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CIK: 0001957370
Total reported value
$331.7M
$331.7M
89 檔
19.2%
As reported in its official Q1 2025 Form 13F filing, Left Brain Wealth Management, LLC's tracked investment portfolio stood at $331.7M with 89 total positions.
During Q1 2025, Left Brain Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.45% | -1.09% | -3.77% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.72% | -1.47% | -4.50% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.75% | -2.67% | EXIT | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 4.65% | +0.90% | -3.75% | |
| 5 | AMLP | Alerian Mlp ETF | ETF-Other | 3.29% | -0.86% | -0.66% | |
| 6 | AXON | Axon Enterprise Inc | Stock-Industrials | 3.13% | +0.10% | -1.38% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.91% | +0.49% | +113.57% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | -0.29% | -8.41% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.79% | +2.27% | NEW | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 2.48% | -0.67% | +8.59% | |
| 11 | ANET | Arista Networks Inc | Stock-Tech | 2.46% | +0.16% | -4.59% | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 2.39% | — | +55.42% | |
| 13 | GE | General Electric | Stock-Industrials | 2.34% | +0.01% | -0.67% | |
| 14 | HTGC | Hercules Capital Inc | Stock-Financials | 2.34% | +0.06% | +1.09% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.33% | -0.26% | -0.50% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.16% | -0.61% | -1.04% | |
| 17 | P | Everpure Inc-a | Stock-Tech | 2.14% | — | -2.82% | |
| 18 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.08% | — | -3.23% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | — | -0.40% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.92% | — | +1547.76% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.85% | -0.78% | EXIT | |
| 22 | CI | THE Cigna Group | Stock-Healthcare | 1.69% | — | -5.44% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.66% | — | -4.13% | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.61% | — | +16.80% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.51% | -0.29% | -0.27% | |
| 26 | OKTA | Okta Inc | Stock-Tech | 1.50% | — | -15.57% | |
| 27 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 1.47% | +0.51% | +1227.07% | |
| 28 | PGR | Progressive CORP | Stock-Financials | 1.46% | -1.22% | EXIT | |
| 29 | COR | Cencora Inc | Stock-Healthcare | 1.45% | -1.48% | EXIT | |
| 30 | XYZ | Block Inc | Stock-Financials | 1.24% | — | -13.51% | |
| 31 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 1.19% | — | -11.42% | |
| 32 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.12% | -1.43% | EXIT | |
| 33 | APP | Applovin Corp-class A | Stock-Tech | 1.10% | +0.11% | -41.81% | |
| 34 | HUBS | Hubspot Inc | Stock-Tech | 0.95% | — | -6.24% | |
| 35 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.94% | — | -10.01% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | +0.13% | NEW | |
| 37 | GEV | GE Vernova Inc | Stock-Industrials | 0.88% | +1.13% | NEW | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | -0.14% | -7.16% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.82% | -0.53% | -2.92% | |
| 40 | ARCC | Ares Capital CORP | Stock-Financials | 0.81% | — | +18.88% | |
| 41 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.74% | — | -0.70% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.70% | -0.11% | +1.91% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.53% | -0.20% | +20.37% | |
| 44 | DOCU | Docusign Inc | Stock-Tech | 0.47% | — | -23.89% | |
| 45 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.39% | -0.08% | +8.51% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | -0.23% | EXIT | |
| 47 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.32% | — | +20.49% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -1.73% | EXIT | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | -0.16% | — | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | +2.95% | -3.34% |
According to official SEC Form 13F filings, Left Brain Wealth Management, LLC reported a total U.S. public equity portfolio value of $331.7M across 89 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, META, PLTR) accounted for 19.2% of total reported equity market value during Q1 2025.
During Q1 2025, Left Brain Wealth Management, LLC's top holdings by market value included NVDA (9.4%)、META (5.7%)、PLTR (4.8%). The largest single position, NVDA, represented 9.4% of total portfolio value.
In Q1 2025, Left Brain Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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