Filed: 4/30/2026ACC: 0001104659-26-052365
📋 What this filing means
LEFT BRAIN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $254.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$254.60M
Total AUM (reported)
2.44M
Total Shares
Allocation by class
COM$143.84M56.5%
CL A$20.85M8.2%
SPONSORED ADS$15.64M6.1%
COM CL A$13.24M5.2%
COM NEW$10.12M4.0%
COM SHS$9.29M3.7%
CAP STK CL A$8.18M3.2%
Portfolio Concentration
Top 3$52.72M20.7%
4–10$56.71M22.3%
11–25$80.83M31.7%
Rest$64.33M25.3%
Top 3 weight
20.7%
Top 10 weight
43.0%
Voting Authority Distribution
Total shares with voting rights: 2.44M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.44M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
NVIDIA CORPORATION
SOLEShares146.76K
TypeSH
Market value$25.60M
10.05%
Sole
0.00
Shared
0.00
None
146.76K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares46.27K
TypeSH
Market value$15.64M
6.14%
Sole
0.00
Shared
0.00
None
46.27K
META PLATFORMS INC
SOLEShares20.08K
TypeSH
Market value$11.49M
4.51%
Sole
0.00
Shared
0.00
None
20.08K
ARISTA NETWORKS INC
SOLEShares73.29K
TypeSH
Market value$9.00M
3.53%
Sole
0.00
Shared
0.00
None
73.29K
EXXON MOBIL CORP
SOLEShares48.83K
TypeSH
Market value$8.28M
3.25%
Sole
0.00
Shared
0.00
None
48.83K
BROADCOM INC
SOLEShares26.54K
TypeSH
Market value$8.21M
3.23%
Sole
0.00
Shared
0.00
None
26.54K
ALPHABET INC
SOLEShares28.46K
TypeSH
Market value$8.18M
3.21%
Sole
0.00
Shared
0.00
None
28.46K
ALPS ETF TR
SOLEShares154.73K
TypeSH
Market value$8.15M
3.20%
Sole
0.00
Shared
0.00
None
154.73K
GE AEROSPACE
SOLEShares28.49K
TypeSH
Market value$8.08M
3.18%
Sole
0.00
Shared
0.00
None
28.49K
PALANTIR TECHNOLOGIES INC
SOLEShares46.48K
TypeSH
Market value$6.80M
2.67%
Sole
0.00
Shared
0.00
None
46.48K
INVESCO EXCHANGE TRADED FD T
SOLEShares35.22K
TypeSH
Market value$6.76M
2.66%
Sole
0.00
Shared
0.00
None
35.22K
AMAZON COM INC
SOLEShares31.91K
TypeSH
Market value$6.65M
2.61%
Sole
0.00
Shared
0.00
None
31.91K
CHUBB LTD SWITZ
SOLEShares20.27K
TypeSH
Market value$6.60M
2.59%
Sole
0.00
Shared
0.00
None
20.27K
JPMORGAN CHASE & CO
SOLEShares21.64K
TypeSH
Market value$6.37M
2.50%
Sole
0.00
Shared
0.00
None
21.64K
MCKESSON CORP
SOLEShares6.99K
TypeSH
Market value$6.05M
2.38%
Sole
0.00
Shared
0.00
None
6.99K
WASTE MGMT INC DEL
SOLEShares26.25K
TypeSH
Market value$6.03M
2.37%
Sole
0.00
Shared
0.00
None
26.25K
NUVEEN AMT FREE MUN CR INC F
SOLEShares455.46K
TypeSH
Market value$5.62M
2.21%
Sole
0.00
Shared
0.00
None
455.46K
COSTCO WHOLESALE CORPORATION
SOLEShares5.57K
TypeSH
Market value$5.55M
2.18%
Sole
0.00
Shared
0.00
None
5.57K
UBER TECHNOLOGIES INC
SOLEShares76.71K
TypeSH
Market value$5.52M
2.17%
Sole
0.00
Shared
0.00
None
76.71K
VERTIV HOLDINGS CO
SOLEShares20.21K
TypeSH
Market value$5.06M
1.99%
Sole
0.00
Shared
0.00
None
20.21K
VISA INC
SOLEShares15.42K
TypeSH
Market value$4.66M
1.83%
Sole
0.00
Shared
0.00
None
15.42K
WALMART INC
SOLEShares35.50K
TypeSH
Market value$4.41M
1.73%
Sole
0.00
Shared
0.00
None
35.50K
MONSTER BEVERAGE CORP NEW
SOLEShares53.81K
TypeSH
Market value$3.90M
1.53%
Sole
0.00
Shared
0.00
None
53.81K
SPDR GOLD TR
SOLEShares9.04K
TypeSH
Market value$3.89M
1.53%
Sole
0.00
Shared
0.00
None
9.04K
CENCORA INC
SOLEShares11.98K
TypeSH
Market value$3.76M
1.48%
Sole
0.00
Shared
0.00
None
11.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 146.76K | SH | $25.60M 10.05% | 0.00 | 0.00 | 146.76K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 46.27K | SH | $15.64M 6.14% | 0.00 | 0.00 | 46.27K |
META PLATFORMS INCSOLE | CL A | 20.08K | SH | $11.49M 4.51% | 0.00 | 0.00 | 20.08K |
ARISTA NETWORKS INCSOLE | COM SHS | 73.29K | SH | $9.00M 3.53% | 0.00 | 0.00 | 73.29K |
EXXON MOBIL CORPSOLE | COM | 48.83K | SH | $8.28M 3.25% | 0.00 | 0.00 | 48.83K |
BROADCOM INCSOLE | COM | 26.54K | SH | $8.21M 3.23% | 0.00 | 0.00 | 26.54K |
ALPHABET INCSOLE | CAP STK CL A | 28.46K | SH | $8.18M 3.21% | 0.00 | 0.00 | 28.46K |
ALPS ETF TRSOLE | ALERIAN MLP | 154.73K | SH | $8.15M 3.20% | 0.00 | 0.00 | 154.73K |
GE AEROSPACESOLE | COM NEW | 28.49K | SH | $8.08M 3.18% | 0.00 | 0.00 | 28.49K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 46.48K | SH | $6.80M 2.67% | 0.00 | 0.00 | 46.48K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 35.22K | SH | $6.76M 2.66% | 0.00 | 0.00 | 35.22K |
AMAZON COM INCSOLE | COM | 31.91K | SH | $6.65M 2.61% | 0.00 | 0.00 | 31.91K |
CHUBB LTD SWITZSOLE | COM | 20.27K | SH | $6.60M 2.59% | 0.00 | 0.00 | 20.27K |
JPMORGAN CHASE & COSOLE | COM | 21.64K | SH | $6.37M 2.50% | 0.00 | 0.00 | 21.64K |
MCKESSON CORPSOLE | COM | 6.99K | SH | $6.05M 2.38% | 0.00 | 0.00 | 6.99K |
WASTE MGMT INC DELSOLE | COM | 26.25K | SH | $6.03M 2.37% | 0.00 | 0.00 | 26.25K |
NUVEEN AMT FREE MUN CR INC FSOLE | COM | 455.46K | SH | $5.62M 2.21% | 0.00 | 0.00 | 455.46K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 5.57K | SH | $5.55M 2.18% | 0.00 | 0.00 | 5.57K |
UBER TECHNOLOGIES INCSOLE | COM | 76.71K | SH | $5.52M 2.17% | 0.00 | 0.00 | 76.71K |
VERTIV HOLDINGS COSOLE | COM CL A | 20.21K | SH | $5.06M 1.99% | 0.00 | 0.00 | 20.21K |
VISA INCSOLE | COM CL A | 15.42K | SH | $4.66M 1.83% | 0.00 | 0.00 | 15.42K |
WALMART INCSOLE | COM | 35.50K | SH | $4.41M 1.73% | 0.00 | 0.00 | 35.50K |
MONSTER BEVERAGE CORP NEWSOLE | COM | 53.81K | SH | $3.90M 1.53% | 0.00 | 0.00 | 53.81K |
SPDR GOLD TRSOLE | GOLD SHS | 9.04K | SH | $3.89M 1.53% | 0.00 | 0.00 | 9.04K |
CENCORA INCSOLE | COM | 11.98K | SH | $3.76M 1.48% | 0.00 | 0.00 | 11.98K |
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