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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Left Brain Wealth Management, LLC Portfolio

Follow Left Brain Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Left Brain Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Left Brain Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email