Left Brain Wealth Management
Left Brain Wealth Management reported 98 stocks worth $317M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are NVDA (9.9%), TSM (5.2%) and ANET (4.5%). Compared with Q2 2026, the fund opened new positions in XOM, IGV and ARCC, added to META, CRWD and AVGO, trimmed NVDA, TSM and ANET and sold out of XOM, NFLX and IEMG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $31.5M | 9.9% | 138K | −11K (−7%) | 8 of 8 | |
| 2 |  TSM Taiwan Semiconductor Mfg Ltd | $16.6M | 5.2% | 36K | −9,711 (−21%) | 8 of 8 | |
| 3 |  ANET Arista Networks Inc | $14.3M | 4.5% | 70K | −1,879 (−3%) | 8 of 8 | |
| 4 |  META Meta Platforms Inc | $14.3M | 4.5% | 20K | +1,784 (+10%) | 8 of 8 | |
| 5 |  MU Micron Technology Inc | $12.9M | 4.1% | 12K | −536 (−4%) | 4 of 8 | |
| 6 |  DELL Dell Technologies Inc | $11.4M | 3.6% | 21K | −1,491 (−7%) | 3 of 8 | |
| 7 |  CRWD Crowdstrike Hldgs Inc | $10.6M | 3.3% | 40K | +30K (+304%) | 7 of 8 | |
| 8 |  AMD Advanced Micro Devices Inc | $10.4M | 3.3% | 17K | −503 (−3%) | 5 of 8 | |
| 9 |  GOOGL Alphabet Inc | $9.3M | 2.9% | 27K | −315 (−1%) | 4 of 8 | |
| 10 |  AVGO Broadcom Inc | $9.2M | 2.9% | 26K | +466 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $6.2M | 46K |
 NFLX Netflix Inc | $3.4M | 48K |
 IEMG Ishares Inc | $3.3M | 40K |
 HON Honeywell Intl Inc Com | $1.6M | 7,084 |
 HONA Honeywell Aerospace Inc Com | $1.6M | 7,084 |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Left Brain Wealth Management 13F FAQ
What does Left Brain Wealth Management own?
Left Brain Wealth Management reported 98 stocks worth $317M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are NVDA (9.9%), TSM (5.2%) and ANET (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Left Brain Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 27 added to, 43 trimmed and 22 sold out. New positions include XOM, IGV and ARCC. It sold all of XOM, NFLX and IEMG.
When will Left Brain Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Left Brain Wealth Management's portfolio worth?
The Q3 2026 filing reports $317M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.