13F HOLDINGS REPORT
Left Brain Wealth Management, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001104659-25-110452
Total Value
$318.6M
Positions
98
Other Managers
0
Confidential Omitted
No
Holdings (98)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 147,879 | $27.6M | 8.66% |
| 2 | META PLATFORMS INC | META | 23,665 | $17.4M | 5.45% |
| 3 | PALANTIR TECHNOLOGIES INC | PLTR | 94,440 | $17.2M | 5.41% |
| 4 | NETFLIX INC | NFLX | 11,516 | $13.8M | 4.33% |
| 5 | ROBINHOOD MKTS INC | 770700102 | 88,709 | $12.7M | 3.99% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 44,811 | $12.5M | 3.93% |
| 7 | APPLOVIN CORP | APP | 17,322 | $12.4M | 3.91% |
| 8 | ARISTA NETWORKS INC | ANET | 81,520 | $11.9M | 3.73% |
| 9 | AXON ENTERPRISE INC | AXON | 15,768 | $11.3M | 3.55% |
| 10 | CROWDSTRIKE HLDGS INC | CRWD | 19,054 | $9.3M | 2.93% |
| 11 | BROADCOM INC | AVGO | 27,297 | $9.0M | 2.83% |
| 12 | GE AEROSPACE | 369604301 | 27,651 | $8.3M | 2.61% |
| 13 | UBER TECHNOLOGIES INC | UBER | 78,258 | $7.7M | 2.41% |
| 14 | AMAZON COM INC | AMZN | 34,024 | $7.5M | 2.34% |
| 15 | ALPS ETF TR | 00162Q452 | 145,647 | $6.8M | 2.15% |
| 16 | MICROSOFT CORP | MSFT | 12,231 | $6.3M | 1.99% |
| 17 | CHUBB LIMITED | CB | 21,495 | $6.1M | 1.90% |
| 18 | WASTE MGMT INC DEL | 94106L109 | 26,317 | $5.8M | 1.82% |
| 19 | SERVICENOW INC | NOW | 6,044 | $5.6M | 1.75% |
| 20 | HERCULES CAPITAL INC | HCXY | 290,883 | $5.5M | 1.73% |
| 21 | MERCADOLIBRE INC | MELI | 2,272 | $5.3M | 1.67% |
| 22 | VISA INC | V | 15,218 | $5.2M | 1.63% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 5,436 | $5.0M | 1.58% |
| 24 | INTERNATIONAL BUSINESS MACHS | INTR | 17,362 | $4.9M | 1.54% |
| 25 | OREILLY AUTOMOTIVE INC | 67103H107 | 35,401 | $3.8M | 1.20% |
| 26 | MCKESSON CORP | MCK | 4,925 | $3.8M | 1.19% |
| 27 | CENCORA INC | COR | 11,975 | $3.7M | 1.17% |
| 28 | MONSTER BEVERAGE CORP NEW | MNST | 53,050 | $3.6M | 1.12% |
| 29 | SPOTIFY TECHNOLOGY S A | SPOT | 4,855 | $3.4M | 1.06% |
| 30 | TESLA INC | TSLA | 7,328 | $3.3M | 1.02% |
| 31 | THE CIGNA GROUP | 125523100 | 11,284 | $3.3M | 1.02% |
| 32 | ROLLINS INC | ROL | 53,279 | $3.1M | 0.98% |
| 33 | CME GROUP INC | CME | 11,380 | $3.1M | 0.96% |
| 34 | PROGRESSIVE CORP | 743315103 | 12,367 | $3.1M | 0.96% |
| 35 | DOLLAR GEN CORP NEW | 256677105 | 28,077 | $2.9M | 0.91% |
| 36 | VERTIV HOLDINGS CO | VRT | 18,216 | $2.7M | 0.86% |
| 37 | UNITEDHEALTH GROUP INC | UNH | 6,254 | $2.2M | 0.68% |
| 38 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 13,200 | $1.9M | 0.60% |
| 39 | NEBIUS GROUP N.V. | NBIS | 16,475 | $1.8M | 0.58% |
| 40 | ALTRIA GROUP INC | MO | 26,788 | $1.8M | 0.56% |
| 41 | ROBLOX CORP | RBLX | 12,596 | $1.7M | 0.55% |
| 42 | SHOPIFY INC | SHOP | 10,331 | $1.5M | 0.48% |
| 43 | RITHM CAPITAL CORP | RITM-PF | 125,140 | $1.4M | 0.45% |
| 44 | INVESCO EXCH TRADED FD TR II | IVZ | 63,996 | $1.3M | 0.42% |
| 45 | ZSCALER INC | ZS | 3,730 | $1.1M | 0.35% |
| 46 | OMEGA HEALTHCARE INVS INC | 681936100 | 25,285 | $1.1M | 0.34% |
| 47 | CLOUDFLARE INC | NET | 4,953 | $1.1M | 0.33% |
| 48 | REDDIT INC | RDDT | 4,570 | $1.1M | 0.33% |
| 49 | ANNALY CAPITAL MANAGEMENT IN | NLY-PJ | 50,430 | $1.0M | 0.32% |
| 50 | ROYAL CARIBBEAN GROUP | V7780T103 | 3,066 | $992,096 | 0.31% |
| 51 | CELSIUS HLDGS INC | CELH | 16,300 | $937,087 | 0.29% |
| 52 | WALMART INC | WMT | 8,980 | $925,479 | 0.29% |
| 53 | SPDR S&P 500 ETF TR | SPY | 1,306 | $870,031 | 0.27% |
| 54 | ASTERA LABS INC | ALAB | 4,375 | $856,625 | 0.27% |
| 55 | CYBERARK SOFTWARE LTD | M2682V108 | 1,522 | $735,354 | 0.23% |
| 56 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 3,100 | $731,786 | 0.23% |
| 57 | MONOLITHIC PWR SYS INC | 609839105 | 770 | $708,893 | 0.22% |
| 58 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 8,325 | $693,806 | 0.22% |
| 59 | DOUBLELINE INCOME SOLUTIONS | DSL | 53,680 | $659,190 | 0.21% |
| 60 | LIFE360 INC | LIFX | 6,200 | $659,060 | 0.21% |
| 61 | ABBVIE INC | ABBV | 2,739 | $634,188 | 0.20% |
| 62 | PURE STORAGE INC | 74624M102 | 7,500 | $628,575 | 0.20% |
| 63 | ARES CAPITAL CORP | ARCC | 29,890 | $610,055 | 0.19% |
| 64 | HIMS & HERS HEALTH INC | HIMS | 10,700 | $606,904 | 0.19% |
| 65 | ISHARES TR | 464287614 | 1,235 | $578,486 | 0.18% |
| 66 | BP PLC | BPPFF | 16,753 | $577,308 | 0.18% |
| 67 | STRATEGY INC | STRD | 6,075 | $557,078 | 0.17% |
| 68 | DUOLINGO INC | DUOL | 1,651 | $531,358 | 0.17% |
| 69 | NUVEEN AMT FREE MUN CR INC F | NU | 42,550 | $522,940 | 0.16% |
| 70 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,036 | $520,839 | 0.16% |
| 71 | AMGEN INC | AMGN | 1,832 | $516,990 | 0.16% |
| 72 | ZETA GLOBAL HOLDINGS CORP | ZETA | 25,800 | $512,646 | 0.16% |
| 73 | APPLE INC | AAPL | 2,006 | $510,788 | 0.16% |
| 74 | CLEAR SECURE INC | YOU | 14,725 | $491,521 | 0.15% |
| 75 | AFFIRM HLDGS INC | AFRM | 6,725 | $491,463 | 0.15% |
| 76 | RUBRIK INC. | RBRK | 5,775 | $474,994 | 0.15% |
| 77 | LUMEN TECHNOLOGIES INC | LUMN | 75,000 | $459,000 | 0.14% |
| 78 | OPERA LTD | OPRA | 21,550 | $444,792 | 0.14% |
| 79 | CIRCLE INTERNET GROUP INC | CRCL | 3,275 | $434,200 | 0.14% |
| 80 | DOORDASH INC | DASH | 1,595 | $433,824 | 0.14% |
| 81 | SOFI TECHNOLOGIES INC | SOFI | 16,000 | $422,720 | 0.13% |
| 82 | ROCKET COS INC | 77311W101 | 21,000 | $406,980 | 0.13% |
| 83 | SPORTRADAR GROUP AG | SRAD | 15,100 | $406,190 | 0.13% |
| 84 | CARVANA CO | CVNA | 1,025 | $386,671 | 0.12% |
| 85 | PROCTER AND GAMBLE CO | 742718109 | 2,297 | $352,934 | 0.11% |
| 86 | COINBASE GLOBAL INC | COIN | 1,000 | $337,490 | 0.11% |
| 87 | MONGODB INC | MDB | 1,075 | $333,659 | 0.10% |
| 88 | INNODATA INC | INOD | 4,300 | $331,401 | 0.10% |
| 89 | ROKU INC | ROKU | 3,100 | $310,403 | 0.10% |
| 90 | KIMBERLY-CLARK CORP | KMB | 2,460 | $305,876 | 0.10% |
| 91 | SAMSARA INC | IOT | 7,650 | $284,963 | 0.09% |
| 92 | KINDER MORGAN INC DEL | EP-PC | 9,440 | $267,246 | 0.08% |
| 93 | ISHARES TR | 464288588 | 2,737 | $260,426 | 0.08% |
| 94 | PENNYMAC CORP | 70932AAF0 | 235,000 | $234,521 | 0.07% |
| 95 | STARWOOD PPTY TR INC | STHO | 11,950 | $231,472 | 0.07% |
| 96 | BLACKSTONE MORTGAGE TRUST IN | 09257WAE0 | 220,000 | $217,458 | 0.07% |
| 97 | CINCINNATI FINL CORP | 172062101 | 1,362 | $215,332 | 0.07% |
| 98 | TWO HARBORS INVENTMENT CORPO | 90187BAB7 | 10,000 | $10,008 | 0.00% |