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CIK: 0001957370
Total reported value
$331.7M
$331.7M
84 檔
25.1%
In Q4 2025, Left Brain Wealth Management, LLC's U.S. equity holdings reached a combined market value of $331.7M, distributed across 84 disclosed stock positions.
In Q4 2025, Left Brain Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 19 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.40% | -1.09% | -1.45% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.82% | -2.67% | EXIT | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.00% | -1.47% | -7.48% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.80% | +0.49% | +1.89% | |
| 5 | APP | Applovin Corp-class A | Stock-Tech | 3.82% | +0.11% | -5.47% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 3.69% | +0.90% | +887.22% | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 3.53% | +0.16% | -4.54% | |
| 8 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 3.21% | — | -7.51% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.14% | -0.29% | -3.82% | |
| 10 | AXON | Axon Enterprise Inc | Stock-Industrials | 3.12% | +0.10% | +0.82% | |
| 11 | GE | General Electric | Stock-Industrials | 3.01% | +0.01% | +2.03% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.00% | +2.27% | NEW | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | -0.29% | -5.99% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-Other | 2.39% | -0.86% | +0.90% | |
| 15 | CB | Chubb Limited | Stock-Financials | 2.19% | -0.53% | -5.64% | |
| 16 | UBER | Uber Technologies Inc | Stock-Industrials | 2.09% | -0.67% | -5.33% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | — | -1.52% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.98% | -2.37% | EXIT | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 1.94% | -2.38% | EXIT | |
| 20 | HTGC | Hercules Capital Inc | Stock-Financials | 1.93% | +0.06% | +1.67% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.87% | -0.26% | +1.14% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.83% | — | +2.81% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.63% | -0.61% | +0.63% | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.59% | — | +176.27% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.43% | — | -9.60% | |
| 26 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.42% | -0.04% | +0.64% | |
| 27 | COR | Cencora Inc | Stock-Healthcare | 1.41% | -1.48% | EXIT | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 1.37% | -0.78% | EXIT | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.37% | — | |
| 30 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.25% | -1.43% | EXIT | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | -0.14% | +5.58% | |
| 32 | ROL | Rollins Inc | Stock-Consumer Disc | 1.13% | -1.14% | EXIT | |
| 33 | CME | Cme Group Inc | Stock-Financials | 1.08% | -1.33% | EXIT | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.07% | +0.25% | +5.17% | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.99% | -1.22% | EXIT | |
| 36 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.92% | — | -5.89% | |
| 37 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.64% | -0.01% | +63.60% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -1.73% | EXIT | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.53% | -0.11% | +0.03% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.48% | -0.20% | +3.14% | |
| 41 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.47% | +0.19% | +37.73% | |
| 42 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.41% | +0.71% | NEW | |
| 43 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.41% | -0.08% | +5.70% | |
| 44 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.37% | — | -20.96% | |
| 45 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.36% | +0.12% | NEW | |
| 46 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.34% | -0.61% | +81.10% | |
| 47 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.26% | +1.84% | +8.05% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | -0.16% | -16.54% | |
| 49 | DSL | Doubleline Income Solutions | Stock-Other | 0.24% | -0.06% | +15.68% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.10% | +21.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHOP | Shopify Inc - Class A | +1.1% | +176.27% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | +1.89% | Add |
| 3 | MCK | Mckesson CORP | +0.8% | +39.05% | Add |
| 4 | NVDA | Nvidia CORP | +0.7% | -1.45% | Trim |
| 5 | NLY | Annaly Capital Management In | +0.3% | +63.60% | Add |
| 6 | MNST | Monster Beverage CORP | +0.3% | +0.64% | Add |
| 7 | WMT | Walmart Inc | +0.3% | +58.59% | Add |
| 8 | NVG | Nuveen Amt-fr Muni Crdt | +0.2% | +81.10% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -2.97% | Trim |
| 10 | MSFT | Microsoft CORP | 0% | -1.52% | Trim |
| 11 | APP | Applovin Corp-class A | -0.1% | -5.47% | Trim |
| 12 | SPOT | Spotify Technology S.A. | -0.1% | -5.89% | Trim |
| 13 | ✓ | Cyberark Software LTD. Cmn | -0.2% | -67.67% | Trim |
| 14 | ZS | Zscaler Inc | -0.2% | -37.67% | Trim |
| 15 | CRDO | Credo Technology Group Holding Ltd | -0.2% | -36.96% | Trim |
| 16 | ANET | Arista Networks Inc | -0.2% | -4.54% | Trim |
| 17 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -61.38% | Trim |
| 18 | MELI | Mercadolibre Inc | -0.2% | -9.60% | Trim |
| 19 | UBER | Uber Technologies Inc | -0.3% | -5.33% | Trim |
| 20 | NOW | Servicenow Inc | -0.4% | +328.86% | Add |
| 21 | AXON | Axon Enterprise Inc | -0.4% | +0.82% | Add |
| 22 | META | Meta Platforms Inc-class A | -0.5% | -7.48% | Trim |
| 23 | NBIS | Nebius Group N.V. | -0.5% | -74.05% | Trim |
| 24 | RBLX | Roblox CORP -class A | -0.5% | -79.95% | Trim |
| 25 | NFLX | Netflix Inc | -0.6% | +887.22% | Add |
| 26 | HOOD | Robinhood Markets Inc - A | -0.8% | -7.51% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 28 | CI | THE Cigna Group | — | EXIT | Sold out |
| 29 | DG | Dollar General CORP | — | EXIT | Sold out |
| 30 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 31 | CELH | Celsius Holdings Inc | — | EXIT | Sold out |
| 32 | ARE | Alexandria Real Estate Equit | — | EXIT | Sold out |
| 33 | LIF | Life360 Inc | — | EXIT | Sold out |
| 34 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 35 | P | Everpure Inc-a | — | EXIT | Sold out |
| 36 | HIMS | Hims & Hers Health Inc | — | EXIT | Sold out |
| 37 | MSTR 8 PERPBond | Strategy Inc | — | EXIT | Sold out |
| 38 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | DUOL | Duolingo | — | EXIT | Sold out |
| 41 | ZETA | Zeta Global Holdings Corp-a | — | EXIT | Sold out |
| 42 | YOU | Clear Secure Inc -class A | — | EXIT | Sold out |
| 43 | AFRM | Affirm Holdings Inc | — | EXIT | Sold out |
| 44 | RBRK | Rubrik Inc-a | — | EXIT | Sold out |
| 45 | LUMN | Lumen Technologies Inc | — | EXIT | Sold out |
| 46 | OPRA | Opera Ltd-adr | — | EXIT | Sold out |
| 47 | CRCL | Circle Internet Group Inc | — | EXIT | Sold out |
| 48 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 49 | SOFI | Sofi Technologies Inc | — | EXIT | Sold out |
| 50 | FSLR | First Solar 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 84 disclosed positions in Q4 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, PLTR, META) accounted for 25.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPM
市值: $4.0M
Top Position Liquidated / Trimmed
CI
前期市值: $3.3M
During Q4 2025, Left Brain Wealth Management, LLC's top holdings by market value included NVDA (9.4%)、PLTR (5.8%)、META (5.0%). The largest single position, NVDA, represented 9.4% of total portfolio value.
In Q4 2025, Left Brain Wealth Management, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 10 positions, trimming 16 holdings, and fully liquidating 19 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.
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