account_balance
Investment manager · 13F filer · SEC CIK 1957370
Left Brain Wealth Management, LLC
Reported value$317Mas of Sep 30, 2026
Positions98 20 new, 21 sold out
Top 10 weight44.3%NVDA alone is 10%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.9%Trimmed −7%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.2%Trimmed −21%
ANETArista Networks, Inc.
4.5%Trimmed −3%
METAMeta Platforms, Inc.
4.5%Added +10%
MUMicron Technology Inc
4.1%Trimmed −4%
DELLDell Technologies Inc.
3.6%Trimmed −7%
CRWDCrowdStrike Holdings, Inc.
3.3%
AMDAdvanced Micro Devices Inc
3.3%Trimmed −3%
GOOGLAlphabet Inc.
2.9%
AVGOBroadcom Inc.
2.9%
MPWRMonolithic Power Systems, Inc.
2.9%Trimmed −9%
GEGeneral Electric Co
2.7%
NVDANVIDIA Corp
9.9%Trimmed −7%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.2%−21%
ANETArista Networks, Inc.
4.5%−3%
METAMeta Platforms, Inc.
4.5%+10%
MUMicron Technology Inc
4.1%−4%
DELLDell Technologies Inc.
3.6%
CRWDCrowdStrike Holdings, Inc.
3.3%
AMDAdvanced Micro Devices Inc
3.3%
GOOGLAlphabet Inc.
2.9%
AVGO2.9%MPWR2.9%GE2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.9% Trimmed −7%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.2% Trimmed −21%ANET Arista Networks, Inc. 4.5% Trimmed −3%META Meta Platforms, Inc. 4.5% Added +10%MU Micron Technology Inc 4.1% Trimmed −4%DELL Dell Technologies Inc. 3.6% Trimmed −7%CRWD CrowdStrike Holdings, Inc. 3.3% HeldAMD Advanced Micro Devices Inc 3.3% Trimmed −3%GOOGL Alphabet Inc. 2.9% HeldAVGO Broadcom Inc. 2.9% HeldMPWR Monolithic Power Systems, Inc. 2.9% Trimmed −9%GE General Electric Co 2.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.