LEFT BRAIN WEALTH MANAGEMENT, LLC

PrivateCIK: 1957370
Location

NAPERVILLE, IL

79
Positions
$254.60M
Total AUM (reported)
2.44M
Total Shares

Allocation by class

TOTAL AUM$254.60M79 positions
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 320.7%4–1022.3%11–2531.7%Rest25.3%TOP 1043.0%0%100%
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

SOLE
COM
Shares146.76K
TypeSH
Market value$25.60M
10.05%
Sole
0.00
Shared
0.00
None
146.76K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares46.27K
TypeSH
Market value$15.64M
6.14%
Sole
0.00
Shared
0.00
None
46.27K

META PLATFORMS INC

SOLE
CL A
Shares20.08K
TypeSH
Market value$11.49M
4.51%
Sole
0.00
Shared
0.00
None
20.08K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares73.29K
TypeSH
Market value$9.00M
3.53%
Sole
0.00
Shared
0.00
None
73.29K

EXXON MOBIL CORP

SOLE
COM
Shares48.83K
TypeSH
Market value$8.28M
3.25%
Sole
0.00
Shared
0.00
None
48.83K

BROADCOM INC

SOLE
COM
Shares26.54K
TypeSH
Market value$8.21M
3.23%
Sole
0.00
Shared
0.00
None
26.54K

ALPHABET INC

SOLE
CAP STK CL A
Shares28.46K
TypeSH
Market value$8.18M
3.21%
Sole
0.00
Shared
0.00
None
28.46K

ALPS ETF TR

SOLE
ALERIAN MLP
Shares154.73K
TypeSH
Market value$8.15M
3.20%
Sole
0.00
Shared
0.00
None
154.73K

GE AEROSPACE

SOLE
COM NEW
Shares28.49K
TypeSH
Market value$8.08M
3.18%
Sole
0.00
Shared
0.00
None
28.49K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares46.48K
TypeSH
Market value$6.80M
2.67%
Sole
0.00
Shared
0.00
None
46.48K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares35.22K
TypeSH
Market value$6.76M
2.66%
Sole
0.00
Shared
0.00
None
35.22K

AMAZON COM INC

SOLE
COM
Shares31.91K
TypeSH
Market value$6.65M
2.61%
Sole
0.00
Shared
0.00
None
31.91K

CHUBB LTD SWITZ

SOLE
COM
Shares20.27K
TypeSH
Market value$6.60M
2.59%
Sole
0.00
Shared
0.00
None
20.27K

JPMORGAN CHASE & CO

SOLE
COM
Shares21.64K
TypeSH
Market value$6.37M
2.50%
Sole
0.00
Shared
0.00
None
21.64K

MCKESSON CORP

SOLE
COM
Shares6.99K
TypeSH
Market value$6.05M
2.38%
Sole
0.00
Shared
0.00
None
6.99K

WASTE MGMT INC DEL

SOLE
COM
Shares26.25K
TypeSH
Market value$6.03M
2.37%
Sole
0.00
Shared
0.00
None
26.25K

NUVEEN AMT FREE MUN CR INC F

SOLE
COM
Shares455.46K
TypeSH
Market value$5.62M
2.21%
Sole
0.00
Shared
0.00
None
455.46K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares5.57K
TypeSH
Market value$5.55M
2.18%
Sole
0.00
Shared
0.00
None
5.57K

UBER TECHNOLOGIES INC

SOLE
COM
Shares76.71K
TypeSH
Market value$5.52M
2.17%
Sole
0.00
Shared
0.00
None
76.71K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares20.21K
TypeSH
Market value$5.06M
1.99%
Sole
0.00
Shared
0.00
None
20.21K

VISA INC

SOLE
COM CL A
Shares15.42K
TypeSH
Market value$4.66M
1.83%
Sole
0.00
Shared
0.00
None
15.42K

WALMART INC

SOLE
COM
Shares35.50K
TypeSH
Market value$4.41M
1.73%
Sole
0.00
Shared
0.00
None
35.50K

MONSTER BEVERAGE CORP NEW

SOLE
COM
Shares53.81K
TypeSH
Market value$3.90M
1.53%
Sole
0.00
Shared
0.00
None
53.81K

SPDR GOLD TR

SOLE
GOLD SHS
Shares9.04K
TypeSH
Market value$3.89M
1.53%
Sole
0.00
Shared
0.00
None
9.04K

CENCORA INC

SOLE
COM
Shares11.98K
TypeSH
Market value$3.76M
1.48%
Sole
0.00
Shared
0.00
None
11.98K
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