Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Left Brain Wealth Management, LLC (CIK 1957370) reported $254.6M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($25.6M, 10.05%), TSM ($15.6M, 6.14%), META ($11.5M, 4.51%), ANET ($9.0M, 3.53%), XOM ($8.3M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $25.6M | 10.05% | 146,765 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.6M | 6.14% | 46,273 | Added |
| 3 | META | META PLATFORMS INC | $11.5M | 4.51% | 20,078 | Trimmed |
| 4 | ANET | ARISTA NETWORKS INC | $9.0M | 3.53% | 73,294 | Trimmed |
| 5 | XOM | EXXON MOBIL CORP | $8.3M | 3.25% | 48,828 | New |
| 6 | AVGO | BROADCOM INC | $8.2M | 3.23% | 26,541 | Added |
| 7 | GOOGL | ALPHABET INC | $8.2M | 3.21% | 28,459 | Added |
| 8 | AMLP | ALPS ETF TR | $8.1M | 3.20% | 154,731 | Added |
| 9 | GE | GE AEROSPACE | $8.1M | 3.18% | 28,491 | Added |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $6.8M | 2.67% | 46,477 | Trimmed |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $6.8M | 2.66% | 35,223 | New |
| 12 | AMZN | AMAZON COM INC | $6.6M | 2.61% | 31,914 | Trimmed |
| 13 | CB | CHUBB LTD SWITZ | $6.6M | 2.59% | 20,265 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $6.4M | 2.50% | 21,640 | Added |
| 15 | MCK | MCKESSON CORP | $6.1M | 2.38% | 6,994 | Added |
| 16 | WM | WASTE MGMT INC DEL | $6.0M | 2.37% | 26,246 | Added |
| 17 | NVG | NUVEEN AMT FREE MUN CR INC F | $5.6M | 2.21% | 455,461 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $5.5M | 2.18% | 5,569 | Added |
| 19 | UBER | UBER TECHNOLOGIES INC | $5.5M | 2.17% | 76,710 | Added |
| 20 | VRT | VERTIV HOLDINGS CO | $5.1M | 1.99% | 20,208 | Added |
| 21 | V | VISA INC | $4.7M | 1.83% | 15,422 | Added |
| 22 | WMT | WALMART INC | $4.4M | 1.73% | 35,501 | Added |
| 23 | GLD | SPDR GOLD TR | $3.9M | 1.53% | 9,039 | New |
| 24 | MNST | MONSTER BEVERAGE CORP NEW | $3.9M | 1.53% | 53,809 | Added |
| 25 | ABC | CENCORA INC | $3.8M | 1.48% | 11,979 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31