Latest Left Brain Wealth Management, LLC Stock Portfolio

Left Brain Wealth Management, LLC Performance:

2025 Q4: -23.29%YTD: -15.04%2024: 36.18%

Performance for 2025 Q4 is -23.29%, and YTD is -15.04%, and 2024 is 36.18%.

About Left Brain Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Left Brain Wealth Management, LLC reported an equity portfolio of $289.1 Millions as of 31 Dec, 2025.

The top stock holdings of Left Brain Wealth Management, LLC are NVDA, PLTR, META. The fund has invested 9.4% of it's portfolio in NVIDIA CORPORATION and 5.8% of portfolio in PALANTIR TECHNOLOGIES INC.

The fund managers got completely rid off THE CIGNA GROUP (CI), DOLLAR GEN CORP NEW (DG) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in ROBLOX CORP (RBLX), NEBIUS GROUP N.V. (YNDX) and CYBERARK SOFTWARE LTD. Left Brain Wealth Management, LLC opened new stock positions in JPMORGAN CHASE & CO. (JPM), ALPHABET INC (GOOG) and VANGUARD SPECIALIZED FUNDS (VIG). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and SHOPIFY INC.

Left Brain Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Left Brain Wealth Management, LLC made a return of -23.29% in the last quarter. In trailing 12 months, it's portfolio return was -15.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
jpmorgan chase & co.	3,952,350
alphabet inc	633,876
vanguard specialized funds	548,571
alphabet inc	539,612
first solar inc	417,968
nextpower inc	408,981
micron technology inc	356,763
vanguard index fds	296,005

New stocks bought by Left Brain Wealth Management, LLC

Additions

Ticker	% Inc.
netflix inc	887
servicenow inc	328
shopify inc	176
nuveen amt free mun cr inc f	81.1
annaly capital management in	63.6
walmart inc	58.59
mckesson corp	39.05
cloudflare inc	37.73

Additions to existing portfolio by Left Brain Wealth Management, LLC

Reductions

Ticker	% Reduced
roblox corp	-79.95
nebius group n.v.	-74.05
cyberark software ltd	-67.67
royal caribbean group	-61.38
seagate technology hldngs pl	-43.06
ishares tr	-38.14
zscaler inc	-37.67
credo technology group holdi	-36.96

Left Brain Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
lumen technologies inc	-459,000
dollar gen corp new	-2,901,760
zeta global holdings corp	-512,646
opera ltd	-444,792
rocket cos inc	-406,980
celsius hldgs inc	-937,087
sofi technologies inc	-422,720
sportradar group ag	-406,190

Left Brain Wealth Management, LLC got rid off the above stocks

Sector Distribution

Left Brain Wealth Management, LLC has about 41.6% of it's holdings in Technology sector.

Sector	%
Technology	41.6
Others	14.6
Financial Services	9.5
Communication Services	9.3
Industrials	9.2
Consumer Cyclical	7.7
Consumer Defensive	4.2
Healthcare	2.4
Real Estate	1.5

Market Cap. Distribution

Left Brain Wealth Management, LLC has about 82.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	49.6
MEGA-CAP	33.3
UNALLOCATED	13.2
MID-CAP	3.9

Stocks belong to which Index?

About 60% of the stocks held by Left Brain Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60
Others	39.6

Top 5 Winners (%)		%
MDB	mongodb inc	31.9 %
AMGN	amgen inc	15.8 %
MNST	monster beverage corp new	13.9 %
STX	seagate technology hldngs pl	13.1 %
CB	chubb limited	10.3 %

Top 5 Winners ($)		$
TSM	taiwan semiconductor mfg ltd	1.1 M
CB	chubb limited	0.6 M
MNST	monster beverage corp new	0.5 M
AVGO	broadcom inc	0.4 M
AMZN	amazon com inc	0.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-75.5 %
RBLX	roblox corp	-24.9 %
AXON	axon enterprise inc	-20.8 %
ZS	zscaler inc	-20.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-69.2 M
NOW	servicenow inc	-12.3 M
HOOD	robinhood mkts inc	-2.6 M
AXON	axon enterprise inc	-2.4 M
META	meta platforms inc	-1.7 M

Left Brain Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Left Brain Wealth Management, LLC

Left Brain Wealth Management, LLC has 81 stocks in it's portfolio. About 45.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for Left Brain Wealth Management, LLC last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.23	2,429	660,348	added	21.09

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.22	2,739	625,834	unchanged	0.00

ABC	cencora inc	1.41	12,049	4,069,550	added	0.62

ACES	alps etf tr	2.39	146,961	6,910,110	added	0.9

AFRM	affirm hldgs inc	0.00	0.00	0.00	sold off	-100

AMGN	amgen inc	0.20	1,802	589,813	reduced	-1.64

AMZN	amazon com inc	2.55	31,985	7,382,780	reduced	-5.99

ANET	arista networks inc	3.53	77,819	10,196,600	reduced	-4.54

APH	amphenol corp new	0.08	1,695	229,062	new

APP	applovin corp	3.82	16,374	11,033,100	reduced	-5.47

ARE	alexandria real estate eq in	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	3.14	26,253	9,086,160	reduced	-3.82

AXON	axon enterprise inc	3.12	15,897	9,028,380	added	0.82

BAB	invesco exch traded fd tr ii	0.48	66,006	1,386,130	added	3.14

BXMT	blackstone mortgage trust in	0.08	220,000	218,808	unchanged	0.00

CB	chubb limited	2.19	20,282	6,330,420	reduced	-5.64

CELH	celsius hldgs inc	0.00	0.00	0.00	sold off	-100

CI	the cigna group	0.00	0.00	0.00	sold off	-100

CINF	cincinnati finl corp	0.00	0.00	0.00	sold off	-100