Left Brain Wealth Management, LLC Portfolio Holdings

Left Brain Wealth Management, LLC

  • $284 Billion
  • Q2 2025

Left Brain Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $284 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23.4B, Meta Platforms, Inc. with a value of $17.2B, Netflix Inc with a value of $15.5B, Palantir Technologies Inc. with a value of $12.9B, and Axon Enterprise, Inc. with a value of $11.4B.

Examining the 13F form we can see an increase of $54.7B in the current position value, from $229B to 284B.

Left Brain Wealth Management, LLC is based out at Naperville, IL

Below you can find more details about Left Brain Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $284 Billion
Technology: $112 Billion
Communication Services: $36.5 Billion
Financial Services: $26.2 Billion
Industrials: $25.2 Billion
Consumer Cyclical: $25.2 Billion
Consumer Defensive: $17.3 Billion
Healthcare: $15.4 Billion
ETFs: $10.5 Billion
Other: $2.95 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$23.4 Billion 8.23% of portfolio
147,802
Q2 2025 Reduced 26.0%
$1.69T
$17.2 Billion 6.04% of portfolio
23,237
Q2 2025 Added 2.11%
$529B
$15.5 Billion 5.46% of portfolio
11,561
Q2 2025 Added 1.1%
$337B
$12.9 Billion 4.54% of portfolio
94,423
Q2 2025 Reduced 26.7%
$53.7B
$11.4 Billion 4.03% of portfolio
13,797
Q2 2025 Added 1.04%
$1.34T
$10.2 Billion 3.58% of portfolio
44,887
Q2 2025 Added 11.6%
$93.7B
$9.66 Billion 3.4% of portfolio
18,964
Q2 2025 Added 4.5%
Arista Networks Inc
-
$8.35 Billion 2.94% of portfolio
-
Q2 2025 Added 12.07%
$96.1B
$8.16 Billion 2.88% of portfolio
87,195
Q2 2025 Added 430.87%
$2.32T
$7.45 Billion 2.62% of portfolio
33,935
Q2 2025 Added 0.57%
$190B
$7.23 Billion 2.55% of portfolio
77,527
Q2 2025 Reduced 0.75%
$308B
$7.1 Billion 2.5% of portfolio
27,574
Q2 2025 Added 2.79%
$146B
$7.07 Billion 2.49% of portfolio
25,650
Q2 2025 Added 23.85%
$0
$7.04 Billion 2.48% of portfolio
144,150
Q2 2025 Reduced 0.54%
$188B
$6.18 Billion 2.18% of portfolio
6,010
Q2 2025 Added 13.01%
$115B
$6.18 Billion 2.18% of portfolio
21,331
Q2 2025 Added 243.44%
$3.8T
$6.05 Billion 2.13% of portfolio
12,155
Q2 2025 Added 1.84%
$118B
$5.87 Billion 2.07% of portfolio
2,245
Q2 2025 Added 1,100.53%
$555B
$5.39 Billion 1.9% of portfolio
15,171
Q2 2025 Reduced 0.21%
$428B
$5.35 Billion 1.88% of portfolio
5,402
Q2 2025 Added 3.07%
$170B
$5.24 Billion 1.85% of portfolio
14,972
Q2 2025 Added 58.07%
$2.47B
$5.19 Billion 1.83% of portfolio
284,068
Q2 2025 Added 1.86%
$227B
$5.15 Billion 1.81% of portfolio
17,473
Q2 2025 Reduced 1.08%
$92.4B
$3.85 Billion 1.36% of portfolio
11,643
Q2 2025 Reduced 0.98%
$102B
$3.66 Billion 1.29% of portfolio
4,989
Q2 2025 New
$38.4B
$3.6 Billion 1.27% of portfolio
12,009
Q2 2025 Added 0.63%
$34.1B
$3.33 Billion 1.17% of portfolio
53,124
Q2 2025 New
$145B
$3.26 Billion 1.15% of portfolio
12,199
Q2 2025 Added 3.15%
$23.5B
$3.25 Billion 1.14% of portfolio
28,395
Q2 2025 New
$94.3B
$3.18 Billion 1.12% of portfolio
11,533
Q2 2025 New
$6.75B
$3.13 Billion 1.1% of portfolio
34,695
Q2 2025 Added 1,831.79%
$330B
$3.08 Billion 1.09% of portfolio
9,874
Q2 2025 Added 151.89%
$28.3B
$3.1 Billion 1.09% of portfolio
54,946
Q2 2025 New
$1.07B
$2.39 Billion 0.84% of portfolio
42,647
Q2 2025 Reduced 0.74%
$1.25T
$2.35 Billion 0.83% of portfolio
7,402
Q2 2025 Reduced 1.24%
$134B
$1.99 Billion 0.7% of portfolio
2,595
Q2 2025 Added 215.69%
$20B
$1.88 Billion 0.66% of portfolio
26,070
Q2 2025 Reduced 70.12%
$374B
$1.61 Billion 0.57% of portfolio
10,111
Q2 2025 New
$119B
$1.57 Billion 0.55% of portfolio
26,805
Q2 2025 Added 1.0%
$0
$1.29 Billion 0.46% of portfolio
61,882
Q2 2025 Added 4.77%
$23.2B
$1.22 Billion 0.43% of portfolio
13,200
Q2 2025 Added 72.55%
$5.08B
$1.06 Billion 0.37% of portfolio
93,550
Q2 2025 Added 44.3%
$40.5B
$1.03 Billion 0.36% of portfolio
3,288
Q2 2025 New
$171B
$997 Million 0.35% of portfolio
8,643
Q2 2025 Reduced 77.67%
$62.6B
$933 Million 0.33% of portfolio
4,765
Q2 2025 Added 44.18%
$9.95B
$903 Million 0.32% of portfolio
24,625
Q2 2025 Added 4.39%
Nebius Group N.V.
-
$912 Million 0.32% of portfolio
-
Q2 2025 New
$281B
$902 Million 0.32% of portfolio
9,229
Q2 2025 Added 9.88%
$85.8B
$915 Million 0.32% of portfolio
2,923
Q2 2025 Added 20.29%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $284 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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