 0.91% of portfolio
28,077
Q3 2025 Reduced 1.12%
$32.7B
$2.75 Billion 0.86% of portfolio
18,216
Q3 2025 Added 298.16%
$300B
$2.16 Billion 0.68% of portfolio
6,254
Q3 2025 Reduced 36.66%
$21.2B
$1.92 Billion 0.6% of portfolio
13,200
Q2 2025 Added 72.55%
Nebius Group N.V.
-
$1.85 Billion 0.58% of portfolio
-
Q2 2025 New
$104B
$1.77 Billion 0.56% of portfolio
26,788
Q3 2025 Reduced 0.06%
$55.8B
$1.74 Billion 0.55% of portfolio
12,596
Q3 2025 Added 44.28%
$174B
$1.54 Billion 0.48% of portfolio
10,331
Q3 2025 Added 19.53%
$5.08B
$1.43 Billion 0.45% of portfolio
125,140
Q3 2025 Added 33.77%
$0
$1.34 Billion 0.42% of portfolio
63,996
Q3 2025 Added 3.42%
$42.8B
$1.12 Billion 0.35% of portfolio
3,730
Q3 2025 Added 13.44%
$10.3B
$1.07 Billion 0.34% of portfolio
25,285
Q3 2025 Added 2.68%
$59.6B
$1.06 Billion 0.33% of portfolio
4,953
Q3 2025 Added 3.95%
Reddit Inc
-
$1.05 Billion 0.33% of portfolio
-
Q2 2025 Added 128.5%
Annaly Capital Management In
-
$1.02 Billion 0.32% of portfolio
-
Q3 2025 Added 104.6%
$64.5B
$992 Million 0.31% of portfolio
3,066
Q3 2025 Added 4.89%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $319 Billion
  • Prior Value $284 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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