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
$72.7B
$918 Million 0.32% of portfolio
8,730
Q2 2025 Added 41.95%
$9.43B
$833 Million 0.29% of portfolio
2,032
Q2 2025 Added 37.39%
$0
$807 Million 0.28% of portfolio
1,306
Q4 2024 Reduced 8.67%
Reddit Inc
-
$688 Million 0.24% of portfolio
-
Q2 2025 Added 128.5%
$0
$694 Million 0.24% of portfolio
1,635
Q1 2025 Reduced 6.84%
$386B
$695 Million 0.24% of portfolio
3,745
Q2 2025 Reduced 5.67%
$19B
$597 Million 0.21% of portfolio
1,467
Q2 2025 Reduced 8.31%
Sezzle Inc
-
$592 Million 0.21% of portfolio
-
Q2 2025 New
$8.39B
$588 Million 0.21% of portfolio
1,870
Q2 2025 Added 64.76%
$32.7B
$587 Million 0.21% of portfolio
4,575
Q2 2025 New
$644B
$529 Million 0.19% of portfolio
1,089
Q2 2025 Added 18.63%
$148B
$548 Million 0.19% of portfolio
1,961
Q2 2025 Reduced 8.24%
$4.37B
$501 Million 0.18% of portfolio
10,800
Q2 2025 New
$104B
$501 Million 0.18% of portfolio
16,753
Q4 2024 Reduced 22.99%
Rubrik Inc.
-
$517 Million 0.18% of portfolio
-
Q2 2025 Added 37.5%
$11B
$523 Million 0.18% of portfolio
10,500
Q2 2025 New
$0
$496 Million 0.17% of portfolio
40,550
Q2 2025 Added 18.86%
$19.1B
$465 Million 0.16% of portfolio
6,725
Q2 2025 Reduced 20.65%
Annaly Capital Management In
-
$464 Million 0.16% of portfolio
-
Q2 2025 New
$3.76T
$412 Million 0.15% of portfolio
2,006
Q2 2025 Reduced 29.02%
$5.13B
$427 Million 0.15% of portfolio
6,600
Q2 2025 Reduced 19.22%
$0
$404 Million 0.14% of portfolio
4,401
Q2 2025 New
$2.24B
$397 Million 0.14% of portfolio
21,000
Q2 2025 Added 100.19%
$6.27B
$312 Million 0.11% of portfolio
11,100
Q2 2025 New
$20.6B
$317 Million 0.11% of portfolio
8,850
Q2 2025 Reduced 14.08%
$70.8B
$317 Million 0.11% of portfolio
1,417
Q2 2025 New
$0
$306 Million 0.11% of portfolio
3,262
Q2 2025 New
$43.2B
$317 Million 0.11% of portfolio
2,460
Q4 2024 Reduced 19.61%
$18.2B
$317 Million 0.11% of portfolio
4,150
Q2 2025 Added 29.69%
$4.24B
$304 Million 0.11% of portfolio
7,650
Q2 2025 Reduced 25.0%
Atlassian Corporation
-
$325 Million 0.11% of portfolio
-
Q2 2025 New
$92.3B
$270 Million 0.1% of portfolio
1,095
Q2 2025 New
$62B
$278 Million 0.1% of portfolio
9,440
Q4 2024 New
$3.49B
$245 Million 0.09% of portfolio
15,800
Q2 2025 New
Astera Labs Inc
-
$244 Million 0.09% of portfolio
-
Q2 2025 New
$3.08B
$256 Million 0.09% of portfolio
9,225
Q2 2025 New
$2.95B
$231 Million 0.08% of portfolio
1,500
Q2 2025 Reduced 25.0%
$25B
$221 Million 0.08% of portfolio
1,481
Q2 2025 Reduced 11.0%
$28B
$222 Million 0.08% of portfolio
591
Q2 2025 New
Blackstone Mortgage Trust In
-
$217 Million 0.08% of portfolio
-
Q3 2024 New
Pennymac Corp
-
$236 Million 0.08% of portfolio
-
Q3 2024 New
$0
$215 Million 0.08% of portfolio
9,795
Q2 2025 Reduced 88.28%
$6.34B
$213 Million 0.08% of portfolio
10,625
Q2 2025 New
$2.92B
$142 Million 0.05% of portfolio
10,000
Q2 2025 New
Two Harbors Inventment Corpo
-
$10.2 Million 0.0% of portfolio
-
Q3 2024 New

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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