13F HOLDINGS REPORT
Left Brain Wealth Management, LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001104659-25-076758
Total Value
$283.8M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 147,802 | $23.4M | 8.23% |
| 2 | META PLATFORMS INC | META | 23,237 | $17.2M | 6.04% |
| 3 | NETFLIX INC | NFLX | 11,561 | $15.5M | 5.46% |
| 4 | PALANTIR TECHNOLOGIES INC | PLTR | 94,423 | $12.9M | 4.54% |
| 5 | AXON ENTERPRISE INC | AXON | 13,797 | $11.4M | 4.03% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 44,887 | $10.2M | 3.58% |
| 7 | CROWDSTRIKE HLDGS INC | CRWD | 18,964 | $9.7M | 3.40% |
| 8 | ARISTA NETWORKS INC | ANET | 81,605 | $8.3M | 2.94% |
| 9 | ROBINHOOD MKTS INC | 770700102 | 87,195 | $8.2M | 2.88% |
| 10 | AMAZON COM INC | AMZN | 33,935 | $7.4M | 2.62% |
| 11 | UBER TECHNOLOGIES INC | UBER | 77,527 | $7.2M | 2.55% |
| 12 | GE AEROSPACE | 369604301 | 27,574 | $7.1M | 2.50% |
| 13 | BROADCOM INC | AVGO | 25,650 | $7.1M | 2.49% |
| 14 | ALPS ETF TR | 00162Q452 | 144,150 | $7.0M | 2.48% |
| 15 | CHUBB LIMITED | CB | 21,331 | $6.2M | 2.18% |
| 16 | SERVICENOW INC | NOW | 6,010 | $6.2M | 2.18% |
| 17 | WASTE MGMT INC DEL | 94106L109 | 26,686 | $6.1M | 2.15% |
| 18 | MICROSOFT CORP | MSFT | 12,155 | $6.0M | 2.13% |
| 19 | MERCADOLIBRE INC | MELI | 2,245 | $5.9M | 2.07% |
| 20 | VISA INC | V | 15,171 | $5.4M | 1.90% |
| 21 | COSTCO WHSL CORP NEW | 22160K105 | 5,402 | $5.3M | 1.88% |
| 22 | APPLOVIN CORP | APP | 14,972 | $5.2M | 1.85% |
| 23 | HERCULES CAPITAL INC | HCXY | 284,068 | $5.2M | 1.83% |
| 24 | INTERNATIONAL BUSINESS MACHS | INTR | 17,473 | $5.2M | 1.81% |
| 25 | THE CIGNA GROUP | 125523100 | 11,643 | $3.8M | 1.36% |
| 26 | MCKESSON CORP | MCK | 4,989 | $3.7M | 1.29% |
| 27 | CENCORA INC | COR | 12,009 | $3.6M | 1.27% |
| 28 | MONSTER BEVERAGE CORP NEW | MNST | 53,124 | $3.3M | 1.17% |
| 29 | PROGRESSIVE CORP | 743315103 | 12,199 | $3.3M | 1.15% |
| 30 | DOLLAR GEN CORP NEW | 256677105 | 28,395 | $3.2M | 1.14% |
| 31 | CME GROUP INC | CME | 11,533 | $3.2M | 1.12% |
| 32 | OREILLY AUTOMOTIVE INC | 67103H107 | 34,695 | $3.1M | 1.10% |
| 33 | ROLLINS INC | ROL | 54,946 | $3.1M | 1.09% |
| 34 | UNITEDHEALTH GROUP INC | UNH | 9,874 | $3.1M | 1.09% |
| 35 | CHIPOTLE MEXICAN GRILL INC | CMG | 42,647 | $2.4M | 0.84% |
| 36 | TESLA INC | TSLA | 7,402 | $2.4M | 0.83% |
| 37 | SPOTIFY TECHNOLOGY S A | SPOT | 2,595 | $2.0M | 0.70% |
| 38 | THE TRADE DESK INC | 88339J105 | 26,070 | $1.9M | 0.66% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 10,111 | $1.6M | 0.57% |
| 40 | ALTRIA GROUP INC | MO | 26,805 | $1.6M | 0.55% |
| 41 | INVESCO EXCH TRADED FD TR II | IVZ | 61,882 | $1.3M | 0.46% |
| 42 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 13,200 | $1.2M | 0.43% |
| 43 | RITHM CAPITAL CORP | RITM-PF | 93,550 | $1.1M | 0.37% |
| 44 | ZSCALER INC | ZS | 3,288 | $1.0M | 0.36% |
| 45 | SHOPIFY INC | SHOP | 8,643 | $996,970 | 0.35% |
| 46 | CLOUDFLARE INC | NET | 4,765 | $933,130 | 0.33% |
| 47 | ROBLOX CORP | RBLX | 8,730 | $918,396 | 0.32% |
| 48 | ROYAL CARIBBEAN GROUP | V7780T103 | 2,923 | $915,308 | 0.32% |
| 49 | NEBIUS GROUP N.V. | NBIS | 16,475 | $911,562 | 0.32% |
| 50 | OMEGA HEALTHCARE INVS INC | 681936100 | 24,625 | $902,506 | 0.32% |
| 51 | WALMART INC | WMT | 9,229 | $902,412 | 0.32% |
| 52 | DUOLINGO INC | DUOL | 2,032 | $833,161 | 0.29% |
| 53 | SPDR S&P 500 ETF TR | SPY | 1,306 | $806,912 | 0.28% |
| 54 | ABBVIE INC | ABBV | 3,745 | $695,147 | 0.24% |
| 55 | ISHARES TR | 464287614 | 1,635 | $694,188 | 0.24% |
| 56 | REDDIT INC | RDDT | 4,570 | $688,105 | 0.24% |
| 57 | CYBERARK SOFTWARE LTD | M2682V108 | 1,467 | $596,893 | 0.21% |
| 58 | SEZZLE INC | SEZL | 3,300 | $591,525 | 0.21% |
| 59 | MONDAY COM LTD | MNDY | 1,870 | $588,078 | 0.21% |
| 60 | VERTIV HOLDINGS CO | VRT | 4,575 | $587,476 | 0.21% |
| 61 | AMGEN INC | AMGN | 1,961 | $547,531 | 0.19% |
| 62 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,089 | $529,004 | 0.19% |
| 63 | HIMS & HERS HEALTH INC | HIMS | 10,500 | $523,425 | 0.18% |
| 64 | RUBRIK INC. | RBRK | 5,775 | $517,382 | 0.18% |
| 65 | NUVEEN AMT FREE MUN CR INC F | NU | 42,550 | $507,622 | 0.18% |
| 66 | BP PLC | BPPFF | 16,753 | $501,417 | 0.18% |
| 67 | CELSIUS HLDGS INC | CELH | 10,800 | $501,012 | 0.18% |
| 68 | DOUBLELINE INCOME SOLUTIONS | DSL | 40,550 | $496,332 | 0.17% |
| 69 | AFFIRM HLDGS INC | AFRM | 6,725 | $464,967 | 0.16% |
| 70 | ANNALY CAPITAL MANAGEMENT IN | NLY-PJ | 24,648 | $463,875 | 0.16% |
| 71 | UPSTART HLDGS INC | UPST | 6,600 | $426,888 | 0.15% |
| 72 | APPLE INC | AAPL | 2,006 | $411,571 | 0.15% |
| 73 | SPDR SERIES TRUST | 78468R663 | 4,401 | $403,704 | 0.14% |
| 74 | OPERA LTD | OPRA | 21,000 | $396,900 | 0.14% |
| 75 | ATLASSIAN CORPORATION | TEAM | 1,600 | $324,944 | 0.11% |
| 76 | PINTEREST INC | PINS | 8,850 | $317,361 | 0.11% |
| 77 | NUTANIX INC | NTNX | 4,150 | $317,226 | 0.11% |
| 78 | KIMBERLY-CLARK CORP | KMB | 2,460 | $317,143 | 0.11% |
| 79 | SNOWFLAKE INC | SNOW | 1,417 | $317,082 | 0.11% |
| 80 | SPORTRADAR GROUP AG | SRAD | 11,100 | $311,688 | 0.11% |
| 81 | ISHARES TR | 464288588 | 3,262 | $306,269 | 0.11% |
| 82 | SAMSARA INC | IOT | 7,650 | $304,317 | 0.11% |
| 83 | KINDER MORGAN INC DEL | EP-PC | 9,440 | $277,536 | 0.10% |
| 84 | DOORDASH INC | DASH | 1,095 | $269,928 | 0.10% |
| 85 | CLEAR SECURE INC | YOU | 9,225 | $256,086 | 0.09% |
| 86 | ZETA GLOBAL HOLDINGS CORP | ZETA | 15,800 | $244,742 | 0.09% |
| 87 | ASTERA LABS INC | ALAB | 2,700 | $244,134 | 0.09% |
| 88 | PENNYMAC CORP | 70932AAF0 | 235,000 | $236,186 | 0.08% |
| 89 | PALOMAR HLDGS INC | PLMR | 1,500 | $231,375 | 0.08% |
| 90 | LPL FINL HLDGS INC | 50212V100 | 591 | $221,607 | 0.08% |
| 91 | CINCINNATI FINL CORP | 172062101 | 1,481 | $220,551 | 0.08% |
| 92 | BLACKSTONE MORTGAGE TRUST IN | 09257WAE0 | 220,000 | $217,296 | 0.08% |
| 93 | ARES CAPITAL CORP | ARCC | 9,795 | $215,098 | 0.08% |
| 94 | STARWOOD PPTY TR INC | STHO | 10,625 | $213,244 | 0.08% |
| 95 | ROCKET COS INC | 77311W101 | 10,000 | $141,800 | 0.05% |
| 96 | TWO HARBORS INVENTMENT CORPO | 90187BAB7 | 10,000 | $10,168 | 0.00% |