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CIK: 0001957370
Total reported value
$331.7M
$331.7M
98 檔
26.7%
According to the latest 13F quarterly dataset, Left Brain Wealth Management, LLC managed an equity portfolio of $331.7M at the end of Q3 2025, spanning 98 distinct U.S. exchange-listed positions.
In Q3 2025, Left Brain Wealth Management, LLC displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, META, PLTR) accounted for 26.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
WM
市值: $5.8M
Top Position Liquidated / Trimmed
APO
前期市值: $5.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.66% | -1.09% | +0.05% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.45% | -1.47% | +1.84% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.41% | -2.67% | EXIT | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 4.33% | +0.90% | -0.39% | |
| 5 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 3.99% | — | +1.74% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.93% | +0.49% | -0.17% | |
| 7 | APP | Applovin Corp-class A | Stock-Tech | 3.91% | +0.11% | +15.70% | |
| 8 | ANET | Arista Networks Inc | Stock-Tech | 3.73% | +0.16% | -0.10% | |
| 9 | AXON | Axon Enterprise Inc | Stock-Industrials | 3.55% | +0.10% | +14.29% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.93% | +2.27% | NEW | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.83% | -0.29% | +6.42% | |
| 12 | GE | General Electric | Stock-Industrials | 2.61% | +0.01% | +0.28% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 2.41% | -0.67% | +0.94% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.34% | -0.29% | +0.26% | |
| 15 | AMLP | Alerian Mlp ETF | ETF-Other | 2.15% | -0.86% | +1.04% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | — | +0.63% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.90% | -0.53% | +0.77% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.82% | -2.37% | EXIT | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.75% | -0.78% | EXIT | |
| 20 | HTGC | Hercules Capital Inc | Stock-Financials | 1.73% | +0.06% | +2.40% | |
| 21 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.67% | — | +1.20% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | -0.26% | +0.31% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.58% | -0.61% | +0.63% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.54% | — | -0.64% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.20% | -1.43% | EXIT | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 1.19% | -2.38% | EXIT | |
| 27 | COR | Cencora Inc | Stock-Healthcare | 1.17% | -1.48% | EXIT | |
| 28 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.12% | -0.04% | -0.14% | |
| 29 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.06% | — | +87.09% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.14% | -1.00% | |
| 31 | CI | THE Cigna Group | Stock-Healthcare | 1.02% | — | -3.08% | |
| 32 | ROL | Rollins Inc | Stock-Consumer Disc | 0.98% | -1.14% | EXIT | |
| 33 | CME | Cme Group Inc | Stock-Financials | 0.96% | -1.33% | EXIT | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.96% | -1.22% | EXIT | |
| 35 | DG | Dollar General CORP | Stock-Consumer Staples | 0.91% | — | -1.12% | |
| 36 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.86% | +0.25% | +298.16% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.13% | NEW | |
| 38 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.60% | +0.71% | NEW | |
| 39 | NBIS | Nebius Group N.V. | Stock-Other | 0.58% | +0.26% | NEW | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.56% | -0.11% | -0.06% | |
| 41 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.55% | — | +44.28% | |
| 42 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.48% | — | +19.53% | |
| 43 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.45% | — | +33.77% | |
| 44 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.42% | -0.20% | +3.42% | |
| 45 | ZS | Zscaler Inc | Stock-Tech | 0.35% | — | +13.44% | |
| 46 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.34% | -0.08% | +2.68% | |
| 47 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.33% | +0.19% | +3.95% | |
| 48 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.33% | +0.12% | NEW | |
| 49 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.32% | -0.01% | +104.60% | |
| 50 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.31% | +1.44% | +4.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +3.7% | +1.74% | Add |
| 2 | APP | Applovin Corp-class A | +2.8% | +15.70% | Add |
| 3 | MELI | Mercadolibre Inc | +1.5% | +1.20% | Add |
| 4 | AVGO | Broadcom Inc | +1.3% | +6.42% | Add |
| 5 | ANET | Arista Networks Inc | +1.3% | -0.10% | Add |
| 6 | CB | Chubb Limited | +1.1% | +0.77% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +1% | -0.17% | Add |
| 8 | SPOT | Spotify Technology S.A. | +0.9% | +87.09% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.7% | +0.02% | Trim |
| 10 | CRDO | Credo Technology Group Holding Ltd | +0.5% | — | Add |
| 11 | AXON | Axon Enterprise Inc | +0.4% | +14.29% | Add |
| 12 | RBLX | Roblox CORP -class A | +0.4% | +44.28% | Add |
| 13 | GE | General Electric | +0.3% | +0.28% | Add |
| 14 | TSLA | Tesla Inc | +0.2% | -1.00% | Trim |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.47% | Add |
| 16 | ORLY | O'reilly Automotive Inc | +0.1% | +2.03% | Add |
| 17 | MSFT | Microsoft CORP | 0% | +0.63% | Add |
| 18 | UBER | Uber Technologies Inc | -0.1% | +0.94% | Add |
| 19 | NOW | Servicenow Inc | -0.1% | +0.57% | Add |
| 20 | META | Meta Platforms Inc-class A | -0.3% | +1.84% | Add |
| 21 | NFLX | Netflix Inc | -0.3% | -0.39% | Add |
| 22 | AMZN | Amazon.com Inc | -0.5% | +0.26% | Add |
| 23 | ARCC | Ares Capital CORP | -0.6% | +205.16% | Trim |
| 24 | NVDA | Nvidia CORP | -0.8% | +0.05% | Trim |
| 25 | SHOP | Shopify Inc - Class A | -1.1% | +19.53% | Trim |
| 26 | P | Everpure Inc-a | -1.9% | — | Trim |
| 27 | WM | Waste Management Inc | — | NEW | New buy |
| 28 | APO | Apollo Global Management Inc | — | EXIT | Sold out |
| 29 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
| 30 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 31 | MCK | Mckesson CORP | — | NEW | New buy |
| 32 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 33 | OKTA | Okta Inc | — | EXIT | Sold out |
| 34 | IBKR | Interactive Brokers Gro-cl A | — | EXIT | Sold out |
| 35 | ROL | Rollins Inc | — | NEW | New buy |
| 36 | CME | Cme Group Inc | — | NEW | New buy |
| 37 | DG | Dollar General CORP | — | NEW | New buy |
| 38 | XYZ | Block Inc | — | EXIT | Sold out |
| 39 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 40 | CCL1EUR | Carnival CORP LTD | — | EXIT | Sold out |
| 41 | HUBS | Hubspot Inc | — | EXIT | Sold out |
| 42 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 43 | GEV | GE Vernova Inc | — | EXIT | Sold out |
| 44 | NBIS | Nebius Group N.V. | — | NEW | New buy |
| 45 | DKNG | Draftkings Inc-cl A | — | EXIT | Sold out |
| 46 | ZS | Zscaler Inc | — | NEW | New buy |
| 47 | DOCU | Docusign Inc | — | EXIT | Sold out |
| 48 | NLY | Annaly Capital Management In | — | NEW | New buy |
| 49 | CELH | Celsius Holdings Inc | — | NEW | New buy |
| 50 | ALAB | Astera Labs Inc | — | NEW | New buy |
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 98 disclosed positions in Q3 2025.
During Q3 2025, Left Brain Wealth Management, LLC's top holdings by market value included NVDA (8.7%)、META (5.5%)、PLTR (5.4%). The largest single position, NVDA, represented 8.7% of total portfolio value.
In Q3 2025, Left Brain Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 6 holdings, and fully liquidating 12 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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