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CIK: 0001957370
Total reported value
$331.7M
$331.7M
79 檔
21.1%
The Q1 2026 SEC filing reveals that Left Brain Wealth Management, LLC held a total portfolio value of $331.7M, covering 79 public equity positions.
Left Brain Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 19 new positions while fully exiting 24 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.05% | -1.09% | +0.70% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.14% | +0.49% | +1.35% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.51% | -1.47% | -8.30% | |
| 4 | ANET | Arista Networks Inc | Stock-Tech | 3.53% | +0.16% | -5.81% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 3.25% | -1.37% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.23% | -0.29% | +1.10% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.21% | -0.25% | +1550.75% | |
| 8 | AMLP | Alerian Mlp ETF | ETF-Other | 3.20% | -0.86% | +5.29% | |
| 9 | GE | General Electric | Stock-Industrials | 3.18% | +0.01% | +0.99% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.67% | -2.67% | EXIT | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.66% | -2.66% | EXIT | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | -0.29% | -0.22% | |
| 13 | CB | Chubb Limited | Stock-Financials | 2.59% | -0.53% | -0.08% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.50% | -0.37% | +76.42% | |
| 15 | MCK | Mckesson CORP | Stock-Healthcare | 2.38% | -2.38% | EXIT | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 2.37% | -2.37% | EXIT | |
| 17 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 2.21% | -0.61% | +491.06% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.18% | -0.61% | +1.81% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 2.17% | -0.67% | +3.54% | |
| 20 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.99% | +0.25% | +5.48% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.83% | -0.26% | +0.20% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -1.73% | EXIT | |
| 23 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.53% | -0.04% | +0.79% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 1.53% | -1.53% | EXIT | |
| 25 | COR | Cencora Inc | Stock-Healthcare | 1.48% | -1.48% | EXIT | |
| 26 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.43% | -1.43% | EXIT | |
| 27 | CME | Cme Group Inc | Stock-Financials | 1.33% | -1.33% | EXIT | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 1.31% | +0.32% | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.30% | -0.29% | — | |
| 30 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.28% | +1.84% | +257.33% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 1.22% | -1.22% | EXIT | |
| 32 | PGR | Progressive CORP | Stock-Financials | 1.22% | -1.22% | EXIT | |
| 33 | ROL | Rollins Inc | Stock-Consumer Disc | 1.14% | -1.14% | EXIT | |
| 34 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 1.12% | +0.51% | — | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | -0.14% | -1.01% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 1.03% | +2.84% | — | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 1.01% | +0.04% | +1096.58% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.95% | +3.45% | +474.64% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | -0.32% | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | -0.81% | EXIT | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.78% | -0.78% | EXIT | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.71% | -0.11% | +1.77% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.59% | -0.20% | +12.44% | |
| 44 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.57% | -0.01% | -16.52% | |
| 45 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.47% | -0.08% | +2.23% | |
| 46 | BP | Bp Plc-spons Adr | Stock-Energy | 0.31% | -0.12% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.16% | — | |
| 48 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.27% | +1.44% | +114.27% | |
| 49 | DSL | Doubleline Income Solutions | Stock-Other | 0.27% | -0.06% | +3.58% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.25% | -0.07% | -0.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3% | +1550.75% | Add |
| 2 | NVG | Nuveen Amt-fr Muni Crdt | +1.9% | +491.06% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.3% | +1.35% | Add |
| 4 | WMT | Walmart Inc | +1.2% | +149.29% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +1.1% | +76.42% | Add |
| 6 | MPWR | Monolithic Power Systems Inc | +1% | +257.33% | Add |
| 7 | APH | Amphenol Corp-cl A | +0.9% | +1096.58% | Add |
| 8 | VRT | Vertiv Holdings Co-a | +0.9% | +5.48% | Add |
| 9 | MU | Micron Technology Inc | +0.8% | +474.64% | Add |
| 10 | AMLP | Alerian Mlp ETF | +0.8% | +5.29% | Add |
| 11 | NVDA | Nvidia CORP | +0.7% | +0.70% | Add |
| 12 | COST | Costco Wholesale CORP | +0.6% | +1.81% | Add |
| 13 | MCK | Mckesson CORP | +0.4% | +2.13% | Add |
| 14 | CB | Chubb Limited | +0.4% | -0.08% | Trim |
| 15 | WM | Waste Management Inc | +0.4% | +0.62% | Add |
| 16 | CME | Cme Group Inc | +0.3% | +0.80% | Add |
| 17 | PGR | Progressive CORP | +0.2% | +23.80% | Add |
| 18 | MO | Altria Group Inc | +0.2% | +1.77% | Add |
| 19 | ORLY | O'reilly Automotive Inc | +0.2% | -0.26% | Trim |
| 20 | GE | General Electric | +0.2% | +0.99% | Add |
| 21 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +114.27% | Add |
| 22 | BP | Bp Plc-spons Adr | +0.1% | — | Unchanged |
| 23 | MNST | Monster Beverage CORP | +0.1% | +0.79% | Add |
| 24 | BKLN | Invesco Senior Loan ETF | +0.1% | +12.44% | Add |
| 25 | AVGO | Broadcom Inc | +0.1% | +1.10% | Add |
| 26 | UBER | Uber Technologies Inc | +0.1% | +3.54% | Add |
| 27 | SFL | SFL Corporation Ltd. | +0.1% | +42.75% | Add |
| 28 | COR | Cencora Inc | +0.1% | -0.58% | Trim |
| 29 | AMZN | Amazon.com Inc | +0.1% | -0.22% | Trim |
| 30 | OHI | Omega Healthcare Investors | +0.1% | +2.23% | Add |
| 31 | AMGN | Amgen Inc | +0.1% | -0.83% | Trim |
| 32 | NXT | Nextpower Inc-cl A | 0% | -21.09% | Trim |
| 33 | KMI | Kinder Morgan, Inc. | 0% | -5.30% | Trim |
| 34 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | 0% | +14.97% | Add |
| 35 | DSL | Doubleline Income Solutions | 0% | +3.58% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 37 | ROL | Rollins Inc | 0% | +0.18% | Add |
| 38 | ABBV | Abbvie Inc | 0% | -1.46% | Trim |
| 39 | AAPL | Apple Inc | 0% | +1.03% | Add |
| 40 | BXMT 5.5 03-15-27Bond | Blackstone Mortgage Tr | 0% | — | Unchanged |
| 41 | ANET | Arista Networks Inc | — | -5.81% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | — | -2.08% | Trim |
| 43 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 44 | KMB | Kimberly-clark CORP | — | — | Unchanged |
| 45 | STWD | Starwood Property Trust Inc | — | — | Unchanged |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -11.58% | Trim |
| 47 | OBDC | Blue Owl Capital CORP | 0% | -42.53% | Trim |
| 48 | V | Visa Inc-class A Shares | 0% | +0.20% | Add |
| 49 | STX | Seagate Technology Holdings plc | -0.1% | -58.36% | Trim |
| 50 | NLY | Annaly Capital Management In | -0.1% | -16.52% | Trim |
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 79 disclosed positions in Q1 2026.
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, TSM, META) accounted for 21.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
XOM
市值: $8.3M
Top Position Liquidated / Trimmed
HOOD
前期市值: $9.3M
During Q1 2026, Left Brain Wealth Management, LLC's top holdings by market value included NVDA (10.1%)、TSM (6.1%)、META (4.5%). The largest single position, NVDA, represented 10.1% of total portfolio value.
In Q1 2026, Left Brain Wealth Management, LLC made 97 total portfolio adjustments, initiating 19 new buys, adding to 30 positions, trimming 24 holdings, and fully liquidating 24 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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