13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001957370
Total reported value
$331.7M
$331.7M
96 檔
24.2%
During the Q2 2025 filing period, Left Brain Wealth Management, LLC (CIK: 0001957370) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $331.7M across 96 reported positions.
During Q2 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 | 8.23% | -1.09% | -26.00% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.04% | -1.47% | +2.11% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 5.46% | +0.90% | +1.10% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.54% | -2.67% | EXIT | |
| 5 | AXON | Axon Enterprise Inc | Stock-Industrials | 4.03% | +0.10% | +1.04% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.58% | +0.49% | +11.60% | |
| 7 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.40% | +2.27% | NEW | |
| 8 | ANET | Arista Networks Inc | Stock-Tech | 2.94% | +0.16% | +12.07% | |
| 9 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 2.88% | — | +430.87% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.62% | -0.29% | +0.57% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 2.55% | -0.67% | -0.75% | |
| 12 | GE | General Electric | Stock-Industrials | 2.50% | +0.01% | +2.79% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | -0.29% | +23.85% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-Other | 2.48% | -0.86% | -0.54% | |
| 15 | CB | Chubb Limited | Stock-Financials | 2.18% | -0.53% | +243.44% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 2.18% | -0.78% | EXIT | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 2.15% | -2.37% | EXIT | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | — | +1.84% | |
| 19 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.07% | — | +1100.53% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.90% | -0.26% | -0.21% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.88% | -0.61% | +3.07% | |
| 22 | APP | Applovin Corp-class A | Stock-Tech | 1.85% | +0.11% | +58.07% | |
| 23 | HTGC | Hercules Capital Inc | Stock-Financials | 1.83% | +0.06% | +1.86% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.81% | — | -1.08% | |
| 25 | CI | THE Cigna Group | Stock-Healthcare | 1.36% | — | -0.98% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 1.29% | -2.38% | EXIT | |
| 27 | COR | Cencora Inc | Stock-Healthcare | 1.27% | -1.48% | EXIT | |
| 28 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.17% | -0.04% | — | |
| 29 | PGR | Progressive CORP | Stock-Financials | 1.15% | -1.22% | EXIT | |
| 30 | DG | Dollar General CORP | Stock-Consumer Staples | 1.14% | — | — | |
| 31 | CME | Cme Group Inc | Stock-Financials | 1.12% | -1.33% | EXIT | |
| 32 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.10% | -1.43% | EXIT | |
| 33 | ROL | Rollins Inc | Stock-Consumer Disc | 1.09% | -1.14% | EXIT | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.09% | +0.13% | NEW | |
| 35 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.84% | — | -0.74% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.14% | -1.24% | |
| 37 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.70% | — | +215.69% | |
| 38 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.66% | — | -70.12% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | — | — | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.55% | -0.11% | +1.00% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.46% | -0.20% | +4.77% | |
| 42 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.43% | +0.71% | NEW | |
| 43 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.37% | — | +44.30% | |
| 44 | ZS | Zscaler Inc | Stock-Tech | 0.36% | — | — | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.35% | — | -77.67% | |
| 46 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.33% | +0.19% | +44.18% | |
| 47 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.32% | — | +41.95% | |
| 48 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.32% | +1.44% | +20.29% | |
| 49 | NBIS | Nebius Group N.V. | Stock-Other | 0.32% | +0.26% | NEW | |
| 50 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.32% | -0.08% | +4.39% |
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 96 disclosed positions in Q2 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, NFLX) accounted for 24.2% of total reported equity market value during Q2 2025.
During Q2 2025, Left Brain Wealth Management, LLC's top holdings by market value included NVDA (8.2%)、META (6.0%)、NFLX (5.5%). The largest single position, NVDA, represented 8.2% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.